Fernbridge Capital Management LP 13F 持仓 · 2026年Q2
Fernbridge Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 16 只证券，申报市值合计 13.66 亿美元。前几大持仓：CRM（22.11%）、V（10.38%）、PTC（9.16%）。本季前 25 大持仓中：新建仓 2 只、增持 8 只、减持 6 只、清仓 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CRM | SALESFORCE INC | $302.1M | 22.11% | 1.9M | 减持 |
| 2 | V | VISA INC | $141.8M | 10.38% | 413,310 | 增持 |
| 3 | PTC | PTC INC | $125.1M | 9.16% | 1.1M | 减持 |
| 4 | WDAY | WORKDAY INC | $123.5M | 9.04% | 1.0M | 减持 |
| 5 | INTU | INTUIT | $108.4M | 7.93% | 415,261 | 减持 |
| 6 | AMZN | AMAZON COM INC | $90.3M | 6.61% | 378,966 | 增持 |
| 7 | XYL | XYLEM INC | $67.7M | 4.95% | 572,614 | 增持 |
| 8 | SPOT | SPOTIFY TECHNOLOGY S A | $66.0M | 4.83% | 143,826 | 增持 |
| 9 | CNM | CORE & MAIN INC | $64.9M | 4.75% | 1.3M | 增持 |
| 10 | AVGO | BROADCOM INC | $54.5M | 3.99% | 144,403 | 减持 |
| 11 | PFGC | PERFORMANCE FOOD GROUP CO | $50.4M | 3.69% | 450,988 | 增持 |
| 12 | LPX | LOUISIANA PAC CORP | $44.1M | 3.23% | 561,155 | 增持 |
| 13 | NVDA | NVIDIA CORPORATION | $38.8M | 2.84% | 193,818 | 新建仓 |
| 14 | COF | CAPITAL ONE FINL CORP | $37.8M | 2.76% | 188,258 | 减持 |
| 15 | DASH | DOORDASH INC | $27.9M | 2.04% | 151,098 | 增持 |
| 16 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.9M | 1.67% | 47,847 | 新建仓 |
| 17 | APP | APPLOVIN CORP | $0 | 0.00% | 0 | 清仓 |
| 18 | BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | 清仓 |
| 19 | TTEK | TETRA TECH INC NEW | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR