Eminence Capital, Lp Top Holdings and 13F Report (2026) About Eminence Capital, LpInvestment ActivityEminence Capital, Lp has $4.36 billion in total holdings as of March 31, 2026.Eminence Capital, Lp owns shares of 33 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 29.35% of the portfolio was purchased this quarter.About 60.99% of the portfolio was sold this quarter.This quarter, Eminence Capital, Lp has purchased 39 new stocks and bought additional shares in 19 stocks.Eminence Capital, Lp sold shares of 5 stocks and completely divested from 14 stocks this quarter.Largest Holdings SEA $336,677,719Amazon.com $321,518,687Performance Food Group $318,604,746Coupang $292,843,602Advanced Micro Devices $239,429,583 Largest New Holdings this Quarter 874039100 - Taiwan Semiconductor Manufacturing $142,504,390 Holding235851102 - Danaher $106,409,966 Holding91879Q109 - Vail Resorts $91,630,361 HoldingG0403H108 - AON $57,783,753 Holding571748102 - MARSH & MCLENNAN COS INC $55,570,952 Holding Largest Purchases this Quarter Taiwan Semiconductor Manufacturing 421,673 shares (about $142.50M)SEA 1,424,025 shares (about $117.92M)Danaher 561,234 shares (about $106.41M)Performance Food Group 1,072,058 shares (about $91.83M)Vail Resorts 714,077 shares (about $91.63M) Largest Sales this Quarter Atmus Filtration Technologies 2,543,351 shares (about $144.39M)Louisiana-Pacific 1,514,751 shares (about $110.20M)Workiva 1,186,263 shares (about $70.74M)Red Rock Resorts 1,199,692 shares (about $64.02M)McGrath RentCorp 143,844 shares (about $15.86M) 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$336,677,719$117,923,510 â–²53.9%4,065,6657.7%Computer and TechnologyAMZNAmazon.com$321,518,687$14,192,351 â–²4.6%1,543,7597.4%Retail/WholesalePFGCPerformance Food Group$318,604,746$91,832,488 â–²40.5%3,719,4117.3%Retail/WholesaleCPNGCoupang$292,843,602$54,124,089 â–²22.7%15,510,7846.7%Retail/WholesaleAMDAdvanced Micro Devices$239,429,583$42,419,630 â–²21.5%1,176,9635.5%Computer and TechnologyDTDynatrace$196,167,547$28,749,250 â–²17.2%5,304,6934.5%Computer and TechnologyABGAsbury Automotive Group$186,827,397$5,801,137 â–²3.2%956,0794.3%Retail/WholesaleLPXLouisiana-Pacific$184,303,759$110,198,135 â–¼-37.4%2,533,3854.2%ConstructionSNPSSynopsys$178,106,746$79,285,295 â–²80.2%449,2204.1%Computer and TechnologyFWONKLiberty Media Corporation - Liberty Formula One Series C$168,566,858$7,441,035 â–²4.6%1,982,6733.9%Consumer DiscretionaryFERGUSON ENTERPRISES INC$150,640,474$34,055,493 â–²29.2%645,8053.5%COMMON STOCK NEWWKWorkiva$150,260,981$70,736,863 â–¼-32.0%2,519,8893.4%Computer and TechnologyTHCTenet Healthcare$149,137,890$33,277,310 â–²28.7%790,3023.4%MedicalVVVValvoline$149,042,790$7,172,762 â–²5.1%4,425,2613.4%Retail/WholesaleZZillow Group$142,576,362$55,931,194 â–²64.6%3,445,5383.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$142,504,390$142,504,390 â–²New Holding421,6733.3%Computer and TechnologySOMNIGROUP INTERNATIONAL INC$111,840,516$88,647,746 â–²382.2%1,512,9942.6%COMBABAAlibaba Group$108,061,960$4,461,985 â–²4.3%861,3262.5%Retail/WholesaleDHRDanaher$106,409,966$106,409,966 â–²New Holding561,2342.4%MedicalMEDLINE INC$101,423,955$34,451,455 â–²51.4%2,279,1902.3%COM CL AMTNVail Resorts$91,630,361$91,630,361 â–²New Holding714,0772.1%Consumer DiscretionaryMGRCMcGrath RentCorp$88,866,822$15,863,116 â–¼-15.1%805,8292.0%FinanceATMUAtmus Filtration Technologies$72,778,856$144,386,036 â–¼-66.5%1,281,9951.7%IndustrialsAONAON$57,783,753$57,783,753 â–²New Holding179,0191.3%FinanceMARSH & MCLENNAN COS INC$55,570,952$55,570,952 â–²New Holding320,3861.3%COMELEstee Lauder Companies$50,120,580$50,120,580 â–²New Holding698,3501.1%Consumer StaplesFLUTTER ENTMT PLC$49,333,605$41,264,161 â–²511.4%483,9001.1%SHSMDBMongoDB$39,899,468$1,758,917 â–²4.6%163,0080.9%Computer and TechnologyCWHCamping World$39,835,920$359,852 â–²0.9%5,832,4920.9%Auto/Tires/TrucksPLAYDave & Buster's Entertainment$25,407,5920.0%2,346,0380.6%Retail/WholesaleRRRRed Rock Resorts$22,117,240$64,015,566 â–¼-74.3%414,4910.5%Consumer DiscretionaryMNDYmonday.com$17,146,260$17,146,260 â–²New Holding248,1010.4%Computer and TechnologyUUnity Software$15,901,717$15,901,717 â–²New Holding724,7820.4%Computer and TechnologyDKNGDraftKings$0$290,385,977 â–¼-100.0%00.0%Consumer DiscretionaryGTLBGitLab$0$289,064,542 â–¼-100.0%00.0%Computer and TechnologyCRMSalesforce$0$276,174,238 â–¼-100.0%00.0%Computer and TechnologyJEFJefferies Financial Group$0$236,267,752 â–¼-100.0%00.0%FinanceGPKGraphic Packaging$0$192,947,831 â–¼-100.0%00.0%IndustrialsELVElevance Health$0$170,769,381 â–¼-100.0%00.0%MedicalLPLALPL Financial$0$157,813,779 â–¼-100.0%00.0%FinanceUNHUnitedHealth Group$0$124,867,409 â–¼-100.0%00.0%MedicalPINSPinterest$0$117,526,438 â–¼-100.0%00.0%Computer and TechnologyPTONPeloton Interactive$0$111,834,227 â–¼-100.0%00.0%Consumer DiscretionaryCFCF Industries$0$98,709,583 â–¼-100.0%00.0%Basic MaterialsUNPUnion Pacific$0$81,387,397 â–¼-100.0%00.0%TransportationSYYSysco$0$66,120,342 â–¼-100.0%00.0%Consumer StaplesMETAMeta Platforms$0$41,090,603 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
