Eminence Capital as of March 31, 2026
Portfolio Holdings for Eminence Capital
Eminence Capital holds 33 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sea Sponsored Ads (SE) | 7.7 | $337M | 4.1M | 82.81 | |
| Amazon (AMZN) | 7.4 | $322M | 1.5M | 208.27 | |
| Performance Food (PFGC) | 7.3 | $319M | 3.7M | 85.66 | |
| Coupang Cl A (CPNG) | 6.7 | $293M | 16M | 18.88 | |
| Advanced Micro Devices (AMD) | 5.5 | $239M | 1.2M | 203.43 | |
| Dynatrace Com New (DT) | 4.5 | $196M | 5.3M | 36.98 | |
| Asbury Automotive (ABG) | 4.3 | $187M | 956k | 195.41 | |
| Louisiana-Pacific Corporation (LPX) | 4.2 | $184M | 2.5M | 72.75 | |
| Synopsys (SNPS) | 4.1 | $178M | 449k | 396.48 | |
| Liberty Media Corp Com Lbty One S C (FWONK) | 3.9 | $169M | 2.0M | 85.02 | |
| Ferguson Enterprises Common Stock New (FERG) | 3.5 | $151M | 646k | 233.26 | |
| Workiva Com Cl A (WK) | 3.4 | $150M | 2.5M | 59.63 | |
| Tenet Healthcare Corp Com New (THC) | 3.4 | $149M | 790k | 188.71 | |
| Valvoline Inc Common (VVV) | 3.4 | $149M | 4.4M | 33.68 | |
| Zillow Group Cl C Cap Stk (Z) | 3.3 | $143M | 3.4M | 41.38 | |
| Taiwan Semiconductor Manufacturing Sponsored Ads (TSM) | 3.3 | $143M | 422k | 337.95 | |
| Tempur-Pedic International (SGI) | 2.6 | $112M | 1.5M | 73.92 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 2.5 | $108M | 861k | 125.46 | |
| Danaher Corporation (DHR) | 2.4 | $106M | 561k | 189.60 | |
| Medline Com Cl A (MDLN) | 2.3 | $101M | 2.3M | 44.50 | |
| Vail Resorts (MTN) | 2.1 | $92M | 714k | 128.32 | |
| McGrath Rent (MGRC) | 2.0 | $89M | 806k | 110.28 | |
| Atmus Filtration Technologies Ord (ATMU) | 1.7 | $73M | 1.3M | 56.77 | |
| Aon Shs Cl A (AON) | 1.3 | $58M | 179k | 322.78 | |
| Marsh & McLennan Companies (MRSH) | 1.3 | $56M | 320k | 173.45 | |
| Lauder Estee Cos Cl A (EL) | 1.1 | $50M | 698k | 71.77 | |
| Flutter Entmt SHS (FLUT) | 1.1 | $49M | 484k | 101.95 | |
| Mongodb Cl A (MDB) | 0.9 | $40M | 163k | 244.77 | |
| Camping World Hldgs Cl A (CWH) | 0.9 | $40M | 5.8M | 6.83 | |
| Dave & Buster's Entertainmnt (PLAY) | 0.6 | $25M | 2.3M | 10.83 | |
| Red Rock Resorts Cl A (RRR) | 0.5 | $22M | 415k | 53.36 | |
| Monday SHS (MNDY) | 0.4 | $17M | 248k | 69.11 | |
| Unity Software (U) | 0.4 | $16M | 725k | 21.94 |
