§ 13F · FUND PROFILE
EMINENCE CAPITAL, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 39Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6324.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 1.48M | $340.6T | 5.4% | NEW |
| 2 | SE | SEA LTD | 2.64M | $337.0T | 5.3% | NEW |
| 3 | LPX | LOUISIANA PAC CORP | 4.05M | $326.9T | 5.2% | NEW |
| 4 | WK | WORKIVA INC | 3.71M | $319.7T | 5.1% | NEW |
| 5 | CPNG | COUPANG INC | 12.64M | $298.3T | 4.7% | NEW |
| 6 | DKNG | DRAFTKINGS INC | 8.43M | $290.4T | 4.6% | NEW |
| 7 | GTLB | GITLAB INC | 7.70M | $289.1T | 4.6% | NEW |
| 8 | CRM | SALESFORCE INC | 1.04M | $276.2T | 4.4% | NEW |
| 9 | PFGC | PERFORMANCE FOOD GROUP CO | 2.65M | $238.0T | 3.8% | NEW |
| 10 | JEF | JEFFERIES FINL GROUP INC | 3.81M | $236.3T | 3.7% | NEW |
§ 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
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed