FERNBRIDGE CAPITAL MANAGEMENT LP
LOS ANGELES CA · SEC CIK 0001827734
$13.66亿2026Q2 申报市值
16持仓数
83.8%前十大占比 · 第一大 22.1%
1 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NVDA 新建仓+$3,878.10万
SPOT 加仓+$3,497.47万
DASH 加仓+$1,254.66万
LPX 加仓+$1,227.55万
V 加仓+$1,132.92万
2026Q2 卖出最多 按季末市值估算
TTEK 清仓-$1.02亿
TSM 重新持有-$6,330.38万
BKNG 清仓-$3,094.59万
PTC 减仓-$2,207.71万
INTU 减仓-$2,188.90万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TTEK | TETRA TECH INC NEW | $0 | 0.00% | 0 | -3,400,775 | -100.0% | -$1.02亿 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -183,750 | -100.0% | -$3,094.59万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -34,631 | -100.0% | -$1,378.31万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,285.03万 | 1.67% | 47,847 | -132,554 | -73.5% | -$6,330.38万 | 重新持有 |
| DASH | DOORDASH INC | $2,788.21万 | 2.04% | 151,098 | 67,992 | 81.8% | $1,254.66万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $3,776.83万 | 2.76% | 188,258 | -42,319 | -18.4% | -$849.00万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,878.10万 | 2.84% | 193,818 | 193,818 | — | $3,878.10万 | 新建仓 |
| LPX | LOUISIANA PAC CORP | $4,414.05万 | 3.23% | 561,155 | 156,058 | 38.5% | $1,227.55万 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $5,041.59万 | 3.69% | 450,988 | 50,415 | 12.6% | $563.59万 | 加仓 |
| AVGO | BROADCOM INC | $5,454.82万 | 3.99% | 144,403 | -4,252 | -2.9% | -$160.62万 | 减仓 |
| CNM | CORE & MAIN INC | $6,489.92万 | 4.75% | 1,345,061 | 172,112 | 14.7% | $830.44万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $6,603.48万 | 4.83% | 143,826 | 76,176 | 112.6% | $3,497.47万 | 加仓 |
| XYL | XYLEM INC | $6,768.87万 | 4.95% | 572,614 | 35,829 | 6.7% | $423.53万 | 加仓 |
| AMZN | AMAZON COM INC | $9,032.28万 | 6.61% | 378,966 | 16,741 | 4.6% | $399.00万 | 加仓 |
| INTU | INTUIT | $1.08亿 | 7.93% | 415,261 | -83,866 | -16.8% | -$2,188.90万 | 减仓 |
| WDAY | WORKDAY INC | $1.23亿 | 9.04% | 1,008,623 | -94,449 | -8.6% | -$1,156.24万 | 减仓 |
| PTC | PTC INC | $1.25亿 | 9.16% | 1,101,110 | -194,324 | -15.0% | -$2,207.71万 | 减仓 |
| V | VISA INC | $1.42亿 | 10.38% | 413,310 | 33,021 | 8.7% | $1,132.92万 | 加仓 |
| CRM | SALESFORCE INC | $3.02亿 | 22.11% | 1,928,571 | -891 | -0.0% | -$13.96万 | 减仓 |