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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

22Q2 调仓2022-03-31 → 2022-06-30 · 共 72 项建仓 6增持 28减持 29清仓 9

方向

标的

Δ市值

现股数(环比)

清仓

SPY SPDR S&P 500 ETF TR

-$2.58B

0 -100%

清仓

— SAILPOINT TECHNOLOGIES HLDGS

-$112.1M

0 -100%

建仓

— FERGUSON PLC NEW

+$112.1M

1,012,126

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。

清仓

— COLFAX CORP

-$105.0M

0 -100%

减持

Z ZILLOW GROUP INC

-$96.1M

3,878,808 -13%

减持

WDAY WORKDAY INC

-$92.1M

114,951 -75%

减持

EXPE EXPEDIA GROUP INC

-$83.2M

763,790 -4%

减持

— COUPA SOFTWARE INC

-$75.9M

1,065,279 -21%

清仓

FTCHQ FARFETCH LTD

-$73.6M

0 -100%

建仓

ENOV ENOVIS CORPORATION

+$66.3M

1,204,786

增持

— NEW RELIC INC

-$65.4M

5,579,236 +8%

增持

EXAS EXACT SCIENCES CORP

-$59.9M

2,469,746 +10%

增持

UBER UBER TECHNOLOGIES INC

-$55.3M

5,477,048 +17%

减持

RRR RED ROCK RESORTS INC

-$52.8M

2,054,726 -18%

增持

VRT VERTIV HOLDINGS CO

-$52.2M

11,115,746 +8%

建仓

— JFROG LTD

+$50.2M

2,381,965

减持

GDDY GODADDY INC

-$44.2M

1,025,398 -26%

建仓

BLCO BAUSCH PLUS LOMB CORP

+$42.5M

2,787,831

建仓

LPLA LPL FINL HLDGS INC

+$41.5M

224,897

增持

SPB SPECTRUM BRANDS HLDGS INC NE

+$41.0M

932,232 +133%

减持

— LIVANOVA PLC

-$40.8M

1,898,932 -3%

减持

CRM SALESFORCE INC

-$38.7M

737,794 -2%

减持

MS MORGAN STANLEY

-$36.2M

1,402,813 -14%

减持

SGI TEMPUR SEALY INTL INC

-$34.4M

4,454,080 -4%

增持

— CATALENT INC

+$34.2M

1,047,329 +49%

减持

CTVA CORTEVA INC

-$33.2M

2,131,187 -18%

减持

GPK GRAPHIC PACKAGING HLDG CO

-$32.4M

4,303,698 -28%

建仓

SCHW SCHWAB CHARLES CORP

+$31.9M

504,215

减持

EA ELECTRONIC ARTS INC

-$31.8M

861,685 -20%

清仓

UAA UNDER ARMOUR INC

-$29.0M

0 -100%

增持

WSC WILLSCOT MOBIL MINI HLDNG CO

-$27.9M

5,004,235 +3%

增持

MSOS ADVISORSHARES TR

-$26.7M

2,953,153 +8%

减持

FIS FIDELITY NATL INFORMATION SV

-$25.8M

534,878 -28%

增持

— WIX COM LTD

-$24.1M

1,612,396 +30%

增持

ASH ASHLAND GLOBAL HLDGS INC

+$23.8M

4,083,978 +1%

减持

— LIBERTY MEDIA CORP DEL

-$23.7M

2,063,015 -7%

增持

AMZN AMAZON COM INC

-$22.6M

963,501 +2415%

增持

— CAREMAX INC

-$21.8M

8,649,869 +21%

增持

ABG ASBURY AUTOMOTIVE GROUP INC

+$20.5M

425,097 +32%

减持

— DUN & BRADSTREET HLDGS INC

-$20.0M

6,226,707 -4%

减持

— BERRY GLOBAL GROUP INC

-$19.5M

2,332,796 -8%

清仓

AZTA AZENTA INC

-$18.4M

0 -100%

减持

LEN LENNAR CORP

-$17.9M

1,523,182 -1%

减持

CF CF INDS HLDGS INC

-$17.5M

705,252 -7%

清仓

— MISTER CAR WASH INC

-$17.2M

0 -100%

增持

SSNC SS&C TECHNOLOGIES HLDGS INC

-$17.1M

1,368,272 +6%

增持

GPI GROUP 1 AUTOMOTIVE INC

+$15.6M

296,405 +43%

减持

— DOMA HOLDINGS INC

-$14.5M

12,241,620 -2%

减持

CNC CENTENE CORP DEL

-$14.2M

1,273,347 -12%

增持

PINS PINTEREST INC

-$14.0M

4,096,116 +14%

增持

— OAK STR HEALTH INC

-$13.8M

3,615,541 +33%

减持

MA MASTERCARD INCORPORATED

-$12.6M

66,992 -29%

增持

PEGA PEGASYSTEMS INC

-$11.7M

1,237,926 +41%

减持

IRTC IRHYTHM TECHNOLOGIES INC

-$9.1M

64,279 -37%

清仓

MCK MCKESSON CORP

-$8.9M

0 -100%

减持

MTCH MATCH GROUP INC NEW

-$8.3M

190,845 -4%

增持

NICE NICE LTD

-$8.1M

515,253 +5%

增持

GOOG ALPHABET INC

-$7.3M

49,444 +20%

增持

PFGC PERFORMANCE FOOD GROUP CO

-$6.5M

1,670,170 +2%

清仓

UA UNDER ARMOUR INC

-$5.6M

0 -100%

减持

— CHANGE HEALTHCARE INC

-$5.3M

3,954,499 -11%

增持

— E2OPEN PARENT HOLDINGS INC

-$4.4M

15,461,391 +9%

增持

NTRA NATERA INC

+$3.1M

281,008 +67%

增持

— IAA INC

+$3.0M

2,231,877 +22%

增持

AHCO ADAPTHEALTH CORP

+$2.8M

447,616 +37%

减持

— ATARA BIOTHERAPEUTICS INC

-$2.4M

1,323,075 -3%

增持

IQV IQVIA HLDGS INC

-$2.3M

213,366 +1%

增持

TOL TOLL BROTHERS INC

+$2.3M

869,428 +12%

减持

LEN/B LENNAR CORP

-$1.6M

128,260 -4%

减持

— TCV ACQUISITION CORP

-$842.0K

1,132,287 -7%

减持

— FIFTH WALL ACQUISITN CORP III

-$833.0K

1,173,650 -7%

增持

MLCO MELCO RESORTS AND ENTMNT LTD

+$396.0K

11,561,635 +34%