Eminence Capital, Lp Top Holdings and 13F Report (2024) → Do This Before July 30 2024 To Claim Trump’s Gift (From Wealthpin Pro) (Ad) About Eminence Capital, LpInvestment ActivityEminence Capital, Lp has $7.06 billion in total holdings as of March 31, 2024.Eminence Capital, Lp owns shares of 58 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 20.32% of the portfolio was purchased this quarter.About 21.04% of the portfolio was sold this quarter.This quarter, Eminence Capital, Lp has purchased 57 new stocks and bought additional shares in 21 stocks.Eminence Capital, Lp sold shares of 24 stocks and completely divested from 11 stocks this quarter.Largest Holdings Invesco QQQ $690,435,550Zillow Group $525,957,765CF Industries $425,049,078Amazon.com $391,691,382Ashland $319,895,893 Largest New Holdings this Quarter monday.com $104,886,800 HoldingJacobs Solutions $50,232,354 HoldingAir Products and Chemicals $47,827,974 HoldingScotts Miracle-Gro $40,651,550 HoldingTKO GROUP HOLDINGS INC $32,858,871 Holding Largest Purchases this Quarter Zillow Group 5,784,650 shares (about $282.18M)Amazon.com 1,325,238 shares (about $239.05M)monday.com 464,368 shares (about $104.89M)Berry Global Group 1,659,592 shares (about $100.37M)SEA 1,615,015 shares (about $86.74M) Largest Sales this Quarter Uber Technologies 1,215,509 shares (about $93.58M)Invesco QQQ 155,000 shares (about $68.82M)Dave & Buster's Entertainment 965,237 shares (about $60.42M)Advanced Micro Devices 318,904 shares (about $57.56M)KKR & Co. Inc. 521,892 shares (about $52.49M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEminence Capital, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$690,435,550$68,821,550 ▼-9.1%1,555,0009.8%FinanceZZillow Group$525,957,765$282,175,227 ▲115.7%10,782,2427.5%FinanceCFCF Industries$425,049,078$24,772,532 ▼-5.5%5,108,1496.0%Basic MaterialsAMZNAmazon.com$391,691,382$239,046,430 ▲156.6%2,171,4795.6%Retail/WholesaleASHAshland$319,895,893$22,444,175 ▼-6.6%3,285,3644.5%Basic MaterialsCTVACorteva$255,472,679$36,534,118 ▲16.7%4,429,9063.6%Consumer StaplesGPKGraphic Packaging$247,071,933$14,731,290 ▲6.3%8,467,1673.5%Industrial ProductsLPLALPL Financial$194,415,797$16,880,002 ▼-8.0%735,8662.8%FinanceLPXLouisiana-Pacific$177,034,744$4,432,630 ▲2.6%2,109,8172.5%ConstructionFWONKFormula One Group$176,612,978$9,399,430 ▲5.6%2,692,2712.5%Consumer DiscretionaryOKTAOkta$176,179,452$23,709,717 ▼-11.9%1,683,9942.5%Computer and TechnologySESEA$167,259,761$86,742,456 ▲107.7%3,114,1272.4%Computer and TechnologyPFGCPerformance Food Group$166,756,359$17,869,712 ▲12.0%2,234,1422.4%Retail/WholesaleCRMSalesforce$156,822,920$9,425,428 ▲6.4%520,6952.2%Computer and TechnologyPINSPinterest$152,835,033$9,418,348 ▲6.6%4,408,2792.2%Computer and TechnologySMARSmartsheet$149,855,090$27,680,384 ▲22.7%3,892,3402.1%Computer and TechnologyPLAYDave & Buster's Entertainment$139,367,757$60,423,836 ▼-30.2%2,226,3222.0%Retail/WholesaleBERYBerry Global Group$134,371,198$100,372,124 ▲295.2%2,221,7461.9%Industrial ProductsSSentinelOne$128,603,391$1,919,275 ▲1.5%5,517,0911.8%Computer and TechnologyELVElevance Health$123,787,943$37,761,638 ▲43.9%238,7241.8%MedicalBABAAlibaba Group$121,557,492$11,601,262 ▲10.6%1,679,8991.7%Retail/WholesaleDFSDiscover Financial Services$120,215,822$8,456,223 ▼-6.6%917,0481.7%FinanceMLCOMelco Resorts & Entertainment$110,655,425$24,865,502 ▲29.0%15,347,4931.6%Consumer