Filed: 2/17/2026ACC: 0001107310-26-000001
📋 What this filing means
EMINENCE CAPITAL, LP filed this quarterly 13F‑HR report disclosing 39 equity positions with a total reported market value of $6.32B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
39
Positions
$6.32B
Total AUM (reported)
120.93M
Total Shares
Allocation by class
COM$3.34B52.8%
CL A$678.52M10.7%
COM CL A$673.25M10.6%
SPONSORED ADS$458.03M7.2%
COM NEW$318.22M5.0%
CLASS A COM$289.06M4.6%
COM LBTY ONE S C$186.69M3.0%
Portfolio Concentration
Top 3$1.00B15.9%
4–10$1.95B30.8%
11–25$2.39B37.8%
Rest$977.97M15.5%
Top 3 weight
15.9%
Top 10 weight
46.7%
Voting Authority Distribution
Total shares with voting rights: 120.93M
Sole
Full voting authority
120.93M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole39
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings39
Rows:
AMAZON COM INC
SOLEShares1.48M
TypeSH
Market value$340.60M
5.39%
Sole
1.48M
Shared
0.00
None
0.00
SEA LTD
SOLEShares2.64M
TypeSH
Market value$336.99M
5.33%
Sole
2.64M
Shared
0.00
None
0.00
LOUISIANA PAC CORP
SOLEShares4.05M
TypeSH
Market value$326.93M
5.17%
Sole
4.05M
Shared
0.00
None
0.00
WORKIVA INC
SOLEShares3.71M
TypeSH
Market value$319.66M
5.05%
Sole
3.71M
Shared
0.00
None
0.00
COUPANG INC
SOLEShares12.64M
TypeSH
Market value$298.27M
4.72%
Sole
12.64M
Shared
0.00
None
0.00
DRAFTKINGS INC
SOLEShares8.43M
TypeSH
Market value$290.39M
4.59%
Sole
8.43M
Shared
0.00
None
0.00
GITLAB INC
SOLEShares7.70M
TypeSH
Market value$289.06M
4.57%
Sole
7.70M
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares1.04M
TypeSH
Market value$276.17M
4.37%
Sole
1.04M
Shared
0.00
None
0.00
PERFORMANCE FOOD GROUP CO
SOLEShares2.65M
TypeSH
Market value$238.05M
3.76%
Sole
2.65M
Shared
0.00
None
0.00
JEFFERIES FINL GROUP INC
SOLEShares3.81M
TypeSH
Market value$236.27M
3.74%
Sole
3.81M
Shared
0.00
None
0.00
ASBURY AUTOMOTIVE GROUP INC
SOLEShares926.39K
TypeSH
Market value$215.41M
3.41%
Sole
926.39K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares968.44K
TypeSH
Market value$207.40M
3.28%
Sole
968.44K
Shared
0.00
None
0.00
ATMUS FILTRATION TECHNOLOGIES
SOLEShares3.83M
TypeSH
Market value$198.57M
3.14%
Sole
3.83M
Shared
0.00
None
0.00
DYNATRACE INC
SOLEShares4.53M
TypeSH
Market value$196.21M
3.10%
Sole
4.53M
Shared
0.00
None
0.00
GRAPHIC PACKAGING HLDG CO
SOLEShares12.81M
TypeSH
Market value$192.95M
3.05%
Sole
12.81M
Shared
0.00
None
0.00
LIBERTY MEDIA CORP
SOLEShares1.90M
TypeSH
Market value$186.69M
2.95%
Sole
1.90M
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares487.15K
TypeSH
Market value$170.77M
2.70%
Sole
487.15K
Shared
0.00
None
0.00
LPL FINL HLDGS INC
SOLEShares441.85K
TypeSH
Market value$157.81M
2.50%
Sole
441.85K
Shared
0.00
None
0.00
ZILLOW GROUP INC
SOLEShares2.09M
TypeSH
Market value$142.85M
2.26%
Sole
2.09M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares378.26K
