StockDriftsStockDriftsTop 17 Fernbridge Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CRM | SALESFORCE INC | 23.08% | 1.93M | $360.2M | +9.68%(+170.35K) | $258.97(-33.00%) | 2026-03-31 | |
| INTU | INTUIT | 13.83% | 499.1K | $215.8M | +429.18%(+404.81K) | $558.97(-29.69%) | 2026-03-31 | |
| PTC | PTC INC | 11.83% | 1.30M | $184.6M | +5.71%(+69.96K) | $158.16(-10.28%) | 2026-03-31 | |
| WDAY | WORKDAY INC | 9.18% | 1.10M | $143.3M | -21.55%(-303.08K) | $238.64(-47.62%) | 2026-03-31 | |
| V | VISA INC | 7.36% | 380.3K | $114.9M | +57.27%(+138.48K) | $323.88(+0.58%) | 2026-03-31 | |
| TTEK | TETRA TECH INC NEW | 6.56% | 3.40M | $102.4M | +10.89%(+333.93K) | $33.01(-20.70%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.83% | 362.2K | $75.4M | -62.31%(-598.82K) | $180.12(+46.64%) | 2026-03-31 | |
| XYL | XYLEM INC | 4.11% | 536.8K | $64.1M | +62.35%(+206.16K) | $134.67(-19.71%) | 2026-03-31 | |
| CNM | CORE & MAIN INC | 3.71% | 1.17M | $57.9M | -24.15%(-373.55K) | $53.41(-12.44%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.95% | 148.7K | $46.0M | new | $327.23(+29.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.98% | +40.41% |
| Top 20 Holdings Unweighted | +15.69% | +54.84% |
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