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MARK N LOVECCHIO

Fernbridge Capital Management Lp

Assets Managed
$1.561B
Holdings
17
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
-23.34%(2Q avg: -12.06%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Fernbridge Capital Management Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 17 positions.

Assets under management

The assets under management (AUM) of Fernbridge Capital Management Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.561B in assets, with a quarterly growth rate of -23.34% and a 2-quarter average growth rate of -12.06%. The portfolio is managed by MARK N LOVECCHIO, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CRM
Salesforce Inc
Recent Activity
Increased 9.69%
23.08%
$360.173M
1.929M shares@ $186.68 avg price
INTU
Intuit Inc
Recent Activity
Increased 429.18%
13.83%
$215.813M
499,127 shares@ $432.38 avg price
PTC
Ptc Inc
Recent Activity
Increased 5.71%
11.83%
$184.586M
1.295M shares@ $142.5 avg price
WDAY
Workday Inc-class A
Recent Activity
Decreased -21.55%
9.19%
$143.311M
1.103M shares@ $129.92 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 57.27%
7.37%
$114.939M
380,289 shares@ $302.24 avg price
TTEK
Tetra Tech Inc
Recent Activity
Increased 10.89%
6.57%
$102.431M
3.401M shares@ $30.12 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -62.3%
4.84%
$75.441M
362,225 shares@ $208.28 avg price
XYL
Xylem Inc
Recent Activity
Increased 62.36%
4.12%
$64.146M
536,785 shares@ $119.51 avg price
CNM
Core & Main Inc-class A
Recent Activity
Decreased -24.15%
3.72%
$57.944M
1.173M shares@ $49.41 avg price
AVGO
Broadcom Inc
Recent Activity
New Position
2.95%
$46.01M
148,655 shares@ $309.51 avg price

1-10 of 17