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Eminence Capital - Portfolio Holdings

by: Mebane Faber May 19, 2008 | about: AXP / CMCSK / CSCO / CY / DGX / FISV / MSFT / ORCL / PHG / ROST / SAI / ZBRA    
Mebane Faber

Mebane Faber

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About this author:

See intro to Leading Hedge Funds' Best Ideas.

New position in Cypress Semi (CY), sold out of Comcast (CMCSK).

Top sectors in the portfolio include:

Services 28%
Technology 40%
Conglomerates 10%

Top 10 holdings are:

Ross Stores (ROST)
American Express (AXP)
Oracle (ORCL)
Philips Electronics (PHG)
Fiserv, Inc. (FISV)
SAIC, Inc. (SAI)
Microsoft (MSFT)
Zebra Technologies (ZBRA)
Quest Diagnostics (DGX)
Cisco (CSCO)

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