FERNBRIDGE CAPITAL MANAGEMENT LP
LOS ANGELES CA · SEC CIK 0001827734
$15.61亿2026Q1 申报市值
17持仓数
87.5%前十大占比 · 第一大 23.1%
3 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
INTU 加仓+$1.75亿
AVGO 新建仓+$4,601.02万
V 加仓+$4,185.48万
PFGC 新建仓+$3,431.31万
CRM 加仓+$3,179.98万
2026Q1 卖出最多 按季末市值估算
AMZN 减仓-$1.25亿
TMUS 清仓-$4,290.99万
LYV 清仓-$4,109.23万
WDAY 减仓-$3,937.59万
LPX 减仓-$3,600.77万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CRM | SALESFORCE INC | $3.60亿 | 23.08% | 1,929,462 | 170,353 | 9.7% | $3,179.98万 | 加仓 |
| INTU | INTUIT | $2.16亿 | 13.83% | 499,127 | 404,806 | 429.2% | $1.75亿 | 加仓 |
| PTC | PTC INC | $1.85亿 | 11.83% | 1,295,434 | 69,956 | 5.7% | $996.80万 | 加仓 |
| WDAY | WORKDAY INC | $1.43亿 | 9.18% | 1,103,072 | -303,078 | -21.6% | -$3,937.59万 | 减仓 |
| V | VISA INC | $1.15亿 | 7.36% | 380,289 | 138,482 | 57.3% | $4,185.48万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $1.02亿 | 6.56% | 3,400,775 | 333,934 | 10.9% | $1,005.81万 | 加仓 |
| AMZN | AMAZON COM INC | $7,544.06万 | 4.83% | 362,225 | -598,822 | -62.3% | -$1.25亿 | 减仓 |
| XYL | XYLEM INC | $6,414.58万 | 4.11% | 536,785 | 206,158 | 62.4% | $2,463.59万 | 加仓 |
| CNM | CORE & MAIN INC | $5,794.37万 | 3.71% | 1,172,949 | -373,551 | -24.2% | -$1,845.34万 | 减仓 |
| AVGO | BROADCOM INC | $4,601.02万 | 2.95% | 148,655 | 148,655 | — | $4,601.02万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $4,206.42万 | 2.70% | 230,577 | -23,940 | -9.4% | -$436.74万 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $3,431.31万 | 2.20% | 400,573 | 400,573 | — | $3,431.31万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $3,280.42万 | 2.10% | 67,650 | -7,680 | -10.2% | -$372.41万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $3,094.59万 | 1.98% | 7,350 | -3,287 | -30.9% | -$1,383.93万 | 减仓 |
| LPX | LOUISIANA PAC CORP | $2,947.08万 | 1.89% | 405,097 | -494,951 | -55.0% | -$3,600.77万 | 减仓 |
| APP | APPLOVIN CORP | $1,378.31万 | 0.88% | 34,631 | -7,598 | -18.0% | -$302.40万 | 减仓 |
| DASH | DOORDASH INC | $1,247.84万 | 0.80% | 83,106 | 83,106 | — | $1,247.84万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -211,337 | -100.0% | -$4,290.99万 | 清仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | -288,367 | -100.0% | -$4,109.23万 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | -435,815 | -100.0% | -$2,836.72万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -196,312 | -100.0% | -$1,604.07万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -109,370 | -100.0% | -$1,025.45万 | 清仓 |