13F HOLDINGS REPORT
FERNBRIDGE CAPITAL MANAGEMENT LP
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0002073679-25-000042
Total Value
$2.05B
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SALESFORCE INC | CRM | 1,759,109 | $416.9M | 20.32% |
| 2 | WORKDAY INC | WDAY | 1,382,293 | $332.8M | 16.22% |
| 3 | PTC INC | PTC | 1,093,360 | $222.0M | 10.82% |
| 4 | AMAZON COM INC | AMZN | 873,314 | $191.8M | 9.34% |
| 5 | LOUISIANA PAC CORP | LPX | 820,755 | $72.9M | 3.55% |
| 6 | VULCAN MATLS CO | 929160109 | 232,566 | $71.5M | 3.49% |
| 7 | LIVE NATION ENTERTAINMENT IN | LYV | 431,935 | $70.6M | 3.44% |
| 8 | VISA INC | V | 177,206 | $60.5M | 2.95% |
| 9 | BOOKING HOLDINGS INC | BKNG | 10,604 | $57.3M | 2.79% |
| 10 | INTUIT | INTU | 78,596 | $53.7M | 2.62% |
| 11 | APPLOVIN CORP | APP | 74,099 | $53.2M | 2.59% |
| 12 | NETFLIX INC | NFLX | 42,905 | $51.4M | 2.51% |
| 13 | FLUTTER ENTMT PLC | G3643J108 | 178,577 | $45.4M | 2.21% |
| 14 | CAPITAL ONE FINL CORP | 14040H105 | 205,687 | $43.7M | 2.13% |
| 15 | XYLEM INC | XYL | 282,762 | $41.7M | 2.03% |
| 16 | SPOTIFY TECHNOLOGY S A | SPOT | 59,134 | $41.3M | 2.01% |
| 17 | CORE & MAIN INC | CNM | 756,635 | $40.7M | 1.98% |
| 18 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 142,260 | $39.7M | 1.94% |
| 19 | TETRA TECH INC NEW | TTEK | 1,015,666 | $33.9M | 1.65% |
| 20 | UBER TECHNOLOGIES INC | UBER | 341,981 | $33.5M | 1.63% |
| 21 | CHARTER COMMUNICATIONS INC N | 16119P108 | 91,887 | $25.3M | 1.23% |
| 22 | ALPHABET INC | GOOG | 86,275 | $21.0M | 1.02% |
| 23 | T-MOBILE US INC | TMUSZ | 86,965 | $20.8M | 1.01% |
| 24 | DRAFTKINGS INC NEW | DKNG | 279,860 | $10.5M | 0.51% |