Eminence Capital, LP
- SEC CIK
- 0001107310
- Latest filing
- Jul 6, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 6, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 0
- −33 vs. Q1 2026
- Portfolio value
- $0
- −$4.36B (−100.0%) vs. Q1 2026
This filing reports no long positions.
Sold out since Q1 2026 (33)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| SESea Ltd | SPONSORD ADS | 4,065,665 | $336.7M | 7.7% | History |
| AMZNAmazon Com Inc | Stock | 1,543,759 | $321.5M | 7.4% | History |
| PFGCPerformance Food Group Co | COM | 3,719,411 | $318.6M | 7.3% | History |
| CPNGCoupang, Inc. | CL A | 15,510,784 | $292.8M | 6.7% | History |
| AMDAdvanced Micro Devices Inc | Stock | 1,176,963 | $239.4M | 5.5% | History |
| DTDynatrace, Inc. | Stock | 5,304,693 | $196.2M | 4.5% | History |
| ABGAsbury Automotive Group Inc | COM | 956,079 | $186.8M | 4.3% | History |
| LPXLouisiana-Pacific Corp | COM | 2,533,385 | $184.3M | 4.2% | History |
| SNPSSynopsys Inc | COM | 449,220 | $178.1M | 4.1% | History |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 1,982,673 | $168.6M | 3.9% | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 645,805 | $150.6M | 3.5% | History |
| WKWorkiva Inc | COM CL A | 2,519,889 | $150.3M | 3.4% | History |
| THCTenet Healthcare Corp | COM NEW | 790,302 | $149.1M | 3.4% | History |
| VVVValvoline Inc | COM | 4,425,261 | $149.0M | 3.4% | History |
| ZZillow Group, Inc. | CL C CAP STK | 3,445,538 | $142.6M | 3.3% | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 421,673 | $142.5M | 3.3% | History |
| SGISomnigroup International Inc. | COM | 1,512,994 | $111.8M | 2.6% | History |
| BABAAlibaba Group Holding Ltd | ADR | 861,326 | $108.1M | 2.5% | History |
| DHRDanaher Corp | Stock | 561,234 | $106.4M | 2.4% | History |
| MDLNMedline Inc. | COM CL A | 2,279,190 | $101.4M | 2.3% | History |
| MTNVail Resorts Inc | COM | 714,077 | $91.6M | 2.1% | History |
| MGRCMcGrath Rentcorp | COM | 805,829 | $88.9M | 2.0% | History |
| ATMUAtmus Filtration Technologies Inc. | COM | 1,281,995 | $72.8M | 1.7% | History |
| AONAon plc | CL A | 179,019 | $57.8M | 1.3% | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 320,386 | $55.6M | 1.3% | History |
| ELEstee Lauder Companies Inc | CL A | 698,350 | $50.1M | 1.1% | History |
| FLUTFlutter Entertainment plc | SHS | 483,900 | $49.3M | 1.1% | History |
| MDBMongoDB, Inc. | CL A | 163,008 | $39.9M | 0.9% | History |
| CWHCamping World Holdings, Inc. | CL A | 5,832,492 | $39.8M | 0.9% | History |
| PLAYDave & Buster's Entertainment, Inc. | COM | 2,346,038 | $25.4M | 0.6% | History |
| RRRRed Rock Resorts, Inc. | CL A | 414,491 | $22.1M | 0.5% | History |
| MNDYmonday.com Ltd. | SHS | 248,101 | $17.1M | 0.4% | History |
| UUnity Software Inc. | COM | 724,782 | $15.9M | 0.4% | History |