Fernbridge Capital Management
$1.4B 13F equity value
19 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Fernbridge Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CRM | SALESFORCE INC | 1,928,571 | $302M | 22.1% |
| V | VISA INC | 413,310 | $142M | 10.4% |
| PTC | PTC INC | 1,101,110 | $125M | 9.2% |
| WDAY | WORKDAY INC | 1,008,623 | $123M | 9.0% |
| INTU | INTUIT | 415,261 | $108M | 7.9% |
| AMZN | AMAZON COM INC | 378,966 | $90M | 6.6% |
| XYL | XYLEM INC | 572,614 | $68M | 5.0% |
| SPOT | SPOTIFY TECHNOLOGY S A | 143,826 | $66M | 4.8% |
| CNM | CORE & MAIN INC | 1,345,061 | $65M | 4.8% |
| AVGO | BROADCOM INC | 144,403 | $55M | 4.0% |
Track Fernbridge Capital Management's 13F portfolio: $1.4B in reported holdings, 19 positions. Top holdings and quarterly changes on SentiSense.
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