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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

24Q1 调仓2023-12-31 → 2024-03-31 · 共 68 项建仓 12增持 21减持 24清仓 11

方向

标的

Δ市值

现股数(环比)

清仓

IWM ISHARES TRUST

-$344.6M

0 -100%

增持

AMZN AMAZON COM INC

+$263.1M

2,171,479 +157%

增持

Z ZILLOW GROUP INC

+$236.8M

10,782,242 +116%

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

TNDM TANDEM DIABETES CARE INC

-$152.9M

0 -100%

清仓

SCHW SCHWAB CHARLES CORP

-$116.0M

0 -100%

增持

SE SEA LTD

+$106.5M

3,114,127 +108%

建仓

— MONDAY COM LTD

+$104.9M

464,368

清仓

— MANCHESTER UTD PLC

-$99.3M

0 -100%

增持

— BERRY GLOBAL GROUP INC

+$96.5M

2,221,746 +295%

清仓

INTU INTUIT INC

-$78.3M

0 -100%

增持

CTVA CORTEVA INC

+$73.5M

4,429,906 +17%

增持

CPT CAMDEN PROPERTY TRUST

+$71.7M

919,039 +387%

减持

UBER UBER TECHNOLOGIES INC

-$56.8M

1,169,696 -51%

增持

GPK GRAPHIC PACKAGING HLDG CO

+$50.8M

8,467,167 +6%

建仓

J JACOBS SOLUTIONS INC

+$50.2M

326,757

增持

— SENSATA TECHNOLOGIES HLDG PLC

+$48.6M

2,596,964 +109%

建仓

APD AIR PRODS & CHEMS INC

+$47.8M

197,416

增持

ELV ELEVANCE HEALTH INC

+$45.6M

238,724 +44%

建仓

SMG SCOTTS MIRACLE-GRO CO

+$40.7M

545,000

减持

KKR KKR & CO INC

-$36.7M

370,024 -59%

减持

AMD ADVANCED MICRO DEVICES INC

-$34.0M

392,582 -45%

建仓

TKO TKO GROUP HOLDINGS INC

+$32.9M

380,267

减持

PLAY DAVE & BUSTERS ENTMT INC

-$32.5M

2,226,322 -30%

减持

RRR RED ROCK RESORTS INC

-$32.1M

1,578,626 -33%

减持

— SIGNET JEWELERS LIMITED

-$32.1M

492,840 -35%

增持

LPX LOUISIANA PACIFIC CORP

+$31.3M

2,109,817 +3%

增持

CWH CAMPING WORLD HLDGS INC

+$29.8M

2,416,326 +69%

增持

PFGC PERFORMANCE FOOD GROUP CO

+$28.8M

2,234,142 +12%

增持

CRM SALESFORCE INC

+$28.0M

520,695 +6%

清仓

MA MASTERCARD INCORPORATED

-$25.8M

0 -100%

减持

HLN HALEON PLC

-$24.9M

327,623 -90%

建仓

AVB AVALONBAY CMNTYS INC

+$24.4M

131,392

减持

ASH ASHLAND INC

+$23.5M

3,285,364 -7%

建仓

AIG AMERICAN INTL GROUP INC

+$20.6M

263,754

增持

S SENTINELONE INC

-$20.5M

5,517,091 +2%

减持

CCK CROWN HLDGS INC

-$18.2M

940,498 -7%

减持

SHW SHERWIN WILLIAMS CO

-$18.1M

89,024 -43%

增持

FWONK LIBERTY MEDIA CORP

+$15.7M

2,692,271 +6%

清仓

WYNN WYNN RESORTS LTD

-$15.1M

0 -100%

减持

PGR PROGRESSIVE CORP

+$14.9M

411,011 -7%

清仓

— JFROG LTD

-$14.9M

0 -100%

减持

MSOS ADVISORSHARES TRUST

+$14.6M

6,004,074 -8%

建仓

USFD US FOODS HLDG CORP

+$14.1M

261,899

增持

CBRE CBRE GROUP INC

+$13.0M

1,064,797 +9%

减持

LPLA LPL FINL HLDGS INC

+$12.4M

735,866 -8%

清仓

— SIX FLAGS ENTMT CORP

-$11.4M

0 -100%

减持

— DISCOVER FINL SVCS

+$9.9M

917,048 -7%

减持

QQQ INVESCO QQQ TRUST

-$9.8M

1,555,000 -9%

减持

SGI TEMPUR SEALY INTL INC

-$9.6M

1,391,744 -20%

增持

ABG ASBURY AUTOMOTIVE GROUP INC

+$9.3M

352,296 +7%

清仓

MTCH MATCH GROUP INC NEW

-$8.9M

0 -100%

减持

LEN LENNAR CORP

+$7.1M

572,052 -7%

建仓

KNX KNIGHT-SWIFT TRANSPORTATION HLDGS INC

+$6.5M

117,552

建仓

— BEACON ROOFING SUPPLY INC

+$6.4M

65,059

建仓

— PERRIGO CO PLC

+$5.8M

179,956

清仓

— CAREMAX INC

-$5.2M

0 -100%

减持

GPI GROUP 1 AUTOMOTIVE INC

-$5.2M

153,972 -7%

增持

MLCO MELCO RESORTS AND ENTMNT LTD

+$5.1M

15,347,493 +29%

减持

— FERGUSON PLC

+$5.0M

420,411 -7%

减持

CF CF INDS HLDGS INC

-$4.7M

5,108,149 -6%

增持

BABA ALIBABA GROUP HLDG LTD

+$3.8M

1,679,899 +11%

减持

OKTA OKTA INC

+$3.2M

1,683,994 -12%

增持

— SMARTSHEET INC

-$1.9M

3,892,340 +23%

建仓

— CAREMAX INC

+$1.7M

353,654

减持

— WIX COM LTD

+$1.3M

227,895 -7%

减持

AN AUTONATION INC

+$1.2M

244,818 -7%

减持

GDDY GODADDY INC

+$1.0M

206,830 -7%

增持

PINS PINTEREST INC

-$385.4K

4,408,279 +7%