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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

22Q4 调仓2022-09-30 → 2022-12-31 · 共 71 项建仓 11增持 19减持 32清仓 9

方向

标的

Δ市值

现股数(环比)

建仓

CCK CROWN HLDGS INC

+$105.7M

1,285,307

建仓

— DISCOVER FINL SVCS

+$101.6M

1,038,969

建仓

OKTA OKTA INC

+$90.3M

1,322,104

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

META META PLATFORMS INC

+$88.2M

733,182

清仓

FIS FIDELITY NATL INFORMATION SV

-$84.3M

0 -100%

清仓

— DUN & BRADSTREET HLDGS INC

-$62.1M

0 -100%

减持

UBER UBER TECHNOLOGIES INC

-$54.6M

6,357,313 -20%

增持

TNDM TANDEM DIABETES CARE INC

+$49.0M

2,783,473 +75%

增持

CRM SALESFORCE INC

+$47.8M

1,113,987 +60%

增持

LPLA LPL FINL HLDGS INC

+$44.5M

437,579 +91%

增持

— CATALENT INC

+$41.3M

2,547,332 +151%

增持

INTU INTUIT

+$41.3M

269,079 +64%

清仓

EXE CHESAPEAKE ENERGY CORP

-$41.1M

0 -100%

建仓

— RITCHIE BROS AUCTIONEERS

+$41.0M

708,339

减持

CTVA CORTEVA INC

-$40.0M

1,283,397 -36%

清仓

PEGA PEGASYSTEMS INC

-$39.7M

0 -100%

增持

— SMARTSHEET INC

+$39.0M

3,105,002 +28%

减持

— NEW RELIC INC

-$37.2M

5,118,186 -10%

清仓

EQT EQT CORP

-$36.3M

0 -100%

增持

NTRA NATERA INC

+$32.5M

1,130,303 +284%

减持

— FERGUSON PLC NEW

+$32.1M

1,384,520 -1%

减持

— BERRY GLOBAL GROUP INC

+$32.0M

2,368,331 -1%

减持

VRT VERTIV HOLDINGS CO

+$30.7M

9,348,456 -6%

清仓

AR ANTERO RESOURCES CORP

-$30.4M

0 -100%

建仓

CPRT COPART INC

+$29.1M

478,340

减持

— COUPA SOFTWARE INC

-$28.4M

389,362 -61%

增持

PINS PINTEREST INC

+$26.7M

4,384,817 +28%

建仓

HLN HALEON PLC

+$25.8M

3,221,736

清仓

— RENAISSANCERE HLDGS LTD

-$24.7M

0 -100%

增持

— WIX COM LTD

+$22.7M

946,499 +48%

建仓

DKNG DRAFTKINGS INC NEW

+$21.1M

1,853,179

减持

EA ELECTRONIC ARTS INC

-$20.5M

606,335 -26%

增持

GPK GRAPHIC PACKAGING HLDG CO

+$19.8M

3,889,918 +15%

清仓

RUM RUMBLE INC

-$18.4M

0 -100%

建仓

BX BLACKSTONE INC

+$17.8M

239,833

建仓

— MANCHESTER UTD PLC NEW

+$16.7M

714,268

减持

SGI TEMPUR SEALY INTL INC

+$15.7M

3,891,862 -20%

增持

— CAREMAX INC

-$15.5M

10,462,311 +38%

增持

— LIBERTY MEDIA CORP DEL

+$13.9M

2,146,698 +10%

减持

SPB SPECTRUM BRANDS HLDGS INC NE

-$13.4M

997,260 -48%

减持

MLCO MELCO RESORTS AND ENTMNT LTD

+$12.9M

6,671,736 -31%

增持

— OAK STR HEALTH INC

+$12.6M

3,587,928 +36%

减持

LEN LENNAR CORP

-$12.6M

926,642 -28%

增持

— E2OPEN PARENT HOLDINGS INC

+$10.4M

16,957,812 +15%

减持

GPI GROUP 1 AUTOMOTIVE INC

+$10.2M

279,208 -1%

减持

ABG ASBURY AUTOMOTIVE GROUP INC

+$9.9M

367,550 -1%

减持

PFGC PERFORMANCE FOOD GROUP CO

+$9.7M

1,331,071 -16%

减持

— LIVANOVA PLC

-$9.6M

1,737,277 -17%

减持

ENOV ENOVIS CORPORATION

+$9.6M

1,339,920 -1%

增持

BLCO BAUSCH PLUS LOMB CORP

+$9.1M

4,207,285 +15%

增持

PTON PELOTON INTERACTIVE INC

+$8.6M

5,122,507 +11%

减持

WSC WILLSCOT MOBIL MINI HLDNG CO

-$8.5M

2,490,842 -17%

减持

CF CF INDS HLDGS INC

-$7.8M

664,313 -1%

减持

MS MORGAN STANLEY

+$7.3M

1,321,561 -1%

减持

IQV IQVIA HLDGS INC

-$6.2M

219,794 -22%

减持

SSNC SS&C TECHNOLOGIES HLDGS INC

+$5.2M

1,288,842 -1%

减持

MA MASTERCARD INCORPORATED

+$4.1M

66,420 -1%

减持

CNC CENTENE CORP DEL

+$3.7M

999,924 -1%

增持

AMZN AMAZON COM INC

-$3.6M

1,315,768 +30%

建仓

MSTR MICROSTRATEGY INC

+$3.5M

25,000

减持

MTCH MATCH GROUP INC NEW

-$3.5M

135,652 -29%

减持

GDDY GODADDY INC

+$3.4M

965,841 -1%

清仓

— CANO HEALTH INC

-$2.2M

0 -100%

减持

LEN/B LENNAR CORP

+$1.9M

127,171 -1%

减持

RRR RED ROCK RESORTS INC

+$1.9M

1,601,126 -12%

减持

WDAY WORKDAY INC

+$1.6M

113,973 -1%

减持

NICE NICE LTD

+$1.4M

485,421 -1%

增持

MSOS ADVISORSHARES TR

-$1.2M

3,559,451 +22%

减持

Z ZILLOW GROUP INC

-$523.4K

3,163,693 -12%

增持

— JFROG LTD

-$211.6K

2,465,933 +3%

减持

AVTR AVANTOR INC

+$4.3K

4,381,666 -7%