Eminence Capital, Lp Top Holdings and 13F Report (2025) About Eminence Capital, LpInvestment ActivityEminence Capital, Lp has $5.98 billion in total holdings as of March 31, 2025.Eminence Capital, Lp owns shares of 47 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 18.00% of the portfolio was purchased this quarter.About 27.00% of the portfolio was sold this quarter.This quarter, Eminence Capital, Lp has purchased 52 new stocks and bought additional shares in 19 stocks.Eminence Capital, Lp sold shares of 22 stocks and completely divested from 11 stocks this quarter.Largest Holdings SEA $330,950,043Okta $261,402,676PRIMO BRANDS CORPORATION $249,106,972Elevance Health $242,999,538Atmus Filtration Technologies $211,456,593 Largest New Holdings this Quarter 060505104 - Bank of America $112,627,142 Holding45780R101 - Installed Building Products $109,114,401 Holding29977A105 - Evercore $106,725,375 Holding98139A105 - Workiva $64,903,050 HoldingM6191J100 - JFrog $43,267,968 Holding Largest Purchases this Quarter DraftKings 3,423,909 shares (about $113.71M)Bank of America 2,698,949 shares (about $112.63M)Installed Building Products 636,384 shares (about $109.11M)Evercore 534,375 shares (about $106.73M)Lennar 896,264 shares (about $102.87M) Largest Sales this Quarter SEA 1,513,853 shares (about $197.54M)Camden Property Trust 546,099 shares (about $66.79M)Graphic Packaging 2,534,444 shares (about $65.79M)Alibaba Group 479,983 shares (about $63.47M)Uber Technologies 700,476 shares (about $51.04M) 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 PortfolioSectorSESEA$330,950,043$197,542,678 ▼-37.4%2,536,2105.5%Computer and TechnologyOKTAOkta$261,402,676$8,477,681 ▼-3.1%2,484,3444.4%Computer and TechnologyPRIMO BRANDS CORPORATION$249,106,972$81,091,527 ▲48.3%7,019,0754.2%CLASS A COM SHSELVElevance Health$242,999,538$1,359,685 ▲0.6%558,6714.1%MedicalATMUAtmus Filtration Technologies$211,456,593$42,769,881 ▲25.4%5,757,0543.5%IndustrialsAMZNAmazon.com$208,122,560$31,023,986 ▲17.5%1,093,8853.5%Retail/WholesaleLENLennar$181,523,307$102,873,182 ▲130.8%1,581,4893.0%ConstructionFWONKFormula One Group$180,069,145$1,232,597 ▲0.7%2,000,5463.0%Consumer DiscretionaryPINSPinterest$179,288,934$4,106,353 ▲2.3%5,783,5143.0%Computer and TechnologyCFCF Industries$178,308,603$1,834,415 ▼-1.0%2,281,6203.0%Basic MaterialsDKNGDraftKings$171,964,136$113,708,018 ▲195.2%5,178,0832.9%Consumer DiscretionaryLPLALPL Financial$171,131,187$11,624,593 ▼-6.4%523,1132.9%FinanceBABAAlibaba Group$166,799,153$63,468,152 ▼-27.6%1,261,4322.8%Retail/WholesaleZZillow Group$166,748,478$33,098,163 ▼-16.6%2,432,1542.8%FinancePFGCPerformance Food Group$165,827,997$36,987,709 ▼-18.2%2,108,9662.8%Retail/WholesaleABGAsbury Automotive Group$162,675,382$11,296,849 ▼-6.5%736,6212.7%Retail/WholesaleAMDAdvanced Micro Devices$160,974,779$55,384,566 ▲52.5%1,566,8172.7%Computer and TechnologyDTDynatrace$158,028,081$32,224,337 ▲25.6%3,351,6032.6%Computer and