Eminence Capital, LP Holdings & Portfolio - 13F Filings Analysis - Stocknear

Eminence Capital, LP

CIK Number: 0001107310

8.31B
Market Value
47
# of Holdings
8 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 SPY SPDR S&P 500 ET...
669.16
+0.11% 2.23M +100.00% 1.38B 617.85 16.62% Put
2 AMZN Amazon.com, Inc...
222.41
+0.81% 1.51M +38.18% 331.62M 168.48 3.99% Share
3 GTLB GitLab Inc.
46.49
+5.40% 6.22M +148.92% 280.52M 47.47 3.38% Share
4 Z Zillow Group, I...
74.85
+1.86% 3.98M +63.59% 278.71M 59.55 3.35% Share
5 LPX Louisiana-Pacif...
89.95
-0.25% 2.89M +72.29% 248.29M 81.62 2.99% Share
6 SE Sea Limited
184.25
+1.23% 1.55M -38.94% 247.67M 53.97 2.98% Share
7 ABG Asbury Automoti...
251.42
+0.11% 1M +36.05% 239.06M 215.13 2.88% Share
8 ATMU Atmus Filtratio...
44.24
-0.55% 6.45M +12.02% 234.87M 37.79 2.83% Share
9 SGI Somnigroup Inte...
83.94
+0.87% 3.18M +46.78% 216.27M 46.5 2.60% Share
10 CRM Salesforce, Inc...
238.80
+1.32% 786.65K +114.26% 214.51M 247.11 2.58% Share
11 LPLA LPL Financial H...
312.89
-1.3% 551.59K +5.44% 206.83M 224 2.49% Share
12 CPNG Coupang, Inc.
32.58
+0.45% 6.84M +100.00% 204.84M 29.96 2.47% Share
13 DKNG DraftKings Inc.
34.89
-0.77% 4.76M -8.12% 204.05M 34.56 2.46% Share
14 AMD Advanced Micro ...
169.73
+3.49% 1.42M -9.62% 200.95M 127.71 2.42% Share
15 FWONK Formula One Gro...
104.15
+1.63% 1.88M -5.8% 196.94M 63.43 2.37% Share
16 PFGC Performance Foo...
102.44
+0.09% 2.25M +6.73% 196.88M 59.32 2.37% Share
17 PINS Pinterest, Inc.
31.89
+0.11% 5.15M -10.93% 184.74M 29.96 2.22% Share
18 WK Workiva Inc.
87.47
+4.03% 2.65M +209.56% 181.17M 70.86 2.18% Share
19 UNH UnitedHealth Gr...
353.68
+1.54% 575.45K +100.00% 179.52M 311.97 2.16% Share
20 DT Dynatrace, Inc.
49.88
+3.25% 3.23M -3.77% 178.06M 45.49 2.14% Share
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