FERNBRIDGE CAPITAL MANAGEMENT LP

LOS ANGELES, CA · CIK 1827734 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityFERNBRIDGE CAPITAL MANAGEMENT LP (US)

Kindhedge funds
Others nearbyLos Angeles, CA
FamilyFERNBRIDGE CAPITAL MANAGEMENT LP · 2 related pages

As an employer

US visa salary filings

Filings FY20241
Median salary offered$200,000
Middle half$200,000 – $200,000
Job titles1

Job title	Filings	Median	Range
Investment AnalystLos Angeles, CA	1	$200,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Fernbridge Capital Management LP.

$1.4bn reported value -12.5% vs Q1 2026

16positions

83.8%in top 10

2 new 8 added 6 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SALESFORCE INC COM CRM	CRM	1,928,571	$302.1m22.11%	22.11%	Reduced -891	-891 -0.1%
2	VISA INC COM CL A V	V	413,310	$141.8m10.38%	10.38%	Added +33.0k	+33,021 8.7%
3	PTC INC COM PTC	PTC	1,101,110	$125.1m9.16%	9.16%	Reduced -194.3k	-194,324 -15.0%
4	WORKDAY INC CL A WDAY	WDAY	1,008,623	$123.5m9.04%	9.04%	Reduced -94.4k	-94,449 -8.6%
5	INTUIT COM INTU	INTU	415,261	$108.4m7.93%	7.93%	Reduced -83.9k	-83,866 -16.8%
6	AMAZON COM INC COM AMZN	AMZN	378,966	$90.3m6.61%	6.61%	Added +16.7k	+16,741 4.6%
7	XYLEM INC COM XYL	XYL	572,614	$67.7m4.95%	4.95%	Added +35.8k	+35,829 6.7%
8	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	143,826	$66.0m4.83%	4.83%	Added +76.2k	+76,176 112.6%
9	CORE & MAIN INC CL A CNM	CNM	1,345,061	$64.9m4.75%	4.75%	Added +172.1k	+172,112 14.7%
10	BROADCOM INC COM AVGO	AVGO	144,403	$54.5m3.99%	3.99%	Reduced -4.3k	-4,252 -2.9%
11	PERFORMANCE FOOD GROUP CO COM PFGC	PFGC	450,988	$50.4m3.69%	3.69%	Added +50.4k	+50,415 12.6%
12	LOUISIANA PAC CORP COM LPX	LPX	561,155	$44.1m3.23%	3.23%	Added +156.1k	+156,058 38.5%
13	NVIDIA CORPORATION COM NVDA	NVDA	193,818	$38.8m2.84%	2.84%	New
14	CAPITAL ONE FINL CORP COM COF	COF	188,258	$37.8m2.76%	2.76%	Reduced -42.3k	-42,319 -18.4%
15	DOORDASH INC CL A DASH	DASH	151,098	$27.9m2.04%	2.04%	Added +68.0k	+67,992 81.8%
16	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	47,847	$22.9m1.67%	1.67%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
TETRA TECH INC NEW TTEK	TTEK	3,400,775	$102.4m3.4m shares
BOOKING HOLDINGS INC BKNG	BKNG	183,750	$30.9m183.8k shares
APPLOVIN CORP APP	APP	34,631	$13.8m34.6k shares