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Eminence Capital - Portfolio Holdings

by: Mebane Faber November 22, 2007 | about: AXO / FISV / MSFT / MWW / ORCL / PHG / QCOM / ROST / UTX / WU    
Mebane Faber

Mebane Faber

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About this author:

See intro to Leading Hedge Funds' Best Ideas. 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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