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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

23Q2 调仓2023-03-31 → 2023-06-30 · 共 75 项建仓 9增持 18减持 36清仓 12

方向

标的

Δ市值

现股数(环比)

建仓

QQQ POWERSHARES QQQ TRUST SERIES 1

+$2.05B

5,560,000

清仓

SPY SPDR S&P 500 ETF TRUST

-$1.11B

0 -100%

建仓

LPX LOUISIANA PAC CORP

+$143.0M

1,907,427

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

VRT VERTIV HOLDINGS CO

-$113.5M

0 -100%

清仓

AVTR AVANTOR INC

-$113.1M

0 -100%

减持

ASH ASHLAND INC

-$89.2M

3,615,474 -8%

建仓

PGR PROGRESSIVE CORP

+$71.4M

539,744

增持

SPB SPECTRUM BRANDS HLDGS INC

+$69.5M

1,209,539 +222%

减持

— BERRY GLOBAL GROUP INC

-$64.7M

1,306,920 -48%

减持

CRM SALESFORCE INC

-$55.2M

573,652 -35%

减持

— SMARTSHEET INC

-$47.9M

2,102,966 -22%

清仓

S SENTINELONE INC

-$43.0M

0 -100%

减持

NTRA NATERA INC

-$42.1M

424,451 -62%

减持

WSC WILLSCOT MOBILE MINI HLDNG CO

-$38.0M

1,724,657 -33%

建仓

PLAY DAVE & BUSTERS ENTMT INC

+$37.5M

842,655

清仓

CPRT COPART INC

-$36.3M

0 -100%

减持

INTU INTUIT INC

-$36.2M

185,408 -32%

增持

— MANCHESTER UTD PLC

+$36.0M

3,964,174 +45%

建仓

KDP KEURIG DR PEPPER INC

+$33.9M

1,084,197

增持

SCHW SCHWAB CHARLES CORP

+$33.7M

2,460,262 +22%

增持

BABA ALIBABA GROUP HLDG LTD

+$32.5M

1,133,656 +87%

清仓

IFF INTERNATIONAL FLAVORS & FRAGRANCES INC

-$30.7M

0 -100%

建仓

XPO XPO INC

+$29.6M

501,854

建仓

BAX BAXTER INTL INC

+$27.2M

596,869

减持

— LIBERTY MEDIA CORP

-$26.4M

1,803,743 -17%

减持

OKTA OKTA INC

-$25.9M

1,485,709 -1%

增持

LPLA LPL FINL HLDGS INC

+$25.2M

784,225 +9%

增持

TNDM TANDEM DIABETES CARE INC

-$23.8M

3,117,559 +26%

清仓

WDAY WORKDAY INC

-$23.8M

0 -100%

减持

— DISCOVER FINL SVCS

-$23.1M

944,766 -30%

增持

NVST ENVISTA HOLDINGS CORPORATION

+$21.7M

3,494,982 +48%

清仓

DKNG DRAFTKINGS INC

-$17.5M

0 -100%

增持

ELV ELEVANCE HEALTH INC

+$16.0M

162,396 +33%

增持

— NEW RELIC INC

-$15.7M

3,807,116 +8%

建仓

UHS UNIVERSAL HLTH SVCS INC

+$15.5M

97,936

减持

FMX FOMENTO ECONOMICO MEXICANO

-$15.3M

726,222 -28%

减持

CTVA CORTEVA INC

-$13.8M

1,475,596 -10%

清仓

— AMC ENTMT HLDGS INC

-$13.8M

0 -100%

增持

PTON PELOTON INTERACTIVE INC

-$13.4M

7,677,228 +20%

减持

KKR KKR & CO INC

-$12.5M

2,233,337 -15%

减持

— E2OPEN PARENT HOLDINGS INC

-$11.9M

16,880,763 -8%

减持

GPI GROUP 1 AUTOMOTIVE INC

-$11.9M

254,732 -26%

减持

MS MORGAN STANLEY

-$11.8M

1,014,566 -10%

减持

AMZN AMAZON COM INC

+$11.1M

1,375,530 -16%

减持

BLCO BAUSCH AND LOMB CORP

+$10.6M

5,368,375 -4%

减持

— FERGUSON PLC

-$9.8M

652,865 -22%

减持

ABG ASBURY AUTOMOTIVE GROUP INC

+$7.5M

278,668 -2%

减持

— WIX COM LTD

-$7.4M

250,804 -7%

增持

GPK GRAPHIC PACKAGING HLDG CO

+$7.4M

5,915,593 +12%

清仓

MSTR MICROSTRATEGY INC

-$7.3M

0 -100%

减持

— JFROG LTD

+$6.8M

3,157,324 -23%

减持

LEN LENNAR CORP

+$6.8M

580,515 -7%

减持

GDDY GODADDY INC

-$6.8M

772,661 -7%

清仓

FBIN FORTUNE BRANDS INNOVATIONS INC

-$6.2M

0 -100%

增持

AN AUTONATION INC

+$6.0M

177,025 +3%

减持

SHW SHERWIN WILLIAMS CO

-$5.6M

312,582 -21%

增持

MLCO MELCO RESORTS AND ENTMNT LTD

+$5.5M

8,717,240 +10%

增持

BIO BIO RAD LABS INC

+$5.2M

225,881 +34%

增持

PFGC PERFORMANCE FOOD GROUP CO

+$5.1M

2,060,038 +4%

清仓

— DOMA HOLDINGS INC

-$5.0M

0 -100%

减持

UBER UBER TECHNOLOGIES INC

-$4.9M

4,665,166 -28%

增持

PINS PINTEREST INC

+$4.7M

5,750,304 +3%

增持

MSOS ADVISORSHARES TRUST

+$3.8M

5,391,462 +18%

减持

SGI TEMPUR SEALY INTL INC

-$3.8M

3,076,896 -4%

减持

CCK CROWN HLDGS INC

-$3.0M

1,500,319 -7%

减持

RRR RED ROCK RESORTS INC

-$2.4M

1,848,034 -7%

减持

Z ZILLOW GROUP INC

-$2.4M

2,756,077 -13%

增持

CF CF INDS HLDGS INC

-$2.4M

1,581,535 +2%

建仓

— DOMA HOLDINGS INC

+$2.4M

489,664

减持

LEN/B LENNAR CORP

+$2.0M

119,057 -7%

减持

HLN HALEON PLC

-$1.1M

3,034,781 -7%

减持

— CAREMAX INC

-$959.9K

8,880,086 -17%

减持

AXP AMERICAN EXPRESS CO

-$373.3K

97,992 -7%

减持

MTCH MATCH GROUP INC

+$315.3K

251,833 -5%

减持

MA MASTERCARD INCORPORATED

+$69.9K

62,146 -7%