Eminence Capital

Name: Eminence Capital 13F holdings, Q2 2026
Creator: Eminence Capital

13F Holdings · CIK 1107310 · filed 2026-07-06

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New Positions

100% of current holdings

Exited

100% of prior holdings

Increased

0% of prior holdings

Decreased

0% of prior holdings

Total holdings: 33 → 1

Show unchanged positions

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34 positions

					Shares				Value ($)

New	Long	None	000000000	0	—	0	0	—	—	$0	$0	—
Exited	Long	ADVANCED MICRO DEVICES INC	007903107	COM	1,176,963	—	−1,176,963	−100.0%	$239.4M	—	−$239.4M	−100.0%
Exited	Long	ALIBABA GROUP HLDG LTD	01609W102	SPONSORED ADS	861,326	—	−861,326	−100.0%	$108.1M	—	−$108.1M	−100.0%
Exited	Long	AMAZON COM INC	023135106	COM	1,543,759	—	−1,543,759	−100.0%	$321.5M	—	−$321.5M	−100.0%
Exited	Long	AON PLC	G0403H108	SHS CL A	179,019	—	−179,019	−100.0%	$57.8M	—	−$57.8M	−100.0%
Exited	Long	ASBURY AUTOMOTIVE GROUP INC	043436104	COM	956,079	—	−956,079	−100.0%	$186.8M	—	−$186.8M	−100.0%
Exited	Long	ATMUS FILTRATION TECHNOLOGIES	04956D107	COM	1,281,995	—	−1,281,995	−100.0%	$72.8M	—	−$72.8M	−100.0%
Exited	Long	CAMPING WORLD HLDGS INC	13462K109	CL A	5,832,492	—	−5,832,492	−100.0%	$39.8M	—	−$39.8M	−100.0%
Exited	Long	COUPANG INC	22266T109	CL A	15,510,784	—	−15,510,784	−100.0%	$292.8M	—	−$292.8M	−100.0%
Exited	Long	DANAHER CORP	235851102	COM	561,234	—	−561,234	−100.0%	$106.4M	—	−$106.4M	−100.0%
Exited	Long	DAVE & BUSTERS ENTMT INC	238337109	COM	2,346,038	—	−2,346,038	−100.0%	$25.4M	—	−$25.4M	−100.0%
Exited	Long	DYNATRACE INC	268150109	COM NEW	5,304,693	—	−5,304,693	−100.0%	$196.2M	—	−$196.2M	−100.0%
Exited	Long	FERGUSON ENTERPRISES INC	31488V107	COMMON STOCK NEW	645,805	—	−645,805	−100.0%	$150.6M	—	−$150.6M	−100.0%
Exited	Long	FLUTTER ENTMT PLC	G3643J108	SHS	483,900	—	−483,900	−100.0%	$49.3M	—	−$49.3M	−100.0%
Exited	Long	LAUDER ESTEE COS INC	518439104	CL A	698,350	—	−698,350	−100.0%	$50.1M	—	−$50.1M	−100.0%
Exited	Long	LIBERTY MEDIA CORP	531229755	COM LBTY ONE S C	1,982,673	—	−1,982,673	−100.0%	$168.6M	—	−$168.6M	−100.0%
Exited	Long	LOUISIANA PAC CORP	546347105	COM	2,533,385	—	−2,533,385	−100.0%	$184.3M	—	−$184.3M	−100.0%
Exited	Long	MARSH & MCLENNAN COS INC	571748102	COM	320,386	—	−320,386	−100.0%	$55.6M	—	−$55.6M	−100.0%
Exited	Long	MCGRATH RENTCORP	580589109	COM	805,829	—	−805,829	−100.0%	$88.9M	—	−$88.9M	−100.0%
Exited	Long	MEDLINE INC	58507V107	COM CL A	2,279,190	—	−2,279,190	−100.0%	$101.4M	—	−$101.4M	−100.0%
Exited	Long	MONDAY COM LTD	M7S64H106	SHS	248,101	—	−248,101	−100.0%	$17.1M	—	−$17.1M	−100.0%
Exited	Long	MONGODB INC	60937P106	CL A	163,008	—	−163,008	−100.0%	$39.9M	—	−$39.9M	−100.0%
Exited	Long	PERFORMANCE FOOD GROUP CO	71377A103	COM	3,719,411	—	−3,719,411	−100.0%	$318.6M	—	−$318.6M	−100.0%
Exited	Long	RED ROCK RESORTS INC	75700L108	CL A	414,491	—	−414,491	−100.0%	$22.1M	—	−$22.1M	−100.0%
Exited	Long	SEA LTD	81141R100	SPONSORED ADS	4,065,665	—	−4,065,665	−100.0%	$336.7M	—	−$336.7M	−100.0%
Exited	Long	SOMNIGROUP INTERNATIONAL INC	88023U101	COM	1,512,994	—	−1,512,994	−100.0%	$111.8M	—	−$111.8M	−100.0%
Exited	Long	SYNOPSYS INC	871607107	COM	449,220	—	−449,220	−100.0%	$178.1M	—	−$178.1M	−100.0%
Exited	Long	TAIWAN SEMICONDUCTOR MANUFACTURING CO	874039100	SPONSORED ADS	421,673	—	−421,673	−100.0%	$142.5M	—	−$142.5M	−100.0%
Exited	Long	TENET HEALTHCARE CORP	88033G407	COM NEW	790,302	—	−790,302	−100.0%	$149.1M	—	−$149.1M	−100.0%
Exited	Long	UNITY SOFTWARE INC	91332U101	COM	724,782	—	−724,782	−100.0%	$15.9M	—	−$15.9M	−100.0%
Exited	Long	VAIL RESORTS INC	91879Q109	COM	714,077	—	−714,077	−100.0%	$91.6M	—	−$91.6M	−100.0%
Exited	Long	VALVOLINE INC	92047W101	COM	4,425,261	—	−4,425,261	−100.0%	$149.0M	—	−$149.0M	−100.0%
Exited	Long	WORKIVA INC	98139A105	COM CL A	2,519,889	—	−2,519,889	−100.0%	$150.3M	—	−$150.3M	−100.0%
Exited	Long	ZILLOW GROUP INC	98954M200	CL C CAP STK	3,445,538	—	−3,445,538	−100.0%	$142.6M	—	−$142.6M	−100.0%