EMINENCE CAPITAL, LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, EMINENCE CAPITAL, LP held in its portfolio 39 assets valued at $6,323,956,411 (i.e. $6.32B).

The most valuable assets in the portfolio included: AMAZON COM INC ($340.60M), SEA LTD ($336.99M), and LOUISIANA PAC CORP ($326.93M).

The chart below shows the top 10 valuable assets, and the table below shows the top 39 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in EMINENCE CAPITAL, LP Portfolio
AMAZON COM INC
SEA LTD
LOUISIANA PAC CORP
WORKIVA INC
COUPANG INC
DRAFTKINGS INC
GITLAB INC
SALESFORCE INC
PERFORMANCE FOOD GROUP CO
JEFFERIES FINL GROUP INC
EMINENCE CAPITAL, LP - Stock Holdings in 13F Filings (SEC)
Items per page:
0 of 0
Name of Issuer No. of Shares Value ($) Class
AMAZON COM INC 1475615 340601454 COM
SEA LTD 2641640 336994015 SPONSORED ADS
LOUISIANA PAC CORP 4048136 326927463 COM
WORKIVA INC 3706152 319655610 COM CL A
COUPANG INC 12644042 298272951 CL A
DRAFTKINGS INC 8426755 290385977 COM CL A
GITLAB INC 7702226 289064542 CLASS A COM
SALESFORCE INC 1042521 276174238 COM
PERFORMANCE FOOD GROUP CO 2647353 238049982 COM
JEFFERIES FINL GROUP INC 3812615 236267752 COM
ASBURY AUTOMOTIVE GROUP INC 926392 215413932 COM
ADVANCED MICRO DEVICES INC 968441 207401325 COM
ATMUS FILTRATION TECHNOLOGIES 3825346 198573711 COM
DYNATRACE INC 4527266 196211708 COM NEW
GRAPHIC PACKAGING HLDG CO 12811941 192947831 COM
LIBERTY MEDIA CORP 1895152 186691424 COM LBTY ONE S C
ELEVANCE HEALTH INC 487147 170769381 COM
LPL FINL HLDGS INC 441845 157813779 COM
ZILLOW GROUP INC 2093890 142845176 CL C CAP STK
UNITEDHEALTH GROUP INC 378260 124867409 COM
VALVOLINE INC 4212293 122409235 COM
TENET HEALTHCARE CORP 613961 122006330 COM NEW
ALIBABA GROUP HLDG LTD 825761 121040047 SPONSORED ADS
PINTEREST INC 4539453 117526438 CL A
SYNOPSYS INC 249247 117076301 COM
PELOTON INTERACTIVE INC 18154907 111834227 CL A COM
FERGUSON ENTERPRISES INC 499807 111272032 COMMON STOCK NEW
RED ROCK RESORTS INC 1614183 99998637 CL A
MCGRATH RENTCORP 949673 99649188 COM
CF INDS HLDGS INC 1276307 98709583 COM
UNION PAC CORP 351839 81387397 COM
SYSCO CORP 897277 66120342 COM
MONGODB INC 155822 65396935 CL A
MEDLINE INC 1505000 63210000 COM CL A
CAMPING WORLD HLDGS INC 5779805 56237503 CL A
META PLATFORMS INC 62250 41090603 CL A
DAVE & BUSTERS ENTMT INC 2346038 38029276 COM
SOMNIGROUP INTERNATIONAL INC 313755 28012046 COM
FLUTTER ENTMT PLC 79151 17020631 SHS