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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

23Q3 调仓2023-06-30 → 2023-09-30 · 共 68 项建仓 6增持 23减持 30清仓 9

方向

标的

Δ市值

现股数(环比)

清仓

QQQ POWERSHARES QQQ TRUST SERIES 1

-$2.05B

0 -100%

清仓

— NEW RELIC INC

-$249.1M

0 -100%

清仓

— LIBERTY MEDIA CORP

-$135.8M

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

FWONK LIBERTY MEDIA CORP DEL

+$130.3M

2,091,824

清仓

NVST ENVISTA HOLDINGS CORPORATION

-$118.3M

0 -100%

增持

PLAY DAVE & BUSTERS ENTMT INC

+$97.2M

3,635,435 +331%

建仓

— MASIMO CORP

+$90.9M

1,036,253

清仓

BIO BIO RAD LABS INC

-$85.6M

0 -100%

减持

SPB SPECTRUM BRANDS HLDGS INC NE

-$73.9M

261,118 -78%

减持

— JFROG LTD

-$64.2M

915,367 -71%

增持

XPO XPO INC

+$59.3M

1,191,311 +137%

减持

LPX LOUISIANA PAC CORP

-$56.5M

1,565,350 -18%

增持

— SMARTSHEET INC

+$54.2M

3,329,155 +58%

减持

— BERRY GLOBAL GROUP INC

-$52.9M

503,814 -61%

建仓

S SENTINELONE INC

+$48.3M

2,864,973

减持

CCK CROWN HLDGS INC

-$45.5M

958,238 -36%

建仓

CBRE CBRE GROUP INC

+$45.5M

615,944

减持

GDDY GODADDY INC

-$41.6M

221,218 -71%

建仓

— SIGNET JEWELERS LIMITED

+$41.0M

570,420

增持

TNDM TANDEM DIABETES CARE INC

+$37.5M

5,490,017 +76%

增持

CTVA CORTEVA INC

+$27.7M

2,193,345 +49%

增持

OKTA OKTA INC

+$27.4M

1,599,703 +8%

减持

ASH ASHLAND INC

-$27.2M

3,514,031 -3%

清仓

BAX BAXTER INTL INC

-$27.2M

0 -100%

减持

AMZN AMAZON COM INC

-$26.3M

1,203,888 -12%

增持

GPK GRAPHIC PACKAGING HLDG CO

+$25.6M

7,530,507 +27%

减持

KDP KEURIG DR PEPPER INC

-$25.6M

263,481 -76%

减持

PINS PINTEREST INC

-$25.4M

4,877,197 -15%

减持

SHW SHERWIN WILLIAMS CO

-$24.1M

230,969 -26%

减持

PTON PELOTON INTERACTIVE INC

-$22.3M

7,265,722 -5%

减持

CF CF INDS HLDGS INC

+$22.0M

1,537,159 -3%

清仓

NTRA NATERA INC

-$20.7M

0 -100%

增持

PGR PROGRESSIVE CORP

+$20.2M

658,127 +22%

增持

SCHW SCHWAB CHARLES CORP

+$19.1M

2,887,138 +17%

增持

MSOS ADVISORSHARES TR

+$17.8M

6,003,036 +11%

增持

LEN LENNAR CORP

+$17.4M

803,219 +38%

减持

— FERGUSON PLC NEW

-$16.8M

522,080 -20%

清仓

UHS UNIVERSAL HLTH SVCS INC

-$15.5M

0 -100%

增持

— E2OPEN PARENT HOLDINGS INC

-$15.4M

17,432,295 +3%

增持

MLCO MELCO RESORTS AND ENTMNT LTD

-$14.4M

9,310,142 +7%

减持

UBER UBER TECHNOLOGIES INC

-$14.2M

4,070,403 -13%

减持

FMX FOMENTO ECONOMICO MEXICANO S

-$13.8M

611,004 -16%

减持

SGI TEMPUR SEALY INTL INC

-$13.5M

2,533,985 -18%

清仓

LEN/B LENNAR CORP

-$13.5M

0 -100%

增持

— MANCHESTER UTD PLC NEW

-$12.7M

4,243,661 +7%

增持

BABA ALIBABA GROUP HLDG LTD

+$12.2M

1,230,517 +9%

减持

CRM SALESFORCE INC

-$12.2M

537,312 -6%

减持

GPI GROUP 1 AUTOMOTIVE INC

-$9.9M

207,935 -18%

减持

KKR KKR & CO INC

+$8.6M

2,170,674 -3%

减持

ABG ASBURY AUTOMOTIVE GROUP INC

-$7.6M

258,004 -7%

减持

AN AUTONATION INC

-$7.6M

142,074 -20%

增持

— CAREMAX INC

-$6.7M

9,885,113 +11%

减持

PFGC PERFORMANCE FOOD GROUP CO

-$6.2M

2,002,239 -3%

增持

BLCO BAUSCH PLUS LOMB CORP

-$6.1M

5,994,806 +12%

减持

MS MORGAN STANLEY

-$6.1M

986,099 -3%

增持

RRR RED ROCK RESORTS INC

-$6.1M

1,959,685 +6%

增持

— DISCOVER FINL SVCS

+$6.0M

1,343,975 +42%

建仓

PLNT PLANET FITNESS INC

+$4.9M

98,708

减持

LPLA LPL FINL HLDGS INC

-$4.5M

698,598 -11%

增持

Z ZILLOW GROUP INC

+$3.9M

3,085,268 +12%

减持

AXP AMERICAN EXPRESS CO

-$2.9M

95,241 -3%

减持

— WIX COM LTD

+$2.8M

243,769 -3%

增持

HLN HALEON PLC

+$2.6M

3,363,906 +11%

增持

WSC WILLSCOT MOBIL MINI HLDNG CO

+$2.3M

2,038,240 +18%

减持

INTU INTUIT

-$1.5M

163,337 -12%

减持

MTCH MATCH GROUP INC NEW

-$950.4K

244,768 -3%

减持

MA MASTERCARD INCORPORATED

-$528.3K

60,402 -3%

增持

ELV ELEVANCE HEALTH INC

+$46.9K

165,812 +2%