FERNBRIDGE CAPITAL MANAGEMENT LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, FERNBRIDGE CAPITAL MANAGEMENT LP held in its portfolio 20 assets valued at $2,035,903,835 (i.e. $2.04B).

The most valuable assets in the portfolio included: SALESFORCE INC ($466.01M), WORKDAY INC ($302.01M), and AMAZON COM INC ($221.83M).

The chart below shows the top 10 valuable assets, and the table below shows the top 20 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in FERNBRIDGE CAPITAL MANAGEMENT LP Portfolio

SALESFORCE INC

WORKDAY INC

AMAZON COM INC

PTC INC

TETRA TECH INC NEW

VISA INC

CORE & MAIN INC

LOUISIANA PAC CORP

INTUIT

CAPITAL ONE FINL CORP

FERNBRIDGE CAPITAL MANAGEMENT LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
SALESFORCE INC	1759109	466005565	COM
WORKDAY INC	1406150	302012897	CL A
AMAZON COM INC	961047	221828869	COM
PTC INC	1225478	213490522	COM
TETRA TECH INC NEW	3066841	102861847	COM
VISA INC	241807	84804133	COM CL A
CORE & MAIN INC	1546500	80371605	CL A
LOUISIANA PAC CORP	900048	72687876	COM
INTUIT	94321	62480117	COM
CAPITAL ONE FINL CORP	254517	61684740	COM
BOOKING HOLDINGS INC	10637	56964645	COM
TAIWAN SEMICONDUCTOR MFG LTD	180401	54822060	SPONSORED ADS
XYLEM INC	330627	45024785	COM
SPOTIFY TECHNOLOGY S A	75330	43744884	SHS
T-MOBILE US INC	211337	42909864	COM
LIVE NATION ENTERTAINMENT IN	288367	41092298	COM
APPLOVIN CORP	42229	28454745	COM CL A
BLOCK INC	435815	28367198	CL A
UBER TECHNOLOGIES INC	196312	16040654	COM
NETFLIX INC	109370	10254531	COM