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 ($326.93M).
The chart below shows the top 10 valuable assets, and the table below shows the top 39 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
EMINENCE CAPITAL, LP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | 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 |