Eminence Capital - Portfolio Holdings

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 |  Includes: AXO, FISV, MSFT, MWW, ORCL, PHG, QCOM, ROST, UTX, WU
by: M F

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:
(NYSE:PHG)
(NYSE:ORCL)
(NASDAQ:FISV)
(NYSE:WU)
(AXO)
(NYSE:UTX)
(NASDAQ:ROST)
(NASDAQ:MSFT)
(NASDAQ:QCOM)
(NASDAQ:MNST)