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EMINENCE CAPITAL, LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心

EMINENCE CAPITAL, LP

报告期 2026-03-31 · CIK 0001107310

持仓数

33

前50大市值合计

$4.36B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

21Q3 调仓2021-06-30 → 2021-09-30 · 共 82 项建仓 14增持 20减持 27清仓 21

方向

标的

Δ市值

现股数(环比)

建仓

— ANAPLAN INC

+$164.3M

2,697,603

建仓

— WILLIS TOWERS WATSON PLC LTD

+$154.7M

665,409

清仓

BABA ALIBABA GROUP HLDG LTD

-$144.6M

0 -100%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

减持

CTVA CORTEVA INC

-$127.5M

4,412,920 -38%

清仓

AN AUTONATION INC

-$122.1M

0 -100%

减持

MS MORGAN STANLEY

-$116.3M

1,020,082 -57%

清仓

— WALGREENS BOOTS ALLIANCE INC

-$113.0M

0 -100%

减持

— DUN & BRADSTREET HLDGS INC

-$103.9M

5,404,890 -41%

建仓

— LABORATORY CORP AMER HLDGS

+$100.2M

355,934

减持

AAP ADVANCE AUTO PARTS INC

-$99.8M

475,571 -51%

清仓

OTIS OTIS WORLDWIDE CORP

-$96.7M

0 -100%

清仓

— NANOSTRING TECHNOLOGIES INC

-$94.0M

0 -100%

清仓

CNC CENTENE CORP DEL

-$93.6M

0 -100%

增持

GPK GRAPHIC PACKAGING HLDG CO

+$86.8M

7,571,980 +139%

清仓

CHTR CHARTER COMMUNICATIONS INC

-$86.3M

0 -100%

减持

AMZN AMAZON COM INC

-$78.0M

43,127 -32%

增持

— E2OPEN PARENT HOLDINGS INC

+$77.1M

16,174,922 +75%

增持

PFGC PERFORMANCE FOOD GROUP CO

+$76.5M

2,536,836 +197%

建仓

— DOMA HOLDINGS INC

+$73.4M

9,919,654

建仓

CF CF INDS HLDGS INC

+$70.1M

1,255,313

清仓

— AUSTERLITZ ACQUISITION CORP II

-$69.9M

0 -100%

增持

PSTG PURE STORAGE INC

+$61.9M

8,536,217 +9%

清仓

CI CIGNA CORP NEW

-$59.2M

0 -100%

清仓

ELV ANTHEM INC

-$53.8M

0 -100%

建仓

UAA UNDER ARMOUR INC

+$52.6M

2,607,067

减持

BLDR BUILDERS FIRSTSOURCE INC

-$49.7M

1,590,334 -49%

清仓

LKQ LKQ CORP

-$48.4M

0 -100%

清仓

CVNA CARVANA CO

-$44.4M

0 -100%

建仓

MSOS ADVISORSHARES TRUST

+$44.2M

1,400,000

清仓

USFD US FOODS HLDG CORP

-$41.4M

0 -100%

减持

— BERRY GLOBAL GROUP INC

-$37.6M

4,206,708 -7%

建仓

AVTR AVANTOR INC

+$35.4M

865,609

增持

PEGA PEGASYSTEMS INC

+$34.0M

1,123,718 +44%

清仓

— SENIOR CONNECT ACQUISITN CORP I

-$32.5M

0 -100%

增持

EXPE EXPEDIA GROUP INC

+$32.5M

1,780,906 +12%

建仓

— MISTER CAR WASH INC

+$30.8M

1,685,793

减持

INTU INTUIT

-$30.2M

232,298 -27%

减持

NICE NICE LTD

-$30.0M

479,025 -29%

增持

MLCO MELCO RESORTS AND ENTMNT LTD

-$28.3M

12,751,870 +33%

清仓

META FACEBOOK INC

-$27.8M

0 -100%

减持

WSC WILLSCOT MOBILE MINI HLDNG CO

+$26.4M

8,540,373 -3%

清仓

ASO ACADEMY SPORTS & OUTDOORS INC

-$24.3M

0 -100%

建仓

SMRT SMARTRENT INC

+$24.1M

1,847,513

建仓

ZBH ZIMMER BIOMET HOLDINGS INC

+$23.7M

162,061

建仓

— PAGSEGURO DIGITAL LTD

+$22.4M

433,775

建仓

— CERNER CORP

+$21.6M

306,593

增持

GDDY GODADDY INC

-$21.5M

1,421,350 +3%

清仓

— FIFTH WALL ACQUISITION CORP I

-$21.0M

0 -100%

增持

— CAREMAX INC

+$19.1M

8,294,762 +75%

增持

UBER UBER TECHNOLOGIES INC

-$17.9M

4,443,751 +3%

减持

— COLFAX CORP

-$17.8M

3,698,359 -10%

增持

— SAILPOINT TECHNOLOGIES HLDGS

-$17.1M

2,499,457 +3%

减持

— LIBERTY MEDIA CORP

-$16.5M

3,426,180 -14%

减持

SGI TEMPUR SEALY INTL INC

-$16.2M

3,865,015 -23%

建仓

REAL THE REALREAL INC

+$16.2M

1,226,837

清仓

— NUANCE COMMUNICATIONS INC

-$14.8M

0 -100%

减持

RRR RED ROCK RESORTS INC

+$11.6M

4,326,070 -12%

减持

PANW PALO ALTO NETWORKS INC

+$11.4M

318,319 -16%

清仓

— MACQUARIE INFRASTRUCTURE CORP

-$10.3M

0 -100%

减持

GPI GROUP 1 AUTOMOTIVE INC

+$10.0M

930,897 -13%

减持

MA MASTERCARD INCORPORATED

-$9.4M

123,472 -14%

增持

Z ZILLOW GROUP INC

+$9.2M

1,956,696 +47%

减持

CCK CROWN HLDGS INC

-$8.1M

360,485 -17%

增持

FIS FIDELITY NATL INFORMATION SV

+$7.5M

540,436 +31%

减持

GOOG ALPHABET INC

+$6.6M

66,067 -2%

增持

LEN LENNAR CORP

+$6.3M

1,019,421 +14%

减持

ABG ASBURY AUTOMOTIVE GROUP INC

+$5.8M

335,096 -4%

减持

TOL TOLL BROTHERS INC

-$5.1M

882,409 -5%

减持

CRM SALESFORCE COM INC

+$4.1M

925,351 -8%

减持

— NEW RELIC INC

-$3.9M

4,652,588 -8%

增持

SSNC SS&C TECHNOLOGIES HLDGS INC

-$3.1M

1,468,769 +1%

清仓

— AUSTERLITZ ACQUISITION CORP II

-$2.2M

0 -100%

清仓

— SENIOR CONNECT ACQUISITN CORP I

-$1.4M

0 -100%

增持

EXAS EXACT SCIENCES CORP

-$1.3M

1,414,213 +29%

减持

— RADIUS GLOBAL INFRASTRCTRE INC

+$1.3M

3,260,551 -9%

减持

— FIFTH WALL ACQUISITN CORP III

-$1.2M

1,883,671 -5%

减持

— TCV ACQUISITION CORP

-$1.1M

1,817,304 -5%

减持

— CANO HEALTH INC

-$492.0K

3,884,835 -6%

增持

— LIVANOVA PLC

-$396.0K

1,751,019 +6%

增持

CNNE CANNAE HLDGS INC

-$264.0K

1,111,437 +8%

增持

LEN/B LENNAR CORP

+$157.0K

145,857 +6%

增持

IQV IQVIA HLDGS INC

-$157.0K

407,409 +1%