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 WDAY PTC INTU APP UBER 6 stocks	$1.11 Million 55.42% of portfolio	4	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$191,753 9.56% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services LYV NFLX 2 stocks	$122,017 6.08% of portfolio	1	1	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V COF 2 stocks	$104,218 5.19% of portfolio	2	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials LPX 1 stocks	$72,915 3.63% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials VMC 1 stocks	$71,541 3.57% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SPOT GOOGL 2 stocks	$62,248 3.1% of portfolio	2	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$57,253 2.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CHTR TMUS 2 stocks	$46,096 2.3% of portfolio	1	1	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials XYL 1 stocks	$41,707 2.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Industrial Distribution \| Industrials CNM 1 stocks	$40,729 2.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$39,731 1.98% of portfolio	-	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials TTEK 1 stocks	$33,902 1.69% of portfolio	1	-	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$10,466 0.52% of portfolio	1	-	1	-	0 Calls 0 Puts

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