Eminence Capital
$4.4B Assets Reported
47 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SE | SEA LTD | 4,065,665 | $337M | 7.7% |
| AMZN | AMAZON COM INC | 1,543,759 | $322M | 7.4% |
| PFGC | PERFORMANCE FOOD GROUP CO | 3,719,411 | $319M | 7.3% |
| CPNG | COUPANG INC | 15,510,784 | $293M | 6.7% |
| AMD | ADVANCED MICRO DEVICES INC | 1,176,963 | $239M | 5.5% |
| DT | DYNATRACE INC | 5,304,693 | $196M | 4.5% |
| ABG | ASBURY AUTOMOTIVE GROUP INC | 956,079 | $187M | 4.3% |
| LPX | LOUISIANA PAC CORP | 2,533,385 | $184M | 4.2% |
| SNPS | SYNOPSYS INC | 449,220 | $178M | 4.1% |
| FWONK | LIBERTY MEDIA CORP | 1,982,673 | $169M | 3.9% |
Track Eminence Capital's 13F portfolio: $4.4B in reported holdings, 47 positions. Top holdings, AUM, and quarterly changes on SentiSense.