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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

21Q4 调仓2021-09-30 → 2021-12-31 · 共 78 项建仓 18增持 16减持 31清仓 13

方向

标的

Δ市值

现股数(环比)

建仓

SPY SPDR S&P 500 ETF TR

+$2.82B

5,933,700

增持

— NEW RELIC INC

+$182.5M

4,696,452 +1%

建仓

EA ELECTRONIC ARTS INC

+$172.8M

1,309,794

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。

建仓

CNC CENTENE CORP DEL

+$151.5M

1,838,384

清仓

INTU INTUIT

-$125.3M

0 -100%

减持

PSTG PURE STORAGE INC

-$123.6M

2,800,699 -67%

清仓

— LABORATORY CORP AMER HLDGS

-$100.2M

0 -100%

清仓

AAP ADVANCE AUTO PARTS INC

-$99.3M

0 -100%

建仓

PTON PELOTON INTERACTIVE INC

+$94.4M

2,638,768

建仓

WDAY WORKDAY INC

+$92.9M

340,180

建仓

PINS PINTEREST INC

+$92.5M

2,545,814

增持

Z ZILLOW GROUP INC

+$87.9M

4,078,190 +108%

建仓

— CHANGE HEALTHCARE INC

+$86.5M

4,046,122

清仓

BLDR BUILDERS FIRSTSOURCE INC

-$82.3M

0 -100%

减持

EXPE EXPEDIA GROUP INC

-$79.3M

1,176,466 -34%

减持

GPI GROUP 1 AUTOMOTIVE INC

-$75.9M

506,861 -46%

减持

— WILLIS TOWERS WATSON PLC LTD

-$58.7M

403,996 -39%

减持

— BERRY GLOBAL GROUP INC

-$56.4M

2,706,482 -36%

增持

CF CF INDS HLDGS INC

+$54.4M

1,759,218 +40%

清仓

UAA UNDER ARMOUR INC

-$52.6M

0 -100%

增持

GDDY GODADDY INC

+$52.1M

1,781,877 +25%

减持

SGI TEMPUR SEALY INTL INC

-$51.0M

2,728,968 -29%

建仓

— DISCOVER FINL SVCS

+$50.7M

438,802

增持

ABG ASBURY AUTOMOTIVE GROUP INC

+$48.0M

659,814 +97%

建仓

FCNCA FIRST CTZNS BANCSHARES INC N

+$47.8M

57,600

建仓

MTCH MATCH GROUP INC NEW

+$47.3M

358,000

建仓

— WIX COM LTD

+$47.3M

299,624

增持

— DUN & BRADSTREET HLDGS INC

+$45.2M

6,640,090 +23%

增持

MS MORGAN STANLEY

+$41.9M

1,438,457 +41%

减持

CRM SALESFORCE COM INC

-$41.4M

824,692 -11%

增持

EXAS EXACT SCIENCES CORP

+$40.0M

2,248,025 +59%

清仓

CCK CROWN HLDGS INC

-$36.3M

0 -100%

清仓

AVTR AVANTOR INC

-$35.4M

0 -100%

清仓

CNNE CANNAE HLDGS INC

-$34.6M

0 -100%

减持

PANW PALO ALTO NETWORKS INC

-$31.1M

217,959 -32%

建仓

— CATALENT INC

+$30.2M

235,589

增持

LEN LENNAR CORP

+$29.6M

1,077,037 +6%

减持

IQV IQVIA HLDGS INC

-$29.3M

242,102 -41%

减持

GOOG ALPHABET INC

-$27.6M

51,310 -22%

建仓

— PERIMETER SOLUTIONS SA

+$26.1M

1,882,462

减持

CTVA CORTEVA INC

-$24.5M

3,409,549 -23%

增持

MSOS ADVISORSHARES TR

+$24.4M

2,680,508 +91%

清仓

SMRT SMARTRENT INC

-$24.1M

0 -100%

清仓

ZBH ZIMMER BIOMET HOLDINGS INC

-$23.7M

0 -100%

减持

RRR RED ROCK RESORTS INC

-$23.6M

3,598,457 -17%

建仓

SPB SPECTRUM BRANDS HLDGS INC NE

+$22.5M

221,373

清仓

— PAGSEGURO DIGITAL LTD

-$22.4M

0 -100%

减持

GPK GRAPHIC PACKAGING HLDG CO

-$21.9M

6,270,343 -17%

清仓

— CERNER CORP

-$21.6M

0 -100%

增持

— LIVANOVA PLC

+$21.0M

1,825,677 +4%

减持

— CAREMAX INC

-$18.1M

8,079,616 -3%

建仓

— ATARA BIOTHERAPEUTICS INC

+$18.0M

1,141,457

减持

AMZN AMAZON COM INC

-$16.9M

37,430 -13%

清仓

REAL THE REALREAL INC

-$16.2M

0 -100%

增持

PFGC PERFORMANCE FOOD GROUP CO

+$15.8M

2,911,794 +15%

建仓

ATR APTARGROUP INC

+$15.4M

126,041

减持

MLCO MELCO RESORTS AND ENTMNT LTD

-$14.9M

11,365,355 -11%

减持

— E2OPEN PARENT HOLDINGS INC

-$14.8M

14,920,016 -8%

增持

PEGA PEGASYSTEMS INC

-$14.4M

1,148,328 +2%

增持

— CANO HEALTH INC

-$14.0M

3,952,745 +2%

增持

FIS FIDELITY NATL INFORMATION SV

+$13.8M

728,557 +35%

减持

UBER UBER TECHNOLOGIES INC

-$13.0M

4,438,659 -0%

减持

TOL TOLL BROTHERS INC

+$12.4M

844,833 -4%

建仓

PLAY DAVE & BUSTERS ENTMT INC

+$10.8M

282,100

减持

— LIBERTY MEDIA CORP DEL

+$10.6M

2,952,239 -14%

减持

NICE NICE LTD

-$8.6M

419,743 -12%

减持

WSC WILLSCOT MOBIL MINI HLDNG CO

-$8.4M

6,427,885 -25%

减持

— COLFAX CORP

-$8.1M

3,516,586 -5%

减持

SSNC SS&C TECHNOLOGIES HLDGS INC

+$5.6M

1,312,145 -11%

减持

— MISTER CAR WASH INC

-$5.5M

1,388,044 -18%

减持

— SAILPOINT TECHNOLOGIES HLDGS

+$4.8M

2,315,453 -7%

建仓

BBIO BRIDGEBIO PHARMA INC

+$4.2M

249,391

增持

— ANAPLAN INC

-$4.1M

3,492,625 +29%

减持

MA MASTERCARD INCORPORATED

-$4.0M

108,297 -12%

减持

— RADIUS GLOBAL INFRASTRCTRE I

-$3.4M

3,098,748 -5%

减持

— TCV ACQUISITION CORP

-$1.8M

1,623,447 -11%

减持

— FIFTH WALL ACQUISITN CORP II

-$1.8M

1,682,736 -11%

减持

LEN/B LENNAR CORP

+$1.5M

133,674 -8%