Filed: 5/15/2026ACC: 0001107310-26-000002
📋 What this filing means
EMINENCE CAPITAL, LP filed this quarterly 13F‑HR report disclosing 33 equity positions with a total reported market value of $4.36B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
33
Positions
$4.36B
Total AUM (reported)
68.92M
Total Shares
Allocation by class
COM$2.15B49.2%
SPONSORED ADS$587.24M13.5%
CL A$444.82M10.2%
COM NEW$345.31M7.9%
COM CL A$251.68M5.8%
COM LBTY ONE S C$168.57M3.9%
COMMON STOCK NEW$150.64M3.5%
Portfolio Concentration
Top 3$976.80M22.4%
4–10$1.45B33.2%
11–25$1.68B38.5%
Rest$259.76M6.0%
Top 3 weight
22.4%
Top 10 weight
55.6%
Voting Authority Distribution
Total shares with voting rights: 68.92M
Sole
Full voting authority
68.92M
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)
Sole33
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings33
Rows:
SEA LTD
SOLEShares4.07M
TypeSH
Market value$336.68M
7.72%
Sole
4.07M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.54M
TypeSH
Market value$321.52M
7.37%
Sole
1.54M
Shared
0.00
None
0.00
PERFORMANCE FOOD GROUP CO
SOLEShares3.72M
TypeSH
Market value$318.60M
7.31%
Sole
3.72M
Shared
0.00
None
0.00
COUPANG INC
SOLEShares15.51M
TypeSH
Market value$292.84M
6.71%
Sole
15.51M
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares1.18M
TypeSH
Market value$239.43M
5.49%
Sole
1.18M
Shared
0.00
None
0.00
DYNATRACE INC
SOLEShares5.30M
TypeSH
Market value$196.17M
4.50%
Sole
5.30M
Shared
0.00
None
0.00
ASBURY AUTOMOTIVE GROUP INC
SOLEShares956.08K
TypeSH
Market value$186.83M
4.28%
Sole
956.08K
Shared
0.00
None
0.00
LOUISIANA PAC CORP
SOLEShares2.53M
TypeSH
Market value$184.30M
4.23%
Sole
2.53M
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares449.22K
TypeSH
Market value$178.11M
4.08%
Sole
449.22K
Shared
0.00
None
0.00
LIBERTY MEDIA CORP
SOLEShares1.98M
TypeSH
Market value$168.57M
3.87%
Sole
1.98M
Shared
0.00
None
0.00
FERGUSON ENTERPRISES INC
SOLEShares645.80K
TypeSH
Market value$150.64M
3.45%
Sole
645.80K
Shared
0.00
None
0.00
WORKIVA INC
SOLEShares2.52M
TypeSH
Market value$150.26M
3.45%
Sole
2.52M
Shared
0.00
None
0.00
TENET HEALTHCARE CORP
SOLEShares790.30K
TypeSH
Market value$149.14M
3.42%
Sole
790.30K
Shared
0.00
None
0.00
VALVOLINE INC
SOLEShares4.43M
TypeSH
Market value$149.04M
3.42%
Sole
4.43M
Shared
0.00
None
0.00
ZILLOW GROUP INC
SOLEShares3.45M
TypeSH
Market value$142.58M
3.27%
Sole
3.45M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFACTURING CO
SOLEShares421.67K
TypeSH
Market value$142.50M
3.27%
Sole
421.67K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares1.51M
TypeSH
Market value$111.84M
2.56%
Sole
1.51M
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares861.33K
TypeSH
Market value$108.06M
2.48%
Sole
861.33K
Shared
0.00
None
0.00
DANAHER CORP
SOLEShares561.23K
TypeSH
Market value$106.41M
2.44%
Sole
561.23K
Shared
0.00
None
0.00
MEDLINE INC
SOLEShares2.28M
TypeSH
Market value$101.42M
