Eminence-Capital-Lp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  "SE",
  "FROG",
  "FWONK",
  "BABA",
  null,
  "ATMU",
  "ABG",
  null,
  "COF",
  "MGRC",
  "DT",
  "FUN",
  "FERG",
  "FRSH",
  "LEN",
  "RRR",
  "EVR",
  "GTLB",
  "PGR",
  "GEHC",
  "LPLA",
  "UBER",
  null,
  "LPX",
  "PRMB",
  "GPK",
  "AMCR",
  "AMD",
  "IBP",
  "AMZN",
  "HDB",
  "DKNG",
  "WK",
  "Z",
  "PFGC",
  "OKTA",
  "CRM",
  "S",
  "BAC",
  null,
  "CWH",
  "CPT",
  "CF",
  "CRL",
  "PLAY",
  "ELV"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 47
Total Value: 5984638662
Accession Number: 0001085146-25-003291
Form Type: 13F-HR
CIK: eminence-capital-lp
Manager Name: Eminence-Capital-Lp

Data Enrichment

91% identified

43 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

47 positions • $6.0B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Sea Ltd

SE|81141R100

Shares:2.5M

Value:$331.0M

% of Portfolio:5.5% ($331.0M/$6.0B)

Okta, Inc.

OKTA|679295105

Shares:2.5M

Value:$261.4M

% of Portfolio:4.4% ($261.4M/$6.0B)

Primo Brands Corp

PRMB|741623102

Shares:7.0M

Value:$249.1M

% of Portfolio:4.2% ($249.1M/$6.0B)

Elevance Health, Inc.

ELV|036752103

Shares:558.7K

Value:$243.0M

% of Portfolio:4.1% ($243.0M/$6.0B)

Atmus Filtration Technologies Inc.

ATMU|04956D107

Shares:5.8M

Value:$211.5M

% of Portfolio:3.5% ($211.5M/$6.0B)

AMAZON COM INC

AMZN|023135106

Shares:1.1M

Value:$208.1M

% of Portfolio:3.5% ($208.1M/$6.0B)

LENNAR CORP /NEW/

LEN|526057104

Shares:1.6M

Value:$181.5M

% of Portfolio:3.0% ($181.5M/$6.0B)

Liberty Media Corp

FWONK|531229755

Shares:2.0M

Value:$180.1M

% of Portfolio:3.0% ($180.1M/$6.0B)

PINTEREST, INC.

PINS|72352L106

Shares:5.8M

Value:$179.3M

% of Portfolio:3.0% ($179.3M/$6.0B)

CF Industries Holdings, Inc.

CF|125269100

Shares:2.3M

Value:$178.3M

% of Portfolio:3.0% ($178.3M/$6.0B)

DraftKings Inc.

DKNG|26142V105

Shares:5.2M

Value:$172.0M

% of Portfolio:2.9% ($172.0M/$6.0B)

LPL Financial Holdings Inc.

LPLA|50212V100

Shares:523.1K

Value:$171.1M

% of Portfolio:2.9% ($171.1M/$6.0B)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:1.3M

Value:$166.8M

% of Portfolio:2.8% ($166.8M/$6.0B)

ZILLOW GROUP, INC.

Z|98954M200

Shares:2.4M

Value:$166.7M

% of Portfolio:2.8% ($166.7M/$6.0B)

Performance Food Group Co

PFGC|71377A103

Shares:2.1M

Value:$165.8M

% of Portfolio:2.8% ($165.8M/$6.0B)

ASBURY AUTOMOTIVE GROUP INC

ABG|043436104

Shares:736.6K

Value:$162.7M

% of Portfolio:2.7% ($162.7M/$6.0B)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:1.6M

Value:$161.0M

% of Portfolio:2.7% ($161.0M/$6.0B)

Dynatrace, Inc.

DT|268150109

Shares:3.4M

Value:$158.0M

% of Portfolio:2.6% ($158.0M/$6.0B)

LOUISIANA-PACIFIC CORP

LPX|546347105

Shares:1.7M

Value:$154.2M

% of Portfolio:2.6% ($154.2M/$6.0B)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:1.8M

