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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

23Q1 调仓2022-12-31 → 2023-03-31 · 共 76 项建仓 15增持 33减持 15清仓 13

方向

标的

Δ市值

现股数(环比)

建仓

SPY SPDR S&P 500 ETF TRUST

+$1.11B

2,720,000

建仓

KKR KKR & CO INC

+$137.6M

2,619,263

清仓

— CATALENT INC

-$114.7M

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

SCHW CHARLES SCHWAB CORP

+$105.7M

2,018,449

建仓

NVST ENVISTA HOLDINGS CORPORATION

+$96.6M

2,362,449

清仓

— LIVANOVA PLC

-$96.5M

0 -100%

建仓

FMX FOMENTO ECONOMICO MEXICANO

+$95.8M

1,006,065

清仓

NICE NICE LTD

-$93.3M

0 -100%

建仓

SHW SHERWIN WILLIAMS CO

+$88.6M

394,081

清仓

META META PLATFORMS INC

-$88.2M

0 -100%

清仓

CNC CENTENE CORP DEL

-$82.0M

0 -100%

建仓

BIO BIO RAD LABS INC

+$80.5M

168,015

清仓

— OAK STR HEALTH INC

-$77.2M

0 -100%

清仓

EA ELECTRONIC ARTS INC

-$74.1M

0 -100%

清仓

ENOV ENOVIS CORPORATION

-$71.7M

0 -100%

清仓

SSNC SS&C TECHNOLOGIES HLDGS INC

-$67.1M

0 -100%

减持

— FERGUSON PLC

-$63.3M

841,299 -39%

建仓

BABA ALIBABA GROUP HLDG LTD

+$61.9M

606,248

增持

AMZN AMAZON COM INC

+$57.7M

1,628,382 +24%

建仓

ELV ELEVANCE HEALTH INC

+$56.1M

122,073

增持

CF CF INDS HLDGS INC

+$55.6M

1,548,095 +133%

增持

LPLA LPL FINL HLDGS INC

+$50.8M

718,119 +64%

增持

UBER UBER TECHNOLOGIES INC

+$49.1M

6,509,206 +2%

增持

GPK GRAPHIC PACKAGING HLDG CO

+$48.2M

5,288,039 +36%

增持

PINS PINTEREST INC

+$46.0M

5,592,266 +28%

减持

— WIX COM LTD

-$45.7M

270,660 -71%

清仓

IQV IQVIA HLDGS INC

-$45.0M

0 -100%

增持

— MANCHESTER UTD PLC

+$43.9M

2,735,925 +283%

建仓

S SENTINELONE INC

+$43.0M

2,629,534

增持

PFGC PERFORMANCE FOOD GROUP CO

+$41.2M

1,971,495 +48%

清仓

— RITCHIE BROS AUCTIONEERS

-$41.0M

0 -100%

增持

Z ZILLOW GROUP INC

+$39.0M

3,169,605 +0%

增持

OKTA OKTA INC

+$38.6M

1,494,853 +13%

减持

SPB SPECTRUM BRANDS HLDGS INC

-$35.8M

376,126 -62%

减持

ASH ASHLAND INC

-$35.8M

3,927,521 -4%

增持

— LIBERTY MEDIA CORP

+$33.9M

2,167,508 +1%

增持

— DISCOVER FINL SVCS

+$31.9M

1,351,107 +30%

增持

BLCO BAUSCH AND LOMB CORP

+$31.9M

5,579,509 +33%

增持

PTON PELOTON INTERACTIVE INC

+$31.8M

6,386,840 +25%

清仓

— COUPA SOFTWARE INC

-$30.8M

0 -100%

建仓

IFF INTERNATIONAL FLAVORS & FRAGRANCES INC

+$30.7M

333,318

减持

CRM SALESFORCE INC

+$28.7M

883,155 -21%

增持

— JFROG LTD

+$28.0M

4,092,517 +66%

增持

CCK CROWN HLDGS INC

+$27.7M

1,612,460 +25%

增持

GPI GROUP 1 AUTOMOTIVE INC

+$27.3M

342,814 +23%

增持

RRR RED ROCK RESORTS INC

+$24.8M

1,994,334 +25%

减持

TNDM TANDEM DIABETES CARE INC

-$24.8M

2,469,657 -11%

增持

MLCO MELCO RESORTS AND ENTMNT LTD

+$24.2M

7,926,858 +19%

减持

— NEW RELIC INC

-$24.1M

3,517,407 -31%

建仓

AN AUTONATION INC

+$23.1M

172,180

增持

CTVA CORTEVA INC

+$23.0M

1,631,450 +27%

增持

AVTR AVANTOR INC

+$20.6M

5,347,689 +22%

减持

LEN LENNAR CORP

-$17.9M

627,102 -32%

清仓

BX BLACKSTONE INC

-$17.8M

0 -100%

建仓

AXP AMERICAN EXPRESS CO

+$17.4M

105,750

增持

INTU INTUIT

+$16.4M

271,692 +1%

减持

VRT VERTIV HOLDINGS CO

-$14.2M

7,929,542 -15%

减持

MS MORGAN STANLEY

-$13.9M

1,121,451 -15%

建仓

— AMC ENTMT HLDGS INC

+$13.8M

2,746,820

增持

— CAREMAX INC

-$9.6M

10,702,996 +2%

增持

WSC WILLSCOT MOBILE MINI HLDNG CO

+$7.9M

2,568,751 +3%

减持

GDDY GODADDY INC

-$7.5M

833,830 -14%

增持

CPRT COPART INC

+$7.2M

483,285 +1%

增持

— E2OPEN PARENT HOLDINGS INC

+$6.9M

18,288,616 +8%

减持

SGI TEMPUR SEALY INTL INC

-$6.6M

3,217,151 -17%

减持

ABG ASBURY AUTOMOTIVE GROUP INC

-$6.4M

283,410 -23%

减持

— SMARTSHEET INC

+$6.2M

2,685,591 -14%

建仓

FBIN FORTUNE BRANDS INNOVATIONS INC

+$6.2M

104,824

增持

— BERRY GLOBAL GROUP INC

+$5.6M

2,525,497 +7%

增持

WDAY WORKDAY INC

+$4.7M

115,080 +1%

增持

MTCH MATCH GROUP INC

+$4.6M

266,316 +96%

减持

DKNG DRAFTKINGS INC

-$3.6M

902,837 -51%

增持

LEN/B LENNAR CORP

+$2.0M

128,408 +1%

增持

MA MASTERCARD INCORPORATED

+$1.3M

67,065 +1%

增持

MSOS ADVISORSHARES PURE US CANNABIS ETF

+$1.2M

4,583,580 +29%

增持

HLN HALEON PLC

+$709.8K

3,253,523 +1%