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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

22Q3 调仓2022-06-30 → 2022-09-30 · 共 73 项建仓 11增持 15减持 34清仓 13

方向

标的

Δ市值

现股数(环比)

清仓

GOOG ALPHABET INC

-$108.2M

0 -100%

增持

UBER UBER TECHNOLOGIES INC

+$99.8M

7,994,536 +46%

清仓

EXAS EXACT SCIENCES CORP

-$97.3M

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

AVTR AVANTOR INC

+$92.4M

4,714,561

清仓

— CHANGE HEALTHCARE INC

-$91.2M

0 -100%

建仓

— SMARTSHEET INC

+$83.2M

2,422,198

建仓

TNDM TANDEM DIABETES CARE INC

+$76.1M

1,590,787

清仓

— IAA INC

-$73.1M

0 -100%

清仓

EXPE EXPEDIA GROUP INC

-$72.4M

0 -100%

建仓

INTU INTUIT INC

+$63.4M

163,759

减持

— WIX COM LTD

-$55.6M

639,759 -60%

增持

— NEW RELIC INC

+$46.9M

5,684,328 +2%

减持

WSC WILLSCOT MOBILE MINI HLDNG CO

-$41.2M

3,000,232 -40%

建仓

EXE CHESAPEAKE ENERGY CORP

+$41.1M

436,000

减持

— CATALENT INC

-$39.0M

1,013,663 -3%

清仓

TOL TOLL BROTHERS INC

-$38.8M

0 -100%

建仓

EQT EQT CORP

+$36.3M

890,000

增持

FIS FIDELITY NATL INFORMATION SV

+$35.3M

1,115,474 +109%

建仓

PTON PELOTON INTERACTIVE INC

+$32.0M

4,623,530

清仓

SCHW SCHWAB CHARLES CORP

-$31.9M

0 -100%

增持

— FERGUSON PLC

+$31.6M

1,395,697 +38%

减持

— DUN & BRADSTREET HLDGS INC

-$31.5M

5,014,065 -19%

减持

— E2OPEN PARENT HOLDINGS INC

-$31.1M

14,693,533 -5%

建仓

AR ANTERO RESOURCES CORP

+$30.4M

995,000

减持

CNC CENTENE CORP

-$29.4M

1,006,153 -21%

建仓

— RENAISSANCERE HLDGS LTD

+$24.7M

176,216

增持

SGI TEMPUR SEALY INTL INC

+$22.8M

4,885,414 +10%

减持

— CAREMAX INC

+$22.3M

7,575,280 -12%

减持

CRM SALESFORCE INC

-$21.9M

694,475 -6%

减持

GPK GRAPHIC PACKAGING HLDG CO

-$21.4M

3,383,296 -21%

减持

Z ZILLOW GROUP INC

-$20.7M

3,580,061 -8%

减持

PEGA PEGASYSTEMS INC

-$19.5M

1,235,384 -0%

建仓

RUM RUMBLE INC

+$18.4M

1,500,000

减持

SSNC SS&C TECHNOLOGIES HLDGS INC

-$17.5M

1,297,157 -5%

减持

— LIBERTY MEDIA CORP

-$16.5M

1,955,795 -5%

增持

— BERRY GLOBAL GROUP INC

-$16.4M

2,387,191 +2%

减持

ABG ASBURY AUTOMOTIVE GROUP INC

-$16.0M

370,315 -13%

增持

BLCO BAUSCH PLUS LOMB CORP

+$13.7M

3,663,390 +31%

增持

— LIVANOVA PLC

-$12.5M

2,089,545 +10%

增持

AMZN AMAZON COM INC

+$11.8M

1,010,098 +5%

清仓

— FIFTH WALL ACQUISITN CORP III

-$11.4M

0 -100%

清仓

— TCV ACQUISITION CORP

-$11.0M

0 -100%

减持

LEN LENNAR CORP

-$11.0M

1,293,784 -15%

清仓

— ATARA BIOTHERAPEUTICS INC

-$10.3M

0 -100%

减持

EA ELECTRONIC ARTS INC

-$10.3M

817,204 -5%

减持

GPI GROUP 1 AUTOMOTIVE INC

-$10.2M

281,009 -5%

减持

PFGC PERFORMANCE FOOD GROUP CO

-$8.8M

1,583,427 -5%

增持

LPLA LPL FINL HLDGS INC

+$8.6M

229,139 +2%

清仓

AHCO ADAPTHEALTH CORP

-$8.1M

0 -100%

减持

NICE NICE LTD

-$7.2M

488,554 -5%

清仓

IRTC IRHYTHM TECHNOLOGIES INC

-$6.9M

0 -100%

减持

RRR RED ROCK RESORTS INC

-$6.3M

1,815,547 -12%

减持

VRT VERTIV HOLDINGS CO

+$5.6M

9,981,352 -10%

减持

PINS PINTEREST INC

+$5.4M

3,422,610 -16%

减持

— OAK STR HEALTH INC

+$5.1M

2,633,944 -27%

增持

IQV IQVIA HLDGS INC

+$5.0M

282,924 +33%

减持

MSOS ADVISORSHARES TRUST

-$4.5M

2,922,912 -1%

减持

MTCH MATCH GROUP INC

-$4.2M

190,451 -0%

增持

ENOV ENOVIS CORPORATION

-$4.1M

1,348,521 +12%

减持

CF CF INDS HLDGS INC

+$3.9M

668,602 -5%

增持

NTRA NATERA INC

+$2.9M

294,278 +5%

减持

MLCO MELCO RESORTS AND ENTMNT LTD

-$2.7M

9,621,651 -17%

增持

— JFROG LTD

+$2.6M

2,388,505 +0%

减持

GDDY GODADDY INC

-$2.4M

972,073 -5%

增持

SPB SPECTRUM BRANDS HLDGS INC

-$2.3M

1,901,042 +104%

建仓

— CANO HEALTH INC

+$2.2M

250,000

减持

MA MASTERCARD INCORPORATED

-$2.1M

66,850 -0%

减持

MS MORGAN STANLEY

-$1.6M

1,330,092 -5%

减持

— COUPA SOFTWARE INC

-$1.6M

1,007,813 -5%

减持

WDAY WORKDAY INC

+$1.4M

114,712 -0%

清仓

— PERIMETER SOLUTIONS SA

-$542.0K

0 -100%

减持

LEN/B LENNAR CORP

+$87.0K

127,994 -0%

减持

CTVA CORTEVA INC

+$87.0K

2,020,452 -5%