13F HOLDINGS REPORT
EMINENCE CAPITAL, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001107310-25-000003
Total Value
$8.25B
Positions
46
Other Managers
0
Confidential Omitted
No
Holdings (46)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TRUST | SPY | 2,065,000 | $1.38B | 16.68% |
| 2 | AMAZON COM INC | AMZN | 1,548,896 | $340.1M | 4.12% |
| 3 | GITLAB INC | GTLB | 7,207,729 | $324.9M | 3.94% |
| 4 | WORKIVA INC | WK | 3,723,546 | $320.5M | 3.89% |
| 5 | COUPANG INC | CPNG | 9,434,385 | $303.8M | 3.68% |
| 6 | ATMUS FILTRATION TECHNOLOGIES INC | ATMU | 6,522,404 | $294.1M | 3.57% |
| 7 | LOUISIANA PAC CORP | LPX | 3,115,959 | $276.8M | 3.36% |
| 8 | SEA LTD | SE | 1,478,815 | $264.3M | 3.20% |
| 9 | ADVANCED MICRO DEVICES INC | AMD | 1,493,555 | $241.6M | 2.93% |
| 10 | ASBURY AUTOMOTIVE GROUP INC | ABG | 972,405 | $237.7M | 2.88% |
| 11 | DRAFTKINGS INC | DKNG | 6,274,863 | $234.7M | 2.85% |
| 12 | TENET HEALTHCARE CORP | THC | 1,109,450 | $225.3M | 2.73% |
| 13 | JEFFERIES FINL GROUP INC | 47233W109 | 3,358,561 | $219.7M | 2.66% |
| 14 | PINTEREST INC | PINS | 6,715,008 | $216.0M | 2.62% |
| 15 | LIBERTY MEDIA CORP | FWONB | 1,989,249 | $207.8M | 2.52% |
| 16 | SALESFORCE INC | CRM | 830,536 | $196.8M | 2.39% |
| 17 | LPL FINL HLDGS INC | 50212V100 | 587,624 | $195.5M | 2.37% |
| 18 | ZILLOW GROUP INC | Z | 2,497,015 | $192.4M | 2.33% |
| 19 | PERFORMANCE FOOD GROUP CO | PFGC | 1,649,104 | $171.6M | 2.08% |
| 20 | DYNATRACE INC | DT | 3,404,411 | $164.9M | 2.00% |
| 21 | ALIBABA GROUP HLDG LTD | BBAAY | 865,537 | $154.7M | 1.88% |
| 22 | FERGUSON ENTERPRISES INC | FERG | 673,584 | $151.3M | 1.83% |
| 23 | GRAPHIC PACKAGING HLDG CO | GPK | 7,648,135 | $149.7M | 1.81% |
| 24 | RED ROCK RESORTS INC | RRR | 2,401,374 | $146.6M | 1.78% |
| 25 | UNITEDHEALTH GROUP INC | UNH | 397,046 | $137.1M | 1.66% |
| 26 | PELOTON INTERACTIVE INC | PTON | 15,085,410 | $135.8M | 1.65% |
| 27 | MONGODB INC | MDB | 433,045 | $134.4M | 1.63% |
| 28 | SOMNIGROUP INTERNATIONAL INC | SGI | 1,496,962 | $126.2M | 1.53% |
| 29 | LENNAR CORP | LEN-B | 993,224 | $125.2M | 1.52% |
| 30 | CF INDS HLDGS INC | 125269100 | 1,339,669 | $120.2M | 1.46% |
| 31 | ELEVANCE HEALTH INC | ELV | 366,789 | $118.5M | 1.44% |
| 32 | MCGRATH RENTCORP | MGRC | 944,972 | $110.8M | 1.34% |
| 33 | FLUTTER ENTMT PLC | G3643J108 | 372,971 | $94.7M | 1.15% |
| 34 | WARNER BROS DISCOVERY INC | WBD | 4,750,267 | $92.8M | 1.12% |
| 35 | SYNOPSYS INC | SNPS | 163,429 | $80.6M | 0.98% |
| 36 | CAMPING WORLD HLDGS INC | CWH | 3,964,763 | $62.6M | 0.76% |
| 37 | TESLA INC | TSLA | 118,900 | $52.9M | 0.64% |
| 38 | META PLATFORMS INC | META | 58,578 | $43.0M | 0.52% |
| 39 | SYSCO CORP | SYY | 522,395 | $43.0M | 0.52% |
| 40 | DAVE & BUSTERS ENTMT INC | 238337109 | 2,361,149 | $42.9M | 0.52% |
| 41 | SENTINELONE INC | S | 2,139,099 | $37.7M | 0.46% |
| 42 | NORWEGIAN CRUISE LINE HLDG LTD | NCLH | 1,097,841 | $27.0M | 0.33% |
| 43 | FLUOR CORP | FLR | 405,147 | $17.0M | 0.21% |
| 44 | OSCAR HEALTH INC | OSCR | 894,900 | $16.9M | 0.21% |
| 45 | FLOOR & DECOR HLDGS INC | FND | 178,686 | $13.2M | 0.16% |
| 46 | SEAGATE TECHNOLOGY HLDNGS PLC | SE | 38,843 | $9.2M | 0.11% |