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Eminence Capital, Lp Top Holdings and 13F Report (2026)

About Eminence Capital, Lp

Investment Activity

  • Eminence Capital, Lp has $0.00 in total holdings as of March 31, 2026.
  • Eminence Capital, Lp owns shares of 1 different stock, but just 0 companies or ETFs make up 80% of its holdings.
  • About ∞ of the portfolio was sold this quarter.
  • This quarter, Eminence Capital, Lp has purchased 33 new stocks and bought additional shares in 0 stocks.
  • Eminence Capital, Lp sold shares of 0 stocks and completely divested from 34 stocks this quarter.

Largest Holdings

None
$0

Largest New Holdings this Quarter

000000000 - None
$0 Holding

Sector Allocation Over Time

Map of 500 Largest Holdings ofEminence Capital, Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
None
$0New Holding0NaN0
Sea Limited Sponsored ADR stock logo
SE
SEA
$0$336,677,719 â–¼-100.0%0NaNComputer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$0$321,518,687 â–¼-100.0%0NaNRetail/Wholesale
Performance Food Group Company stock logo
PFGC
Performance Food Group
$0$318,604,746 â–¼-100.0%0NaNRetail/Wholesale
Coupang, Inc. stock logo
CPNG
Coupang
$0$292,843,602 â–¼-100.0%0NaNRetail/Wholesale
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$0$239,429,583 â–¼-100.0%0NaNComputer and Technology
Dynatrace, Inc. stock logo
DT
Dynatrace
$0$196,167,547 â–¼-100.0%0NaNComputer and Technology
Asbury Automotive Group, Inc. stock logo
ABG
Asbury Automotive Group
$0$186,827,397 â–¼-100.0%0NaNRetail/Wholesale
Louisiana-Pacific Corporation stock logo
LPX
Louisiana-Pacific
$0$184,303,759 â–¼-100.0%0NaNConstruction
Synopsys, Inc. stock logo
SNPS
Synopsys
$0$178,106,746 â–¼-100.0%0NaNComputer and Technology
Liberty Media Corporation - Liberty Formula One Series C stock logo
FWONK
Liberty Media Corporation - Liberty Formula One Series C
$0$168,566,858 â–¼-100.0%0NaNConsumer Discretionary
FERGUSON ENTERPRISES INC
$0$150,640,474 â–¼-100.0%0NaNCOMMON STOCK NEW
Workiva Inc. stock logo
WK
Workiva
$0$150,260,981 â–¼-100.0%0NaNComputer and Technology
Tenet Healthcare Corporation stock logo
THC
Tenet Healthcare
$0$149,137,890 â–¼-100.0%0NaNMedical
Valvoline stock logo
VVV
Valvoline
$0$149,042,790 â–¼-100.0%0NaNRetail/Wholesale
Zillow Group, Inc. stock logo
Z
Zillow Group
$0$142,576,362 â–¼-100.0%0NaNComputer and Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$0$142,504,390 â–¼-100.0%0NaNComputer and Technology
SOMNIGROUP INTERNATIONAL INC
$0$111,840,516 â–¼-100.0%0NaNCOM
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$0$108,061,960 â–¼-100.0%0NaNRetail/Wholesale
Danaher Corporation stock logo
DHR
Danaher
$0$106,409,966 â–¼-100.0%0NaNMedical
MEDLINE INC
$0$101,423,955 â–¼-100.0%0NaNCOM CL A
Vail Resorts, Inc. stock logo
MTN
Vail Resorts
$0$91,630,361 â–¼-100.0%0NaNConsumer Discretionary
McGrath RentCorp stock logo
MGRC
McGrath RentCorp
$0$88,866,822 â–¼-100.0%0NaNFinance
Atmus Filtration Technologies Inc. stock logo
ATMU
Atmus Filtration Technologies
$0$72,778,856 â–¼-100.0%0NaNIndustrials
Aon plc stock logo
AON
AON
$0$57,783,753 â–¼-100.0%0NaNFinance
MARSH & MCLENNAN COS INC
$0$55,570,952 â–¼-100.0%0NaNCOM
The Estee Lauder Companies Inc. stock logo
EL
Estee Lauder Companies
$0$50,120,580 â–¼-100.0%0NaNConsumer Staples
FLUTTER ENTMT PLC
$0$49,333,605 â–¼-100.0%0NaNSHS
MongoDB, Inc. stock logo
MDB
MongoDB
$0$39,899,468 â–¼-100.0%0NaNComputer and Technology
Camping World stock logo
CWH
Camping World
$0$39,835,920 â–¼-100.0%0NaNAuto/Tires/Trucks
Dave & Buster's Entertainment, Inc. stock logo
PLAY
Dave & Buster's Entertainment
$0$25,407,592 â–¼-100.0%0NaNRetail/Wholesale
Red Rock Resorts, Inc. stock logo
RRR
Red Rock Resorts
$0$22,117,240 â–¼-100.0%0NaNConsumer Discretionary
monday.com Ltd. stock logo
MNDY
monday.com
$0$17,146,260 â–¼-100.0%0NaNComputer and Technology
Unity Software Inc. stock logo
U
Unity Software
$0$15,901,717 â–¼-100.0%0NaNComputer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data