Eminence Capital

Eminence Capital as of March 31, 2022

Portfolio Holdings for Eminence Capital

Eminence Capital holds 67 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) 29.3 $2.6B 5.7M 451.64
Ashland (ASH) 4.5 $397M 4.0M 98.41
New Relic 3.9 $345M 5.2M 66.88
Zillow Group Cl C Cap Stk (Z) 2.5 $219M 4.4M 49.29
Willscot Mobil Mini Hldng Com Cl A (WSC) 2.2 $190M 4.9M 39.13
Uber Technologies (UBER) 1.9 $167M 4.7M 35.68
salesforce (CRM) 1.8 $161M 756k 212.32
Livanova SHS (LIVN) 1.8 $159M 1.9M 81.83
EXACT Sciences Corporation (EXAS) 1.8 $157M 2.2M 69.92
Expedia Group Com New (EXPE) 1.8 $156M 796k 195.67
Liberty Media Corp Del Com Ser C Frmla 1.8 $155M 2.2M 69.84
Corteva (CTVA) 1.7 $149M 2.6M 57.48
Berry Plastics (BERY) 1.7 $147M 2.5M 57.96
Vertiv Holdings Com Cl A (VRT) 1.6 $144M 10M 14.00
Morgan Stanley Com New (MS) 1.6 $143M 1.6M 87.40
Coupa Software 1.5 $137M 1.3M 101.63
Electronic Arts (EA) 1.5 $137M 1.1M 126.51
Wix SHS (WIX) 1.5 $130M 1.2M 104.46
Tempur-Pedic International (SGI) 1.5 $130M 4.6M 27.92
Lennar Corp Cl A (LEN) 1.4 $125M 1.5M 81.17
Amazon (AMZN) 1.4 $125M 38k 3259.96
E2open Parent Holdings Com Cl A (ETWO) 1.4 $125M 14M 8.81
Centene Corporation (CNC) 1.4 $122M 1.4M 84.19
Red Rock Resorts Cl A (RRR) 1.4 $121M 2.5M 48.56
Graphic Packaging Holding Company (GPK) 1.4 $121M 6.0M 20.04
Godaddy Cl A (GDDY) 1.3 $116M 1.4M 83.70
Alphabet Cap Stk Cl C (GOOG) 1.3 $115M 41k 2792.98
Dun & Bradstreet Hldgs 1.3 $114M 6.5M 17.52
Sailpoint Technlgies Hldgs I 1.3 $112M 2.2M 51.18
Workday Cl A (WDAY) 1.2 $108M 452k 239.46
Nice Sponsored Adr (NICE) 1.2 $107M 490k 219.00
Colfax Corporation 1.2 $105M 2.6M 39.79
Ss&c Technologies Holding (SSNC) 1.1 $97M 1.3M 75.02
Change Healthcare 1.1 $97M 4.4M 21.80
Pinterest Cl A (PINS) 1.0 $88M 3.6M 24.61
Performance Food (PFGC) 0.9 $83M 1.6M 50.91
Catalent 0.9 $78M 705k 110.90
CF Industries Holdings (CF) 0.9 $78M 757k 103.06
Fidelity National Information Services (FIS) 0.8 $75M 745k 100.42
Farfetch Ord Sh Cl A (FTCHQ) 0.8 $74M 4.9M 15.12
Oak Street Health 0.8 $73M 2.7M 26.88
Pegasystems (PEGA) 0.8 $71M 880k 80.65
Iaa 0.8 $70M 1.8M 38.25
Melco Resorts And Entmnt Adr (MLCO) 0.7 $66M 8.6M 7.64
Advisorshares Tr Pure Us Cannabis (MSOS) 0.6 $57M 2.7M 20.86
Caremax Com Cl A 0.6 $53M 7.1M 7.47
Asbury Automotive (ABG) 0.6 $52M 322k 160.20
Iqvia Holdings (IQV) 0.6 $49M 210k 231.21
Toll Brothers (TOL) 0.4 $37M 776k 47.02
Spectrum Brands Holding (SPB) 0.4 $35M 400k 88.72
Group 1 Automotive (GPI) 0.4 $35M 207k 167.83
Mastercard Incorporated Cl A (MA) 0.4 $34M 94k 357.38
Under Armour Cl A (UAA) 0.3 $29M 1.7M 17.02
Doma Holdings Common Stock 0.3 $27M 13M 2.17
Match Group (MTCH) 0.2 $22M 199k 108.74
Brooks Automation (AZTA) 0.2 $18M 222k 82.88
Mister Car Wash (MCW) 0.2 $17M 1.2M 14.79
Irhythm Technologies (IRTC) 0.2 $16M 102k 157.47
Atara Biotherapeutics 0.1 $13M 1.4M 9.29
Fifth Wall Acquisitn Corp Iii Class A Ord Shs 0.1 $12M 1.3M 9.71
Tcv Acquisition Corp Cl A Shs 0.1 $12M 1.2M 9.76
Lennar Corp CL B (LEN.B) 0.1 $9.1M 134k 68.35
McKesson Corporation (MCK) 0.1 $8.9M 29k 306.14
Natera (NTRA) 0.1 $6.8M 168k 40.68
Under Armour CL C (UA) 0.1 $5.6M 360k 15.56
Adapthealth Corp Common Stock (AHCO) 0.1 $5.2M 326k 16.03
Perimeter Solutions Sa Common Stock 0.0 $606k 50k 12.12