Fernbridge Capital Management LP Portfolio Holdings by Sector

Fernbridge Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology CRM PTC WDAY INTU ADSK UBER 6 stocks	$811,278 49.93% of portfolio	4	2	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services DASH META GOOGL SPOT 4 stocks	$149,606 9.21% of portfolio	3	1	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services TMUS CHTR 2 stocks	$125,719 7.74% of portfolio	1	1	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$121,522 7.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FIS 1 stocks	$107,716 6.63% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$57,116 3.52% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services LYV 1 stocks	$45,432 2.8% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials WMS 1 stocks	$39,847 2.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$37,781 2.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SHW 1 stocks	$32,445 2.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials CNM 1 stocks	$30,702 1.89% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$27,729 1.71% of portfolio	1	-	1	-	0 Calls 0 Puts
Engineering & Construction \| Industrials TTEK 1 stocks	$21,279 1.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$16,604 1.02% of portfolio	-	1	-	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Fernbridge Capital Management LP, based on Form 13F filings with the SEC.

Stay updated on Fernbridge Capital Management LP with notifications on news.