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 UBER TTD APP 7 stocks	$1.22 Million 60.64% of portfolio	5	1	3	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$117,025 5.84% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services LYV 1 stocks	$86,966 4.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services COF V 2 stocks	$73,857 3.69% of portfolio	1	1	1	-	0 Calls 0 Puts
Building Materials \| Basic Materials VMC 1 stocks	$66,501 3.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials CNM 1 stocks	$64,649 3.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Consulting Services \| Industrials TRU 1 stocks	$63,417 3.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services DASH SPOT 2 stocks	$62,080 3.1% of portfolio	1	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$55,530 2.77% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$52,432 2.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services TMUS 1 stocks	$47,718 2.38% of portfolio	1	-	1	-	0 Calls 0 Puts
Engineering & Construction \| Industrials TTEK 1 stocks	$33,925 1.69% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials LPX WMS 2 stocks	$33,349 1.66% of portfolio	1	1	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology SQ 1 stocks	$31,334 1.56% of portfolio	1	-	1	-	0 Calls 0 Puts

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