Value:$146.8M

% of Portfolio:2.5% ($146.8M/$6.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Sea Ltd(SEcusip81141R100)	2.5M	QoQ -37.37% (-1.5M) YoY -18.55% (-577.9K)	All Managers (Combined)	$331.0M	5.5% ($331.0M/$6.0B)	QoQ -22.98% (-$98.8M) YoY +97.86% (-$163.7M)
Okta, Inc.(OKTAcusip679295105)	2.5M	QoQ -3.14% (-80.6K) YoY +47.52% (+800.4K)	All Managers (Combined)	$261.4M	4.4% ($261.4M/$6.0B)	QoQ +29.33% (-$59.3M) YoY +48.37% (+$85.2M)
Primo Brands Corp(PRMBcusip741623102)	7.0M	QoQ +48.26% (+2.3M) YoY NEW(+7.0M)	All Managers (Combined)	$249.1M	4.2% ($249.1M/$6.0B)	QoQ +71.00% (+$103.4M) YoY NEW(+$249.1M)
Elevance Health, Inc.(ELVcusip036752103)	558.7K	QoQ +0.56% (+3.1K) YoY +134.02% (+319.9K)	All Managers (Combined)	$243.0M	4.1% ($243.0M/$6.0B)	QoQ +18.57% (+$38.1M) YoY +96.30% (+$119.2M)
Atmus Filtration Technologies Inc.(ATMUcusip04956D107)	5.8M	QoQ +25.35% (+1.2M) YoY NEW(+5.8M)	All Managers (Combined)	$211.5M	3.5% ($211.5M/$6.0B)	QoQ +17.51% (+$31.5M) YoY NEW(+$211.5M)
AMAZON COM INC(AMZNcusip023135106)	1.1M	QoQ +17.51% (+163.1K) YoY -14.07% (-179.1K)	All Managers (Combined)	$208.1M	3.5% ($208.1M/$6.0B)	QoQ +1.91% (+$3.9M) YoY -9.36% (-$21.5M)
LENNAR CORP /NEW/(LENcusip526057104)	1.6M	QoQ +130.79% (+896.3K) YoY +176.45% (+1.0M)	All Managers (Combined)	$181.5M	3.0% ($181.5M/$6.0B)	QoQ +94.25% (+$88.1M) YoY +84.50% (+$83.1M)
Liberty Media Corp(FWONKcusip531229755)	2.0M	QoQ +0.68% (-13.7K) YoY -25.69% (-691.7K)	All Managers (Combined)	$180.1M	3.0% ($180.1M/$6.0B)	QoQ -2.19% (-$4.0M) YoY +1.95% (-$3.5M)
PINTEREST, INC.(PINScusip72352L106)	5.8M	QoQ +2.34% (+132.5K) YoY +31.19% (+1.4M)	All Managers (Combined)	$179.3M	3.0% ($179.3M/$6.0B)	QoQ +9.40% (+$15.4M) YoY +17.30% (+$26.5M)
CF Industries Holdings, Inc.(CFcusip125269100)	2.3M	QoQ -1.01% (-23.5K) YoY -31.29% (-1.0M)	All Managers (Combined)	$178.3M	3.0% ($178.3M/$6.0B)	QoQ -9.33% (-$18.4M) YoY -35.47% (-$98.0M)
DraftKings Inc.(DKNGcusip26142V105)	5.2M	QoQ +195.18% (+3.4M) YoY NEW(+5.2M)	All Managers (Combined)	$172.0M	2.9% ($172.0M/$6.0B)	QoQ +163.52% (+$106.7M) YoY NEW(+$172.0M)
LPL Financial Holdings Inc.(LPLAcusip50212V100)	523.1K	QoQ -6.36% (-35.5K) YoY -28.91% (-212.8K)	All Managers (Combined)	$171.1M	2.9% ($171.1M/$6.0B)	QoQ -6.18% (-$11.3M) YoY -11.97% (-$23.3M)
Alibaba Group Holding Ltd(BABAcusip01609W102)	1.3M	QoQ -27.56% (-480.0K) YoY -24.91% (-418.5K)	All Managers (Combined)	$166.8M	2.8% ($166.8M/$6.0B)	QoQ +12.96% (-$19.1M) YoY +37.21% (-$45.2M)
ZILLOW GROUP, INC.(Zcusip98954M200)	2.4M	QoQ -16.56% (-482.8K) YoY -67.62% (-5.1M)	All Managers (Combined)	$166.7M	2.8% ($166.7M/$6.0B)	QoQ -22.74% (-$49.1M) YoY -54.50% (-$199.8M)
Performance Food Group Co(PFGCcusip71377A103)	2.1M	QoQ -18.23% (-470.4K) YoY -5.60% (-125.2K)	All Managers (Combined)	$165.8M	2.8% ($165.8M/$6.0B)	QoQ -23.96% (-$52.3M) YoY -0.55% (-$928.4K)
ASBURY AUTOMOTIVE GROUP INC(ABGcusip043436104)	736.6K	QoQ -6.49% (-51.2K) YoY +109.09% (+384.3K)	All Managers (Combined)	$162.7M	2.7% ($162.7M/$6.0B)	QoQ -15.03% (-$28.8M) YoY +95.84% (+$79.6M)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	1.6M	QoQ +52.45% (+539.1K) YoY +299.10% (+1.2M)	All Managers (Combined)	$161.0M	2.7% ($161.0M/$6.0B)	QoQ +29.67% (+$36.8M) YoY +127.18% (+$90.1M)
Dynatrace, Inc.(DTcusip268150109)	3.4M	QoQ +25.61% (+683.4K) YoY NEW(+3.4M)	All Managers (Combined)	$158.0M	2.6% ($158.0M/$6.0B)	QoQ +8.97% (+$13.0M) YoY NEW(+$158.0M)
LOUISIANA-PACIFIC CORP(LPXcusip546347105)	1.7M	QoQ +15.97% (+230.8K) YoY -20.56% (-433.9K)	All Managers (Combined)	$154.2M	2.6% ($154.2M/$6.0B)	QoQ +3.01% (+$4.5M) YoY -12.92% (-$22.9M)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	1.8M	QoQ +38.65% (+507.1K) YoY NEW(+1.8M)	All Managers (Combined)	$146.8M	2.5% ($146.8M/$6.0B)	QoQ +43.13% (+$44.2M) YoY NEW(+$146.8M)