Ricky Sandler's Eminence Capital took new stakes in monday.com (MNDY) with ~0.46M shares, Jacobs (J) with ~0.33M shares, and Air Products and Chemicals (APD) with 197.4K shares during Q1, the hedge fund disclosed in its latest 13F filing.
The firm closed out positions in The Charles Schwab (SCHW), JFrog (FROG), Tandem Diabetes Care (TNDM), Mastercard (MA) and Six Flags (SIX) among others.
It added to its holding in Camden Property Trust (CPT) to 919K shares from 188.7K; Berry Global (BERY) to ~2.22M shares from 0.56M, and doubled its holding in Zillow (Z) to 3.27M shares from 1.56M.
Holdings declined in Advanced Micro Devices (AMD) to 392K from 711K, halved position in Uber Technologies (NYSE:UBER) to 1.17M shares from 2.39M; and in KKR (NYSE:KKR) to 370K shares from 892K, according to the 13F.