13FBOX
EMINENCE CAPITAL, LP · 13F Holdings
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EMINENCE CAPITAL, LP

No.985 Data as of 2026Q2
Latest AUM (Q2 2026)
$4.81B
QoQ Change Q1 2026
+$444.4M+10.2%
Holdings
33
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
33
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ADVANCED MICRO DEVICES INCAMD
14.23%5.49%$683.8M1.2M$239.4M1.2M00.00%Unchanged
SSEA LTD SPONSORD ADSSE
7.01%7.72%$336.7M4.1M$336.7M4.1M00.00%Unchanged
AMAZON COM INCAMZN
6.69%7.37%$321.5M1.5M$321.5M1.5M00.00%Unchanged
PERFORMANCE FOOD GROUP COPFGC
6.63%7.31%$318.6M3.7M$318.6M3.7M00.00%Unchanged
COUPANG INC CLASS ACPNG
6.09%6.71%$292.8M15.5M$292.8M15.5M00.00%Unchanged
DDYNATRACE INCDT
4.08%4.5%$196.2M5.3M$196.2M5.3M00.00%Unchanged
ASBURY AUTOMOTIVE GROUP INCABG
3.89%4.28%$186.8M956,079$186.8M956,07900.00%Unchanged
LOUISIANA PAC CORPLPX
3.84%4.23%$184.3M2.5M$184.3M2.5M00.00%Unchanged
SYNOPSYS INCSNPS
3.71%4.08%$178.1M449,220$178.1M449,22000.00%Unchanged
LIBERTY MEDIA CORP DELFWONK
3.51%3.87%$168.6M2.0M$168.6M2.0M00.00%Unchanged
FERGUSON ENTERPRISES INCFERG
3.13%3.45%$150.6M645,805$150.6M645,80500.00%Unchanged
WWORKIVA INCWK
3.13%3.45%$150.3M2.5M$150.3M2.5M00.00%Unchanged
TTENET HEALTHCARE CORPTHC
3.1%3.42%$149.1M790,302$149.1M790,30200.00%Unchanged
VVALVOLINE INC COMVVV
3.1%3.42%$149.0M4.4M$149.0M4.4M00.00%Unchanged
ZILLOW GROUP INC CL AZ
2.97%3.27%$142.6M3.4M$142.6M3.4M00.00%Unchanged
TAIWAN SEMICONDUCTOR MANUFACTSM
2.97%3.27%$142.5M421,673$142.5M421,67300.00%Unchanged
SSOMNIGROUP INTERNATIONAL INC COMSGI
2.33%2.56%$111.8M1.5M$111.8M1.5M00.00%Unchanged
ALIBABA GROUP HLDG LTDBABA
2.25%2.48%$108.1M861,326$108.1M861,32600.00%Unchanged
DANAHER CORP DEL COMDHR
2.21%2.44%$106.4M561,234$106.4M561,23400.00%Unchanged
MMEDLINE INC COM CL AMDLN
2.11%2.33%$101.4M2.3M$101.4M2.3M00.00%Unchanged
VAIL RESORTS INCMTN
1.91%2.1%$91.6M714,077$91.6M714,07700.00%Unchanged
MCGRATH RENTCORPMGRC
1.85%2.04%$88.9M805,829$88.9M805,82900.00%Unchanged
ATMUS FILTRATION TECHNOLOGIEATMU
1.51%1.67%$72.8M1.3M$72.8M1.3M00.00%Unchanged
AON PLC SHS CL AAON
1.2%1.32%$57.8M179,019$57.8M179,01900.00%Unchanged
MMARSH & MCLENNAN COS INC COMMRSH
1.16%1.27%$55.6M320,386$55.6M320,38600.00%Unchanged
LAUDER ESTEE COS INC CL AEL
1.04%1.15%$50.1M698,350$50.1M698,35000.00%Unchanged
FLUTTER ENTMT PLCFLUT
1.03%1.13%$49.3M483,900$49.3M483,90000.00%Unchanged
MONGODB INC CL AMDB
0.83%0.91%$39.9M163,008$39.9M163,00800.00%Unchanged
CCAMPING WORLD HLDGS INC CL ACWH
0.83%0.91%$39.8M5.8M$39.8M5.8M00.00%Unchanged
DDAVE & BUSTERS ENTMT INC COMPLAY
0.53%0.58%$25.4M2.3M$25.4M2.3M00.00%Unchanged
RED ROCK RESORTS INCRRR
0.46%0.51%$22.1M414,491$22.1M414,49100.00%Unchanged
MMONDAY COM LTDMNDY
0.36%0.39%$17.1M248,101$17.1M248,10100.00%Unchanged
UUNITY SOFTWARE INCU
0.33%0.36%$15.9M724,782$15.9M724,78200.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow