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Livermore
Livermore
ZHEN

Eminence Capital, LP

SEC CIK
0001107310
Latest filing
Jul 6, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
69
+1 vs. Q1 2021
Portfolio value
$8.09B
+$8.97M (+0.1%) vs. Q1 2021
Filed
Aug 16, 2021
SEC
Holdings of Eminence Capital, LP in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
ASHAshland Inc.COM4,035,178$353.1M4.4%00.0%UnchangedHistory
NEWRNew Relic, Inc.COM4,987,535$334.0M4.1%−197,667−3.8%ReducedHistory
CTVACorteva, Inc.Stock7,061,446$313.2M3.9%−426,127−5.7%ReducedHistory
BERYBerry Global Group, Inc.COM4,502,634$293.7M3.6%−658,394−12.8%ReducedHistory
CRMSalesforce, Inc.Stock1,010,699$246.9M3.1%+1,010,699NewHistory
WSCWillScot Holdings CorpCOM CL A8,774,068$244.5M3.0%−1,111,508−11.2%ReducedHistory
EXPEExpedia Group, Inc.Stock1,357,725$222.3M2.7%−56,236−4.0%ReducedHistory
AMZNAmazon Com IncStock63,858$219.7M2.7%+21,659+51.3%AddedHistory
UBERUber Technologies, IncStock4,329,213$217.0M2.7%+1,608,088+59.1%AddedHistory
MSMorgan StanleyStock2,350,670$215.5M2.7%+117,566+5.3%AddedHistory
RRRRed Rock Resorts, Inc.CL A4,940,322$210.0M2.6%−1,483,437−23.1%ReducedHistory
AAPAdvance Auto Parts IncCOM970,831$199.2M2.5%+137,503+16.5%AddedHistory
SGISomnigroup International Inc.COM4,990,165$195.6M2.4%+22,747+0.5%AddedHistory
DNBDun & Bradstreet Holdings, Inc.COM9,113,680$194.8M2.4%+826,909+10.0%AddedHistory
FWONKLiberty Media CorpCOM SER C FRMLA3,996,546$192.7M2.4%−246,858−5.8%ReducedHistory
ENOVEnovis CORPCOM4,094,441$187.6M2.3%+4,094,441NewHistory
GOOGAlphabet Inc.Stock67,634$169.5M2.1%−23,168−25.5%ReducedHistory
NICENICE Ltd.SPONSORED ADR670,924$166.0M2.1%+85,482+14.6%AddedHistory
GPIGroup 1 Automotive IncCOM1,067,644$164.9M2.0%−8,290−0.8%ReducedHistory
ZZillow Group, Inc.CL C CAP STK1,335,585$163.2M2.0%+400,719+42.9%AddedHistory
MLCOMelco Resorts & Entertainment LTDADR9,589,879$158.9M2.0%+7,522,434+363.9%AddedHistory
INTUIntuit Inc.Stock317,275$155.5M1.9%+317,275NewHistory
PEverpure, Inc.CL A7,825,851$152.8M1.9%+1,758,644+29.0%AddedHistory
BABAAlibaba Group Holding LtdADR637,475$144.6M1.8%+108,102+20.4%AddedHistory
PANWPalo Alto Networks IncStock380,092$141.0M1.7%−15,115−3.8%ReducedHistory
LIVNLivaNova PLCSHS1,653,296$139.1M1.7%+260,172+18.7%AddedHistory
EXASExact Sciences CorpCOM1,096,313$136.3M1.7%+346,225+46.2%AddedHistory
BLDRBuilders FirstSource, Inc.Stock3,094,815$132.0M1.6%+3,094,815NewHistory
Sailpoint Technologies Holdings, Inc.78781P105COM2,434,048$124.3M1.5%+946,190+63.6%Added–
ANAutonation, Inc.COM1,288,319$122.1M1.5%−210,696−14.1%ReducedHistory
GDDYGoDaddy Inc.CL A1,386,240$120.5M1.5%−55,273−3.8%ReducedHistory
WBAWalgreens Boots Alliance, Inc.COM2,148,008$113.0M1.4%+135,605+6.7%AddedHistory
PEGAPegasystems IncCOM781,998$108.8M1.3%−31,154−3.8%ReducedHistory
ETWOE2open Parent Holdings, Inc.COM CL A9,250,000$105.6M1.3%−1,970,645−17.6%ReducedHistory
SSNCSS&C Technologies Holdings IncCOM1,457,617$105.0M1.3%−122,274−7.7%ReducedHistory
IQVIQVIA Holdings Inc.Stock403,386$97.7M1.2%−235,989−36.9%ReducedHistory
OTISOtis Worldwide CorpStock1,182,487$96.7M1.2%+1,182,487NewHistory
NSTGNS Wind Down Co., Inc.COM1,450,930$94.0M1.2%+200,905+16.1%AddedHistory
CNCCentene CorpStock1,284,084$93.6M1.2%+1,284,084NewHistory
LENLennar CorpCL A897,350$89.2M1.1%−177,600−16.5%ReducedHistory
CHTRCharter Communications, Inc.CL A119,686$86.3M1.1%+13,572+12.8%AddedHistory
Austerlitz Acquisition CorpG0633U101COM CL A7,180,115$69.9M0.9%+7,180,115New–
CMAXCareMax, Inc.COM CL A4,731,250$61.0M0.8%+4,731,250NewHistory
ABGAsbury Automotive Group IncCOM350,726$60.1M0.7%+4,742+1.4%AddedHistory
CICigna GroupStock249,863$59.2M0.7%−353,837−58.6%ReducedHistory
FISFidelity National Information Services, Inc.Stock411,493$58.3M0.7%−16,389−3.8%ReducedHistory
GPKGraphic Packaging Holding CoCOM3,162,137$57.4M0.7%+300,954+10.5%AddedHistory
TOLToll Brothers, Inc.COM932,063$53.9M0.7%−1,090,294−53.9%ReducedHistory
ELVElevance Health, Inc.Stock140,916$53.8M0.7%−193,826−57.9%ReducedHistory
MAMastercard IncStock143,450$52.4M0.6%−5,714−3.8%ReducedHistory
RADIRadius Global Infrastructure, Inc.COM CL A3,584,230$52.0M0.6%+3,584,230NewHistory
CANOCano Health, Inc.COM CL A4,111,717$49.8M0.6%+4,111,717NewHistory
LKQLKQ CorpCOM982,378$48.4M0.6%−2,365,388−70.7%ReducedHistory
CCKCrown Holdings, Inc.COM434,932$44.5M0.5%−17,292−3.8%ReducedHistory
CVNACarvana Co.CL A147,186$44.4M0.5%+147,186NewHistory
PFGCPerformance Food Group CoCOM853,676$41.4M0.5%+376,190+78.8%AddedHistory
USFDUS Foods Holding Corp.COM1,078,383$41.4M0.5%−131,279−10.9%ReducedHistory
CNNECannae Holdings, Inc.COM1,027,458$34.8M0.4%−40,538−3.8%ReducedHistory
Senior Connect Acquisitn Cor81723H108COM CL A3,344,867$32.5M0.4%−125,332−3.6%Reduced–
METAMeta Platforms, Inc.Stock79,976$27.8M0.3%−3,177−3.8%ReducedHistory
ASOAcademy Sports & Outdoors, Inc.COM589,312$24.3M0.3%+589,312NewHistory
SMRTSmartRent, Inc.COM CL A1,709,194$21.0M0.3%+1,709,194NewHistory
BEEPMobile Infrastructure CorpCLASS A ORD SHS1,980,256$19.7M0.2%+1,980,256NewHistory
TCVATCV Acquisition Corp.CL A SHS1,910,847$18.9M0.2%+1,910,847NewHistory
NUANNuance Communications, Inc.COM270,997$14.8M0.2%−5,784,196−95.5%ReducedHistory
LEN.BLennar CorpCL B137,017$11.2M0.1%−13,027−8.7%ReducedHistory
Macquarie Infrastructure Cor55608B105COM270,110$10.3M0.1%−6,781,475−96.2%Reduced–
Austerlitz Acquisition CorpG0633U127*W EXP 02/19/2021,795,056$2.24M<0.1%+1,795,056New–
Senior Connect Acquisitn Cor81723H116*W EXP 12/31/2021,637,695$1.39M<0.1%−22,667−1.4%Reduced–

Options (2)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Eminence Capital, LP in Q2 2021
SecurityClassPutsCalls
EXPEExpedia Group, Inc.Stock–$37.1M
NEWRNew Relic, Inc.COM–$3.78M

Sold out since Q1 2021 (15)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Eminence Capital, LP sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
LHLabcorp Holdings Inc.COM NEW536,077$136.7M1.7%History
Pluralsight Inc72941B106COM CL A5,958,463$133.1M1.6%–
AONAon plcCL A568,111$130.7M1.6%History
COFCapital One Financial CorpStock741,633$94.4M1.2%History
DFSDiscover Financial ServicesCOM960,812$91.3M1.1%History
PINSPinterest, Inc.CL A1,208,604$89.5M1.1%History
Austerlitz Acquisition CorpG0633U119UNIT 99/99/99997,975,700$80.0M1.0%–
ADIAnalog Devices IncStock469,494$72.8M0.9%History
RHPRyman Hospitality Properties, Inc.COM647,183$50.2M0.6%History
Jaws Acquisition CorpG50744104SHS2,950,338$39.1M0.5%–
PLAYDave & Buster's Entertainment, Inc.COM711,795$34.1M0.4%History
HCAHCA Healthcare, Inc.COM99,916$18.8M0.2%History
CVSCVS Health CorpStock244,313$18.4M0.2%History
Deerfield Healthcare Tech Ac244413100COM CL A775,193$9.39M0.1%–
Austerlitz Acquisition CorpG0633D117UNIT 99/99/9999648,549$6.51M0.1%–