13FBOX
EMINENCE CAPITAL, LP · 13F 持仓分析
期权收益计算器 机构排行

EMINENCE CAPITAL, LP

No.985 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$48.06亿
环比变动 Q1 2026
+$4.44亿+10.2%
持仓股票数
33
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
33
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
AMD超威AMD
14.23%5.49%$6.84亿117.7万股$2.39亿117.7万股00.00%持仓不变
SSEA SPONSORD ADSSE
7.01%7.72%$3.37亿406.6万股$3.37亿406.6万股00.00%持仓不变
亚马逊AMZN
6.69%7.37%$3.22亿154.4万股$3.22亿154.4万股00.00%持仓不变
PERFORMANCE FOODPFGC
6.63%7.31%$3.19亿371.9万股$3.19亿371.9万股00.00%持仓不变
COUPANG INC CLASS ACPNG
6.09%6.71%$2.93亿1,551.1万股$2.93亿1,551.1万股00.00%持仓不变
DDYNATRACEDT
4.08%4.5%$1.96亿530.5万股$1.96亿530.5万股00.00%持仓不变
ASBURY AUTOMOTIVEABG
3.89%4.28%$1.87亿95.6万股$1.87亿95.6万股00.00%持仓不变
LOUISIANA PACLPX
3.84%4.23%$1.84亿253.3万股$1.84亿253.3万股00.00%持仓不变
新思科技SNPS
3.71%4.08%$1.78亿44.9万股$1.78亿44.9万股00.00%持仓不变
自由媒体FWONK
3.51%3.87%$1.69亿198.3万股$1.69亿198.3万股00.00%持仓不变
FERGUSON ENTERPRISESFERG
3.13%3.45%$1.51亿64.6万股$1.51亿64.6万股00.00%持仓不变
WWORKIVAWK
3.13%3.45%$1.50亿252.0万股$1.50亿252.0万股00.00%持仓不变
TTENET HEALTHCARETHC
3.1%3.42%$1.49亿79.0万股$1.49亿79.0万股00.00%持仓不变
VVALVOLINE COMVVV
3.1%3.42%$1.49亿442.5万股$1.49亿442.5万股00.00%持仓不变
ZILLOW CL AZ
2.97%3.27%$1.43亿344.6万股$1.43亿344.6万股00.00%持仓不变
台积电TSM
2.97%3.27%$1.43亿42.2万股$1.43亿42.2万股00.00%持仓不变
SSOMNIGROUP INTERNATIONAL COMSGI
2.33%2.56%$1.12亿151.3万股$1.12亿151.3万股00.00%持仓不变
阿里巴巴BABA
2.25%2.48%$1.08亿86.1万股$1.08亿86.1万股00.00%持仓不变
DANAHER DEL COMDHR
2.21%2.44%$1.06亿56.1万股$1.06亿56.1万股00.00%持仓不变
MMEDLINE COM CL AMDLN
2.11%2.33%$1.01亿227.9万股$1.01亿227.9万股00.00%持仓不变
VAIL RESORTSMTN
1.91%2.1%$9,163.0万71.4万股$9,163.0万71.4万股00.00%持仓不变
MCGRATH RENTCORPMGRC
1.85%2.04%$8,886.7万80.6万股$8,886.7万80.6万股00.00%持仓不变
ATMUS FILTRATION TECHNOLOGIEATMU
1.51%1.67%$7,277.9万128.2万股$7,277.9万128.2万股00.00%持仓不变
AON SHS CL AAON
1.2%1.32%$5,778.4万17.9万股$5,778.4万17.9万股00.00%持仓不变
MMARSH & MCLENNAN COS COMMRSH
1.16%1.27%$5,557.1万32.0万股$5,557.1万32.0万股00.00%持仓不变
LAUDER ESTEE COS CL AEL
1.04%1.15%$5,012.1万69.8万股$5,012.1万69.8万股00.00%持仓不变
FLUTTER ENTMTFLUT
1.03%1.13%$4,933.4万48.4万股$4,933.4万48.4万股00.00%持仓不变
MONGODB CL AMDB
0.83%0.91%$3,989.9万16.3万股$3,989.9万16.3万股00.00%持仓不变
CCAMPING WORLD HLDGS INC CL ACWH
0.83%0.91%$3,983.6万583.2万股$3,983.6万583.2万股00.00%持仓不变
DDAVE & BUSTERS ENTMT COMPLAY
0.53%0.58%$2,540.8万234.6万股$2,540.8万234.6万股00.00%持仓不变
RED ROCK RESORTSRRR
0.46%0.51%$2,211.7万41.4万股$2,211.7万41.4万股00.00%持仓不变
MMONDAY COMMNDY
0.36%0.39%$1,714.6万24.8万股$1,714.6万24.8万股00.00%持仓不变
UUnityU
0.33%0.36%$1,590.2万72.5万股$1,590.2万72.5万股00.00%持仓不变

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