Eminence Capital as of March 31, 2025
Portfolio Holdings for Eminence Capital
Eminence Capital holds 47 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sea Sponsord Ads (SE) | 5.5 | $331M | 2.5M | 130.49 | |
| Okta Cl A (OKTA) | 4.4 | $261M | 2.5M | 105.22 | |
| Primo Brands Corporation Class A Com Shs (PRMB) | 4.2 | $249M | 7.0M | 35.49 | |
| Anthem (ELV) | 4.1 | $243M | 559k | 434.96 | |
| Atmus Filtration Technologies Ord (ATMU) | 3.5 | $212M | 5.8M | 36.73 | |
| Amazon (AMZN) | 3.5 | $208M | 1.1M | 190.26 | |
| Lennar Corp Cl A (LEN) | 3.0 | $182M | 1.6M | 114.78 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 3.0 | $180M | 2.0M | 90.01 | |
| Pinterest Cl A (PINS) | 3.0 | $179M | 5.8M | 31.00 | |
| CF Industries Holdings (CF) | 3.0 | $178M | 2.3M | 78.15 | |
| Draftkings Com Cl A (DKNG) | 2.9 | $172M | 5.2M | 33.21 | |
| Lpl Financial Holdings (LPLA) | 2.9 | $171M | 523k | 327.14 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 2.8 | $167M | 1.3M | 132.23 | |
| Zillow Group Cl C Cap Stk (Z) | 2.8 | $167M | 2.4M | 68.56 | |
| Performance Food (PFGC) | 2.8 | $166M | 2.1M | 78.63 | |
| Asbury Automotive (ABG) | 2.7 | $163M | 737k | 220.84 | |
| Advanced Micro Devices (AMD) | 2.7 | $161M | 1.6M | 102.74 | |
| Dynatrace Com New (DT) | 2.6 | $158M | 3.4M | 47.15 | |
| Louisiana-Pacific Corporation (LPX) | 2.6 | $154M | 1.7M | 91.98 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 2.5 | $147M | 1.8M | 80.71 | |
| Capital One Financial (COF) | 2.4 | $144M | 802k | 179.30 | |
| Tempur-Pedic International (SGI) | 2.2 | $130M | 2.2M | 59.88 | |
| Berry Plastics (BERY) | 2.1 | $128M | 1.8M | 69.81 | |
| Ferguson Enterprises Common Stock New (FERG) | 2.0 | $118M | 734k | 160.23 | |
| Gitlab Class A Com (GTLB) | 2.0 | $117M | 2.5M | 47.00 | |
| Uber Technologies (UBER) | 1.9 | $114M | 1.6M | 72.86 | |
| Bank of America Corporation (BAC) | 1.9 | $113M | 2.7M | 41.73 | |
| Installed Bldg Prods (IBP) | 1.8 | $109M | 636k | 171.46 | |
| Red Rock Resorts Cl A (RRR) | 1.8 | $108M | 2.5M | 43.37 | |
| Evercore Class A (EVR) | 1.8 | $107M | 534k | 199.72 | |
| Sentinelone Cl A (S) | 1.7 | $103M | 5.7M | 18.18 | |
| salesforce (CRM) | 1.6 | $99M | 367k | 268.36 | |
| McGrath Rent (MGRC) | 1.6 | $94M | 840k | 111.40 | |
| Graphic Packaging Holding Company (GPK) | 1.4 | $85M | 3.3M | 25.96 | |
| Hdfc Bank Sponsored Ads (HDB) | 1.3 | $79M | 1.2M | 66.44 | |
| Freshworks Class A Com (FRSH) | 1.2 | $74M | 5.3M | 14.11 | |
| Charles River Laboratories (CRL) | 1.1 | $66M | 436k | 150.52 | |
| Workiva Com Cl A (WK) | 1.1 | $65M | 855k | 75.91 | |
| Dave & Buster's Entertainmnt (PLAY) | 0.9 | $51M | 2.9M | 17.57 | |
| Jfrog Ord Shs (FROG) | 0.7 | $43M | 1.4M | 32.00 | |
| Flutter Entmt SHS (FLUT) | 0.6 | $34M | 155k | 221.55 | |
| Amcor Ord (AMCR) | 0.6 | $34M | 3.5M | 9.70 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 0.6 | $33M | 270k | 122.30 | |
| Progressive Corporation (PGR) | 0.5 | $33M | 116k | 283.01 | |
| Camping World Hldgs Cl A (CWH) | 0.5 | $30M | 1.9M | 16.16 | |
| Six Flags Entertainment Corp (FUN) | 0.4 | $23M | 643k | 35.67 | |
| Advisorshares Tr Pure Us Cannabis (MSOS) | 0.1 | $3.9M | 1.5M | 2.61 |
