Fernbridge Capital Management LP Purchases and Sells in Q2 2025

Fernbridge Capital Management LP

4 operations

Stock	Shares change	Price Range	Shares Held
CRM	709K + 97.41%	$236.26 - $291.15 $168M - $206M	1.44M $392M
WDAY	459K + 58.59%	$210.47 - $274.71 $96.5M - $126M	1.24M $298M
CNM	689K + 180.42%	$44.53 - $60.36 $30.7M - $41.6M	1.07M $64.6M
SPOT	9.74K + 50.48%	$503.3 - $775.9 $4.9M - $7.56M	29K $22.3M

8 operations

Stock	Shares change	Price Range	Shares Held
TMUS	200K New	$220.99 - $268.54 $44.3M - $53.8M	200K $47.7M
V	99.7K New	$308.27 - $373.31 $30.7M - $37.2M	99.7K $35.4M
TTEK	943K New	$28.01 - $36.25 $26.4M - $34.2M	943K $33.9M
SQ	548K New	N/A	548K $31.3M
UBER	294K New	$64.62 - $93.3 $19M - $27.4M	294K $27.4M
TTD	364K New	$45.27 - $79.4 $16.5M - $28.9M	364K $26.2M

11 operations

Stock	Shares change	Price Range	Shares Held
INTU	-441K - 77.02%	$544.07 - $787.63 $240M - $347M	132K $104M
BKNG	-10.6K - 52.57%	$4164.15 - $5789.24 $44.3M - $61.5M	9.59K $55.5M
VMC	-112K - 30.52%	$226.49 - $276.01 $25.4M - $30.9M	255K $66.5M
LYV	-168K - 22.63%	$118.81 - $151.28 $20M - $25.4M	575K $87M
WMS	-67.2K - 33.99%	$96.79 - $123.55 $6.51M - $8.31M	131K $15M
COF	-36K - 16.62%	$150.57 - $212.76 $5.42M - $7.66M	181K $38.5M

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