EMINENCE CAPITAL, LP

SESEA LTD

Weight 7.7%Value $336.68MPrice $98.62Shares 4.07MSince Mar 31 +19.09%

AMZNAMAZON COM INC

Weight 7.4%Value $321.52MPrice $246.67Shares 1.54MSince Mar 31 +18.44%

PFGCPERFORMANCE FOOD GROUP CO

Weight 7.3%Value $318.60MPrice $91.99Shares 3.72MSince Mar 31 +7.39%

CPNGCOUPANG INC

Weight 6.7%Value $292.84MPrice $13.85Shares 15.51MSince Mar 31 -26.64%

AMDADVANCED MICRO DEVICES INC

Weight 5.5%Value $239.43MPrice $607.57Shares 1.18MSince Mar 31 +198.66%

DTDYNATRACE INC

Weight 4.5%Value $196.17MPrice $57.53Shares 5.30MSince Mar 31 +55.57%

ABGASBURY AUTOMOTIVE GROUP INC

Weight 4.3%Value $186.83MPrice $173.95Shares 956KSince Mar 31 -10.98%

LPXLOUISIANA PAC CORP

Weight 4.2%Value $184.30MPrice $65.76Shares 2.53MSince Mar 31 -9.61%

SNPSSYNOPSYS INC

Weight 4.1%Value $178.11MPrice $415.09Shares 449KSince Mar 31 +4.69%

FWONKLIBERTY MEDIA CORP

Weight 3.9%Value $168.57MPrice $93.08Shares 1.98MSince Mar 31 +9.48%

FERGFERGUSON ENTERPRISES INC

Weight 3.5%Value $150.64MPrice $223.87Shares 646KSince Mar 31 -4.03%

WKWORKIVA INC

Weight 3.4%Value $150.26MPrice $65.15Shares 2.52MSince Mar 31 +9.26%

THCTENET HEALTHCARE CORP

Weight 3.4%Value $149.14MPrice $257.60Shares 790KSince Mar 31 +36.51%

VVVVALVOLINE INC

Weight 3.4%Value $149.04MPrice $29.65Shares 4.43MSince Mar 31 -11.97%

ZZILLOW GROUP INC

Weight 3.3%Value $142.58MPrice $27.34Shares 3.45MSince Mar 31 -33.93%

TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO

Weight 3.3%Value $142.50MPrice $456.94Shares 422KSince Mar 31 +35.21%

SGISOMNIGROUP INTERNATIONAL INC

Weight 2.6%Value $111.84MPrice $62.26Shares 1.51MSince Mar 31 -15.77%

BABAALIBABA GROUP HLDG LTD

Weight 2.5%Value $108.06MPrice $107.74Shares 861KSince Mar 31 -14.12%

DHRDANAHER CORP

Weight 2.4%Value $106.41MPrice $226.11Shares 561KSince Mar 31 +19.26%

MDLNMEDLINE INC

Weight 2.3%Value $101.42MPrice $34.98Shares 2.28MSince Mar 31 -21.39%

MTNVAIL RESORTS INC

Weight 2.1%Value $91.63MPrice $141.29Shares 714KSince Mar 31 +10.11%

MGRCMCGRATH RENTCORP

Weight 2.0%Value $88.87MPrice $114.23Shares 806KSince Mar 31 +3.58%

ATMUATMUS FILTRATION TECHNOLOGIES

Weight 1.7%Value $72.78MPrice $43.94Shares 1.28MSince Mar 31 -22.60%

AONAON PLC

Weight 1.3%Value $57.78MPrice $275.90Shares 179KSince Mar 31 -14.52%

MRSHMARSH & MCLENNAN COS INC

Weight 1.3%Value $55.57MPrice $170.42Shares 320KSince Mar 31 -1.75%

Stock	Weight	Value	Price	Shares	Since Mar 31
SESEA LTD	7.7%	$336.68M	$98.62	4.07M	+19.09%
AMZNAMAZON COM INC	7.4%	$321.52M	$246.67	1.54M	+18.44%
PFGCPERFORMANCE FOOD GROUP CO	7.3%	$318.60M	$91.99	3.72M	+7.39%
CPNGCOUPANG INC	6.7%	$292.84M	$13.85	15.51M	-26.64%
AMDADVANCED MICRO DEVICES INC	5.5%	$239.43M	$607.57	1.18M	+198.66%
DTDYNATRACE INC	4.5%	$196.17M	$57.53	5.30M	+55.57%
ABGASBURY AUTOMOTIVE GROUP INC	4.3%	$186.83M	$173.95	956K	-10.98%
LPXLOUISIANA PAC CORP	4.2%	$184.30M	$65.76	2.53M	-9.61%
SNPSSYNOPSYS INC	4.1%	$178.11M	$415.09	449K	+4.69%
FWONKLIBERTY MEDIA CORP	3.9%	$168.57M	$93.08	1.98M	+9.48%
FERGFERGUSON ENTERPRISES INC	3.5%	$150.64M	$223.87	646K	-4.03%
WKWORKIVA INC	3.4%	$150.26M	$65.15	2.52M	+9.26%
THCTENET HEALTHCARE CORP	3.4%	$149.14M	$257.60	790K	+36.51%
VVVVALVOLINE INC	3.4%	$149.04M	$29.65	4.43M	-11.97%
ZZILLOW GROUP INC	3.3%	$142.58M	$27.34	3.45M	-33.93%
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO	3.3%	$142.50M	$456.94	422K	+35.21%
SGISOMNIGROUP INTERNATIONAL INC	2.6%	$111.84M	$62.26	1.51M	-15.77%
BABAALIBABA GROUP HLDG LTD	2.5%	$108.06M	$107.74	861K	-14.12%
DHRDANAHER CORP	2.4%	$106.41M	$226.11	561K	+19.26%
MDLNMEDLINE INC	2.3%	$101.42M	$34.98	2.28M	-21.39%
MTNVAIL RESORTS INC	2.1%	$91.63M	$141.29	714K	+10.11%
MGRCMCGRATH RENTCORP	2.0%	$88.87M	$114.23	806K	+3.58%
ATMUATMUS FILTRATION TECHNOLOGIES	1.7%	$72.78M	$43.94	1.28M	-22.60%
AONAON PLC	1.3%	$57.78M	$275.90	179K	-14.52%
MRSHMARSH & MCLENNAN COS INC	1.3%	$55.57M	$170.42	320K	-1.75%

Weight is the share of the reported 13F value, including options at notional value. “Since Mar 31” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).