FERNBRIDGE CAPITAL MANAGEMENT LP
Top Portfolio Positions
17 positions ·
$1,560,652,458 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CRM |
Salesforce, Inc.
Technology
|
1,929,462 | $360,172,671 | 23.08% | |
| INTU |
Intuit Inc.
Technology
|
499,127 | $215,812,532 | 13.83% | |
| PTC |
Ptc Inc.
Technology
|
1,295,434 | $184,586,390 | 11.83% | |
| WDAY |
Workday, Inc.
Technology
|
1,103,072 | $143,311,114 | 9.18% | |
| V |
Visa Inc.
Financial Services
|
380,289 | $114,938,547 | 7.36% | |
| TTEK |
Tetra Tech Inc
Industrials
|
3,400,775 | $102,431,343 | 6.56% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
362,225 | $75,440,600 | 4.83% | |
| XYL |
Xylem Inc.
Industrials
|
536,785 | $64,145,807 | 4.11% | |
| CNM |
Core & Main, Inc.
Industrials
|
1,172,949 | $57,943,680 | 3.71% | |
| AVGO |
Broadcom Inc.
Technology
|
148,655 | $46,010,209 | 2.95% |
Portfolio Trend
22 quarters · across all stocks
Holdings in PFGC
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,313,083 | 400,573 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||