13F HOLDINGS REPORT
FERNBRIDGE CAPITAL MANAGEMENT LP
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001827734-25-000005
Total Value
$2.10B
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SALESFORCE INC | CRM | 1,436,860 | $391.8M | 18.66% |
| 2 | PTC INC | PTC | 2,055,053 | $354.2M | 16.87% |
| 3 | WORKDAY INC | WDAY | 1,241,380 | $297.9M | 14.19% |
| 4 | AMAZON COM INC | AMZN | 533,411 | $117.0M | 5.57% |
| 5 | INTUIT | INTU | 131,543 | $103.6M | 4.93% |
| 6 | FLUTTER ENTMT PLC | G3643J108 | 314,467 | $89.9M | 4.28% |
| 7 | LIVE NATION ENTERTAINMENT IN | LYV | 574,874 | $87.0M | 4.14% |
| 8 | VULCAN MATLS CO | 929160109 | 254,972 | $66.5M | 3.17% |
| 9 | CORE & MAIN INC | CNM | 1,071,238 | $64.6M | 3.08% |
| 10 | TRANSUNION | TRU | 720,659 | $63.4M | 3.02% |
| 11 | BOOKING HOLDINGS INC | BKNG | 9,592 | $55.5M | 2.64% |
| 12 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 231,502 | $52.4M | 2.50% |
| 13 | T-MOBILE US INC | TMUSZ | 200,281 | $47.7M | 2.27% |
| 14 | DOORDASH INC | DASH | 161,454 | $39.8M | 1.90% |
| 15 | CAPITAL ONE FINL CORP | 14040H105 | 180,782 | $38.5M | 1.83% |
| 16 | BLOCK INC | BSQKZ | 547,620 | $37.2M | 1.77% |
| 17 | VISA INC | V | 99,688 | $35.4M | 1.69% |
| 18 | TETRA TECH INC NEW | TTEK | 943,423 | $33.9M | 1.62% |
| 19 | UBER TECHNOLOGIES INC | UBER | 293,936 | $27.4M | 1.31% |
| 20 | THE TRADE DESK INC | 88339J105 | 363,775 | $26.2M | 1.25% |
| 21 | SPOTIFY TECHNOLOGY S A | SPOT | 29,036 | $22.3M | 1.06% |
| 22 | LOUISIANA PAC CORP | LPX | 213,436 | $18.4M | 0.87% |
| 23 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 130,565 | $15.0M | 0.71% |
| 24 | APPLOVIN CORP | APP | 40,488 | $14.2M | 0.68% |