FERNBRIDGE CAPITAL MANAGEMENT LP

Q4 2024 13F Holdings

  • Location
    los angeles, CA
  • Num holdings

    22

  • Value ($000)

    $1,907,497

  • Date Filed
    02/14/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
INTU
INTU

INTUIT

COM
461202103
$281.04M
15 %

447,163

PTC
PTC

PTC INC

COM
69370C100
$278.48M
15 %

1,514,569

WDAY
WDAY

WORKDAY INC

CL A
98138H101
$196.44M
10 %

761,296

CRM
CRM

SALESFORCE INC

COM
79466L302
$177.56M
9 %

531,079

UBER
UBER

UBER TECHNOLOGIES INC

COM
90353T100
$143.37M
8 %

2,376,906

AMZN
AMZN

AMAZON COM INC

COM
023135106
$133.78M
7 %

609,762

VMC
VMC

VULCAN MATLS CO

COM
929160109
$79.23M
4 %

308,002

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$65.42M
3 %

155,201

---

SPOTIFY TECHNOLOGY S A

SHS
L8681T102
$63.30M
3 %

141,501

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$57.94M
3 %

306,086

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