Institution (13F filer) · disclosed-activity record
EMINENCE CAPITAL, LP
Institution (13F)
Every row below is a public disclosure this person or firm filed, dated and linked to its source. This is a factual record of what was disclosed and when — what it means, and whether any timing is coincidence or signal, is a judgment this page deliberately does not make.
Disclosed $ (bull / bear)
$3.4B / $4.0B
Most active in: AMD (2) · BABA (2) · AMZN (2) · ELV (2) · ABG (2) · ATMU (2) · CF (2) · CWH (2)
Disclosures, last 12 months
25 of 95 · linked to source| Date | Name | What | Disclosed $ | Receipt |
|---|
| 2026-03-31 | AMD | added to a position | $32.0M | — |
| 2026-03-31 | BABA | added to a position | $13.0M | — |
| 2026-03-31 | AMZN | added to a position | $19.1M | — |
| 2026-03-31 | ELV | exited a position | $170.8M | — |
| 2026-03-31 | ABG | added to a position | $28.6M | — |
| 2026-03-31 | ATMU | trimmed a position | $125.8M | — |
| 2026-03-31 | CF | exited a position |
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Public filings only, shown as filed; the linked filing is the authoritative record. Descriptive, not investment advice — and never an allegation: proximity of a disclosure to any event is a fact of dates, not a conclusion about intent. Methodology · Today's notable signals