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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

24Q3 调仓2024-06-30 → 2024-09-30 · 共 64 项建仓 8增持 19减持 23清仓 14

方向

标的

Δ市值

现股数(环比)

建仓

SPY SPDR S&P 500 ETF TR

+$510.6M

890,000

建仓

CRL CHARLES RIV LABS INTL INC

+$197.7M

1,003,472

建仓

GTLB GITLAB INC

+$150.2M

2,914,640

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

— PRIMO WATER CORPORATION

+$101.5M

4,019,624

建仓

ATMU ATMUS FILTRATION TECHNOLOGIE

+$96.3M

2,564,997

减持

MLCO MELCO RESORTS AND ENTMNT LTD

-$81.2M

6,333,300 -64%

清仓

— FERGUSON PLC NEW

-$80.6M

0 -100%

减持

SE SEA LTD

+$79.2M

4,265,684 -6%

减持

ASH ASHLAND INC

-$67.8M

2,647,555 -16%

增持

LPLA LPL FINL HLDGS INC

+$63.9M

1,078,109 +61%

增持

BABA ALIBABA GROUP HLDG LTD

+$63.9M

1,843,723 +1%

建仓

FERG FERGUSON ENTERPRISES INC

+$58.8M

295,899

清仓

— AON PLC

-$53.5M

0 -100%

减持

PGR PROGRESSIVE CORP

-$51.8M

108,797 -72%

清仓

RBLX ROBLOX CORP

-$50.7M

0 -100%

增持

ABG ASBURY AUTOMOTIVE GROUP INC

+$48.7M

680,458 +36%

减持

Z ZILLOW GROUP INC

+$47.1M

3,889,743 -10%

减持

— SMARTSHEET INC

+$46.8M

4,230,094 -0%

减持

CRM SALESFORCE INC

-$43.5M

352,856 -35%

增持

— BERRY GLOBAL GROUP INC

+$43.3M

2,986,639 +10%

增持

COF CAPITAL ONE FINL CORP

+$42.5M

1,135,214 +23%

清仓

SHW SHERWIN WILLIAMS CO

-$39.4M

0 -100%

清仓

— WIX COM LTD

-$38.9M

0 -100%

增持

PFGC PERFORMANCE FOOD GROUP CO

+$37.3M

2,499,777 +4%

建仓

FUN SIX FLAGS ENTERTAINMENT CORP

+$36.0M

892,550

减持

CBRE CBRE GROUP INC

-$32.4M

826,818 -46%

清仓

GDDY GODADDY INC

-$31.0M

0 -100%

增持

CF CF INDS HLDGS INC

+$30.0M

2,458,133 +1%

减持

— MONDAY COM LTD

-$29.4M

302,245 -36%

清仓

AVB AVALONBAY CMNTYS INC

-$29.2M

0 -100%

清仓

UNH UNITEDHEALTH GROUP INC

-$26.7M

0 -100%

建仓

CP CANADIAN PACIFIC KANSAS CITY

+$25.9M

302,694

清仓

PLD PROLOGIS INC.

-$25.5M

0 -100%

清仓

AN AUTONATION INC

-$25.4M

0 -100%

减持

RRR RED ROCK RESORTS INC

-$25.0M

1,510,541 -23%

减持

PLAY DAVE & BUSTERS ENTMT INC

-$23.7M

3,710,359 -2%

增持

UBER UBER TECHNOLOGIES INC

+$21.9M

2,258,947 +11%

减持

GPK GRAPHIC PACKAGING HLDG CO

-$21.3M

5,406,859 -22%

减持

ELV ELEVANCE HEALTH INC

-$18.7M

231,034 -10%

增持

FWONK LIBERTY MEDIA CORP DEL

+$17.8M

2,908,903 +1%

增持

PINS PINTEREST INC

-$17.7M

5,309,733 +23%

增持

CTVA CORTEVA INC

+$16.6M

3,164,738 +1%

清仓

TEVA TEVA PHARMACEUTICAL INDS LTD

-$16.3M

0 -100%

减持

CWH CAMPING WORLD HLDGS INC

+$15.5M

3,845,270 -11%

增持

GXO GXO LOGISTICS INCORPORATED

+$13.8M

1,796,459 +14%

减持

TKO TKO GROUP HOLDINGS INC

-$13.6M

246,865 -40%

减持

CPT CAMDEN PPTY TR

-$12.9M

766,588 -22%

增持

— SIGNET JEWELERS LIMITED

+$12.1M

850,625 +1%

增持

GPI GROUP 1 AUTOMOTIVE INC

+$11.8M

134,726 +1%

减持

LPX LOUISIANA PAC CORP

-$10.8M

1,342,209 -29%

减持

DT DYNATRACE INC

+$10.6M

3,159,722 -11%

减持

SGI TEMPUR SEALY INTL INC

-$10.0M

1,767,158 -21%

减持

HDB HDFC BANK LTD

-$9.7M

936,712 -12%

减持

LEN LENNAR CORP

-$8.6M

477,882 -27%

增持

OKTA OKTA INC

+$7.3M

2,603,353 +31%

清仓

USFD US FOODS HLDG CORP

-$6.2M

0 -100%

增持

AMZN AMAZON COM INC

-$5.9M

1,067,075 +1%

增持

— SENSATA TECHNOLOGIES HLDG PLC

-$4.3M

3,448,299 +1%

清仓

— DOMA HOLDINGS INC

-$3.0M

0 -100%

清仓

HLN HALEON PLC

-$2.9M

0 -100%

减持

S SENTINELONE INC

+$2.6M

6,140,908 -10%

增持

MSOS ADVISORSHARES TR

+$2.5M

4,519,363 +11%

增持

AMD ADVANCED MICRO DEVICES INC

+$2.0M

666,263 +1%

减持

— CAREMAX INC

-$368.5K

335,704 -0%