Universe · entity
EMINENCE CAPITAL, LP
Institutional manager (13F) · CIK 1107310
13F holdings · as of 2026-03-31 · top 33 · reported portfolio $4.4B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SEA LTD | $337M | 4,065,665 |
| 2 | AMAZON COM INC | $322M | 1,543,759 |
| 3 | PERFORMANCE FOOD GROUP CO | $319M | 3,719,411 |
| 4 | COUPANG INC | $293M | 15,510,784 |
| 5 | ADVANCED MICRO DEVICES INC | $239M | 1,176,963 |
| 6 | DYNATRACE INC | $196M | 5,304,693 |
| 7 | ASBURY AUTOMOTIVE GROUP INC | $187M | 956,079 |
| 8 | LOUISIANA PAC CORP | $184M | 2,533,385 |
| 9 | SYNOPSYS INC | $178M | 449,220 |
| 10 | LIBERTY MEDIA CORP | $169M | 1,982,673 |
| 11 | FERGUSON ENTERPRISES INC | $151M | 645,805 |
| 12 | WORKIVA INC | $150M | 2,519,889 |
| 13 | TENET HEALTHCARE CORP | $149M | 790,302 |
| 14 | VALVOLINE INC | $149M | 4,425,261 |
| 15 | ZILLOW GROUP INC | $143M | 3,445,538 |
| 16 | TAIWAN SEMICONDUCTOR MANUFACTURING CO | $143M | 421,673 |
| 17 | SOMNIGROUP INTERNATIONAL INC | $112M | 1,512,994 |
| 18 | ALIBABA GROUP HLDG LTD | $108M | 861,326 |
| 19 | DANAHER CORP | $106M | 561,234 |
| 20 | MEDLINE INC | $101M | 2,279,190 |
| 21 | VAIL RESORTS INC | $92M | 714,077 |
| 22 | MCGRATH RENTCORP | $89M | 805,829 |
| 23 | ATMUS FILTRATION TECHNOLOGIES | $73M | 1,281,995 |
| 24 | AON PLC | $58M | 179,019 |
| 25 | MARSH & MCLENNAN COS INC | $56M | 320,386 |
| 26 | LAUDER ESTEE COS INC | $50M | 698,350 |
| 27 | FLUTTER ENTMT PLC | $49M | 483,900 |
| 28 | MONGODB INC | $40M | 163,008 |
| 29 | CAMPING WORLD HLDGS INC | $40M | 5,832,492 |
| 30 | DAVE & BUSTERS ENTMT INC | $25M | 2,346,038 |
| 31 | RED ROCK RESORTS INC | $22M | 414,491 |
| 32 | MONDAY COM LTD | $17M | 248,101 |
| 33 | UNITY SOFTWARE INC | $16M | 724,782 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.