TypeSH
Market value$124.87M
1.97%
Sole
378.26K
Shared
0.00
None
0.00
VALVOLINE INC
SOLEShares4.21M
TypeSH
Market value$122.41M
1.94%
Sole
4.21M
Shared
0.00
None
0.00
TENET HEALTHCARE CORP
SOLEShares613.96K
TypeSH
Market value$122.01M
1.93%
Sole
613.96K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares825.76K
TypeSH
Market value$121.04M
1.91%
Sole
825.76K
Shared
0.00
None
0.00
PINTEREST INC
SOLEShares4.54M
TypeSH
Market value$117.53M
1.86%
Sole
4.54M
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares249.25K
TypeSH
Market value$117.08M
1.85%
Sole
249.25K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 1.48M | SH | $340.60M 5.39% | 1.48M | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORED ADS | 2.64M | SH | $336.99M 5.33% | 2.64M | 0.00 | 0.00 |
LOUISIANA PAC CORPSOLE | COM | 4.05M | SH | $326.93M 5.17% | 4.05M | 0.00 | 0.00 |
WORKIVA INCSOLE | COM CL A | 3.71M | SH | $319.66M 5.05% | 3.71M | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 12.64M | SH | $298.27M 4.72% | 12.64M | 0.00 | 0.00 |
DRAFTKINGS INCSOLE | COM CL A | 8.43M | SH | $290.39M 4.59% | 8.43M | 0.00 | 0.00 |
GITLAB INCSOLE | CLASS A COM | 7.70M | SH | $289.06M 4.57% | 7.70M | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 1.04M | SH | $276.17M 4.37% | 1.04M | 0.00 | 0.00 |
PERFORMANCE FOOD GROUP COSOLE | COM | 2.65M | SH | $238.05M 3.76% | 2.65M | 0.00 | 0.00 |
JEFFERIES FINL GROUP INCSOLE | COM | 3.81M | SH | $236.27M 3.74% | 3.81M | 0.00 | 0.00 |
ASBURY AUTOMOTIVE GROUP INCSOLE | COM | 926.39K | SH | $215.41M 3.41% | 926.39K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 968.44K | SH | $207.40M 3.28% | 968.44K | 0.00 | 0.00 |
ATMUS FILTRATION TECHNOLOGIESSOLE | COM | 3.83M | SH | $198.57M 3.14% | 3.83M | 0.00 | 0.00 |
DYNATRACE INCSOLE | COM NEW | 4.53M | SH | $196.21M 3.10% | 4.53M | 0.00 | 0.00 |
GRAPHIC PACKAGING HLDG COSOLE | COM | 12.81M | SH | $192.95M 3.05% | 12.81M | 0.00 | 0.00 |
LIBERTY MEDIA CORPSOLE | COM LBTY ONE S C | 1.90M | SH | $186.69M 2.95% | 1.90M | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 487.15K | SH | $170.77M 2.70% | 487.15K | 0.00 | 0.00 |
LPL FINL HLDGS INCSOLE | COM | 441.85K | SH | $157.81M 2.50% | 441.85K | 0.00 | 0.00 |
ZILLOW GROUP INCSOLE | CL C CAP STK | 2.09M | SH | $142.85M 2.26% | 2.09M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 378.26K | SH | $124.87M 1.97% | 378.26K | 0.00 | 0.00 |
VALVOLINE INCSOLE | COM | 4.21M | SH | $122.41M 1.94% | 4.21M | 0.00 | 0.00 |
TENET HEALTHCARE CORPSOLE | COM NEW | 613.96K | SH | $122.01M 1.93% | 613.96K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 825.76K | SH | $121.04M 1.91% | 825.76K | 0.00 | 0.00 |
PINTEREST INCSOLE | CL A | 4.54M | SH | $117.53M 1.86% | 4.54M | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 249.25K | SH | $117.08M 1.85% | 249.25K | 0.00 | 0.00 |
Page 1 of 2