Eminence Capital - Portfolio Holdings

See intro to Leading Hedge Funds' Best Ideas.

New positions in Lab Corp (LH) and Viacom (VIA), and added a bit to the largest position Ross Stores (ROST).

Top sectors in the portfolio include:

Services 33%
Technology 30%
Financials 12%
Conglomerates 11%

Top 10 holdings are:

(ROST)
(ORCL)
(PHG)
(FISV)
(QCOM)
(AXP)
(SAI)
(AMAT)
(IGT)
(CSCO)