EdgeMarket › What Eminence Capital, Lp reported owning
What Eminence Capital, Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
4.4BPositions
33Quarter
2026-03-31Shown below
33largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SE Sea Ltd | 336.7M | 7.7% | 4.1M | 117.53 | -34.2% |
| AMZN AMAZON COM INC | 321.5M | 7.4% | 1.5M | 258.63 | +15.6% |
| PFGC Performance Food Group Co | 318.6M | 7.3% | 3.7M | 104.98 | +3.8% |
| CPNG Coupang, Inc. | 292.8M | 6.7% | 15.5M | 16.45 | -43.0% |
| AMD ADVANCED MICRO DEVICES INC | 239.4M | 5.5% | 1.2M | 473.25 | +186.5% |
| DT Dynatrace, Inc. | 196.2M | 4.5% | 5.3M | 49.30 | +1.3% |
| ABG ASBURY AUTOMOTIVE GROUP INC | 186.8M | 4.3% | 956.1K | 214.81 | -10.8% |
| LPX LOUISIANA-PACIFIC CORP | 184.3M | 4.2% | 2.5M | 73.18 | -21.2% |
| SNPS SYNOPSYS INC | 178.1M | 4.1% | 449.2K | 397.87 | -33.8% |
| FWONK Liberty Media Corp | 168.6M | 3.9% | 2.0M | 104.94 | +3.2% |
| FERG Ferguson Enterprises Inc. /DE/ | 150.6M | 3.5% | 645.8K | 242.24 | +5.1% |
| WK WORKIVA INC | 150.3M | 3.4% | 2.5M | 74.83 | -2.1% |
| THC TENET HEALTHCARE CORP | 149.1M | 3.4% | 790.3K | 280.77 | +54.3% |
| VVV VALVOLINE INC | 149.0M | 3.4% | 4.4M | 33.96 | -12.7% |
| Z ZILLOW GROUP, INC. | 142.6M | 3.3% | 3.4M | 35.88 | -55.8% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 142.5M | 3.3% | 421.7K | 418.95 | +83.3% |
| SGI SOMNIGROUP INTERNATIONAL INC. | 111.8M | 2.6% | 1.5M | 64.71 | -20.1% |
| BABA Alibaba Group Holding Ltd | 108.1M | 2.5% | 861.3K | 119.34 | -0.1% |
| DHR DANAHER CORP /DE/ | 106.4M | 2.4% | 561.2K | 218.85 | +3.5% |
| MDLN Medline Inc. | 101.4M | 2.3% | 2.3M | 34.26 | — |
| MTN VAIL RESORTS INC | 91.6M | 2.1% | 714.1K | 152.81 | -0.8% |
| MGRC MCGRATH RENTCORP | 88.9M | 2.0% | 805.8K | 116.65 | -1.5% |
| ATMU Atmus Filtration Technologies Inc. | 72.8M | 1.7% | 1.3M | 49.80 | +17.7% |
| AON Aon plc | 57.8M | 1.3% | 179.0K | 355.11 | -5.1% |
| MRSH MARSH & MCLENNAN COMPANIES, INC. | 55.6M | 1.3% | 320.4K | 192.01 | -9.1% |
| EL ESTEE LAUDER COMPANIES INC | 50.1M | 1.1% | 698.4K | 101.94 | +17.8% |
| FLUT Flutter Entertainment plc | 49.3M | 1.1% | 483.9K | 102.61 | -65.2% |
| MDB MongoDB, Inc. | 39.9M | 0.9% | 163.0K | 430.83 | +102.6% |
| CWH Camping World Holdings, Inc. | 39.8M | 0.9% | 5.8M | 6.54 | -62.2% |
| PLAY Dave & Buster's Entertainment, Inc. | 25.4M | 0.6% | 2.3M | 10.25 | -57.5% |
| RRR Red Rock Resorts, Inc. | 22.1M | 0.5% | 414.5K | 61.09 | +2.4% |
| MNDY monday.com Ltd. | 17.1M | 0.4% | 248.1K | 90.73 | -47.7% |
| U Unity Software Inc. | 15.9M | 0.4% | 724.8K | 46.93 | +30.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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