Fernbridge Capital Management Lp Top Holdings and 13F Report (2025) About Fernbridge Capital Management LpInvestment ActivityFernbridge Capital Management Lp has $2.10 billion in total holdings as of June 30, 2025.Fernbridge Capital Management Lp owns shares of 24 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 28.23% of the portfolio was purchased this quarter.About 27.26% of the portfolio was sold this quarter.This quarter, Fernbridge Capital Management Lp has purchased 17 new stocks and bought additional shares in 4 stocks.Fernbridge Capital Management Lp sold shares of 11 stocks and completely divested from 1 stock this quarter.Largest Holdings Salesforce $391,817,353PTC $354,167,834Workday $297,931,200Amazon.com $117,025,039Intuit $103,607,213 Largest New Holdings this Quarter 872590104 - T-Mobile US $47,718,951 Holding852234103 - BLOCK INC $37,199,827 Holding92826C839 - Visa $35,394,224 Holding88162G103 - Tetra Tech $33,925,491 Holding90353T100 - Uber Technologies $27,424,229 Holding Largest Purchases this Quarter Salesforce 709,001 shares (about $193.34M)Workday 458,598 shares (about $110.06M)T-Mobile US 200,281 shares (about $47.72M)Core & Main 689,228 shares (about $41.59M)BLOCK INC 547,620 shares (about $37.20M) Largest Sales this Quarter Intuit 440,917 shares (about $347.28M)Booking 10,631 shares (about $61.55M)Vulcan Materials 111,985 shares (about $29.21M)Live Nation Entertainment 168,119 shares (about $25.43M)Amazon.com 38,831 shares (about $8.52M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFernbridge Capital Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCRMSalesforce$391,817,353$193,337,482 ▲97.4%1,436,86018.7%Computer and TechnologyPTCPTC$354,167,8340.0%2,055,05316.9%Computer and TechnologyWDAYWorkday$297,931,200$110,063,520 ▲58.6%1,241,38014.2%Computer and TechnologyAMZNAmazon.com$117,025,039$8,519,133 ▼-6.8%533,4115.6%Retail/WholesaleINTUIntuit$103,607,213$347,279,456 ▼-77.0%131,5434.9%Computer and TechnologyFLUTTER ENTMT PLC$89,862,090$1,715 ▼0.0%314,4674.3%SHSLYVLive Nation Entertainment$86,966,939$25,433,042 ▼-22.6%574,8744.1%Consumer DiscretionaryVMCVulcan Materials$66,501,797$29,207,928 ▼-30.5%254,9723.2%ConstructionCNMCore & Main$64,649,213$41,594,910 ▲180.4%1,071,2383.1%IndustrialsTRUTransUnion$63,417,992$105,952 ▼-0.2%720,6593.0%Business ServicesBKNGBooking$55,530,390$61,545,410 ▼-52.6%9,5922.6%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$52,432,888$4,697,403 ▼-8.2%231,5022.5%Computer and TechnologyTMUST-Mobile US$47,718,951$47,718,951 ▲New Holding200,2812.3%Computer and TechnologyDOORDASH INC$39,800,026$1,246,848 ▼-3.0%161,4541.9%CL ACOFCapital One Financial$38,463,178$7,664,466 ▼-16.6%180,7821.8%FinanceBLOCK INC$37,199,827$37,199,827 ▲New Holding547,6201.8%CL AVVisa$35,394,224$35,394,224 ▲New Holding99,6881.7%Business ServicesTTEKTetra Tech$33,925,491$33,925,491 ▲New Holding943,4231.6%IndustrialsUBERUber Technologies$27,424,229$27,424,229 ▲New Holding293,9361.3%Computer and TechnologyTTDTrade Desk$26,188,162$26,188,162 ▲New Holding363,7751.2%Computer and TechnologySPOTSpotify Technology$22,280,484$7,473,892 ▲50.5%29,0361.1%Computer and TechnologyLPXLouisiana-Pacific$18,353,362$18,353,362 ▲New Holding213,4360.9%ConstructionWMSAdvanced Drainage Systems$14,996,696$7,721,004 ▼-34.0%130,5650.7%ConstructionAPPLOVIN CORP$14,174,039$14,174,039 ▲New Holding40,4880.7%COM CL AMSFTMicrosoft$0$79,013,964 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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