FERNBRIDGE CAPITAL MANAGEMENT LP
•CIK: 1827734•Filing: Q4 2025
**FERNBRIDGE CAPITAL MANAGEMENT LP** manages $2.0B across a concentrated portfolio of 20 positions. The fund exhibits significant conviction in technology and enterprise software, evidenced by its top holdings including CRM at $466.0M and WDAY at $302.0M. Further allocations are notable in e-commerce and fintech, with AMZN at $221.8M and V at $84.8M. This structure suggests a high-conviction, growth-oriented mandate targeting market leaders.
Total AUM
$2.0B
QoQ Performance
-0.8%
Positions
20
Top 10 Concentration
81.9%
Latest Filing
Q4 2025
Top Holdings Allocation
CRM
WDAY
AMZN
PTC
TTEK
CRM22.9%
WDAY14.8%
AMZN10.9%
PTC10.5%
TTEK5.1%
V4.2%
CNM3.9%
LPX3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other47.6%
Technology26.0%
Consumer14.5%
Financial7.2%
Communication4.8%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑15 increased
↓3 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022