News + Filings Transactions Holdings
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EMINENCE CAPITAL, LP
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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AMAZON COM INC
| AMZN | Common | 1,375,530 | 365,432 | 179,314,091,000 | 179,199,950,000 | 2.35 | |
Hist
| 06/30/2023 |
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LPL Financial Holdings Inc.
| LPLA | Common | 784,225 | 555,086 | 170,514,042,000 | 170,463,980,000 | 2.24 | 1.01 |
Hist
| 06/30/2023 |
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PINTEREST, INC.
| PINS | Common | 5,750,304 | 2,327,694 | 157,213,311,000 | 157,133,564,000 | 2.06 | |
Hist
| 06/30/2023 |
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GRAPHIC PACKAGING CORP
| GPK | COM | 5,915,593 | 2,532,297 | 142,151,700,000 | 142,084,914,000 | 1.87 | |
Hist
| 06/30/2023 |
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PERFORMANCE FOOD GROUP CO
| PFGC | COM | 2,060,038 | 476,611 | 124,096,689,000 | 124,028,681,000 | 1.63 | |
Hist
| 06/30/2023 |
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CF Industries Holdings, Inc.
| CF | Common | 1,581,535 | 912,933 | 109,790,160,000 | 109,725,807,000 | 1.44 | 0.81 |
Hist
| 06/30/2023 |
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Bausch & Lomb Corp
| BLCO | COM | 5,368,375 | 1,704,985 | 107,743,286,000 | 107,687,090,000 | 1.41 | 1.53 |
Hist
| 06/30/2023 |
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E2open Parent Holdings, Inc.
| ETWO | COM | 16,880,763 | 2,187,230 | 94,532,273,000 | 94,443,084,000 | 1.24 | |
Hist
| 06/30/2023 |
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JFrog Ltd
| FROG | ORD SHS | 3,157,324 | 768,819 | 87,457,875,000 | 87,405,065,000 | 1.15 | 3.10 |
Hist
| 06/30/2023 |
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Red Rock Resorts, Inc.
| RRR | Common | 1,848,034 | 32,487 | 86,451,031,000 | 86,388,830,000 | 1.13 | |
Hist
| 06/30/2023 |
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INTUIT INC.
| INTU | Common | 185,408 | 21,649 | 84,952,092,000 | 84,888,665,000 | 1.11 | 0.07 |
Hist
| 06/30/2023 |
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TANDEM DIABETES CARE INC
| TNDM | Common | 3,117,559 | 1,526,772 | 76,504,898,000 | 76,428,779,000 | 1.00 | 4.83 |
Hist
| 06/30/2023 |
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PELOTON INTERACTIVE, INC.
| PTON | Common | 7,677,228 | 3,053,698 | 59,037,883,000 | 59,005,842,000 | 0.77 | |
Hist
| 06/30/2023 |
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CareMax, Inc.
| CMAX | Common | 8,880,086 | 1,304,806 | 27,617,067,000 | 27,563,358,000 | 0.36 | |
Hist
| 06/30/2023 |
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Natera, Inc.
| NTRA | COMMON | 424,451 | 130,173 | 20,653,786,000 | 20,640,891,000 | 0.27 | |
Hist
| 06/30/2023 |
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Match Group, Inc.
| MTCH | Common Stock | 251,833 | 61,382 | 10,539,211,000 | 10,530,117,000 | 0.14 | 0.09 |
Hist
| 06/30/2023 |
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