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FERNBRIDGE CAPITAL MANAGEMENT LP

Q4 2025 13F Holdings

  • Location
    los angeles, CA
  • Num holdings

    20

  • Value ($000)

    $2,035,904

  • Date Filed
    02/17/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CRM

SALESFORCE INC

COM
79466L302
$466.01M
23 %

1,759,109

W
WDAY

WORKDAY INC

CL A
98138H101
$302.01M
15 %

1,406,150

A
AMZN

AMAZON COM INC

COM
023135106
$221.83M
11 %

961,047

P
PTC

PTC INC

COM
69370C100
$213.49M
11 %

1,225,478

T
TTEK

TETRA TECH INC NEW

COM
88162G103
$102.86M
5 %

3,066,841

V
V

VISA INC

COM CL A
92826C839
$84.8M
4 %

241,807

C
CNM

CORE & MAIN INC

CL A
21874C102
$80.37M
4 %

1,546,500

L
LPX

LOUISIANA PAC CORP

COM
546347105
$72.69M
4 %

900,048

I
INTU

INTUIT

COM
461202103
$62.48M
3 %

94,321

C
COF

CAPITAL ONE FINL CORP

COM
14040H105
$61.68M
3 %

254,517

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