§ 13F · FUND PROFILE
EMINENCE CAPITAL, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 33Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$537M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SE | SEA LTD | 4.07M | $337M | 7.7% | +54% |
| 2 | AMZN | AMAZON COM INC | 1.54M | $322M | 7.4% | +5% |
| 3 | PFGC | PERFORMANCE FOOD GROUP CO | 3.72M | $319M | 7.3% | +41% |
| 4 | CPNG | COUPANG INC | 15.51M | $293M | 6.7% | +23% |
| 5 | AMD | ADVANCED MICRO DEVICES INC | 1.18M | $239M | 5.5% | +22% |
| 6 | DT | DYNATRACE INC | 5.30M | $196M | 4.5% | +17% |
| 7 | ABG | ASBURY AUTOMOTIVE GROUP INC | 956K | $187M | 4.3% | +3% |
| 8 | LPX | LOUISIANA PAC CORP | 2.53M | $184M | 4.2% | −37% |
| 9 | SNPS | SYNOPSYS INC | 449K | $178M | 4.1% | +80% |
| 10 | FWONK | LIBERTY MEDIA CORP | 1.98M | $169M | 3.9% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EMINENCE SIGNAL
AC read
EMINENCE CAPITAL, LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed