Eminence Capital, LP - Q12026 Holdings

Eminence Capital, LP holds 33 stocks with a total portfolio value of $ 4.36B as of Q12026. In Q12026, Eminence Capital, LP added 8 new positions, increased stakes in 19 stocks, reduced 5 holdings, and fully exited 14 positions. The largest holding is Sea LTD (SE), representing 7.72% of the total portfolio.