Eminence Capital

Eminence Capital as of Dec. 31, 2022

Portfolio Holdings for Eminence Capital

Eminence Capital holds 64 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ashland (ASH) 8.1 $439M 4.1M 107.53
New Relic 5.4 $289M 5.1M 56.45
Ferguson SHS 3.3 $176M 1.4M 126.97
Uber Technologies (UBER) 2.9 $157M 6.4M 24.73
salesforce (CRM) 2.7 $148M 1.1M 132.59
Berry Plastics (BERY) 2.7 $143M 2.4M 60.43
Tempur-Pedic International (SGI) 2.5 $134M 3.9M 34.33
Liberty Media Corp Del Com Ser C Frmla 2.4 $128M 2.1M 59.78
Vertiv Holdings Com Cl A (VRT) 2.4 $128M 9.3M 13.66
Tandem Diabetes Care Com New (TNDM) 2.3 $125M 2.8M 44.95
Smartsheet Com Cl A (SMAR) 2.3 $122M 3.1M 39.36
Catalent 2.1 $115M 2.5M 45.01
Willscot Mobil Mini Hldng Com Cl A (WSC) 2.1 $113M 2.5M 45.17
Morgan Stanley Com New (MS) 2.1 $112M 1.3M 85.02
Amazon (AMZN) 2.1 $111M 1.3M 84.00
Pinterest Cl A (PINS) 2.0 $107M 4.4M 24.28
Crown Holdings (CCK) 2.0 $106M 1.3M 82.21
Intuit (INTU) 1.9 $105M 269k 389.22
Zillow Group Cl C Cap Stk (Z) 1.9 $102M 3.2M 32.21
Discover Financial Services 1.9 $102M 1.0M 97.83
E2open Parent Holdings Com Cl A (ETWO) 1.8 $100M 17M 5.87
Livanova SHS (LIVN) 1.8 $97M 1.7M 55.54
Lpl Financial Holdings (LPLA) 1.8 $95M 438k 216.17
Nice Sponsored Adr (NICE) 1.7 $93M 485k 192.30
Avantor (AVTR) 1.7 $92M 4.4M 21.09
Okta Cl A (OKTA) 1.7 $90M 1.3M 68.33
Meta Platforms Cl A (META) 1.6 $88M 733k 120.34
Graphic Packaging Holding Company (GPK) 1.6 $87M 3.9M 22.25
Lennar Corp Cl A (LEN) 1.6 $84M 927k 90.50
Centene Corporation (CNC) 1.5 $82M 1000k 82.01
Performance Food (PFGC) 1.4 $78M 1.3M 58.39
Oak Street Health 1.4 $77M 3.6M 21.51
Melco Resorts And Entmnt Adr (MLCO) 1.4 $77M 6.7M 11.50
Corteva (CTVA) 1.4 $75M 1.3M 58.78
Electronic Arts (EA) 1.4 $74M 606k 122.18
Wix SHS (WIX) 1.3 $73M 947k 76.83
Godaddy Cl A (GDDY) 1.3 $72M 966k 74.82
Colfax Corp (ENOV) 1.3 $72M 1.3M 53.52
Ss&c Technologies Holding (SSNC) 1.2 $67M 1.3M 52.06
Asbury Automotive (ABG) 1.2 $66M 368k 179.25
Bausch Plus Lomb Corp Common Shares (BLCO) 1.2 $65M 4.2M 15.51
Red Rock Resorts Cl A (RRR) 1.2 $64M 1.6M 40.01
Spectrum Brands Holding (SPB) 1.1 $61M 997k 60.92
CF Industries Holdings (CF) 1.1 $57M 664k 85.20
Jfrog Ord Shs (FROG) 1.0 $53M 2.5M 21.33
Group 1 Automotive (GPI) 0.9 $50M 279k 180.37
Natera (NTRA) 0.8 $45M 1.1M 40.17
Iqvia Holdings (IQV) 0.8 $45M 220k 204.89
Ritchie Bros. Auctioneers Inco 0.8 $41M 708k 57.83
Peloton Interactive Cl A Com (PTON) 0.8 $41M 5.1M 7.94
Caremax Com Cl A 0.7 $38M 11M 3.65
Coupa Software 0.6 $31M 389k 79.17
Copart (CPRT) 0.5 $29M 478k 60.89
Haleon Spon Ads (HLN) 0.5 $26M 3.2M 8.00
Advisorshares Tr Pure Us Cannabis (MSOS) 0.5 $25M 3.6M 6.99
Mastercard Incorporated Cl A (MA) 0.4 $23M 66k 347.73
Draftkings Com Cl A (DKNG) 0.4 $21M 1.9M 11.39
Workday Cl A (WDAY) 0.4 $19M 114k 167.33
Blackstone Group Inc Com Cl A (BX) 0.3 $18M 240k 74.19
Manchester Utd Ord Cl A (MANU) 0.3 $17M 714k 23.33
Lennar Corp CL B (LEN.B) 0.2 $9.5M 127k 74.78
Match Group (MTCH) 0.1 $5.6M 136k 41.49
Doma Holdings Common Stock 0.1 $5.5M 12M 0.45
Microstrategy Cl A New (MSTR) 0.1 $3.5M 25k 141.57