StockDriftsStockDriftsTop 16 Fernbridge Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CRM | SALESFORCE INC | 22.11% | 1.93M | $302.1M | -0.05%(-891) | $258.97(-25.67%) | 2026-06-30 | |
| V | VISA INC | 10.38% | 413.3K | $141.8M | +8.68%(+33.02K) | $323.67(+11.82%) | 2026-06-30 | |
| PTC | PTC INC | 9.16% | 1.10M | $125.1M | -15.00%(-194.32K) | $158.16(-5.32%) | 2026-06-30 | |
| WDAY | WORKDAY INC | 9.04% | 1.01M | $123.5M | -8.56%(-94.45K) | $238.64(-18.51%) | 2026-06-30 | |
| INTU | INTUIT | 7.93% | 415.3K | $108.4M | -16.80%(-83.87K) | $558.97(-38.16%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 6.61% | 379.0K | $90.3M | +4.62%(+16.74K) | $181.87(+44.35%) | 2026-06-30 | |
| XYL | XYLEM INC | 4.95% | 572.6K | $67.7M | +6.67%(+35.83K) | $133.57(-10.40%) | 2026-06-30 | |
| SPOT | SPOTIFY TECHNOLOGY S A | 4.83% | 143.8K | $66.0M | +112.60%(+76.18K) | $522.82(-2.83%) | 2026-06-30 | |
| CNM | CORE & MAIN INC | 4.75% | 1.35M | $64.9M | +14.67%(+172.11K) | $52.72(-14.00%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.99% | 144.4K | $54.5M | -2.86%(-4.25K) | $327.23(+20.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +5.52% | +17.50% | +1.62% | +8.38% |
| Top 20 Holdings Unweighted | +13.17% | +44.93% | +4.70% | +25.80% |
Fernbridge Capital Management LP reports $1.37B in US-listed equity holdings across 16 positions in its most recent 13F filing. Its largest disclosed positions are CRM (22.1%), V (10.4%) and PTC (9.2%). The top 20 holdings account for 99.98% of reported assets. Its disclosed equity book has returned +17.50% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fernbridge Capital Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1827734). View Fernbridge Capital Management LP’s 13F filings on SEC