13F Filings History of EMINENCE CAPITAL, LP

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$6,323,956,411
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 39 stock holdings with total value $6,323,956,411 as of Q4 2025. Top holdings included AMZN, SE, LPX, WK, and CPNG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 39 $6,323,956,411 +$1,109,160,556 -$1,237,054,436 -$127,893,880 AMZN, SE, LPX, WK, CPNG 13F-HR 17 Feb 2026, 16:01
Q3 2025 43 $6,802,855,157 +$1,232,762,493 -$1,571,080,610 -$338,318,117 AMZN, GTLB, WK, CPNG, ATMU 13F-HR 14 Nov 2025, 09:02
Q2 2025 45 $6,789,046,769 +$2,189,627,969 -$1,852,400,806 +$337,227,163 AMZN, GTLB, Z, LPX, SE 13F-HR 14 Aug 2025, 16:01
Q1 2025 47 $5,984,638,662 +$1,077,216,898 -$1,615,633,682 -$538,416,784 SE, OKTA, PRMB, ELV, ATMU 13F-HR 15 May 2025, 16:01
Q4 2024 52 $6,537,234,681 +$1,346,082,938 -$1,355,990,128 -$9,907,190 SE, PFGC, Z, ELV, ASH 13F-HR 14 Feb 2025, 16:01
Q3 2024 49 $6,586,223,140 +$983,109,538 -$1,174,927,762 -$191,818,224 SE, LPLA, Z, SMAR, ASH 13F-HR 14 Nov 2024, 16:01
Q2 2024 56 $6,200,278,281 +$1,448,728,633 -$581,979,320 +$866,749,313 SE, ASH, FWONK, AMZN, Z 13F-HR 14 Aug 2024, 16:01
Q1 2024 56 $5,452,198,017 +$978,560,775 -$1,056,559,489 -$77,998,714 ASH, CTVA, GPK, LPLA, LPX 13F-HR 15 May 2024, 16:01
Q4 2023 55 $5,123,364,488 +$782,490,369 -$1,438,366,604 -$655,876,235 ASH, GPK, LPLA, CTVA, OKTA 13F-HR 14 Feb 2024, 08:49
Q3 2023 60 $5,051,128,229 +$864,286,779 -$1,218,914,524 -$354,627,745 ASH, UBER, GPK, LPLA, SCHW 13F-HR 14 Nov 2023, 16:01
Q2 2023 62 $5,565,934,193 +$703,896,036 -$1,156,789,663 -$452,893,627 ASH, NEWR, UBER, AMZN, LPLA 13F-HR 14 Aug 2023, 12:01
Q1 2023 65 $5,927,494,494 +$1,437,881,097 -$1,438,476,071 -$594,974 ASH, NEWR, UBER, CRM, AMZN 13F-HR 15 May 2023, 16:01
Q4 2022 64 $5,387,160,425 +$1,020,961,230 -$695,673,872 +$325,287,358 ASH, NEWR, FERG, UBER, CRM 13F-HR 14 Feb 2023, 08:47
Q3 2022 59 $4,680,081,000 +$648,605,482 -$947,759,314 -$299,153,832 ASH, NEWR, UBER, FERG, WSC 13F-HR 14 Nov 2022, 16:01
Q2 2022 64 $5,033,909,000 +$771,484,962 -$698,546,958 +$72,938,004 ASH, NEWR, WSC, FWONK, BERY 13F-HR 15 Aug 2022, 16:02
Q1 2022 66 $6,239,760,000 +$1,019,536,891 -$1,630,736,234 -$611,199,343 ASH, NEWR, Z, WSC, UBER 13F-HR 16 May 2022, 16:01
Q4 2021 66 $7,668,986,000 +$1,528,400,380 -$1,721,011,236 -$192,610,856 NEWR, ASH, WSC, Z, CRM 13F-HR 14 Feb 2022, 09:02
Q3 2021 62 $7,318,278,000 +$1,337,446,489 -$2,172,614,213 -$835,167,724 ASH, NEWR, WSC, BERY, CRM 13F-HR 15 Nov 2021, 16:01
Q2 2021 69 $8,087,231,000 +$1,909,607,014 -$2,323,088,663 -$413,481,649 ASH, NEWR, CTVA, BERY, CRM 13F-HR 16 Aug 2021, 16:01
Q1 2021 68 $8,078,258,000 +$1,707,199,155 -$3,118,398,456 -$1,411,199,301 ASH, CTVA, NEWR, BERY, WSC 13F-HR 17 May 2021, 16:01
Q4 2020 76 $8,772,135,000 +$1,555,567,808 -$2,437,443,269 -$881,875,461 BERY, NEWR, MIC, NUAN, ASH 13F-HR 16 Feb 2021, 09:00
Q3 2020 75 $7,749,087,000 +$1,494,108,768 -$2,296,331,213 -$802,222,445 ASH, BERY, NEWR, NUAN, DD 13F-HR 16 Nov 2020, 16:01
Q2 2020 71 $7,694,068,000 +$1,674,039,978 -$4,149,561,536 -$2,475,521,558 BERY, ASH, NEWR, DD, NUAN 13F-HR 14 Aug 2020, 17:44