DiscretionaryMNDYmonday.com$104,886,800$104,886,800 ▲New Holding464,3681.5%Computer and TechnologyCBRECBRE Group$103,540,860$8,921,673 ▲9.4%1,064,7971.5%FinanceLENLennar$98,381,503$6,921,507 ▼-6.6%572,0521.4%ConstructionSTSensata Technologies$95,412,457$49,652,346 ▲108.5%2,596,9641.4%Computer and TechnologyRRRRed Rock Resorts$94,433,407$47,552,712 ▼-33.5%1,578,6261.3%Consumer DiscretionaryFERGFerguson$91,830,375$6,453,514 ▼-6.6%420,4111.3%Industrial ProductsCPTCamden Property Trust$90,433,438$71,864,571 ▲387.0%919,0391.3%FinanceUBERUber Technologies$90,054,895$93,582,038 ▼-51.0%1,169,6961.3%Computer and TechnologyPGRProgressive$85,005,295$5,964,068 ▼-6.6%411,0111.2%FinanceABGAsbury Automotive Group$83,064,351$5,706,583 ▲7.4%352,2961.2%Retail/WholesaleTPXTempur Sealy International$79,078,894$19,747,564 ▼-20.0%1,391,7441.1%Retail/WholesaleCCKCrown$74,543,871$5,235,995 ▼-6.6%940,4981.1%Industrial ProductsAMDAdvanced Micro Devices$70,857,125$57,558,983 ▼-44.8%392,5821.0%Computer and TechnologyCWHCamping World$67,294,679$27,576,597 ▲69.4%2,416,3261.0%Consumer DiscretionaryMSOSAdvisorShares Pure US Cannabis ETF$60,100,781$4,924,960 ▼-7.6%6,004,0740.9%ETFJJacobs Solutions$50,232,354$50,232,354 ▲New Holding326,7570.7%Business ServicesSIGSignet Jewelers$49,318,499$26,678,562 ▼-35.1%492,8400.7%Retail/WholesaleAPDAir Products and Chemicals$47,827,974$47,827,974 ▲New Holding197,4160.7%Basic MaterialsGPIGroup 1 Automotive$44,995,238$3,129,491 ▼-6.5%153,9720.6%Retail/WholesaleSMGScotts Miracle-Gro$40,651,550$40,651,550 ▲New Holding545,0000.6%Basic MaterialsANAutoNation$40,536,964$2,835,061 ▼-6.5%244,8180.6%Retail/WholesaleKKRKKR & Co. Inc.$37,217,014$52,491,897 ▼-58.5%370,0240.5%FinanceTKO GROUP HOLDINGS INC$32,858,871$32,858,871 ▲New Holding380,2670.5%CL AWIXWix.com$31,331,005$2,199,405 ▼-6.6%227,8950.4%Computer and TechnologySHWSherwin-Williams$30,920,706$23,692,421 ▼-43.4%89,0240.4%ConstructionGDDYGoDaddy$24,546,584$1,721,572 ▼-6.6%206,8300.3%Computer and TechnologyAVBAvalonBay Communities$24,381,100$24,381,100 ▲New Holding131,3920.3%FinanceAIGAmerican International Group$20,617,650$20,617,650 ▲New Holding263,7540.3%FinanceUSFDUS Foods$14,134,689$14,134,689 ▲New Holding261,8990.2%Consumer StaplesKNXKnight-Swift Transportation$6,467,711$6,467,711 ▲New Holding117,5520.1%TransportationBECNBeacon Roofing Supply$6,377,083$6,377,083 ▲New Holding65,0590.1%Retail/WholesalePRGOPerrigo$5,792,784$5,792,784 ▲New Holding179,9560.1%MedicalHLNHaleon$2,781,519$25,754,234 ▼-90.3%327,6230.0%MedicalDOMADoma$2,223,0750.0%489,6640.0%Business ServicesCAREMAX INC$1,704,612$1,704,612 ▲New Holding353,6540.0%CL A NEWIWMiShares Russell 2000 ETF$0$344,619,070 ▼-100.0%00.0%FinanceTNDMTandem Diabetes Care$0$152,941,941 ▼-100.0%00.0%MedicalSCHWCharles Schwab$0$115,985,792 ▼-100.0%00.0%FinanceMANUManchester United$0$99,269,839 ▼-100.0%00.0%Consumer DiscretionaryINTUIntuit$0$78,310,009 ▼-100.0%00.0%Computer and TechnologyMAMastercard$0$25,774,426 ▼-100.0%00.0%Business ServicesWYNNWynn Resorts$0$15,089,183 ▼-100.0%00.0%Consumer DiscretionaryFROGJFrog$0$14,886,799 ▼-100.0%00.0%Computer and TechnologySIXSix Flags Entertainment$0$11,392,414 ▼-100.0%00.0%Consumer DiscretionaryMTCHMatch Group$0$8,938,777 ▼-100.0%00.0%Retail/WholesaleCMAXCareMax$0$5,193,564 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. 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