FERNBRIDGE CAPITAL MANAGEMENT LP
CIK 1827734
13F filing for Q2 2026・No. 2,112
- Holdings
- US$1.37B
- Quarter change
- −US$194.43M
- Entries
- 16
- Net bought (estimate)
- −US$58M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 2
- Sold out 3
- Cut 6
- Added 8
- Corporate actions 0
- Unchanged 0
Largest holdings
16 stocks worth US$1.37B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| CRMSALESFORCE INCCOM | Cut | 1,928,571 | US$302.13M | 22.11% |
| VVISA INCCOM CL A | Added | 413,310 | US$141.8M | 10.38% |
| PTCPTC INCCOM | Cut | 1,101,110 | US$125.1M | 9.16% |
| WDAYWORKDAY INCCL A | Cut | 1,008,623 | US$123.48M | 9.04% |
| INTUINTUITCOM | Cut | 415,261 | US$108.38M | 7.93% |
| AMZNAmazonCOM | Added | 378,966 | US$90.32M | 6.61% |
| XYLXYLEM INCCOM | Added | 572,614 | US$67.69M | 4.95% |
| SPOTSPOTIFY TECHNOLOGY S ASHS | Added | 143,826 | US$66.03M | 4.83% |
| CNMCORE & MAIN INCCL A | Added | 1,345,061 | US$64.9M | 4.75% |
| AVGOBroadcomCOM | Cut | 144,403 | US$54.55M | 3.99% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.