Fernbridge Capital Management
$1.6B Assets Reported
23 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CRM | SALESFORCE INC | 1,929,462 | $360M | 23.1% |
| INTU | INTUIT | 499,127 | $216M | 13.8% |
| PTC | PTC INC | 1,295,434 | $185M | 11.8% |
| WDAY | WORKDAY INC | 1,103,072 | $143M | 9.2% |
| V | VISA INC | 380,289 | $115M | 7.4% |
| TTEK | TETRA TECH INC NEW | 3,400,775 | $102M | 6.6% |
| AMZN | AMAZON COM INC | 362,225 | $75M | 4.8% |
| XYL | XYLEM INC | 536,785 | $64M | 4.1% |
| CNM | CORE & MAIN INC | 1,172,949 | $58M | 3.7% |
| AVGO | BROADCOM INC | 148,655 | $46M | 2.9% |
Track Fernbridge Capital Management's 13F portfolio: $1.6B in reported holdings, 23 positions. Top holdings, AUM, and quarterly changes on SentiSense.