Fernbridge Capital Management LP Portfolio Holdings
Fernbridge Capital Management LP
- $2 Billion
- Q2 2025
Fernbridge Capital Management LP has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2 Billion distributed in 24 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Salesforce, Inc. with a value of $392M, Ptc Inc. with a value of $354M, Workday, Inc. with a value of $298M, Amazon Com Inc with a value of $117M, and Intuit Inc with a value of $104M.
Examining the 13F form we can see an increase of $271M in the current position value, from $1.73B to 2B.
Fernbridge Capital Management LP is based out at Los Angeles, CA
Below you can find more details about Fernbridge Capital Management LP portfolio as well as his latest detailed transactions.
Portfolio value
$2 Billion
Technology: $1.3 Billion
Communication Services: $197 Million
Industrials: $195 Million
Consumer Cyclical: $173 Million
Financial Services: $73.9 Million
Basic Materials: $66.5 Million