Fernbridge Capital Management LP holds a concentrated book of 17 stocks worth $1.6B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Broadcom Inc and trimmed Workday Inc-Class A. Their largest long position is Salesforce Inc at 23% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Fernbridge Capital Management LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 23 / 17 | $452.9B |
| Vanguard Capital Management LLC | 23 / 17 | $356.8B |
| State Street Corp | 23 / 17 | $263.5B |
| FMR LLC | 23 / 17 | $188.4B |
| Geode Capital Management, LLC | 23 / 17 | $150.9B |
| Morgan Stanley | 23 / 17 | $120.6B |
| Vanguard Portfolio Management LLC | 23 / 17 | $114.9B |
| Price T Rowe Associates Inc | 23 / 17 | $102.1B |
Ranked by the share of each fund's own book sitting in the names it shares with Fernbridge Capital Management LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Salesforce Inc COM | $360.2M | 1.93M | 23.1% | ▲+9.7% Added · +170K sh | |
| 2 | Intuit COM | $215.8M | 499.1K | 13.8% | ▲+429% Added · +405K sh | |
| 3 | PTC Inc COM | $184.6M | 1.30M | 11.8% | ▲+5.7% Added · +70K sh | |
| 4 | Workday Inc CL A | $143.3M | 1.10M | 9.2% | ▼−22% Reduced · −303K sh | |
| 5 | Visa Inc COM CL A | $114.9M | 380.3K | 7.4% | ▲+57% Added · +138K sh | |
| 6 | Tetra Tech Inc New COM | $102.4M | 3.40M | 6.6% | ▲+11% Added · +334K sh | |
| 7 | Amazon Com Inc COM | $75.4M | 362.2K | 4.8% | ▼−62% Reduced · −599K sh | |
| 8 | Xylem Inc COM | $64.1M | 536.8K | 4.1% | ▲+62% Added · +206K sh | |
| 9 | Core & Main Inc CL A | $57.9M | 1.17M | 3.7% | ▼−24% Reduced · −374K sh | |
| 10 | Broadcom Inc COM | $46.0M | 148.7K | 2.9% | ▲New New position | |
| 11 | Capital One Finl Corp COM | $42.1M | 230.6K | 2.7% | ▼−9.4% Reduced · −24K sh | |
| 12 | Performance Food Group Co COM | $34.3M | 400.6K | 2.2% | ▲New New position | |
| 13 | Spotify Technology S A SHS | $32.8M | 67.7K | 2.1% | ▼−10% Reduced · −8K sh | |
| 14 | Booking Holdings Inc COM | $30.9M | 7.3K | 2.0% | ▼−31% Reduced · −3K sh | |
| 15 | Louisiana Pac Corp COM | $29.5M | 405.1K | 1.9% | ▼−55% Reduced · −495K sh | |
| 16 | Applovin Corp COM CL A | $13.8M | 34.6K | 0.9% | ▼−18% Reduced · −8K sh | |
| 17 | Doordash Inc CL A | $12.5M | 83.1K | 0.8% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1827734/holdings"
Use Arkolith to show FERNBRIDGE CAPITAL MANAGEMENT LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.