EMINENCE CAPITAL, LP

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$6.54B
Signature - Title
Ricky C. Sandler - Managing Member of Eminence Capital GP, LLC
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by EMINENCE CAPITAL, LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. EMINENCE CAPITAL, LP reported 52 stock holdings with total value $6.54B as of Q4 2024. Top holdings included SE, PFGC, Z, ELV, and ASH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 52 $6.54B +$1.35B -$1.36B -$9.91M SE, PFGC, Z, ELV, ASH 13F-HR 2/14/2025, 04:01 PM
Q3 2024 49 $6.59B +$983M -$1.17B -$192M SE, LPLA, Z, SMAR, ASH 13F-HR 11/14/2024, 04:01 PM
Q2 2024 56 $6.2B +$1.45B -$582M +$867M SE, ASH, FWONK, AMZN, Z 13F-HR 8/14/2024, 04:01 PM
Q1 2024 56 $5.45B +$979M -$1.06B -$78M ASH, CTVA, GPK, LPLA, LPX 13F-HR 5/15/2024, 04:01 PM
Q4 2023 55 $5.12B +$782M -$1.44B -$656M ASH, GPK, LPLA, CTVA, OKTA 13F-HR 2/14/2024, 08:49 AM
Q3 2023 71 $5.06B +$873M -$3.27B -$2.4B ASH, UBER, GPK, LPLA, SCHW 13F-HR 11/14/2023, 04:01 PM
Q2 2023 75 $7.62B +$2.76B -$2.27B +$488M QQQ, ASH, NEWR, UBER, AMZN 13F-HR 8/14/2023, 01:01 PM
Q1 2023 66 $7.04B +$2.55B -$539M +$2.01B SPY, ASH, NEWR, UBER, CRM 13F-HR 5/15/2023, 04:01 PM
Q4 2022 65 $5.39B +$1.02B -$464M +$559M ASH, NEWR, FERG, UBER, CRM 13F-HR 2/14/2023, 07:47 AM
Q3 2022 62 $4.79B +$756M -$387M +$370M ASH, NEWR, UBER, FERG, WSC 13F-HR 11/14/2022, 03:01 PM
Q2 2022 64 $5.03B +$771M -$329M +$443M ASH, NEWR, WSC, FWONKXXXX, BERY 13F-HR 8/15/2022, 04:02 PM
Q1 2022 67 $8.82B +$1.02B -$952M +$67.8M SPY, ASH, NEWR, Z, WSC 13F-HR 5/16/2022, 04:01 PM
Q4 2021 68 $10.5B +$4.35B -$1.12B +$3.22B SPY, NEWR, ASH, WSC, Z 13F-HR 2/14/2022, 08:02 AM
Q3 2021 62 $7.32B +$1.34B -$2.17B -$834M ASH, NEWR, WSC, BERY, CRM 13F-HR 11/15/2021, 04:01 PM
Q2 2021 69 $8.09B +$1.91B -$2.32B -$413M ASH, NEWR, CTVA, BERY, CRM 13F-HR 8/16/2021, 04:01 PM
Q1 2021 68 $8.08B +$1.71B -$3.12B -$1.41B ASH, CTVA, NEWR, BERY, WSC 13F-HR 5/17/2021, 04:01 PM
Q4 2020 79 $10.7B +$2.41B -$3.35B -$941M SPY, QQQ, BERY, NEWR, MIC 13F-HR 2/16/2021, 08:00 AM
Q3 2020 77 $10.2B +$2.51B -$1.64B +$872M SPY, ASH, BERY, NEWR, NUAN 13F-HR 11/16/2020, 03:01 PM
Q2 2020 73 $10.1B +$4.06B -$1.94B +$2.12B SPY, GLD, BERY, ASH, NEWR 13F-HR 8/14/2020, 05:44 PM
Q1 2020 101 $9.14B +$4.84B -$610M +$4.23B SPY, BERY, IWM, ASH, FWONKXXXX 13F-HR 5/15/2020, 04:45 PM
