13F HOLDINGS REPORT
EMINENCE CAPITAL, LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001085146-25-003291
Total Value
$5.98B
Positions
47
Other Managers
0
Confidential Omitted
No
Holdings (47)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SEA LTD | SE | 2,536,210 | $331.0M | 5.53% |
| 2 | OKTA INC | OKTA | 2,484,344 | $261.4M | 4.37% |
| 3 | PRIMO BRANDS CORPORATION | PRMB | 7,019,075 | $249.1M | 4.16% |
| 4 | ELEVANCE HEALTH INC | ELV | 558,671 | $243.0M | 4.06% |
| 5 | ATMUS FILTRATION TECHNOLOGIE | ATMU | 5,757,054 | $211.5M | 3.53% |
| 6 | AMAZON COM INC | AMZN | 1,093,885 | $208.1M | 3.48% |
| 7 | LENNAR CORP | LEN-B | 1,581,489 | $181.5M | 3.03% |
| 8 | LIBERTY MEDIA CORP DEL | FWONB | 2,000,546 | $180.1M | 3.01% |
| 9 | PINTEREST INC | PINS | 5,783,514 | $179.3M | 3.00% |
| 10 | CF INDS HLDGS INC | 125269100 | 2,281,620 | $178.3M | 2.98% |
| 11 | DRAFTKINGS INC NEW | DKNG | 5,178,083 | $172.0M | 2.87% |
| 12 | LPL FINL HLDGS INC | 50212V100 | 523,113 | $171.1M | 2.86% |
| 13 | ALIBABA GROUP HLDG LTD | BBAAY | 1,261,432 | $166.8M | 2.79% |
| 14 | ZILLOW GROUP INC | Z | 2,432,154 | $166.7M | 2.79% |
| 15 | PERFORMANCE FOOD GROUP CO | PFGC | 2,108,966 | $165.8M | 2.77% |
| 16 | ASBURY AUTOMOTIVE GROUP INC | ABG | 736,621 | $162.7M | 2.72% |
| 17 | ADVANCED MICRO DEVICES INC | AMD | 1,566,817 | $161.0M | 2.69% |
| 18 | DYNATRACE INC | DT | 3,351,603 | $158.0M | 2.64% |
| 19 | LOUISIANA PAC CORP | LPX | 1,675,943 | $154.2M | 2.58% |
| 20 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 1,819,129 | $146.8M | 2.45% |
| 21 | CAPITAL ONE FINL CORP | 14040H105 | 801,742 | $143.8M | 2.40% |
| 22 | SOMNIGROUP INTERNATIONAL INC | SGI | 2,165,179 | $129.7M | 2.17% |
| 23 | BERRY GLOBAL GROUP INC | 08579W103 | 1,837,134 | $128.3M | 2.14% |
| 24 | FERGUSON ENTERPRISES INC | FERG | 734,258 | $117.7M | 1.97% |
| 25 | GITLAB INC | GTLB | 2,498,201 | $117.4M | 1.96% |
| 26 | UBER TECHNOLOGIES INC | UBER | 1,568,685 | $114.3M | 1.91% |
| 27 | BANK AMERICA CORP | 060505104 | 2,698,949 | $112.6M | 1.88% |
| 28 | INSTALLED BLDG PRODS INC | 45780R101 | 636,384 | $109.1M | 1.82% |
| 29 | RED ROCK RESORTS INC | RRR | 2,478,311 | $107.5M | 1.80% |
| 30 | EVERCORE INC | EVR | 534,375 | $106.7M | 1.78% |
| 31 | SENTINELONE INC | S | 5,660,544 | $102.9M | 1.72% |
| 32 | SALESFORCE INC | CRM | 367,150 | $98.5M | 1.65% |
| 33 | MCGRATH RENTCORP | MGRC | 840,071 | $93.6M | 1.56% |
| 34 | GRAPHIC PACKAGING HLDG CO | GPK | 3,290,428 | $85.4M | 1.43% |
| 35 | HDFC BANK LTD | HDB | 1,186,551 | $78.8M | 1.32% |
| 36 | FRESHWORKS INC | FRSH | 5,259,960 | $74.2M | 1.24% |
| 37 | CHARLES RIV LABS INTL INC | 159864107 | 435,454 | $65.5M | 1.10% |
| 38 | WORKIVA INC | WK | 855,000 | $64.9M | 1.08% |
| 39 | DAVE & BUSTERS ENTMT INC | 238337109 | 2,905,454 | $51.0M | 0.85% |
| 40 | JFROG LTD | FROG | 1,352,124 | $43.3M | 0.72% |
| 41 | FLUTTER ENTMT PLC | G3643J108 | 155,024 | $34.3M | 0.57% |
| 42 | AMCOR PLC | AMCCF | 3,520,144 | $34.1M | 0.57% |
| 43 | CAMDEN PPTY TR | 133131102 | 269,785 | $33.0M | 0.55% |
| 44 | PROGRESSIVE CORP | 743315103 | 116,059 | $32.8M | 0.55% |
| 45 | CAMPING WORLD HLDGS INC | CWH | 1,851,374 | $29.9M | 0.50% |
| 46 | SIX FLAGS ENTERTAINMENT CORP | FUN | 643,312 | $22.9M | 0.38% |
| 47 | ADVISORSHARES TR | 00768Y453 | 1,481,645 | $3.9M | 0.06% |