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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

24Q2 调仓2024-03-31 → 2024-06-30 · 共 66 项建仓 9增持 30减持 16清仓 11

方向

标的

Δ市值

现股数(环比)

清仓

QQQ INVESCO QQQ TRUST

-$690.4M

0 -100%

减持

Z ZILLOW GROUP INC

-$324.7M

4,338,422 -60%

减持

CF CF INDS HLDGS INC

-$244.2M

2,440,242 -52%

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。

减持

AMZN AMAZON COM INC

-$187.0M

1,059,336 -51%

建仓

DT DYNATRACE INC

+$158.4M

3,539,764

增持

SE SEA LTD

+$155.7M

4,522,441 +45%

建仓

COF CAPITAL ONE FINL CORP

+$127.5M

920,654

清仓

— DISCOVER FINL SVCS

-$120.2M

0 -100%

减持

CTVA CORTEVA INC

-$86.0M

3,141,675 -29%

建仓

GXO GXO LOGISTICS INCORPORATED

+$79.7M

1,578,177

清仓

CCK CROWN HLDGS INC

-$74.5M

0 -100%

建仓

HDB HDFC BANK LTD

+$68.3M

1,062,337

减持

GPK GRAPHIC PACKAGING HLDG CO

-$65.8M

6,915,718 -18%

增持

UBER UBER TECHNOLOGIES INC

+$57.8M

2,034,475 +74%

建仓

— AON PLC

+$53.5M

182,145

建仓

RBLX ROBLOX CORP

+$50.7M

1,361,237

清仓

J JACOBS SOLUTIONS INC

-$50.2M

0 -100%

清仓

APD AIR PRODS & CHEMS INC

-$47.8M

0 -100%

清仓

SMG SCOTTS MIRACLE-GRO CO

-$40.7M

0 -100%

增持

— SMARTSHEET INC

+$37.5M

4,251,328 +9%

清仓

KKR KKR & CO INC

-$37.2M

0 -100%

减持

PINS PINTEREST INC

+$36.7M

4,301,446 -2%

增持

AMD ADVANCED MICRO DEVICES INC

+$36.4M

661,424 +68%

增持

— SENSATA TECHNOLOGIES HLDG PL

+$32.6M

3,423,317 +32%

增持

CBRE CBRE GROUP INC

+$31.7M

1,518,203 +43%

增持

FWONK LIBERTY MEDIA CORP DEL

+$30.9M

2,887,860 +7%

增持

ABG ASBURY AUTOMOTIVE GROUP INC

+$30.5M

498,542 +42%

减持

MSOS ADVISORSHARES TR

-$30.2M

4,075,183 -32%

增持

SGI TEMPUR SEALY INTL INC

+$27.4M

2,249,222 +62%

建仓

UNH UNITEDHEALTH GROUP INC

+$26.7M

52,344

增持

— SIGNET JEWELERS LIMITED

+$26.3M

844,428 +71%

建仓

PLD PROLOGIS INC.

+$25.5M

226,672

增持

— BERRY GLOBAL GROUP INC

+$25.4M

2,714,539 +22%

减持

LPX LOUISIANA PAC CORP

-$22.0M

1,883,524 -11%

减持

ASH ASHLAND INC

-$21.8M

3,154,303 -4%

清仓

AIG AMERICAN INTL GROUP INC

-$20.6M

0 -100%

增持

MLCO MELCO RESORTS AND ENTMNT LTD

+$19.9M

17,502,002 +14%

增持

CPT CAMDEN PPTY TR

+$17.2M

986,494 +7%

增持

CRM SALESFORCE INC

-$16.8M

544,692 +5%

建仓

TEVA TEVA PHARMACEUTICAL INDS LTD

+$16.3M

1,000,000

增持

S SENTINELONE INC

+$15.7M

6,854,236 +24%

减持

AN AUTONATION INC

-$15.1M

159,338 -35%

增持

ELV ELEVANCE HEALTH INC

+$15.0M

256,132 +7%

增持

RRR RED ROCK RESORTS INC

+$12.8M

1,952,754 +24%

增持

TKO TKO GROUP HOLDINGS INC

+$11.2M

408,278 +7%

减持

— FERGUSON PLC NEW

-$11.2M

416,374 -1%

增持

PLAY DAVE & BUSTERS ENTMT INC

+$10.7M

3,768,476 +69%

增持

CWH CAMPING WORLD HLDGS INC

+$10.3M

4,344,303 +80%

增持

BABA ALIBABA GROUP HLDG LTD

+$10.2M

1,830,387 +9%

增持

OKTA OKTA INC

+$10.0M

1,989,375 +18%

增持

— MONDAY COM LTD

+$8.4M

470,717 +1%

增持

SHW SHERWIN WILLIAMS CO

+$8.4M

131,900 +48%

增持

PFGC PERFORMANCE FOOD GROUP CO

-$8.2M

2,398,614 +7%

减持

USFD US FOODS HLDG CORP

-$7.9M

117,202 -55%

增持

— WIX COM LTD

+$7.5M

244,424 +7%

减持

LPLA LPL FINL HLDGS INC

-$7.5M

669,251 -9%

清仓

KNX KNIGHT-SWIFT TRANSPORTATION HLDGS INC

-$6.5M

0 -100%

增持

GDDY GODADDY INC

+$6.4M

221,832 +7%

清仓

— BEACON ROOFING SUPPLY INC

-$6.4M

0 -100%

清仓

— PERRIGO CO PLC

-$5.8M

0 -100%

减持

PGR PROGRESSIVE CORP

-$5.6M

382,406 -7%

减持

GPI GROUP 1 AUTOMOTIVE INC

-$5.2M

133,760 -13%

增持

AVB AVALONBAY CMNTYS INC

+$4.8M

141,073 +7%

减持

— CAREMAX INC

-$765.4K

336,633 -5%

增持

LEN LENNAR CORP

-$161.5K

655,368 +15%

增持

HLN HALEON PLC

+$140.2K

353,717 +8%