Fernbridge Capital Management LP - Q42025 Holdings

Fernbridge Capital Management LP holds 20 stocks with a total portfolio value of $ 2.04B as of Q42025. In Q42025, Fernbridge Capital Management LP added 1 new position, increased stakes in 15 stocks, reduced 3 holdings, and fully exited 5 positions. The largest holding is Salesforce Inc (CRM), representing 22.89% of the total portfolio.