HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SALESFORCE INC |
617,218 | -161,288 | $162,415 |
| CRM | 617,218 | -161,288 | $162,415 |
| PTC INC |
780,010 | -254,541 | $136,471 |
| PTC | 780,010 | -254,541 | $136,471 |
| T MOBILE US INC |
823,766 | +431,088 | $132,074 |
| TMUS | 823,766 | +431,088 | $132,074 |
| AMAZON COM INC |
532,446 | +138,917 | $80,900 |
| AMZN | 532,446 | +138,917 | $80,900 |
| VERIZON COMMUNICATIONS INC |
1,952,467 | +1,952,467 | $73,608 |
| VZ | 1,952,467 | +1,952,467 | $73,608 |
| INTUIT |
108,063 | -35,048 | $67,543 |
| INTU | 108,063 | -35,048 | $67,543 |
| MICROSOFT CORP |
163,408 | +30,960 | $61,448 |
| MSFT | 163,408 | +30,960 | $61,448 |
| MASTERCARD INCORPORATED |
143,946 | +865 | $61,394 |
| MA | 143,946 | +865 | $61,394 |
| BOOKING HOLDINGS INC |
16,368 | +2,059 | $58,061 |
| BKNG | 16,368 | +2,059 | $58,061 |
| LIVE NATION ENTERTAINMENT IN |
616,365 | +400,676 | $57,692 |
| LYV | 616,365 | +400,676 | $57,692 |
| WORKDAY INC |
160,380 | -61,062 | $44,275 |
| WDAY | 160,380 | -61,062 | $44,275 |
| UBER TECHNOLOGIES INC |
528,648 | -121,195 | $32,549 |
| UBER | 528,648 | -121,195 | $32,549 |
| TETRA TECH INC NEW |
191,215 | +72,409 | $31,920 |
| TTEK | 191,215 | +72,409 | $31,920 |
| SHERWIN WILLIAMS CO |
98,138 | +98,138 | $30,609 |
| SHW | 98,138 | +98,138 | $30,609 |
| ADVANCED DRAIN SYS INC DEL |
210,527 | -158,662 | $29,609 |
| WMS | 210,527 | -158,662 | $29,609 |
| WARNER MUSIC GROUP CORP |
785,235 | +785,235 | $28,104 |
| WMG | 785,235 | +785,235 | $28,104 |
| META PLATFORMS INC |
76,101 | -3,998 | $26,937 |
| META | 76,101 | -3,998 | $26,937 |
| ALPHABET INC |
135,456 | -183,630 | $18,922 |
| GOOGL | 135,456 | -183,630 | $18,922 |
| SPOTIFY TECHNOLOGY S A |
97,538 | +97,538 | $18,328 |
| SPOT | 97,538 | +97,538 | $18,328 |
| GARTNER INC |
33,152 | -136,666 | $14,955 |
| IT | 33,152 | -136,666 | $14,955 |
See Full List: All Stocks Held By Fernbridge Capital Management LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Fernbridge Capital Management LP
|
Size ($ in 1000's)
At 12/31/2023: $1,180,261 At 09/30/2023: $1,035,751 Fernbridge Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Fernbridge Capital Management LP 13F filings. Link to 13F filings: SEC filings |