TechnologyLPXLouisiana-Pacific$154,153,237$21,232,387 ▲16.0%1,675,9432.6%ConstructionGEHCGE HealthCare Technologies$146,821,902$40,928,122 ▲38.7%1,819,1292.5%MedicalCOFCapital One Financial$143,752,341$16,049,143 ▼-10.0%801,7422.4%FinanceTPXTempur Sealy International$129,650,919$16,963,884 ▲15.1%2,165,1792.2%Retail/WholesaleBERYBerry Global Group$128,250,325$19,095,129 ▼-13.0%1,837,1342.1%IndustrialsFERGUSON ENTERPRISES INC$117,650,159$7,003,173 ▼-5.6%734,2582.0%COMMON STOCK NEWGTLBGitLab$117,415,447$14,061,977 ▲13.6%2,498,2012.0%Computer and TechnologyUBERUber Technologies$114,294,389$51,036,681 ▼-30.9%1,568,6851.9%Computer and TechnologyBACBank of America$112,627,142$112,627,142 ▲New Holding2,698,9491.9%FinanceIBPInstalled Building Products$109,114,401$109,114,401 ▲New Holding636,3841.8%ConstructionRRRRed Rock Resorts$107,484,348$18,290,126 ▲20.5%2,478,3111.8%Consumer DiscretionaryEVREvercore$106,725,375$106,725,375 ▲New Holding534,3751.8%FinanceSSentinelOne$102,908,690$15,877,503 ▼-13.4%5,660,5441.7%Computer and TechnologyCRMSalesforce$98,528,374$2,300,650 ▼-2.3%367,1501.6%Computer and TechnologyMGRCMcGrath RentCorp$93,583,909$10,000,712 ▲12.0%840,0711.6%FinanceGPKGraphic Packaging$85,419,511$65,794,166 ▼-43.5%3,290,4281.4%IndustrialsHDBHDFC Bank$78,834,448$12,558,157 ▲18.9%1,186,5511.3%FinanceFRSHFreshworks$74,218,036$827,566 ▼-1.1%5,259,9601.2%Computer and TechnologyCRLCharles River Laboratories International$65,544,536$28,902,549 ▼-30.6%435,4541.1%MedicalWKWorkiva$64,903,050$64,903,050 ▲New Holding855,0001.1%Computer and TechnologyPLAYDave & Buster's Entertainment$51,048,827$16,515,800 ▼-24.4%2,905,4540.9%Retail/WholesaleFROGJFrog$43,267,968$43,267,968 ▲New Holding1,352,1240.7%Computer and TechnologyFLUTTER ENTMT PLC$34,345,567$34,345,567 ▲New Holding155,0240.6%SHSAMCRAmcor$34,145,397$6,246,451 ▲22.4%3,520,1440.6%IndustrialsCPTCamden Property Trust$32,994,706$66,787,909 ▼-66.9%269,7850.6%FinancePGRProgressive$32,845,858$177,447 ▲0.5%116,0590.5%FinanceCWHCamping World$29,918,204$36,502,709 ▼-55.0%1,851,3740.5%Consumer DiscretionarySIX FLAGS ENTERTAINMENT CORP$22,946,939$25,336,330 ▼-52.5%643,3120.4%COMMSOSAdvisorShares Pure US Cannabis ETF$3,867,093$1,529,496 ▼-28.3%1,481,6450.1%ETFASHAshland$0$204,409,258 ▼-100.0%00.0%Basic MaterialsCTVACorteva$0$134,709,261 ▼-100.0%00.0%Consumer StaplesSTSensata Technologies$0$118,332,873 ▼-100.0%00.0%Computer and TechnologyAAPAdvance Auto Parts$0$87,213,589 ▼-100.0%00.0%Retail/WholesaleMGMMGM Resorts International$0$72,408,070 ▼-100.0%00.0%Consumer DiscretionaryLKQLKQ$0$68,944,139 ▼-100.0%00.0%Auto/Tires/TrucksSIGSignet Jewelers$0$67,707,700 ▼-100.0%00.0%Retail/WholesaleGXOGXO Logistics$0$50,523,510 ▼-100.0%00.0%TransportationMLCOMelco Resorts & Entertainment$0$44,790,971 ▼-100.0%00.0%Consumer DiscretionaryU HAUL HOLDING COMPANY$0$35,150,576 ▼-100.0%00.0%COM SER NWYNNWynn Resorts$0$13,554,691 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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