FERNBRIDGE CAPITAL MANAGEMENT LP

Q3 2025 13F Holdings

  • Location
    los angeles, CA
  • Num holdings

    24

  • Value ($000)

    $2,052,008

  • Date Filed
    11/13/2025
  • Form type
    13F-HR
  • CIK
    0001827734
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
CRM
CRM

SALESFORCE INC

COM
79466L302
$416.91 M
20 %

1,759,109

WDAY
WDAY

WORKDAY INC

CL A
98138H101
$332.76 M
16 %

1,382,293

PTC
PTC

PTC INC

COM
69370C100
$221.97 M
11 %

1,093,360

AMZN
AMZN

AMAZON COM INC

COM
023135106
$191.75 M
9 %

873,314

LPX
LPX

LOUISIANA PAC CORP

COM
546347105
$72.92 M
4 %

820,755

VMC
VMC

VULCAN MATLS CO

COM
929160109
$71.54 M
4 %

232,566

LYV
LYV

LIVE NATION ENTERTAINMENT IN

COM
538034109
$70.58 M
3 %

431,935

V
V

VISA INC

COM CL A
92826C839
$60.49 M
3 %

177,206

BKNG
BKNG

BOOKING HOLDINGS INC

COM
09857L108
$57.25 M
3 %

10,604

INTU
INTU

INTUIT

COM
461202103
$53.67 M
3 %

78,596

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