Eminence Capital, LP
CIK Number: 0001107310
Main Sectors:
Top Industries:
Filing Date: May 15, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SE | Sea Limited | 192.69 | +1.12% | 2.54M | -37.38% | 330.95M | 53.97 | 5.53% | Share |
| 2 | OKTA | Okta, Inc. | 93.85 | +1.26% | 2.48M | -3.14% | 261.4M | 76.71 | 4.37% | Share |
| 3 | PRMB | Primo Brands Co... | 24.48 | -0.26% | 7.02M | +48.26% | 249.11M | 32.31 | 4.16% | Share |
| 4 | ELV | Elevance Health... | 315.15 | +2.27% | 558.67K | +0.56% | 243M | 414.43 | 4.06% | Share |
| 5 | ATMU | Atmus Filtratio... | 45.43 | -1.65% | 5.76M | +25.35% | 211.46M | 37.95 | 3.53% | Share |
| 6 | AMZN | Amazon.com, Inc... | 238.24 | +1.02% | 1.09M | +17.52% | 208.12M | 149.04 | 3.48% | Share |
| 7 | LEN | Lennar Corporat... | 137.46 | -3.47% | 1.58M | +130.80% | 181.52M | 109.54 | 3.03% | Share |
| 8 | FWONK | Formula One Gro... | 101.49 | -0.34% | 2M | +0.69% | 180.07M | 63.43 | 3.01% | Share |
| 9 | PINS | Pinterest, Inc. | 36.46 | -3.93% | 5.78M | +2.34% | 179.29M | 29.96 | 3.00% | Share |
| 10 | CF | CF Industries H... | 84.61 | +0.14% | 2.28M | -1.02% | 178.31M | 70.75 | 2.98% | Share |
| 11 | DKNG | DraftKings Inc. | 45.91 | -0.89% | 5.18M | +195.19% | 171.96M | 34.56 | 2.87% | Share |
| 12 | LPLA | LPL Financial H... | 339.97 | -0.16% | 523.11K | -6.36% | 171.13M | 215.78 | 2.86% | Share |
| 13 | BABA | Alibaba Group H... | 147.10 | +4.18% | 1.26M | -27.56% | 166.8M | 86.87 | 2.79% | Share |
| 14 | Z | Zillow Group, I... | 87.19 | -3.01% | 2.43M | -16.56% | 166.75M | 52.87 | 2.79% | Share |
| 15 | PFGC | Performance Foo... | 104.39 | -0.58% | 2.11M | -18.24% | 165.83M | 57.42 | 2.77% | Share |
| 16 | ABG | Asbury Automoti... | 253.68 | -0.27% | 736.62K | -6.49% | 162.68M | 206.7 | 2.72% | Share |
| 17 | AMD | Advanced Micro ... | 155.82 | +2.91% | 1.57M | +52.45% | 160.97M | 127.71 | 2.69% | Share |
| 18 | DT | Dynatrace, Inc. | 50.66 | +1.46% | 3.35M | +25.61% | 158.03M | 45.49 | 2.64% | Share |
| 19 | LPX | Louisiana-Pacif... | 95.71 | -3.6% | 1.68M | +15.97% | 154.15M | 78.47 | 2.58% | Share |
| 20 | GEHC | GE HealthCare T... | 78.71 | +0.70% | 1.82M | +38.65% | 146.82M | 78.89 | 2.45% | Share |
| 21 | COF | Capital One Fin... | 222.38 | +1.04% | 801.74K | -10.04% | 143.75M | 141.6 | 2.40% | Share |
| 22 | SGI | Somnigroup Inte... | 84.31 | -2.4% | 2.17M | +15.05% | 129.65M | 36.42 | 2.17% | Share |
| 23 | BERY | Berry Global Gr... | 67.58 | -2.93% | 1.84M | -12.96% | 128.25M | 54.49 | 2.14% | Share |
| 24 | FERG | Ferguson plc | 228.29 | -3.95% | 734.26K | -5.62% | 117.65M | 183.08 | 1.97% | Share |
| 25 | GTLB | GitLab Inc. | 48.17 | +0.58% | 2.5M | +13.61% | 117.42M | 51 | 1.96% | Share |
| 26 | UBER | Uber Technologi... | 95.44 | +1.14% | 1.57M | -30.87% | 114.29M | 52.28 | 1.91% | Share |
| 27 | BAC | Bank of America... | 50.28 | +1.67% | 2.7M | +100.00% | 112.63M | 41.73 | 1.88% | Share |
| 28 | IBP | Installed Build... | 265.88 | -4.86% | 636.38K | +100.00% | 109.11M | 171.46 | 1.82% | Share |
| 29 | RRR | Red Rock Resort... | 60.95 | -0.68% | 2.48M | +20.51% | 107.48M | 36.94 | 1.80% | Share |
| 30 | EVR | Evercore Inc. | 325.34 | +0.32% | 534.38K | +100.00% | 106.73M | 199.72 | 1.78% | Share |
| 31 | S | SentinelOne, In... | 17.98 | -2.41% | 5.66M | -13.37% | 102.91M | 21.62 | 1.72% | Share |
| 32 | CRM | Salesforce, Inc... | 252.03 | -0.1% | 367.15K | -2.28% | 98.53M | 217.89 | 1.65% | Share |
| 33 | MGRC | McGrath RentCor... | 122.59 | -0.66% | 840.07K | +11.96% | 93.58M | 111.78 | 1.56% | Share |
| 34 | GPK | Graphic Packagi... | 20.54 | -2.52% | 3.29M | -43.51% | 85.42M | 21.78 | 1.43% | Share |
| 35 | HDB | HDFC Bank Limit... | 35.01 | -1.05% | 1.19M | +18.95% | 78.83M | 64.46 | 1.32% | Share |
| 36 | FRSH | Freshworks Inc. | 13.28 | +1.07% | 5.26M | -1.1% | 74.22M | 16.17 | 1.24% | Share |
| 37 | CRL | Charles River L... | 157.47 | -2.8% | 435.45K | -30.6% | 65.54M | 196.97 | 1.10% | Share |
| 38 | WK | Workiva Inc. | 77.19 | -5.14% | 855K | +100.00% | 64.9M | 75.91 | 1.08% | Share |
| 39 | PLAY | Dave & Buster's... | 22.31 | -4.17% | 2.91M | -24.44% | 51.05M | 38.44 | 0.85% | Share |
| 40 | FROG | JFrog Ltd. | 49.95 | -0.95% | 1.35M | +100.00% | 43.27M | 32 | 0.72% | Share |
| 41 | FLUT | Flutter Enterta... | 291.89 | +1.34% | 155.02K | +100.00% | 34.35M | 221.55 | 0.57% | Share |
| 42 | AMCR | Amcor plc | 8.19 | -0.36% | 3.52M | +22.39% | 34.15M | 9.46 | 0.57% | Share |
| 43 | CPT | Camden Property... | 111.65 | +0.66% | 269.79K | -66.93% | 32.99M | 98.94 | 0.55% | Share |
| 44 | PGR | The Progressive... | 243.19 | -1.12% | 116.06K | +0.54% | 32.85M | 140.48 | 0.55% | Share |
| 45 | CWH | Camping World H... | 17.84 | +0.37% | 1.85M | -54.96% | 29.92M | 22.68 | 0.50% | Share |
| 46 | FUN | Six Flags Enter... | 23.02 | -3.44% | 643.31K | -52.47% | 22.95M | 42.99 | 0.38% | Share |
| 47 | MSOS | AdvisorShares P... | 4.98 | +4.62% | 1.48M | -28.34% | 3.87M | 14.89 | 0.06% | Share |