2.33%
Sole
2.28M
Shared
0.00
None
0.00
VAIL RESORTS INC
SOLEShares714.08K
TypeSH
Market value$91.63M
2.10%
Sole
714.08K
Shared
0.00
None
0.00
MCGRATH RENTCORP
SOLEShares805.83K
TypeSH
Market value$88.87M
2.04%
Sole
805.83K
Shared
0.00
None
0.00
ATMUS FILTRATION TECHNOLOGIES
SOLEShares1.28M
TypeSH
Market value$72.78M
1.67%
Sole
1.28M
Shared
0.00
None
0.00
AON PLC
SOLEShares179.02K
TypeSH
Market value$57.78M
1.32%
Sole
179.02K
Shared
0.00
None
0.00
MARSH & MCLENNAN COS INC
SOLEShares320.39K
TypeSH
Market value$55.57M
1.27%
Sole
320.39K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SEA LTDSOLE | SPONSORED ADS | 4.07M | SH | $336.68M 7.72% | 4.07M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.54M | SH | $321.52M 7.37% | 1.54M | 0.00 | 0.00 |
PERFORMANCE FOOD GROUP COSOLE | COM | 3.72M | SH | $318.60M 7.31% | 3.72M | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 15.51M | SH | $292.84M 6.71% | 15.51M | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 1.18M | SH | $239.43M 5.49% | 1.18M | 0.00 | 0.00 |
DYNATRACE INCSOLE | COM NEW | 5.30M | SH | $196.17M 4.50% | 5.30M | 0.00 | 0.00 |
ASBURY AUTOMOTIVE GROUP INCSOLE | COM | 956.08K | SH | $186.83M 4.28% | 956.08K | 0.00 | 0.00 |
LOUISIANA PAC CORPSOLE | COM | 2.53M | SH | $184.30M 4.23% | 2.53M | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 449.22K | SH | $178.11M 4.08% | 449.22K | 0.00 | 0.00 |
LIBERTY MEDIA CORPSOLE | COM LBTY ONE S C | 1.98M | SH | $168.57M 3.87% | 1.98M | 0.00 | 0.00 |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 645.80K | SH | $150.64M 3.45% | 645.80K | 0.00 | 0.00 |
WORKIVA INCSOLE | COM CL A | 2.52M | SH | $150.26M 3.45% | 2.52M | 0.00 | 0.00 |
TENET HEALTHCARE CORPSOLE | COM NEW | 790.30K | SH | $149.14M 3.42% | 790.30K | 0.00 | 0.00 |
VALVOLINE INCSOLE | COM | 4.43M | SH | $149.04M 3.42% | 4.43M | 0.00 | 0.00 |
ZILLOW GROUP INCSOLE | CL C CAP STK | 3.45M | SH | $142.58M 3.27% | 3.45M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACTURING COSOLE | SPONSORED ADS | 421.67K | SH | $142.50M 3.27% | 421.67K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 1.51M | SH | $111.84M 2.56% | 1.51M | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 861.33K | SH | $108.06M 2.48% | 861.33K | 0.00 | 0.00 |
DANAHER CORPSOLE | COM | 561.23K | SH | $106.41M 2.44% | 561.23K | 0.00 | 0.00 |
MEDLINE INCSOLE | COM CL A | 2.28M | SH | $101.42M 2.33% | 2.28M | 0.00 | 0.00 |
VAIL RESORTS INCSOLE | COM | 714.08K | SH | $91.63M 2.10% | 714.08K | 0.00 | 0.00 |
MCGRATH RENTCORPSOLE | COM | 805.83K | SH | $88.87M 2.04% | 805.83K | 0.00 | 0.00 |
ATMUS FILTRATION TECHNOLOGIESSOLE | COM | 1.28M | SH | $72.78M 1.67% | 1.28M | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 179.02K | SH | $57.78M 1.32% | 179.02K | 0.00 | 0.00 |
MARSH & MCLENNAN COS INCSOLE | COM | 320.39K | SH | $55.57M 1.27% | 320.39K | 0.00 | 0.00 |
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