EMINENCE CAPITAL, LP
NEW YORK, NY · CIK 1107310 · 13F filing filed 2026-07-06
SEC-registered investment adviser since 2012 · limited partnership
- Assets managed$9.8bn
- Staff51 · 19 in investment roles
- Main clients (by assets)Private funds 100%
- Private funds6 (6 hedge) · $8.1bn gross assets
- Form ADV · 2026-07-10SEC adviser record
- Legal entityEMINENCE CAPITAL, LP (US)
- Kindhedge funds, futures
- Others nearbyNew York, NY
As an employer
- Private fundshedge 6
US visa salary filings
- Filings FY20242
- Median salary offered$250,000
- Middle half$250,000 – $250,000
- Job titles1
| Job title | Filings | Median |
|---|---|---|
| Investment Data AnalystNew York, NY | 2 | $250,000 |
Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Eminence Capital LP.
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| N/A 0 | $0— | New |
Sold out since Q1 2026
| Security | Value then |
|---|---|
| SEA LTD SE | $336.7m4.1m shares |
| AMAZON COM INC AMZN | $321.5m1.5m shares |
| PERFORMANCE FOOD GROUP CO PFGC | $318.6m3.7m shares |
| COUPANG INC CPNG | $292.8m15.5m shares |
| ADVANCED MICRO DEVICES INC AMD | $239.4m1.2m shares |
| DYNATRACE INC DT | $196.2m5.3m shares |
| ASBURY AUTOMOTIVE GROUP INC ABG | $186.8m956.1k shares |
| LOUISIANA PAC CORP LPX | $184.3m2.5m shares |
| SYNOPSYS INC SNPS | $178.1m449.2k shares |
| LIBERTY MEDIA CORP DEL FWONK | $168.6m2.0m shares |
| FERGUSON ENTERPRISES INC FERG | $150.6m645.8k shares |
| WORKIVA INC WK | $150.3m2.5m shares |
| TENET HEALTHCARE CORP THC | $149.1m790.3k shares |
| VALVOLINE INC VVV | $149.0m4.4m shares |
| ZILLOW GROUP INC Z | $142.6m3.4m shares |
| TAIWAN SEMICONDUCTOR MFG LTD TSM | $142.5m421.7k shares |
| SOMNIGROUP INTERNATIONAL INC SGI | $111.8m1.5m shares |
| ALIBABA GROUP HLDG LTD BABA | $108.1m861.3k shares |
| DANAHER CORPORATION DHR | $106.4m561.2k shares |
| MEDLINE INC MDLN | $101.4m2.3m shares |
| VAIL RESORTS INC MTN | $91.6m714.1k shares |
| MCGRATH RENTCORP MGRC | $88.9m805.8k shares |
| ATMUS FILTRATION TECHNOLOGIE ATMU | $72.8m1.3m shares |
| AON PLC AON | $57.8m179.0k shares |
| MARSH & MCLENNAN COS INC MRSH | $55.6m320.4k shares |
Stakes above 5%
Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.
| Company | Stake |
|---|---|
| VERANO HOLDINGS CORP 13G · filed 2025-11-14 | 7.7% |