Long-term investor
Fernbridge Capital Management LP @fernbridgecapitalmanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001827734).
Record
- Tracked since 2025-12-31 (261 days), 34 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all -30.5%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CRM · 22.1% · long · since 2025-12-31
- V · 10.4% · long · since 2025-12-31
- PTC · 9.2% · long · since 2025-12-31
- WDAY · 9.0% · long · since 2025-12-31
- INTU · 7.9% · long · since 2025-12-31
- AMZN · 6.6% · long · since 2025-12-31
- XYL · 5.0% · long · since 2025-12-31
- SPOT · 4.8% · long · since 2025-12-31
- CNM · 4.8% · long · since 2025-12-31
- AVGO · 4.0% · long · since 2026-03-31
- PFGC · 3.7% · long · since 2026-03-31
- LPX · 3.2% · long · since 2025-12-31