Fernbridge Capital Management Lp Top Holdings and 13F Report (2025) About Fernbridge Capital Management LpInvestment ActivityFernbridge Capital Management Lp has $1.91 billion in total holdings as of December 31, 2024.Fernbridge Capital Management Lp owns shares of 22 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 35.78% of the portfolio was purchased this quarter.About 27.81% of the portfolio was sold this quarter.This quarter, Fernbridge Capital Management Lp has purchased 23 new stocks and bought additional shares in 9 stocks.Fernbridge Capital Management Lp sold shares of 9 stocks and completely divested from 5 stocks this quarter.Largest Holdings Intuit $281,041,946PTC $278,483,802Workday $196,437,207Salesforce $177,555,642Uber Technologies $143,374,970 Largest New Holdings this Quarter Vulcan Materials $79,227,354 HoldingDraftKings $49,220,436 HoldingChipotle Mexican Grill $37,514,017 HoldingTaiwan Semiconductor Manufacturing $25,122,900 Holding Largest Purchases this Quarter Intuit 316,261 shares (about $198.77M)Uber Technologies 1,883,988 shares (about $113.64M)Workday 341,918 shares (about $88.23M)Vulcan Materials 308,002 shares (about $79.23M)DraftKings 1,323,130 shares (about $49.22M) Largest Sales this Quarter Salesforce 541,343 shares (about $180.99M)Booking 5,867 shares (about $29.15M)Charter Communications 82,284 shares (about $28.20M)T-Mobile US 115,437 shares (about $25.48M)Core & Main 255,771 shares (about $13.02M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFernbridge Capital Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorINTUIntuit$281,041,946$198,770,039 ▲241.6%447,16314.7%Computer and TechnologyPTCPTC$278,483,802$15,732,653 ▲6.0%1,514,56914.6%Computer and TechnologyWDAYWorkday$196,437,207$88,225,102 ▲81.5%761,29610.3%Computer and TechnologyCRMSalesforce$177,555,642$180,987,205 ▼-50.5%531,0799.3%Computer and TechnologyUBERUber Technologies$143,374,970$113,642,156 ▲382.2%2,376,9067.5%Computer and TechnologyAMZNAmazon.com$133,775,685$9,307,621 ▼-6.5%609,7627.0%Retail/WholesaleVMCVulcan Materials$79,227,354$79,227,354 ▲New Holding308,0024.2%ConstructionMSFTMicrosoft$65,417,222$28,401,935 ▲76.7%155,2013.4%Computer and TechnologySPOTSpotify Technology$63,304,717$23,525,477 ▲59.1%141,5013.3%Business ServicesGOOGLAlphabet$57,942,080$14,908,889 ▲34.6%306,0863.0%Computer and TechnologyTMUST-Mobile US$57,450,501$25,480,409 ▼-30.7%260,2753.0%Computer and TechnologyDOORDASH INC$52,003,674$4,574,710 ▲9.6%310,0072.7%CL ADKNGDraftKings$49,220,436$49,220,436 ▲New Holding1,323,1302.6%Consumer DiscretionaryLYVLive Nation Entertainment$43,140,724$10,589,992 ▼-19.7%333,1332.3%Consumer DiscretionaryBKNGBooking$38,222,055$29,149,720 ▼-43.3%7,6932.0%Retail/WholesaleCMGChipotle Mexican Grill$37,514,017$37,514,017 ▲New Holding622,1232.0%Retail/WholesaleMETAMeta Platforms$28,442,319$11,230,667 ▼-28.3%48,5771.5%Computer and TechnologyWMSAdvanced Drainage Systems$28,177,269$1,132,996 ▼-3.9%243,7481.5%ConstructionASMLASML$26,684,273$3,619,264 ▲15.7%38,5011.4%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$25,122,900$25,122,900 ▲New Holding127,2111.3%Computer and TechnologyCHTRCharter Communications$22,775,353$28,204,487 ▼-55.3%66,4451.2%Consumer DiscretionaryCNMCore & Main$22,183,320$13,021,302 ▼-37.0%435,7361.2%Industrial ProductsFISFidelity National Information Services$0$107,716,989 ▼-100.0%00.0%Business ServicesADSKAutodesk$0$43,323,638 ▼-100.0%00.0%Computer and TechnologySHWSherwin-Williams$0$32,462,560 ▼-100.0%00.0%Basic MaterialsTTEKTetra Tech$0$21,288,118 ▼-100.0%00.0%Industrial ProductsVVisa$0$16,604,505 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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