Institutional
FERNBRIDGE CAPITAL MANAGEMENT LP
CIK 0001827734
$1.56B
Reported AUM
17
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · FERNBRIDGE CAPITAL MANAGEMENT LP · Q1 2026
AI · grounded in 13F
FERNBRIDGE CAPITAL MANAGEMENT LP exited its position in TSM, reducing its exposure by $54.8M. The fund established new positions in AVGO for $46M and PFGC for $34.3M. Additionally, the manager increased its stake in INTU by 429.2% and closed its position in TMUS for $42.9M.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | CRM | SALESFORCE INC | $360.2M | 23.08% | +170,353 | +9.7% |
| 2 | INTU | INTUIT | $215.8M | 13.83% | +404,806 | +429.2% |
| 3 | PTC | PTC INC | $184.6M | 11.83% | +69,956 | +5.7% |
| 4 | WDAY | WORKDAY INC | $143.3M | 9.18% | -303,078 | -21.6% |
| 5 | V | VISA INC | $114.9M | 7.36% | +138,482 | +57.3% |
| 6 | TTEK | TETRA TECH INC NEW | $102.4M | 6.56% | +333,934 | +10.9% |
| 7 | AMZN | AMAZON COM INC | $75.4M | 4.83% | -598,822 | -62.3% |
| 8 | XYL | XYLEM INC | $64.1M | 4.11% | +206,158 | +62.4% |
| 9 | CNM | CORE & MAIN INC | $57.9M | 3.71% | -373,551 | -24.2% |
| 10 | AVGO | BROADCOM INC | $46.0M | 2.95% | +148,655 | NEW |
| 11 | COF | CAPITAL ONE FINL CORP | $42.1M | 2.70% | -23,940 | -9.4% |
| 12 | PFGC | PERFORMANCE FOOD GROUP CO | $34.3M | 2.20% | +400,573 | NEW |
| 13 | SPOT | SPOTIFY TECHNOLOGY S A | $32.8M | 2.10% | -7,680 | -10.2% |
| 14 | BKNG | BOOKING HOLDINGS INC | $30.9M | 1.98% | -3,287 | -30.9% |
| 15 | LPX | LOUISIANA PAC CORP | $29.5M | 1.89% | -494,951 | -55.0% |
| 16 | APP | APPLOVIN CORP | $13.8M | 0.88% | -7,598 | -18.0% |
| 17 | DASH | DOORDASH INC | $12.5M | 0.80% | +83,106 | NEW |
| 18 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | — | — | -180,401 | EXITED |
| 19 | TMUS | T-MOBILE US INC | — | — | -211,337 | EXITED |
| 20 | LYV | LIVE NATION ENTERTAINMENT IN | — | — | -288,367 | EXITED |
| 21 | XYZ | BLOCK INC | — | — | -435,815 | EXITED |
| 22 | UBER | UBER TECHNOLOGIES INC | — | — | -196,312 | EXITED |
| 23 | NFLX | NETFLIX INC | — | — | -109,370 | EXITED |
Source: SEC EDGAR · accession 0002073679-26-000064. 13F discloses long positions only — shorts, foreign equities, and options are excluded.