DOSSIER · 13F-HR · Q1 2026

FERNBRIDGE CAPITAL MANAGEMENT LP

FERNBRIDGE's asset manager based in Omaha, NE $1.6B in tracked AUM across 17 positions as of Q1 2026.

F
FERNBRIDGE·Omaha, NE·Asset Manager
CIK 0001827734 · last filed Mar 31, 2026
Total AUM
$1.6B
5.9%
vs prior
Holdings
17
positions
Whale Score
79
79
strong
Activity
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

1. Portfolio Overview

Fernbridge Capital Management LP reported a significant portfolio contraction for the quarter ended September 30, 2025. The total portfolio value decreased by 27.1%, dropping from $2.10 billion to $1.53 billion. This reduction in assets under management (AUM) is likely attributable to a combination of market performance on existing holdings and substantial capital reallocations, evidenced by the high volume of trading activity. The portfolio remains highly concentrated...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
CRM
SALESFORCE INC
$360M1.9M23.1%
02
INTU
INTUIT
$216M499K13.8%
03
PTC
PTC INC
$185M1.3M11.8%
04
WDAY
WORKDAY INC
$143M1.1M9.2%
05
V
VISA INC
$115M380K7.4%
06
TTEK
TETRA TECH INC NEW
$102M3.4M6.6%
07
AMZN
AMAZON COM INC
$75M362K4.8%
08
XYL
XYLEM INC
$64M537K4.1%
09
CNM
CORE & MAIN INC
$58M1.2M3.7%
10
AVGO
BROADCOM INC
$46M149K2.9%

Filing history

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