Stock Taper 
EMINENCE CAPITAL, LP
Latest 13F filing data - Q1 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MongoDB, Inc. | MDB | 163.01K | $39.9M |
 Aon plc | AON | 179.02K | $57.78M |
 monday.com Ltd. | MNDY | 248.1K | $17.15M |
 Red Rock Resorts, Inc. | RRR | 414.49K | $22.12M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 421.67K | $142.5M |
 Synopsys, Inc. | SNPS | 449.22K | $178.11M |
 Flutter Entertainment plc | FLUT | 483.9K | $49.33M |
 Danaher Corporation | DHR | 561.23K | $106.41M |
 Ferguson plc | FERG | 645.8K | $150.64M |
 The Estée Lauder Companies Inc. | EL | 698.35K | $50.12M |
 Vail Resorts, Inc. | MTN | 714.08K | $91.63M |
 Unity Software Inc. | U | 724.78K | $15.9M |
 Tenet Healthcare Corporation | THC | 790.3K | $149.14M |
 McGrath RentCorp | MGRC | 805.83K | $88.87M |
 Alibaba Group Holding Limited | BABA | 861.33K | $108.06M |
 Asbury Automotive Group, Inc. | ABG | 956.08K | $186.83M |
 Advanced Micro Devices, Inc. | AMD | 1.18M | $239.43M |
 Atmus Filtration Technologies Inc. | ATMU | 1.28M | $72.78M |
 Somnigroup International Inc | SGI | 1.51M | $111.84M |
 Amazon.com, Inc. | AMZN | 1.54M | $321.52M |