EMINENCE CAPITAL, LP
NEW YORK NY · SEC CIK 0001107310
$02026Q2 申报市值
0持仓数
0.0%前十大占比
0 / 34新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
本季没有买入
2026Q2 卖出最多 按季末市值估算
SE 清仓-$3.37亿
AMZN 清仓-$3.22亿
PFGC 清仓-$3.19亿
CPNG 清仓-$2.93亿
AMD 清仓-$2.39亿
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SE | SEA LTD | $0 | 0.00% | 0 | -4,065,665 | -100.0% | -$3.37亿 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -1,543,759 | -100.0% | -$3.22亿 | 清仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $0 | 0.00% | 0 | -3,719,411 | -100.0% | -$3.19亿 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -15,510,784 | -100.0% | -$2.93亿 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -1,176,963 | -100.0% | -$2.39亿 | 清仓 |
| DT | DYNATRACE INC | $0 | 0.00% | 0 | -5,304,693 | -100.0% | -$1.96亿 | 清仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $0 | 0.00% | 0 | -956,079 | -100.0% | -$1.87亿 | 清仓 |
| LPX | LOUISIANA PAC CORP | $0 | 0.00% | 0 | -2,533,385 | -100.0% | -$1.84亿 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -449,220 | -100.0% | -$1.78亿 | 清仓 |
| FWONK | LIBERTY MEDIA CORP | $0 | 0.00% | 0 | -1,982,673 | -100.0% | -$1.69亿 | 清仓 |
| FERG | FERGUSON ENTERPRISES INC | $0 | 0.00% | 0 | -645,805 | -100.0% | -$1.51亿 | 清仓 |
| WK | WORKIVA INC | $0 | 0.00% | 0 | -2,519,889 | -100.0% | -$1.50亿 | 清仓 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -790,302 | -100.0% | -$1.49亿 | 清仓 |
| VVV | VALVOLINE INC | $0 | 0.00% | 0 | -4,425,261 | -100.0% | -$1.49亿 | 清仓 |
| Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | -3,445,538 | -100.0% | -$1.43亿 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO | $0 | 0.00% | 0 | -421,673 | -100.0% | -$1.43亿 | 清仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | -1,512,994 | -100.0% | -$1.12亿 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -861,326 | -100.0% | -$1.08亿 | 清仓 |
| DHR | DANAHER CORP | $0 | 0.00% | 0 | -561,234 | -100.0% | -$1.06亿 | 清仓 |
| MDLN | MEDLINE INC | $0 | 0.00% | 0 | -2,279,190 | -100.0% | -$1.01亿 | 清仓 |
| MTN | VAIL RESORTS INC | $0 | 0.00% | 0 | -714,077 | -100.0% | -$9,163.04万 | 清仓 |
| MGRC | MCGRATH RENTCORP | $0 | 0.00% | 0 | -805,829 | -100.0% | -$8,886.68万 | 清仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIES | $0 | 0.00% | 0 | -1,281,995 | -100.0% | -$7,277.89万 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | -179,019 | -100.0% | -$5,778.38万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -320,386 | -100.0% | -$5,557.10万 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -698,350 | -100.0% | -$5,012.06万 | 清仓 |
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -483,900 | -100.0% | -$4,933.36万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -163,008 | -100.0% | -$3,989.95万 | 清仓 |
| CWH | CAMPING WORLD HLDGS INC | $0 | 0.00% | 0 | -5,832,492 | -100.0% | -$3,983.59万 | 清仓 |
| PLAY | DAVE & BUSTERS ENTMT INC | $0 | 0.00% | 0 | -2,346,038 | -100.0% | -$2,540.76万 | 清仓 |
| RRR | RED ROCK RESORTS INC | $0 | 0.00% | 0 | -414,491 | -100.0% | -$2,211.72万 | 清仓 |
| MNDY | MONDAY COM LTD | $0 | 0.00% | 0 | -248,101 | -100.0% | -$1,714.63万 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -724,782 | -100.0% | -$1,590.17万 | 清仓 |
| — | None | $0 | — | 0 | 0 | — | — | 清仓 |