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

    CIK Number: 0001107310

    8.31B
    Market Value
    47
    # of Holdings
    8 months
    Avg. Holding Period
    Win Rate
    Peformance 3-Years
    Main Sectors:
    Consumer Cyclical Technology Communication Services
    Top Industries:
    Software - Application Specialty Retail Gambling, Resorts & Casinos

    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...
    669.25
    		0.00% 2.23M +100.00% 1.38B 617.85 16.62% Put
    2 AMZN Amazon.com, Inc...
    219.51
    		-1.3% 1.51M +38.18% 331.62M 168.48 3.99% Share
    3 GTLB GitLab Inc.
    46.91
    		+0.90% 6.22M +148.92% 280.52M 47.47 3.38% Share
    4 Z Zillow Group, I...
    76.79
    		+2.59% 3.98M +63.59% 278.71M 59.55 3.35% Share
    5 LPX Louisiana-Pacif...
    90.40
    		+0.47% 2.89M +72.29% 248.29M 81.62 2.99% Share
    6 SE Sea Limited
    184.88
    		+0.36% 1.55M -38.94% 247.67M 53.97 2.98% Share
    7 ABG Asbury Automoti...
    253.44
    		+0.76% 1M +36.05% 239.06M 215.13 2.88% Share
    8 ATMU Atmus Filtratio...
    44.50
    		+0.56% 6.45M +12.02% 234.87M 37.79 2.83% Share
    9 SGI Somnigroup Inte...
    84.27
    		+0.37% 3.18M +46.78% 216.27M 46.5 2.60% Share
    10 CRM Salesforce, Inc...
    240.35
    		+0.62% 786.65K +114.26% 214.51M 247.11 2.58% Share
    11 LPLA LPL Financial H...
    314.73
    		+0.59% 551.59K +5.44% 206.83M 224 2.49% Share
    12 CPNG Coupang, Inc.
    32.37
    		-0.6% 6.84M +100.00% 204.84M 29.96 2.47% Share
    13 DKNG DraftKings Inc.
    35.37
    		+1.38% 4.76M -8.12% 204.05M 34.56 2.46% Share
    14 AMD Advanced Micro ...
    164.67
    		-2.98% 1.42M -9.62% 200.95M 127.71 2.42% Share
    15 FWONK Formula One Gro...
    104.83
    		+0.65% 1.88M -5.8% 196.94M 63.43 2.37% Share
    16 PFGC Performance Foo...
    102.56
    		+0.13% 2.25M +6.73% 196.88M 59.32 2.37% Share
    17 PINS Pinterest, Inc.
    31.95
    		+0.16% 5.15M -10.93% 184.74M 29.96 2.22% Share
    18 WK Workiva Inc.
    87.84
    		+0.43% 2.65M +209.56% 181.17M 70.86 2.18% Share
    19 UNH UnitedHealth Gr...
    360.28
    		+1.85% 575.45K +100.00% 179.52M 311.97 2.16% Share
    20 DT Dynatrace, Inc.
    49.58
    		-0.6% 3.23M -3.77% 178.06M 45.49 2.14% Share
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