Heavy Numbers
Menu
← Funds
Fund · CIK 1107310

Eminence Capital, LP

Jun 30, 2026Filed Jul 6, 2026 · SEC filing ↗
Reported value$0 −100%
Positions0
Opened · sold out0 · 33

Holdings

Share positions at Jun 30, 2026
Nothing this quarter.

Sold out

Held at Mar 31, 2026, gone at Jun 30, 2026
Stock% of fund in Q1 2026Value in Q1 2026
SESea Ltd-AdrADR7.7%$337M
AMZNAmazon.Com IncCOM7.4%$322M
PFGCPerformance Food Group CoStock7.3%$319M
CPNGCoupang IncCL A6.7%$293M
AMDAdvanced Micro DevicesStock5.5%$239M
DTDynatrace IncStock4.5%$196M
ABGAsbury Automotive GroupStock4.3%$187M
LPXLouisiana-Pacific CorpStock4.2%$184M
SNPSSynopsys IncStock4.1%$178M
FWONKLiberty Media Corp-CStock3.9%$169M
FERGFerguson Enterprises IncStock3.5%$151M
WKWorkiva IncStock3.4%$150M
THCTenet Healthcare CorpCOM NEW3.4%$149M
VVVValvoline IncStock3.4%$149M
ZZillow Group Inc - CStock3.3%$143M
TSMTaiwan Semiconductor-Sp ADRADR3.3%$143M
SGISomnigroup International IncStock2.6%$112M
BABAAlibaba Group Holding-Sp ADRADR2.5%$108M
DHRDanaher CorpStock2.4%$106M
MDLNMedline Inc-Cl AStock2.3%$101M
MTNVail Resorts IncCOM2.1%$91.6M
MGRCMcgrath RentcorpCOM2.0%$88.9M
ATMUAtmus Filtration TechnologieCOM1.7%$72.8M
AONAon Plc-Class AStock1.3%$57.8M
MRSHMarsh & Mclennan CosStock1.3%$55.6M
ELEstee Lauder Companies-Cl AStock1.1%$50.1M
FLUTFlutter Entertainment Plc-DiStock1.1%$49.3M
MDBMongodb IncStock0.9%$39.9M
CWHCamping World Holdings Inc-AStock0.9%$39.8M
PLAYDave & Buster'S EntertainmenCOMMON STOCK0.6%$25.4M
RRRRed Rock Resorts Inc-Class ACL A0.5%$22.1M
MNDYMonday.Com LtdStock0.4%$17.1M
UUnity Software IncStock0.4%$15.9M