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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Eminence-Capital-Lp
Data Enrichment
91% identified43 identified4 unidentified
Holdings
47 positions • $6.0B total value
Manager:
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Page 2 of 3
Shares:801.7K
Value:$143.8M
% of Portfolio:2.4% ($143.8M/$6.0B)
88023U101
Shares:2.2M
Value:$129.7M
% of Portfolio:2.2% ($129.7M/$6.0B)
08579W103
Shares:1.8M
Value:$128.3M
% of Portfolio:2.1% ($128.3M/$6.0B)
Shares:734.3K
Value:$117.7M
% of Portfolio:2.0% ($117.7M/$6.0B)
Shares:636.4K
Value:$109.1M
% of Portfolio:1.8% ($109.1M/$6.0B)
Shares:435.5K
Value:$65.5M
% of Portfolio:1.1% ($65.5M/$6.0B)
Shares:2.9M
Value:$51.0M
% of Portfolio:0.9% ($51.0M/$6.0B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 801.7K | YoY NEW(+801.7K) | All Managers (Combined) | $143.8M | 2.4% ($143.8M/$6.0B) | YoY NEW(+$143.8M) | |
(cusip88023U101)✕ | 2.2M | All Managers (Combined) | $129.7M | 2.2% ($129.7M/$6.0B) | ||
(cusip08579W103)✕ | 1.8M | All Managers (Combined) | $128.3M | 2.1% ($128.3M/$6.0B) | ||
| 734.3K | YoY NEW(+734.3K) | All Managers (Combined) | $117.7M | 2.0% ($117.7M/$6.0B) | YoY NEW(+$117.7M) | |
Gitlab Inc.(GTLBcusip37637K108) | 2.5M | YoY NEW(+2.5M) | All Managers (Combined) | $117.4M | 2.0% ($117.4M/$6.0B) | YoY NEW(+$117.4M) |
| 1.6M | All Managers (Combined) | $114.3M | 1.9% ($114.3M/$6.0B) | |||
| 2.7M | QoQ NEW(+2.7M) YoY NEW(+2.7M) | All Managers (Combined) | $112.6M | 1.9% ($112.6M/$6.0B) | QoQ NEW(+$112.6M) YoY NEW(+$112.6M) | |
| 636.4K | QoQ NEW(+636.4K) YoY NEW(+636.4K) | All Managers (Combined) | $109.1M | 1.8% ($109.1M/$6.0B) | QoQ NEW(+$109.1M) YoY NEW(+$109.1M) | |
| 2.5M | All Managers (Combined) | $107.5M | 1.8% ($107.5M/$6.0B) | |||
Evercore Inc.(EVRcusip29977A105) | 534.4K | QoQ NEW(+534.4K) YoY NEW(+534.4K) | All Managers (Combined) | $106.7M | 1.8% ($106.7M/$6.0B) | QoQ NEW(+$106.7M) YoY NEW(+$106.7M) |
SentinelOne, Inc.(Scusip81730H109) | 5.7M | All Managers (Combined) | $102.9M | 1.7% ($102.9M/$6.0B) | ||
Salesforce, Inc.(CRMcusip79466L302) | 367.1K | All Managers (Combined) | $98.5M | 1.6% ($98.5M/$6.0B) | ||
| 840.1K | YoY NEW(+840.1K) | All Managers (Combined) | $93.6M | 1.6% ($93.6M/$6.0B) | YoY NEW(+$93.6M) | |
| 3.3M | All Managers (Combined) | $85.4M | 1.4% ($85.4M/$6.0B) | |||
HDFC BANK LTD(HDBcusip40415F101) | 1.2M | YoY NEW(+1.2M) | All Managers (Combined) | $78.8M | 1.3% ($78.8M/$6.0B) | YoY NEW(+$78.8M) |
Freshworks Inc.(FRSHcusip358054104) | 5.3M | YoY NEW(+5.3M) | All Managers (Combined) | $74.2M | 1.2% ($74.2M/$6.0B) | YoY NEW(+$74.2M) |
| 435.5K | YoY NEW(+435.5K) | All Managers (Combined) | $65.5M | 1.1% ($65.5M/$6.0B) | YoY NEW(+$65.5M) | |
WORKIVA INC(WKcusip98139A105) | 855.0K | QoQ NEW(+855.0K) YoY NEW(+855.0K) | All Managers (Combined) | $64.9M | 1.1% ($64.9M/$6.0B) | QoQ NEW(+$64.9M) YoY NEW(+$64.9M) |
| 2.9M | All Managers (Combined) | $51.0M | 0.9% ($51.0M/$6.0B) | |||
| 1.4M | QoQ NEW(+1.4M) YoY NEW(+1.4M) | All Managers (Combined) | $43.3M | 0.7% ($43.3M/$6.0B) | QoQ NEW(+$43.3M) YoY NEW(+$43.3M) |