Eminence Capital's Q1 Portfolio Shifts Highlight Top Holdings Including Sea Limited (SE), Amazon.com Inc (AMZN)
In the first quarter of 2026, Eminence Capital adjusted its portfolio with changes in position sizes and new additions. The firm maintained a focus on consumer discretionary, technology, and industrial sectors, with notable holdings including Sea Limited (SE) and Amazon.com Inc (AMZN).
Tickers: $AMZN $CPNG $CPRT $PFGC $SE