Eminence Capital - Portfolio Holdings
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See intro to Leading Hedge Funds' Best Ideas. Griffin has a fairly similar portfolio as last quarter, with increased
positions in the top five holdings. Top sectors in the portfolio include:
Services 33%
Technology 30%
Financials 12%
Conglomerates 11%
Top 10 holdings are:
(PHG)
(ORCL)
(FISV)
(WU)
(AXO)
(UTX)
(ROST)
(MSFT)
(QCOM)
(MNST)
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Mebane Faber
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