Fernbridge Capital Management LP Portfolio Holdings by Sector

Fernbridge Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology INTU PTC CRM WDAY 4 stocks	$1.05 Million 60.46% of portfolio	4	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$108,874 6.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services LYV 1 stocks	$97,020 5.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$93,165 5.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials VMC 1 stocks	$85,611 4.94% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$79,013 4.56% of portfolio	1	-	-	-	0 Calls 0 Puts
Consulting Services \| Industrials TRU 1 stocks	$59,907 3.46% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$41,872 2.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services DASH SPOT 2 stocks	$41,046 2.37% of portfolio	-	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services COF 1 stocks	$38,873 2.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials WMS 1 stocks	$21,489 1.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials CNM 1 stocks	$18,454 1.06% of portfolio	-	1	-	-	0 Calls 0 Puts

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