Q4 2019 58 $8.89B +$1.72B -$981M +$735M BERY, CPRI, ASH, FWONKXXXX, BABA 13F-HR 2/14/2020, 08:03 AM
Q3 2019 57 $8.31B +$2.28B -$826M +$1.46B BERY, CPRI, ASH, FWONKXXXX, SCHW 13F-HR 11/14/2019, 03:02 PM
Q2 2019 48 $7.58B +$2.46B -$801M +$1.66B BERY, ASH, FWONKXXXX, CPRI, TSN 13F-HR 8/14/2019, 04:55 PM
Q1 2019 43 $6.71B +$2.67B -$522M +$2.15B BERY, CPRI, FWONKXXXX, IQV, TSN 13F-HR 5/15/2019, 05:03 PM
Q4 2018 44 $5.14B +$1.3B -$1.06B +$236M ICE, FWONKXXXX, IQV, BERY, VMC 13F-HR 2/14/2019, 08:00 AM
Q3 2018 40 $6.08B +$919M -$1.03B -$114M IQV, LEN, FWONKXXXX, ICE, VMC 13F-HR 11/14/2018, 03:42 PM
Q2 2018 46 $7.34B +$1.41B -$396M +$1.02B LEN, FWONKXXXX, ELLI, VMC, IQV 13F-HR 8/14/2018, 04:08 PM
Q1 2018 40 $6.71B +$1.42B -$846M +$576M LEN, ICE, IQV, FWONKXXXX, KHC 13F-HR 5/15/2018, 04:09 PM
Q4 2017 40 $6.56B +$1.7B -$365M +$1.34B LEN, ICE, IQV, USFD, FWONKXXXX 13F-HR 2/14/2018, 07:56 AM
Q3 2017 42 $6.06B +$1.24B -$370M +$874M LEN, ICE, ARRS, FWONKXXXX, INXN 13F-HR 11/14/2017, 03:25 PM
Q2 2017 44 $5.88B +$1.37B -$1.1B +$272M LEN, ICE, ARRS, INXN, USFD 13F-HR 8/14/2017, 04:27 PM
Q1 2017 41 $5.58B +$523M -$941M -$419M ADSK, LEN, ICE, FNF, ARRS 13F-HR 5/15/2017, 04:04 PM
Q4 2016 47 $6.39B +$1.19B -$715M +$478M ADSK, LEN, DNKN, ARRS, ICE 13F-HR 2/14/2017, 06:40 AM
Q3 2016 43 $5.99B +$1.16B -$259M +$898M ADSK, HUM, ARRS, ICE, DNKN 13F-HR 11/14/2016, 03:45 PM
Q2 2016 44 $4.94B +$789M -$678M +$110M ADSK, ICE, BIDU, CAA, MON 13F-HR 8/15/2016, 04:49 PM
Q1 2016 45 $5.67B +$1.59B -$534M +$1.05B ADSK, BIDU, YHOO, CAA, ARRS 13F-HR 5/16/2016, 04:02 PM
Q4 2015 56 $8.04B +$2.46B -$608M +$1.85B ADSK, GMCR, AIG, GMCR, BIDU 13F-HR 2/16/2016, 06:09 AM
Q3 2015 59 $6.51B +$1.58B -$544M +$1.04B ADSK, BIDU, GNCIQ, AIG, GMCR 13F-HR 11/16/2015, 03:03 PM
Q2 2015 60 $7.02B +$1.94B -$328M +$1.61B AIG, GNCIQ, FOSL, ZNGA, TRIP 13F-HR 8/14/2015, 04:03 PM
Q1 2015 60 $6.46B +$1.4B -$546M +$852M FOSL, AIG, GNCIQ, MW, TRIP 13F-HR 5/15/2015, 04:11 PM
Q4 2014 69 $6.88B +$1.96B -$642M +$1.31B FOSL, MW, AIG, ADSK, EBAY 13F-HR 2/17/2015, 05:18 AM
Q3 2014 70 $6.83B +$1.75B -$554M +$1.19B ADSK, FOSL, EBAY, AIG, MW 13F-HR 11/14/2014, 03:03 PM
Q2 2014 58 $6.05B +$1.57B -$203M +$1.37B ADSK, NOVXXXX, FOSL, MW, EBAY 13F-HR 8/14/2014, 04:01 PM
Q1 2014 64 $6.18B +$1.44B -$339M +$1.1B NOVXXXX, NOVXXXX, ADSK, MW, FOSL 13F-HR 5/15/2014, 04:10 PM
Q4 2013 59 $5.64B ADSK, NOVXXXX, QCOM, MW, EBAY 13F-HR 2/14/2014, 03:01 PM