account_balance
Investment manager · 13F filer · SEC CIK 1827734
Fernbridge Capital Management LP
Reported value$1.66Bas of Sep 30, 2026
Positions15 2 new, 3 sold out
Top 10 weight90.6%CRM alone is 26%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CRMSalesforce, Inc.
25.9%Trimmed −3%
PTCPTC Inc.
14.6%Added +57%
WDAYWorkday, Inc.
13.1%Added +13%
INTUIntuit Inc.
12.7%Added +84%
AMZNAmazon.com Inc
5.5%−3%
PFGCPerformance Food Group Co
4.8%Added +91%
AVGOBroadcom Inc.
4.7%Added +53%
VVisa Inc.
3.3%−63%
MAMastercard Inc
3.2%New
CNMCore & Main, Inc.
2.7%
LPX2.3%SPOT2.0%CRMSalesforce, Inc.
25.9%Trimmed −3%
PTCPTC Inc.
14.6%+57%
WDAYWorkday, Inc.
13.1%Added +13%
INTUIntuit Inc.
12.7%Added +84%
AMZNAmazon.com Inc
5.5%
PFGC4.8%AVGO4.7%V3.3%MA3.2%CNMLPXSPOTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CRM Salesforce, Inc. 25.9% Trimmed −3%PTC PTC Inc. 14.6% Added +57%WDAY Workday, Inc. 13.1% Added +13%INTU Intuit Inc. 12.7% Added +84%AMZN Amazon.com Inc 5.5% Trimmed −3%PFGC Performance Food Group Co 4.8% Added +91%AVGO Broadcom Inc. 4.7% Added +53%V Visa Inc. 3.3% Trimmed −63%MA Mastercard Inc 3.2% NewCNM Core & Main, Inc. 2.7% Trimmed −20%LPX Louisiana-Pacific Corp 2.3% Added +4%SPOT Spotify Technology S.A. 2.0% Trimmed −52%
What changed
Biggest moves since Jun 30, 2026
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