Eminence Capital, LP - Q42025 Holdings

Eminence Capital, LP holds 39 stocks with a total portfolio value of $ 6.32B as of Q42025. In Q42025, Eminence Capital, LP added 3 new positions, increased stakes in 17 stocks, reduced 19 holdings, and fully exited 10 positions. The largest holding is Amazon Com Inc (AMZN), representing 5.39% of the total portfolio.