Institutions / Eminence Capital, LP / Activity
Activity — Eminence Capital, LP
19 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Sea Ltd Common stock | $117.92M | +1.4M +53.91% | 4,065,665 7.72% of portfolio | high |
| Q1 2026 as of | Add | Performance Food Group Co Common stock | $91.83M | +1.1M +40.50% | 3,719,411 7.31% of portfolio | high |
| Q1 2026 as of | Add | Somnigroup International Inc Common stock | $88.65M | +1.2M +382.22% | 1,512,994 2.56% of portfolio | high |
| Q1 2026 as of | Add | Synopsys Inc Common stock | $79.29M | +200K +80.23% | 449,220 4.08% of portfolio | high |
| Q1 2026 as of | Add | Zillow Group, Inc. Common stock | $55.93M | +1.4M +64.55% | 3,445,538 3.27% of portfolio | high |
| Q1 2026 as of | Add | Coupang, Inc. Common stock | $54.12M | +2.9M +22.67% | 15,510,784 6.71% of portfolio | high |
| Q1 2026 as of | Add | Advanced Micro Devices Inc Common stock | $42.42M | +209K +21.53% | 1,176,963 5.49% of portfolio | medium |
| Q1 2026 as of | Add | Flutter Entertainment plc Common stock | $41.26M | +405K +511.36% | 483,900 1.13% of portfolio | medium |
| Q1 2026 as of | Add | Medline Inc. Common stock | $34.45M | +774K +51.44% | 2,279,190 2.33% of portfolio | medium |
| Q1 2026 as of | Add | Ferguson Enterprises Inc. /DE Common stock | $34.06M | +146K +29.21% | 645,805 3.45% of portfolio | medium |
| Q1 2026 as of | Add | Tenet Healthcare Corp Common stock | $33.28M | +176K +28.72% | 790,302 3.42% of portfolio | medium |
| Q1 2026 as of | Add | Dynatrace, Inc. Common stock | $28.75M | +777K +17.17% | 5,304,693 4.50% of portfolio | medium |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $14.19M | +68K +4.62% | 1,543,759 7.37% of portfolio | medium |
| Q1 2026 as of | Add | Liberty Media Corp-Liberty Formula One Common stock | $7.44M | +88K +4.62% | 1,982,673 3.87% of portfolio | medium |
| Q1 2026 as of | Add | Valvoline Inc Common stock | $7.17M | +213K +5.06% | 4,425,261 3.42% of portfolio | medium |
| Q1 2026 as of | Add | Asbury Automotive Group Inc Common stock | $5.80M | +30K +3.20% | 956,079 4.28% of portfolio | medium |
| Q1 2026 as of | Add | BABA Alibaba Group Holding Ltd ADR | $4.46M | +36K +4.31% | 861,326 2.48% of portfolio | low |
| Q1 2026 as of | Add | MongoDB, Inc. Common stock | $1.76M | +7K +4.61% | 163,008 0.91% of portfolio | low |
| Q1 2026 as of | Add | Camping World Holdings, Inc. Common stock | $359.9K | +53K +0.91% | 5,832,492 0.91% of portfolio | low |