FERNBRIDGE CAPITAL MANAGEMENT LP — 13F holdings

FERNBRIDGE CAPITAL MANAGEMENT LP reported 16 holdings worth $1.37B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. CRM SALESFORCE INC — $302M (22.1%)
2. V VISA INC — $142M (10.4%)
3. PTC PTC Inc — $125M (9.2%)
4. WDAY WORKDAY INC — $123M (9.0%)
5. INTU INTUIT — $108M (7.9%)
6. AMZN AMAZON COM INC — $90.3M (6.6%)
7. XYL XYLEM INC — $67.7M (5.0%)
8. SPOT SPOTIFY TECHNOLOGY S A — $66.0M (4.8%)
9. CNM CORE & MAIN INC — $64.9M (4.8%)
10. AVGO BROADCOM INC — $54.5M (4.0%)