UBER - Eminence Capital raises stake in CarGurus Anthem exits ICU Medical Mastercard
Eminence Capital portfolio value stands at $10.2B according to its latest 13F, and discloses updated portfolio positions.The fund added new positions in Bank of America (BAC), Capital One Financial (COF), Pluralsight (PS), SailPoint Technologies Holdings (SAIL).Beefed up stakes in CarGurus (CARG), Anthem (ANTM), Cigna (CI), Uber Technologies (UBER), Welltower (WELL).The fund shed its positions in ICU Medical (ICUI), SPDR Gold Shares (GLD), Citizens Financial Group (CFG), GoDaddy (GDDY), Spotify Technology (SPOT), Mastercard (MA), Fidelity National Information Services (FIS). Notably trimmed positions in Asbury Automotive Group (ABG), Vici Properties (VICI), Shake Shack (SHAK), D. R. Horton (DHI), Pinterest (PINS), Schwab Charles (SCHW).
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Eminence Capital raises stake in CarGurus, Anthem, exits ICU Medical, Mastercard