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- Ricky Sandler's Eminence Capital took new positions in Masimo (NASDAQ:MASI) and SentinelOne (NYSE:S) and closed out its positions in New Relic (NYSE:NEWR), Envista Holdings (NYSE:NVST), and Bio-Rad Laboratories (NYSE:BIO) during the quarter ended Sept. 30, 2023, it disclosed in its latest 13F filing.
- The firm now holds 1.04M shares of Masimo (MASI), 2.86M shares of SentinelOne (S), and 570K shares of Signet Jewelers (NYSE:SIG).
- It boosted its holdings of Dave & Buster's (NASDAQ:PLAY) to ~3.64M shares from ~843K, XPO (NYSE:XPO) to 1.19M share from ~502K, and Smartsheet (NYSE:SMAR) to ~3.33M from 2.10M.
- Eminence's holdings in Spectrum Brands (NYSE:SPB) fell to 261K shares from ~1.21M, JFrog (NASDAQ:FROG) dropped to 915K from ~3.16M, and Louisiana-Pacific (NYSE:LPX) to ~1.57M shares from ~1.91M, as disclosed in the filing.