FC

FERNBRIDGE CAPITAL MANAGEMENT LP

13F
FERNBRIDGE CAPITAL MANAGEMENT LP
Last update 2025-05-15 17 Stocks (3 new)
Value $1.80 Bil Turnover 31 %
Countries:
Top Holdings: INTU(19.49%)PTC(17.66%)CRM(10.83%)WDAY(10.14%)AMZN(6.04%)
Summary Stock Picks Current Portfolio
FERNBRIDGE CAPITAL MANAGEMENT ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
INTU
Intuit Inc
572,460
351,484.7
+28.02%
19.490
+4.27%
0.200
+31.57%
+22.58%
213,891.0
Software
PTC
PTC Inc
2,055,053
318,430.5
+35.69%
17.660
+4.64%
1.710
+41.07%
+10.33%
24,333.8
Software
CRM
Salesforce Inc
727,859
195,328.2
+37.05%
10.830
+2.93%
0.080
+8.47%
-20.91%
251,992.0
Software
WDAY
Workday Inc
782,782
182,803.1
+2.82%
10.140
+0.28%
0.290
+8.20%
-7.33%
63,745.8
Software
AMZN
Amazon.com Inc
572,242
108,874.8
-6.15%
6.040
-0.43%
0.010
+31.35%
+3.68%
2,414,901.7
Retail - Cyclical
LYV
Live Nation Entertainment Inc
742,993
97,020.0
+123.03%
5.380
+2.97%
0.320
+17.49%
+16.58%
34,990.6
Media - Diversified
BKNG
Booking Holdings Inc
20,223
93,165.5
+162.88%
5.170
+3.20%
0.060
+25.82%
+16.68%
187,937.7
Travel & Leisure
VMC
Vulcan Materials Co
366,957
85,611.1
+19.14%
4.750
+0.76%
0.280
+11.51%
+4.52%
35,374.7
Building Materials
MSFT
Microsoft Corp
210,485
79,014.0
+35.62%
4.380
+1.15%
0.000
+38.00%
+20.34%
3,755,441.4
Software
FLUT
Flutter Entertainment PLC
314,473
69,671.5
New Holding
3.860
+3.86%
0.180
+32.57%
+16.74%
53,162.4
Travel & Leisure

FERNBRIDGE CAPITAL MANAGEMENT LP's Historical Top Holdings Breakdowns

FERNBRIDGE CAPITAL MANAGEMENT LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
UBER
Uber Technologies Inc
2025-03-31
Sold Out
Sold Out
-7.52%
●
63.17 ($72.04) 81.49
$91.79
27.42%
Sold Out
0
-2,376,906
PTC
PTC Inc
2025-03-31
Add
Add
+4.64%
●
153.3 ($171.97) 193.48
$202.87
17.97%
Add 35.69%
2,055,053
540,484
INTU
Intuit Inc
2025-03-31
Add
Add
+4.27%
●
555.63 ($600.51) 630.23
$766.78
27.69%
Add 28.02%
572,460
125,297
FLUT
Flutter Entertainment PLC
2025-03-31
New Buy
New Buy
+3.86%
●
221.55 ($259.01) 298.81
$301.72
16.49%
New holding
314,473
314,473
TRU
TransUnion
2025-03-31
New Buy
New Buy
+3.32%
●
80.45 ($91.34) 100.25
$92.18
0.92%
New holding
721,863
721,863
BKNG
Booking Holdings Inc
2025-03-31
Add
Add
+3.20%
●
4295.4 ($4781.72) 5141.88
$5,775.53
20.78%
Add 162.88%
20,223
12,530
GOOGL
Alphabet Inc
2025-03-31
Sold Out
Sold Out
-3.04%
●
154.33 ($181.36) 206.38
$191.34
5.50%
Sold Out
0
-306,086
TMUS
T-Mobile US Inc
2025-03-31
Sold Out
Sold Out
-3.01%
●
211.3 ($246.5) 272.83
$233.25
-5.38%
Sold Out
0
-260,275
LYV
Live Nation Entertainment Inc
2025-03-31
Add
Add
+2.97%
●
115.79 ($136.52) 154.66
$150.97
10.58%
Add 123.03%
742,993
409,860
CRM
Salesforce Inc
2025-03-31
Add
Add
+2.93%
●
268.36 ($311.03) 359.95
$263.59
-15.25%
Add 37.05%
727,859
196,780

FERNBRIDGE CAPITAL MANAGEMENT LP Total Holding History ($B)

To

FERNBRIDGE CAPITAL MANAGEMENT LP's Asset Allocation

To

FERNBRIDGE CAPITAL MANAGEMENT LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

FERNBRIDGE CAPITAL MANAGEMENT LP's Hypothetical Growth since 2025-03-31

FERNBRIDGE CAPITAL MANAGEMENT LP's Yearly Returns

Year Portfolio % % Excess Gain %

FERNBRIDGE CAPITAL MANAGEMENT LP's Holdings Heat Map

Size field:

FERNBRIDGE CAPITAL MANAGEMENT LP's Holdings Bubble Chart

FERNBRIDGE CAPITAL MANAGEMENT LP News

  • 1

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