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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

22Q1 调仓2021-12-31 → 2022-03-31 · 共 78 项建仓 12增持 19减持 35清仓 12

方向

标的

Δ市值

现股数(环比)

减持

SPY SPDR S&P 500 ETF TR

-$236.4M

5,716,600 -4%

增持

— NEW RELIC INC

-$171.8M

5,153,069 +10%

清仓

— ANAPLAN INC

-$160.1M

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。

建仓

VRT VERTIV HOLDINGS CO

+$143.5M

10,252,913

建仓

— COUPA SOFTWARE INC

+$136.7M

1,344,865

清仓

PANW PALO ALTO NETWORKS INC

-$121.4M

0 -100%

清仓

— WILLIS TOWERS WATSON PLC LTD

-$95.9M

0 -100%

清仓

PTON PELOTON INTERACTIVE INC

-$94.4M

0 -100%

清仓

PSTG PURE STORAGE INC

-$91.2M

0 -100%

增持

— WIX COM LTD

+$82.5M

1,242,745 +315%

减持

RRR RED ROCK RESORTS INC

-$76.6M

2,499,484 -31%

建仓

FTCHQ FARFETCH LTD

+$73.6M

4,870,787

建仓

— OAK STR HEALTH INC

+$73.2M

2,724,427

减持

WSC WILLSCOT MOBIL MINI HLDNG CO

-$72.4M

4,859,409 -24%

建仓

— IAA INC

+$70.2M

1,834,349

减持

GPI GROUP 1 AUTOMOTIVE INC

-$64.2M

206,803 -59%

减持

ABG ASBURY AUTOMOTIVE GROUP INC

-$62.5M

321,464 -51%

减持

PEGA PEGASYSTEMS INC

-$57.5M

879,740 -23%

减持

EXPE EXPEDIA GROUP INC

-$56.9M

795,605 -32%

减持

— COLFAX CORP

-$56.6M

2,639,481 -25%

减持

— BERRY GLOBAL GROUP INC

-$52.7M

2,535,932 -6%

清仓

— DISCOVER FINL SVCS

-$50.7M

0 -100%

减持

PFGC PERFORMANCE FOOD GROUP CO

-$50.3M

1,636,782 -44%

清仓

— RADIUS GLOBAL INFRASTRCTRE I

-$49.9M

0 -100%

减持

MLCO MELCO RESORTS AND ENTMNT LTD

-$49.6M

8,649,595 -24%

减持

CRM SALESFORCE COM INC

-$49.1M

755,757 -8%

增持

— CATALENT INC

+$48.0M

704,713 +199%

清仓

FCNCA FIRST CTZNS BANCSHARES INC N

-$47.8M

0 -100%

减持

CF CF INDS HLDGS INC

-$46.5M

756,847 -57%

减持

— E2OPEN PARENT HOLDINGS INC

-$43.3M

14,148,855 -5%

增持

Z ZILLOW GROUP INC

-$41.2M

4,447,791 +9%

减持

EA ELECTRONIC ARTS INC

-$36.1M

1,080,116 -18%

减持

GDDY GODADDY INC

-$35.7M

1,380,393 -23%

清仓

— CANO HEALTH INC

-$35.2M

0 -100%

减持

GOOG ALPHABET INC

-$33.0M

41,330 -19%

减持

— LIBERTY MEDIA CORP DEL

-$32.1M

2,213,954 -25%

减持

CNC CENTENE CORP DEL

-$29.6M

1,447,867 -21%

建仓

UAA UNDER ARMOUR INC

+$29.0M

1,706,543

减持

MTCH MATCH GROUP INC NEW

-$25.7M

198,725 -44%

减持

— PERIMETER SOLUTIONS SA

-$25.5M

50,000 -97%

减持

TOL TOLL BROTHERS INC

-$24.7M

775,860 -8%

增持

— DOMA HOLDINGS INC

-$23.3M

12,491,449 +26%

减持

— DUN & BRADSTREET HLDGS INC

-$22.4M

6,486,044 -2%

增持

NICE NICE LTD

-$20.2M

489,786 +17%

减持

IQV IQVIA HLDGS INC

-$19.7M

210,403 -13%

增持

UBER UBER TECHNOLOGIES INC

-$18.7M

4,691,893 +6%

建仓

AZTA AZENTA INC

+$18.4M

221,560

减持

EXAS EXACT SCIENCES CORP

-$17.8M

2,247,468 -0%

建仓

IRTC IRHYTHM TECHNOLOGIES INC

+$16.0M

101,884

清仓

ATR APTARGROUP INC

-$15.4M

0 -100%

增持

WDAY WORKDAY INC

+$15.3M

451,777 +33%

增持

SPB SPECTRUM BRANDS HLDGS INC NE

+$12.9M

399,457 +80%

减持

CTVA CORTEVA INC

-$12.7M

2,584,400 -24%

增持

MSOS ADVISORSHARES TR

-$11.3M

2,746,883 +2%

减持

SSNC SS&C TECHNOLOGIES HLDGS INC

-$11.0M

1,287,658 -2%

清仓

PLAY DAVE & BUSTERS ENTMT INC

-$10.8M

0 -100%

增持

— CHANGE HEALTHCARE INC

+$9.9M

4,424,454 +9%

建仓

MCK MCKESSON CORP

+$8.9M

29,000

减持

— CAREMAX INC

-$8.8M

7,127,114 -12%

减持

— MISTER CAR WASH INC

-$8.1M

1,162,686 -16%

建仓

NTRA NATERA INC

+$6.8M

168,059

建仓

UA UNDER ARMOUR INC

+$5.6M

360,432

增持

— ATARA BIOTHERAPEUTICS INC

-$5.3M

1,367,710 +20%

建仓

AHCO ADAPTHEALTH CORP

+$5.2M

326,091

减持

MA MASTERCARD INCORPORATED

-$5.2M

94,327 -13%

增持

FIS FIDELITY NATL INFORMATION SV

-$4.7M

745,173 +2%

减持

— FIFTH WALL ACQUISITN CORP III

-$4.5M

1,261,923 -25%

清仓

BBIO BRIDGEBIO PHARMA INC

-$4.2M

0 -100%

增持

PINS PINTEREST INC

-$4.1M

3,591,739 +41%

减持

— TCV ACQUISITION CORP

-$4.1M

1,217,451 -25%

减持

LEN/B LENNAR CORP

-$3.6M

133,601 -0%

减持

GPK GRAPHIC PACKAGING HLDG CO

-$1.7M

6,017,266 -4%

增持

MS MORGAN STANLEY

+$1.7M

1,634,798 +14%

增持

SGI TEMPUR SEALY INTL INC

+$1.2M

4,639,574 +70%

增持

LEN LENNAR CORP

+$269.0K

1,544,640 +43%

增持

— LIVANOVA PLC

-$202.0K

1,948,147 +7%

减持

— SAILPOINT TECHNOLOGIES HLDGS

+$141.0K

2,189,717 -5%

增持

AMZN AMAZON COM INC

+$85.0K

38,310 +2%