FERNBRIDGE CAPITAL MANAGEMENT LP
FERNBRIDGE CAPITAL MANAGEMENT LP reported 16 positions worth $1.37B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: CRM (22.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CRM | SH | $302.1M | 22.11% | 1,928,571 | — | — | |
| ▸ 2 | V | SH | $141.8M | 10.38% | 413,310 | — | — | |
| ▸ 3 | PTC | SH | $125.1M | 9.16% | 1,101,110 | — | — | |
| ▸ 4 | WDAY | SH | $123.5M | 9.04% | 1,008,623 | — | — | |
| ▸ 5 | INTU | SH | $108.4M | 7.93% | 415,261 | — | — | |
| ▸ 6 | AMZN | SH | $90.3M | 6.61% | 378,966 | — | — | |
| ▸ 7 | XYL | SH | $67.7M | 4.95% | 572,614 | — | — | |
| ▸ 8 | SPOT | SH | $66.0M | 4.83% | 143,826 | — | — | |
| ▸ 9 | CNM | SH | $64.9M | 4.75% | 1,345,061 | — | — | |
| ▸ 10 | AVGO | SH | $54.5M | 3.99% | 144,403 | — | — |
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Frequently Asked Questions
What stocks does FERNBRIDGE CAPITAL MANAGEMENT LP hold as of Q2 2026?
FERNBRIDGE CAPITAL MANAGEMENT LP reported 16 positions worth $1.37B in its Q2 2026 13F filing. Largest positions: CRM (22.1%), V (10.4%), PTC (9.2%), WDAY (9.0%) and INTU (7.9%).
What did FERNBRIDGE CAPITAL MANAGEMENT LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did FERNBRIDGE CAPITAL MANAGEMENT LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.