Q1 2020 99 $8,175,033,000 +$3,873,998,168 -$2,108,024,550 +$1,765,973,618 BERY, ASH, FWONK, RCL, USFD 13F-HR 15 May 2020, 16:45
Q4 2019 56 $8,766,565,000 +$1,716,643,303 -$1,616,739,350 +$99,903,953 BERY, CPRI, ASH, FWONK, BABA 13F-HR 14 Feb 2020, 09:03
Q3 2019 53 $7,929,318,000 +$2,010,498,533 -$1,471,417,802 +$539,080,731 BERY, CPRI, ASH, FWONK, SCHW 13F-HR 14 Nov 2019, 16:02
Q2 2019 46 $7,440,661,000 +$2,370,710,771 -$1,682,726,481 +$687,984,290 BERY, ASH, FWONK, CPRI, TSN 13F-HR 14 Aug 2019, 16:55
Q1 2019 42 $6,512,068,000 +$2,469,482,136 -$1,690,762,086 +$778,720,050 BERY, CPRI, FWONK, IQV, TSN 13F-HR 15 May 2019, 17:03
Q4 2018 44 $5,137,722,000 +$1,298,559,350 -$1,529,571,859 -$231,012,509 ICE, FWONK, IQV, BERY, VMC 13F-HR 14 Feb 2019, 09:00
Q3 2018 40 $6,083,465,000 +$919,186,534 -$1,974,028,114 -$1,054,841,580 IQV, LEN, FWONK, ICE, VMC 13F-HR 14 Nov 2018, 16:42
Q2 2018 45 $7,020,761,000 +$1,409,054,681 -$938,210,558 +$470,844,123 LEN, FWONK, ELLI, VMC, IQV 13F-HR 14 Aug 2018, 16:08
Q1 2018 38 $6,184,686,000 +$1,114,033,891 -$1,425,060,984 -$311,027,093 LEN, ICE, IQV, FWONK, USFD 13F-HR 15 May 2018, 16:09
Q4 2017 39 $6,326,299,000 +$1,468,269,749 -$1,449,309,878 +$18,959,871 LEN, ICE, IQV, USFD, FWONK 13F-HR 14 Feb 2018, 08:56
Q3 2017 43 $6,056,856,000 +$1,243,457,290 -$1,025,094,383 +$218,362,907 LEN, ICE, ARRS, FWONK, INXN 13F-HR 14 Nov 2017, 16:25
Q2 2017 44 $5,875,159,000 +$1,368,960,175 -$1,434,582,530 -$65,622,355 LEN, ICE, ARRS, INXN, USFD 13F-HR 14 Aug 2017, 16:27
Q1 2017 40 $5,570,478,000 +$522,706,712 -$1,627,946,384 -$1,105,239,672 ADSK, LEN, ICE, FNF, ARRS 13F-HR 15 May 2017, 16:04
Q4 2016 46 $6,374,249,000 +$1,180,565,824 -$875,964,546 +$304,601,278 ADSK, LEN, DNKN, ARRS, ICE 13F-HR 14 Feb 2017, 07:40
Q3 2016 43 $5,987,767,000 +$1,156,670,417 -$629,397,123 +$527,273,294 ADSK, HUM, ARRS, ICE, DNKN 13F-HR 14 Nov 2016, 16:45
Q2 2016 44 $4,939,159,000 +$788,609,023 -$1,566,964,150 -$778,355,127 ADSK, ICE, BIDU, CAA, MON 13F-HR 15 Aug 2016, 16:49
Q1 2016 45 $5,674,199,000 +$1,586,209,347 -$3,021,763,923 -$1,435,554,576 ADSK, BIDU, YHOO, CAA, ARRS 13F-HR 16 May 2016, 16:02
Q4 2015 54 $7,335,836,000 +$1,986,248,677 -$1,427,616,887 +$558,631,790 ADSK, GMCR, BIDU, YHOO, TRIP 13F-HR 16 Feb 2016, 07:09
Q3 2015 58 $6,298,343,000 +$1,580,701,262 -$1,258,818,608 +$321,882,654 ADSK, BIDU, GNCIQ, GMCR, TRIP 13F-HR 16 Nov 2015, 16:03
Q2 2015 58 $6,624,562,000 +$1,811,222,241 -$1,409,232,259 +$401,989,982 GNCIQ, FOSL, ZNGA, TRIP, ADSK 13F-HR 14 Aug 2015, 16:03
Q1 2015 59 $6,222,958,000 +$1,383,957,485 -$1,874,111,180 -$490,153,695 FOSL, GNCIQ, MW, TRIP, EBAY 13F-HR 15 May 2015, 16:11
Q4 2014 68 $6,657,360,000 +$1,953,562,667 -$2,107,614,452 -$154,051,785 FOSL, MW, ADSK, EBAY, GNCIQ 13F-HR 17 Feb 2015, 06:18
Q3 2014 67 $6,473,503,000 +$1,389,208,033 -$804,258,206 +$584,949,827 ADSK, FOSL, EBAY, MW, TIBX 13F-HR 14 Nov 2014, 16:03
Q2 2014 58 $6,053,660,000 +$1,572,758,916 -$1,660,951,407 -$88,192,491 ADSK, NOV, FOSL, MW, EBAY 13F-HR 14 Aug 2014, 16:01
Q1 2014 63 $5,879,344,000 +$1,142,604,620 -$881,409,463 +$261,195,157 NOV, ADSK, MW, FOSL, QCOM 13F-HR 15 May 2014, 16:10
Q4 2013 59 $5,639,135,000 $0 $0 $0 ADSK, NOV, QCOM, MW, EBAY 13F-HR 14 Feb 2014, 16:01