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 WDAY
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $143,311,114 | 1,103,072 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $302,012,897 | 1,406,150 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $332,759,393 | 1,382,293 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $297,931,200 | 1,241,380 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $182,803,080 | 782,782 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $196,437,206 | 761,296 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $102,500,176 | 419,378 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $70,700,626 | 316,249 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $53,835,667 | 197,381 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $44,274,502 | 160,380 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $47,576,813 | 221,442 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $53,157,790 | 235,326 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $56,111,754 | 271,675 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $63,930,769 | 382,064 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $79,453,207 | 521,963 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $37,935,191 | 271,781 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $139,242,398 | 581,485 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $128,294,889 | 469,635 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $115,853,502 | 463,618 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $73,952,341 | 309,761 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $19,478,899 | 78,408 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $13,047,962 | 54,455 | Shares | Sole | 2021-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||