Eminence Capital
Long Only- Manager
- Eminence Capital
- Quarter
- Q1 2026
- Filed
- 2026-05-15
- 13F value
- $4.36B
- Positions
- 34
- CIK
- 0001107310
| # | # Shares | Source | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 | Sea LTDSEHISTORY | 7.72% | +53.9% | $336.7M | 4,065,665 | +1,424,025 | 0.68% | 13F |
| 2 | Amazon Com IncAMZNHISTORY | 7.37% | +4.6% | $321.5M | 1,543,759 | +68,144 | 0.01% | 13F |
| 3 | Performance Food Group CoPFGCHISTORY | 7.31% | +40.5% | $318.6M | 3,719,411 | +1,072,058 | 2.36% | 13F |
| 4 | Coupang IncCPNGHISTORY | 6.71% | +22.7% | $292.8M | 15,510,784 | +2,866,742 | 0.86% | 13F |
| 5 | Advanced Micro Devices IncAMDHISTORY | 5.49% | +21.5% | $239.4M | 1,176,963 | +208,522 | 0.07% | 13F |
| 6 | Dynatrace IncDTHISTORY | 4.50% | +17.2% | $196.2M | 5,304,693 | +777,427 | 1.84% | 13F |
| 7 | Asbury Automotive Group IncABGHISTORY | 4.28% | +3.2% | $186.8M | 956,079 | +29,687 | 4.95% | 13F13G (older) |
| 8 | Louisiana Pac CorpLPXHISTORY | 4.23% | (37.4%) | $184.3M | 2,533,385 | (1,514,751) | 3.60% | 13F+13G |
| 9 | Synopsys IncSNPSHISTORY | 4.08% | +80.2% | $178.1M | 449,220 | +199,973 | 0.23% | 13F |
| 10 | Liberty Media CorpFWONKHISTORY | 3.87% | +4.6% | $168.6M | 1,982,673 | +87,521 | 0.59% | 13F |
| 11 | Ferguson Enterprises IncFERGHISTORY | 3.45% | +29.2% | $150.6M | 645,805 | +145,998 | 0.33% | 13F |
| 12 | Workiva IncWKHISTORY | 3.45% | (32.0%) | $150.3M | 2,519,889 | (1,186,263) | 4.80% | 13F+13G |
| 13 | Tenet Healthcare CorpTHCHISTORY | 3.42% | +28.7% | $149.1M | 790,302 | +176,341 | 0.98% | 13F |
| 14 | Valvoline IncVVVHISTORY | 3.42% | +5.1% | $149.0M | 4,425,261 | +212,968 | 3.47% | 13F |
| 15 | Zillow Group IncZHISTORY | 3.27% | +64.6% | $142.6M | 3,445,538 | +1,351,648 | 1.49% | 13F |
| 16 | Taiwan Semiconductor Manufacturing CoTSMHISTORY | 3.27% | NEW | $142.5M | 421,673 | +421,673 | 0.00% | 13F |
| 17 | Somnigroup International IncSGIHISTORY | 2.56% | +382.2% | $111.8M | 1,512,994 | +1,199,239 | 0.72% | 13F |
| 18 | Alibaba Group Hldg LTDBABAHISTORY | 2.48% | +4.3% | $108.1M | 861,326 | +35,565 | 0.05% | 13F |
| 19 | Danaher CorpDHRHISTORY | 2.44% | NEW | $106.4M | 561,234 | +561,234 | 0.08% | 13F |
| 20 | Medline IncMDLNHISTORY | 2.33% | +51.4% | $101.4M | 2,279,190 | +774,190 | 0.27% | 13F |
| 21 | Vail Resorts IncMTNHISTORY | 2.10% | NEW | $91.6M | 714,077 | +714,077 | 2.00% | 13F |
| 22 | Mcgrath RentcorpMGRCHISTORY | 2.04% | (15.1%) | $88.9M | 805,829 | (143,844) | 3.30% | 13F |
| 23 | Atmus Filtration TechnologiesATMUHISTORY | 1.67% | (66.5%) | $72.8M | 1,281,995 | (2,543,351) | 4.70% | 13F13G (older) |
| 24 | AON PLCAONHISTORY | 1.32% | NEW | $57.8M | 179,019 | +179,019 | 0.08% | 13F |
| 25 | Marsh & Mclennan Cos IncMRSHHISTORY | 1.27% | NEW | $55.6M | 320,386 | +320,386 | 0.07% | 13F |
| 26 | Lauder Estee Cos IncELHISTORY | 1.15% | NEW | $50.1M | 698,350 | +698,350 | — | 13F |
| 27 | Flutter Entmt PLCFLUTHISTORY | 1.13% | +511.4% | $49.3M | 483,900 | +404,749 | 0.28% | 13F |
| 28 | Mongodb IncMDBHISTORY | 0.91% | +4.6% | $39.9M | 163,008 | +7,186 | 0.20% | 13F |
| 29 | Camping World Hldgs IncCWHHISTORY | 0.91% | +0.9% | $39.8M | 5,832,492 | +52,687 | 9.20% | 13F13G (older) |
| 30 | Dave & Busters Entmt IncPLAYHISTORY | 0.58% | — | $25.4M | 2,346,038 | — | 7.50% | 13F13G (older) |
| 31 | Red Rock Resorts IncRRRHISTORY | 0.51% | (74.3%) | $22.1M | 414,491 | (1,199,692) | 4.00% | 13F13G (older) |
| 32 | Monday Com LTDMNDYHISTORY | 0.39% | NEW | $17.1M | 248,101 | +248,101 | 0.48% | 13F |
| 33 | Unity Software IncUHISTORY | 0.36% | NEW | $15.9M | 724,782 | +724,782 | 0.16% | 13F |
| 34 | Green Thumb Industries Inc.GTBIFOff-13F | — | — | — | 7,515,287 | — | 3.60% | 13G |
Positions are from the latest 13F-HR (period end 2026-03-31). Weights are calculated: position value ÷ the 13F book. Rows marked Off-13F are >5% stakes disclosed on a Schedule 13D/13G dated after the latest 13F; they report shares and percent of class but no dollar value. Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology