Fernbridge Capital Management LP Portfolio Holdings by Sector

Fernbridge Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology INTU PTC WDAY CRM UBER 5 stocks	$1.08 Million 56.45% of portfolio	4	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SPOT GOOGL DASH META 4 stocks	$201,901 10.58% of portfolio	3	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$133,775 7.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services TMUS CHTR 2 stocks	$80,225 4.21% of portfolio	-	2	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials VMC 1 stocks	$79,227 4.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$65,417 3.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$49,220 2.58% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services LYV 1 stocks	$43,140 2.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$38,222 2.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical CMG 1 stocks	$37,514 1.97% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials WMS 1 stocks	$28,177 1.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$26,684 1.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$25,122 1.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Industrial Distribution \| Industrials CNM 1 stocks	$22,183 1.16% of portfolio	-	1	-	-	0 Calls 0 Puts

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