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
C
CRM

SALESFORCE INC

COM
79466L302
$416.91M
20 %

1,759,109

W
WDAY

WORKDAY INC

CL A
98138H101
$332.76M
16 %

1,382,293

P
PTC

PTC INC

COM
69370C100
$221.97M
11 %

1,093,360

A
AMZN

AMAZON COM INC

COM
023135106
$191.75M
9 %

873,314

L
LPX

LOUISIANA PAC CORP

COM
546347105
$72.92M
4 %

820,755

V
VMC

VULCAN MATLS CO

COM
929160109
$71.54M
4 %

232,566

L
LYV

LIVE NATION ENTERTAINMENT IN

COM
538034109
$70.58M
3 %

431,935

V
V

VISA INC

COM CL A
92826C839
$60.49M
3 %

177,206

B
BKNG

BOOKING HOLDINGS INC

COM
09857L108
$57.25M
3 %

10,604

I
INTU

INTUIT

COM
461202103
$53.67M
3 %

78,596

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