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.
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.
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, no cost basis
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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.