The Analysis of FERNBRIDGE CAPITAL MANAGEMENT LP's Holdings
Currently, FERNBRIDGE CAPITAL MANAGEMENT LP holds 20 types of securities in its portfolio with a total value $2.0B. In the most recent quarter, they have increased their positions in TTEK (+2.1M shares, valued at $68.8M), CNM (+789.9K shares, valued at $41.0M), XYZ (+435.8K shares, valued at $28.4M); decreased their positions in APP (-31.9K shares, valued at $21.5M), LYV (-143.6K shares, valued at $20.5M), UBER (-145.7K shares, valued at $11.9M); initiated new positions in XYZ (+435.8K shares, valued at $28.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CRM SALESFORCE INC1.8M shares0.00%2025-12-312026-02-17
WDAY WORKDAY INC1.4M shares1.73%2025-12-312026-02-17 AMZN AMAZON COM INC961.0K shares10.05%2025-12-312026-02-17 PTC PTC INC1.2M shares12.08%2025-12-312026-02-17 TTEK TETRA TECH INC NEW3.1M shares201.95%2025-12-312026-02-17 V VISA INC241.8K shares36.46%2025-12-312026-02-17 CNM CORE & MAIN INC1.5M shares104.39%2025-12-312026-02-17 LPX LOUISIANA PAC CORP900.0K shares9.66%2025-12-312026-02-17 INTU INTUIT94.3K shares20.01%2025-12-312026-02-17 COF CAPITAL ONE FINL CORP254.5K shares23.74%2025-12-312026-02-17 BKNG BOOKING HOLDINGS INC10.6K shares0.31%2025-12-312026-02-17 TSM TAIWAN SEMICONDUCTOR MFG LTD180.4K shares26.81%2025-12-312026-02-17 XYL XYLEM INC330.6K shares16.93%2025-12-312026-02-17 SPOT SPOTIFY TECHNOLOGY S A75.3K shares27.39%2025-12-312026-02-17 TMUS T-MOBILE US INC211.3K shares143.01%2025-12-312026-02-17 LYV LIVE NATION ENTERTAINMENT IN288.4K shares-33.24%2025-12-312026-02-17 APP APPLOVIN CORP42.2K shares-43.01%2025-12-312026-02-17 XYZ BLOCK INC435.8K sharesnew addition2025-12-312026-02-17 UBER UBER TECHNOLOGIES INC196.3K shares-42.60%2025-12-312026-02-17 NFLX NETFLIX INC109.4K shares154.91%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available