Eminence Capital, LP

All holdings · as of Mar 31, 2026

Company	Class	Value	Shares	% of portfolio
Sea Ltd	—	$336.68M	4,065,665	7.7%
Amazon.com Inc	—	$321.52M	1,543,759	7.4%
Performance Food Group Co	—	$318.60M	3,719,411	7.3%
Coupang, Inc.	—	$292.84M	15,510,784	6.7%
ADVANCED MICRO DEVICES INC	—	$239.43M	1,176,963	5.5%
Dynatrace, Inc.	—	$196.17M	5,304,693	4.5%
Asbury Automotive Group Inc	—	$186.83M	956,079	4.3%
LOUISIANA-PACIFIC CORP	—	$184.30M	2,533,385	4.2%
SYNOPSYS INC	—	$178.11M	449,220	4.1%
Liberty Media Corp-Liberty Formula One	—	$168.57M	1,982,673	3.9%
Ferguson Enterprises Inc. /DE	—	$150.64M	645,805	3.5%
WORKIVA INC	—	$150.26M	2,519,889	3.4%
TENET HEALTHCARE CORP	—	$149.14M	790,302	3.4%
VALVOLINE INC	—	$149.04M	4,425,261	3.4%
ZILLOW GROUP, INC.	—	$142.58M	3,445,538	3.3%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM	ADR	$142.50M	421,673	3.3%
Somnigroup International Inc	—	$111.84M	1,512,994	2.6%
Alibaba Group Holding LtdBABA	ADR	$108.06M	861,326	2.5%
DANAHER CORP /DE	—	$106.41M	561,234	2.4%
Medline Inc.	—	$101.42M	2,279,190	2.3%
VAIL RESORTS INC	—	$91.63M	714,077	2.1%
MCGRATH RENTCORP	—	$88.87M	805,829	2.0%
Atmus Filtration Technologies Inc.	—	$72.78M	1,281,995	1.7%
Aon plc	—	$57.78M	179,019	1.3%
MARSH & MCLENNAN COMPANIES, INC.	—	$55.57M	320,386	1.3%
Estee Lauder Cos Inc/The	—	$50.12M	698,350	1.1%
Flutter Entertainment plc	—	$49.33M	483,900	1.1%
MongoDB, Inc.	—	$39.90M	163,008	0.9%
Camping World Holdings, Inc.	—	$39.84M	5,832,492	0.9%
Dave & Buster's Entertainment, Inc.	—	$25.41M	2,346,038	0.6%
Red Rock Resorts, Inc.	—	$22.12M	414,491	0.5%
Monday.Com Ltd	—	$17.15M	248,101	0.4%
Unity Software Inc.	—	$15.90M	724,782	0.4%