An SEC Form 13F is a quarterly report that institutional investment managers with at least $100 million in assets under management must file with the Securities and Exchange Commission (SEC). This report details the manager's investment holdings as of the end of the most recent quarter.
Eminence Capital is a New York-based hedge fund management firm founded in 1999 by Jeffrey Ubben and Miriam Ubben. As of March 31, 2023, Eminence Capital had $10.34 billion in assets under management.
Eminence Capital's 13F filings provide valuable insight into the firm's investment strategy and current holdings. By analyzing these filings, investors can gain insights into the firm's investment philosophy, risk tolerance, and performance.
Eminence Capital 13F
Eminence Capital's 13F filings provide valuable insights into the firm's investment strategy and current holdings. By analyzing these filings, investors can gain insights into the firm's investment philosophy, risk tolerance, and performance.
- Investment Strategy: Eminence Capital's 13F filings reveal the firm's investment strategy, including its sector and industry preferences, as well as its use of leverage and derivatives.
- Risk Tolerance: Eminence Capital's 13F filings provide insights into the firm's risk tolerance, as evidenced by its portfolio concentration and exposure to different asset classes.
- Performance: Eminence Capital's 13F filings can be used to track the firm's performance over time, by comparing its portfolio holdings and returns to industry benchmarks.
- Investment Ideas: Investors can use Eminence Capital's 13F filings to identify potential investment ideas, by analyzing the firm's holdings and investment strategy.
- Market Sentiment: Eminence Capital's 13F filings can provide insights into market sentiment, as the firm's investment decisions are often influenced by market conditions and expectations.
- Hedge Fund Analysis: Eminence Capital's 13F filings are a valuable tool for hedge fund analysis, as they provide insights into the firm's investment strategy, performance, and risk management practices.
In conclusion, Eminence Capital's 13F filings are a rich source of information for investors and analysts seeking to understand the firm's investment strategy, risk tolerance, and performance. By analyzing these filings, investors can gain valuable insights into the firm's investment philosophy and make informed investment decisions.
1. Investment Strategy
Eminence Capital's investment strategy is a key component of its 13F filings, as it provides insights into the firm's investment philosophy, risk tolerance, and performance. By analyzing the firm's 13F filings, investors can gain a better understanding of how Eminence Capital invests its clients' money.
One of the most important aspects of Eminence Capital's investment strategy is its sector and industry preferences. The firm's 13F filings reveal that it has a preference for investing in companies in the healthcare, technology, and consumer discretionary sectors. This suggests that Eminence Capital believes that these sectors have the potential to generate strong returns for its investors.
Another important aspect of Eminence Capital's investment strategy is its use of leverage and derivatives. Leverage can be used to amplify returns, but it can also increase risk. Derivatives can be used to hedge against risk or to speculate on the direction of the market. Eminence Capital's use of leverage and derivatives is a reflection of its risk tolerance and investment objectives.
By understanding Eminence Capital's investment strategy, investors can make more informed decisions about whether or not to invest in the firm. The firm's 13F filings are a valuable source of information for investors who are interested in learning more about Eminence Capital's investment philosophy, risk tolerance, and performance.
Example: In Eminence Capital's most recent 13F filing, the firm disclosed that it had a large position in Apple Inc. (AAPL). This suggests that Eminence Capital believes that Apple is a good investment and that the firm is bullish on the technology sector.
Conclusion: Eminence Capital's investment strategy is a key component of its 13F filings. By understanding the firm's investment strategy, investors can make more informed decisions about whether or not to invest in the firm.
2. Risk Tolerance
Eminence Capital's risk tolerance is a key component of its 13F filings, as it provides insights into the firm's investment philosophy, investment strategy, and performance. By analyzing the firm's 13F filings, investors can gain a better understanding of how Eminence Capital manages risk and makes investment decisions.
One of the most important aspects of Eminence Capital's risk tolerance is its portfolio concentration. The firm's 13F filings reveal that it has a concentrated portfolio, with a large percentage of its assets invested in a small number of companies. This suggests that Eminence Capital is willing to take on more risk in order to generate higher returns for its investors.
Another important aspect of Eminence Capital's risk tolerance is its exposure to different asset classes. The firm's 13F filings reveal that it has a diversified portfolio, with exposure to a variety of asset classes, including stocks, bonds, and commodities. This suggests that Eminence Capital is trying to reduce its overall risk by investing in a variety of different asset classes.
By understanding Eminence Capital's risk tolerance, investors can make more informed decisions about whether or not to invest in the firm. The firm's 13F filings are a valuable source of information for investors who are interested in learning more about Eminence Capital's investment philosophy, investment strategy, and risk management practices.
Example: In Eminence Capital's most recent 13F filing, the firm disclosed that it had a large position in Apple Inc. (AAPL). This suggests that Eminence Capital is willing to take on more risk in order to generate higher returns for its investors.
Conclusion: Eminence Capital's risk tolerance is a key component of its 13F filings. By understanding the firm's risk tolerance, investors can make more informed decisions about whether or not to invest in the firm.
3. Performance
Eminence Capital's 13F filings provide valuable insights into the firm's performance, as they allow investors to track the firm's portfolio holdings and returns over time. By comparing Eminence Capital's performance to industry benchmarks, investors can assess the firm's investment skill and risk management practices.
- Portfolio Holdings: Eminence Capital's 13F filings reveal the firm's portfolio holdings, which provide insights into the firm's investment strategy and sector preferences. By tracking changes in the firm's portfolio holdings over time, investors can identify trends and make informed investment decisions.
- Returns: Eminence Capital's 13F filings also disclose the firm's returns, which can be compared to industry benchmarks to assess the firm's performance. By analyzing the firm's returns over different time periods, investors can evaluate the firm's consistency and risk-adjusted performance.
- Risk Management: Eminence Capital's 13F filings can be used to assess the firm's risk management practices. By analyzing the firm's portfolio concentration and exposure to different asset classes, investors can gain insights into the firm's risk tolerance and ability to manage risk.
- Comparison to Industry Benchmarks: Comparing Eminence Capital's performance to industry benchmarks is essential for evaluating the firm's investment skill. By identifying firms with similar investment strategies and risk profiles, investors can determine whether Eminence Capital is outperforming or underperforming its peers.
In conclusion, Eminence Capital's 13F filings provide valuable insights into the firm's performance, portfolio holdings, and risk management practices. By analyzing these filings and comparing the firm's performance to industry benchmarks, investors can make informed investment decisions and assess the firm's investment skill and risk management capabilities.
4. Investment Ideas
Eminence Capital's 13F filings provide valuable insights into the firm's investment strategy and current holdings. By analyzing these filings, investors can identify potential investment ideas that align with Eminence Capital's investment philosophy and risk tolerance.
One way to identify potential investment ideas is to analyze Eminence Capital's sector and industry preferences. The firm's 13F filings reveal its overweight and underweight positions in various sectors and industries. By identifying sectors and industries that Eminence Capital is bullish on, investors can gain insights into potential growth areas and investment opportunities.
Another way to identify potential investment ideas is to analyze Eminence Capital's individual stock holdings. The firm's 13F filings disclose its long and short positions in individual companies. By analyzing the firm's stock picks, investors can identify companies that Eminence Capital believes are undervalued or have strong growth potential.
However, it is important to note that Eminence Capital's 13F filings are only a snapshot of the firm's portfolio at a specific point in time. Investors should conduct their own due diligence and research before making any investment decisions based on Eminence Capital's 13F filings.
Example:
In Eminence Capital's most recent 13F filing, the firm disclosed that it had a large position in Apple Inc. (AAPL). This suggests that Eminence Capital believes that Apple is a good investment and that the firm is bullish on the technology sector. Investors who are interested in identifying potential investment ideas in the technology sector may want to consider analyzing Apple Inc. and other companies in the same sector.
5. Market Sentiment
Eminence Capital's 13F filings are a valuable source of information for investors who are interested in understanding market sentiment. By analyzing the firm's investment decisions, investors can gain insights into the firm's views on the overall market and specific sectors and industries.
- Investment Strategy: Eminence Capital's investment strategy is a key component of its 13F filings, as it provides insights into the firm's investment philosophy, risk tolerance, and performance. By understanding the firm's investment strategy, investors can gain a better understanding of how Eminence Capital makes investment decisions and how those decisions are influenced by market sentiment.
- Sector and Industry Preferences: Eminence Capital's 13F filings reveal the firm's sector and industry preferences, which can provide insights into the firm's views on the overall market and specific sectors and industries. For example, if Eminence Capital has a large position in a particular sector, it suggests that the firm is bullish on that sector and believes that it has the potential to generate strong returns.
- Stock Picks: Eminence Capital's 13F filings also disclose the firm's stock picks, which can provide insights into the firm's views on individual companies and the overall market. For example, if Eminence Capital has a large position in a particular stock, it suggests that the firm believes that the stock is undervalued or has strong growth potential.
- Changes Over Time: By tracking changes in Eminence Capital's 13F filings over time, investors can identify trends and changes in the firm's investment strategy and market sentiment. For example, if Eminence Capital has been increasing its exposure to a particular sector, it suggests that the firm is becoming more bullish on that sector.
In conclusion, Eminence Capital's 13F filings are a valuable source of information for investors who are interested in understanding market sentiment. By analyzing the firm's investment decisions, sector and industry preferences, stock picks, and changes over time, investors can gain insights into the firm's views on the overall market and specific sectors and industries.
6. Hedge Fund Analysis
Eminence Capital's 13F filings are a valuable resource for hedge fund analysis because they provide a window into the firm's investment strategy, performance, and risk management practices. This information can be used to evaluate the firm's investment skill, risk tolerance, and overall performance.
One of the most important aspects of hedge fund analysis is understanding the firm's investment strategy. Eminence Capital's 13F filings provide insights into the firm's sector and industry preferences, as well as its use of leverage and derivatives. This information can be used to assess the firm's investment philosophy and risk tolerance.
