Arkolith/Funds/Eminence Capital, LP

Eminence Capital, LP

CIK 1107310Hedge fund
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Eminence Capital, LP holds a focused book of 33 stocks worth $4.4B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Taiwan Semiconductor-SP ADR and trimmed Louisiana-Pacific Corp. Their largest long position is Sea Ltd-ADR at 8% of the equity book.

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Use Arkolith to show EMINENCE CAPITAL, LP's latest
holdings, largest changes, and filing provenance.
Opened
8
new positions
Added to
19
existing
Trimmed
5
reduced
Sold out
14
exited

Concentration

Top-heavy: focused book

Top 5 holdings
35%
Top 10 holdings
56%
Top 20 holdings
86%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Consumer Discretionary
27%
Industrials
26%
Information Technology
24%
Health Care
8%
Materials
5%
Communication Services
4%
Energy
3%
Financials
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

33 positions
#SecurityValueShares% PortLast moveHistory
1Sea Ltd
SPONSORED ADS
$336.7M4.07M
7.7%
▲+54%
Added · +1.4M sh
2Amazon Com Inc
COM
$321.5M1.54M
7.4%
▲+4.6%
Added · +68K sh
3Performance Food Group Co
COM
$318.6M3.72M
7.3%
▲+40%
Added · +1.1M sh
4Coupang Inc
CL A
$292.8M15.51M
6.7%
▲+23%
Added · +2.9M sh
5Advanced Micro Devices Inc
COM
$239.4M1.18M
5.5%
▲+22%
Added · +209K sh
6Dynatrace Inc
COM NEW
$196.2M5.30M
4.5%
▲+17%
Added · +777K sh
7Asbury Automotive Group Inc
COM
$186.8M956.1K
4.3%
▲+3.2%
Added · +30K sh
8Louisiana Pac Corp
COM
$184.3M2.53M
4.2%
▼−37%
Reduced · −1.5M sh
9Synopsys Inc
COM
$178.1M449.2K
4.1%
▲+80%
Added · +200K sh
10Liberty Media Corp
COM LBTY ONE S C
$168.6M1.98M
3.9%
▲+4.6%
Added · +88K sh
11Ferguson Enterprises Inc
COMMON STOCK NEW
$150.6M645.8K
3.5%
▲+29%
Added · +146K sh
12Workiva Inc
COM CL A
$150.3M2.52M
3.4%
▼−32%
Reduced · −1.2M sh
13Tenet Healthcare Corp
COM NEW
$149.1M790.3K
3.4%
▲+29%
Added · +176K sh
14Valvoline Inc
COM
$149.0M4.43M
3.4%
▲+5.0%
Added · +213K sh
15Zillow Group Inc
CL C CAP STK
$142.6M3.45M
3.3%
▲+65%
Added · +1.4M sh
16Taiwan Semiconductor Manufacturing Co
SPONSORED ADS
$142.5M421.7K
3.3%
▲New
New position
17Somnigroup International Inc
COM
$111.8M1.51M
2.6%
▲+382%
Added · +1.2M sh
18Alibaba Group Hldg Ltd
SPONSORED ADS
$108.1M861.3K
2.5%
▲+4.3%
Added · +36K sh
19Danaher Corp
COM
$106.4M561.2K
2.4%
▲New
New position
20Medline Inc
COM CL A
$101.4M2.28M
2.3%
▲+51%
Added · +774K sh
21Vail Resorts Inc
COM
$91.6M714.1K
2.1%
▲New
New position
22McGrath Rentcorp
COM
$88.9M805.8K
2.0%
▼−15%
Reduced · −144K sh
23Atmus Filtration Technologies
COM
$72.8M1.28M
1.7%
▼−66%
Reduced · −2.5M sh
24Aon PLC
SHS CL A
$57.8M179.0K
1.3%
▲New
New position
25Marsh & McLennan Cos Inc
COM
$55.6M320.4K
1.3%
▲New
New position
26Lauder Estee Cos Inc
CL A
$50.1M698.4K
1.1%
▲New
New position
27Flutter Entmt PLC
SHS
$49.3M483.9K
1.1%
▲+511%
Added · +405K sh
28Mongodb Inc
CL A
$39.9M163.0K
0.9%
▲+4.6%
Added · +7K sh
29Camping World Hldgs Inc
CL A
$39.8M5.83M
0.9%
▲+0.9%
Added · +53K sh
30Dave & Busters Entmt Inc
COM
$25.4M2.35M
0.6%
—Held
31Red Rock Resorts Inc
CL A
$22.1M414.5K
0.5%
▼−74%
Reduced · −1.2M sh
32Monday Com Ltd
SHS
$17.1M248.1K
0.4%
▲New
New position
33Unity Software Inc
COM
$15.9M724.8K
0.4%
▲New
New position
Showing all 33 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 6, 20261$013F-HR
Q1 2026Mar 31, 2026May 15, 202633$4.4B13F-HR
Q4 2025Dec 31, 2025Feb 17, 202639$6.3B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202546$8.2B13F-HR
Q2 2025Jun 30, 2025Aug 14, 202547$8.3B13F-HR
Q1 2025Mar 31, 2025May 15, 202547$6.0B13F-HR
Q4 2024Dec 31, 2024Feb 14, 202552$6.5B13F-HR
Q3 2024Sep 30, 2024Nov 14, 202450$7.1B13F-HR
Q2 2024Jun 30, 2024Aug 14, 202456$6.2B13F-HR
Q1 2024Mar 31, 2024May 15, 202461$7.1B13F-HR
Q4 2023Dec 31, 2023Feb 14, 202461$6.7B13F-HR
Q3 2023Sep 30, 2023Nov 14, 202362$5.1B13F-HR
Q2 2023Jun 30, 2023Aug 14, 202363$7.6B13F-HR
Q1 2023Mar 31, 2023May 15, 202366$7.0B13F-HR
Q4 2022Dec 31, 2022Feb 14, 202365$5.4B13F-HR
Q3 2022Sep 30, 2022Nov 14, 202262$4.8B13F-HR
Q2 2022Jun 30, 2022Aug 15, 202264$5.0B13F-HR
Q1 2022Mar 31, 2022May 16, 202267$8.8B13F-HR
Q4 2021Dec 31, 2021Feb 14, 202268$10.5B13F-HR
Q3 2021Sep 30, 2021Nov 15, 202163$7.4B13F-HR
Q2 2021Jun 30, 2021Aug 16, 202171$8.1B13F-HR
Q1 2021Mar 31, 2021May 17, 202168$8.1B13F-HR
Q4 2020Dec 31, 2020Feb 16, 202179$10.7B13F-HR
Q3 2020Sep 30, 2020Nov 16, 202077$10.2B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.