Holdings
Fernbridge Capital Management LP
As of Jun 30, 2026, Fernbridge Capital Management LP reported 15 positions worth US$1.3B. Largest: Salesforce, Inc., Visa Inc. and Ptc Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Salesforce, Inc. | 1.93M | US$302M | −891 | Jun 30, 2026 |
| Visa Inc. | 413K | US$142M | +33,021 | Jun 30, 2026 |
| Ptc Inc. | 1.1M | US$125M | −194K | Jun 30, 2026 |
| Workday, Inc. | 1.01M | US$123M | −94,449 | Jun 30, 2026 |
| Intuit Inc. | 415K | US$108M | −83,866 | Jun 30, 2026 |
| Amazon.com, Inc. | 379K | US$90.3M | +16,741 | Jun 30, 2026 |
| Xylem Inc. | 573K | US$67.7M | +35,829 | Jun 30, 2026 |
| Core & Main, Inc. | 1.35M | US$64.9M | +172K | Jun 30, 2026 |
| Broadcom Inc. | 144K | US$54.5M | −4,252 | Jun 30, 2026 |
| Performance Food Group Company | 451K | US$50.4M | +50,415 | Jun 30, 2026 |