Another important aspect of hedge fund analysis is evaluating the firm's performance. Eminence Capital's 13F filings disclose the firm's portfolio holdings and returns. This information can be used to track the firm's performance over time and compare it to industry benchmarks. This analysis can help investors assess the firm's investment skill and risk-adjusted performance.
Finally, hedge fund analysis should also include an assessment of the firm's risk management practices. Eminence Capital's 13F filings provide insights into the firm's portfolio concentration and exposure to different asset classes. This information can be used to assess the firm's ability to manage risk and protect investors' capital.
Overall, Eminence Capital's 13F filings are a valuable tool for hedge fund analysis. They provide insights into the firm's investment strategy, performance, and risk management practices. This information can be used to evaluate the firm's investment skill, risk tolerance, and overall performance.
Frequently Asked Questions about Eminence Capital 13F
This section provides answers to common questions about Eminence Capital's 13F filings, which are quarterly reports that provide insights into the firm's investment strategy, holdings, and performance.
Question 1: What is a 13F filing?
A 13F filing is a quarterly report that institutional investment managers with at least $100 million in assets under management must file with the Securities and Exchange Commission (SEC). This report details the manager's investment holdings as of the end of the most recent quarter.
Question 2: What can I learn from Eminence Capital's 13F filings?
Eminence Capital's 13F filings provide insights into the firm's investment strategy, sector and industry preferences, portfolio concentration, and exposure to different asset classes. This information can be used to evaluate the firm's investment philosophy, risk tolerance, and performance.
Question 3: How can I access Eminence Capital's 13F filings?
Eminence Capital's 13F filings are available on the SEC's website: https://www.sec.gov/edgar/searchedgar/companysearch.html.
Question 4: How often does Eminence Capital file a 13F?
Eminence Capital files a 13F quarterly, within 45 days of the end of each fiscal quarter.
Question 5: Can I invest in Eminence Capital?
Eminence Capital is a private investment firm and is not open to investments from the general public.
Question 6: How can I use Eminence Capital's 13F filings to make investment decisions?
Eminence Capital's 13F filings can be used to identify potential investment ideas, track the firm's performance over time, and assess the firm's risk management practices. However, it is important to note that Eminence Capital's 13F filings are only a snapshot of the firm's portfolio at a specific point in time, and investors should conduct their own due diligence and research before making any investment decisions.
Summary: Eminence Capital's 13F filings are a valuable resource for investors who are interested in understanding the firm's investment strategy, performance, and risk management practices. By analyzing these filings, investors can make more informed investment decisions.
Transition to the next article section: Eminence Capital's 13F filings are just one of the many resources available to investors who are interested in researching investment firms. Other resources include the firm's website, investor presentations, and news articles.
Tips for Analyzing Eminence Capital's 13F Filings
Eminence Capital's 13F filings provide valuable insights into the firm's investment strategy, performance, and risk management practices. By analyzing these filings, investors can make more informed investment decisions.
Here are five tips for analyzing Eminence Capital's 13F filings:
Tip 1: Understand Eminence Capital's Investment Strategy
Eminence Capital's 13F filings reveal the firm's investment strategy, including its sector and industry preferences, as well as its use of leverage and derivatives. This information can be used to assess the firm's investment philosophy and risk tolerance.
Tip 2: Track Eminence Capital's PerformanceEminence Capital's 13F filings disclose the firm's portfolio holdings and returns. This information can be used to track the firm's performance over time and compare it to industry benchmarks. This analysis can help investors assess the firm's investment skill and risk-adjusted performance.
Tip 3: Assess Eminence Capital's Risk Management PracticesEminence Capital's 13F filings provide insights into the firm's portfolio concentration and exposure to different asset classes. This information can be used to assess the firm's ability to manage risk and protect investors' capital.
Tip 4: Identify Potential Investment IdeasEminence Capital's 13F filings can be a source of potential investment ideas. By analyzing the firm's holdings and investment strategy, investors can identify companies that Eminence Capital believes are undervalued or have strong growth potential.
Tip 5: Stay Up-to-Date with Eminence Capital's FilingsEminence Capital files a 13F quarterly, within 45 days of the end of each fiscal quarter. By staying up-to-date with the firm's filings, investors can track changes in the firm's investment strategy, performance, and risk management practices.
By following these tips, investors can gain valuable insights from Eminence Capital's 13F filings and make more informed investment decisions.
Summary: Eminence Capital's 13F filings are a valuable resource for investors who are interested in understanding the firm's investment strategy, performance, and risk management practices. By analyzing these filings, investors can make more informed investment decisions.
Transition to the article's conclusion: Eminence Capital is one of the many investment firms that file 13F reports with the SEC. These reports can be a valuable resource for investors who are interested in researching investment firms.
Conclusion
Eminence Capital's 13F filings provide valuable insights into the firm's investment strategy, performance, and risk management practices. By analyzing these filings, investors can gain a better understanding of the firm's investment philosophy and make more informed investment decisions.
Eminence Capital is one of the many investment firms that file 13F reports with the SEC. These reports can be a valuable resource for investors who are interested in researching investment firms. By understanding the information contained in 13F filings, investors can make more informed investment decisions and achieve their financial goals.
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