Institutions / Eminence Capital, LP / Activity
Activity — Eminence Capital, LP
8 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | Unity Software Inc. Common stock | $15.90M | +725K | 724,782 0.36% of portfolio | medium |
| Q1 2026 as of | New | Monday.Com Ltd Common stock | $17.15M | +248K | 248,101 0.39% of portfolio | medium |
| Q1 2026 as of | New | Estee Lauder Cos Inc/The Common stock | $50.12M | +698K | 698,350 1.15% of portfolio | high |
| Q1 2026 as of | New | Marsh & McLennan Companies, Inc. Common stock | $55.57M | +320K | 320,386 1.27% of portfolio | high |
| Q1 2026 as of | New | Aon plc Common stock | $57.78M | +179K | 179,019 1.32% of portfolio | high |
| Q1 2026 as of | New | Vail Resorts Inc Common stock | $91.63M | +714K | 714,077 2.10% of portfolio | high |
| Q1 2026 as of | New | Danaher Corp /De Common stock | $106.41M | +561K | 561,234 2.44% of portfolio | high |
| Q1 2026 as of | New | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $142.50M | +422K | 421,673 3.27% of portfolio | high |