Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FERNBRIDGE CAPITAL MANAGEMENT LP (CIK 1827734) reported $1.56B across 17 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CRM ($360.2M, 23.08%), INTU ($215.8M, 13.83%), PTC ($184.6M, 11.83%), WDAY ($143.3M, 9.18%), V ($114.9M, 7.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CRM | SALESFORCE INC | $360.2M | 23.08% | 1.9M | Added |
| 2 | INTU | INTUIT | $215.8M | 13.83% | 499,127 | Added |
| 3 | PTC | PTC INC | $184.6M | 11.83% | 1.3M | Added |
| 4 | WDAY | WORKDAY INC | $143.3M | 9.18% | 1.1M | Trimmed |
| 5 | V | VISA INC | $114.9M | 7.36% | 380,289 | Added |
| 6 | TTEK | TETRA TECH INC NEW | $102.4M | 6.56% | 3.4M | Added |
| 7 | AMZN | AMAZON COM INC | $75.4M | 4.83% | 362,225 | Trimmed |
| 8 | XYL | XYLEM INC | $64.1M | 4.11% | 536,785 | Added |
| 9 | CNM | CORE & MAIN INC | $57.9M | 3.71% | 1.2M | Trimmed |
| 10 | AVGO | BROADCOM INC | $46.0M | 2.95% | 148,655 | New |
| 11 | COF | CAPITAL ONE FINL CORP | $42.1M | 2.70% | 230,577 | Trimmed |
| 12 | PFGC | PERFORMANCE FOOD GROUP CO | $34.3M | 2.20% | 400,573 | New |
| 13 | SPOT | SPOTIFY TECHNOLOGY S A | $32.8M | 2.10% | 67,650 | Trimmed |
| 14 | BKNG | BOOKING HOLDINGS INC | $30.9M | 1.98% | 7,350 | Trimmed |
| 15 | LPX | LOUISIANA PAC CORP | $29.5M | 1.89% | 405,097 | Trimmed |
| 16 | APP | APPLOVIN CORP | $13.8M | 0.88% | 34,631 | Trimmed |
| 17 | DASH | DOORDASH INC | $12.5M | 0.80% | 83,106 | New |
| 18 | LYV | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | Exited |
| 19 | NFLX | NETFLIX INC | $0 | 0.00% | 0 | Exited |
| 20 | SQ | BLOCK INC | $0 | 0.00% | 0 | Exited |
| 21 | TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | Exited |
| 22 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $0 | 0.00% | 0 | Exited |
| 23 | UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31