13F-HR filed by Junto Capital Management LP
Junto Capital Management LP filed this 13F-HR for the quarter ended 2017-09-30, filed 2017-11-14, with 38 holding rows worth $1,219,790,000.
- Accession
- 0001595880-17-000010
- Filer
- CIK 1595880
- Filed
- 2017-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2017
A holdings report, 38 entries on the cover page, a total value of $1,219,790,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,219,791,000 with VALUE read as thousands by filing date, 13F file number 028-16705. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| BLACKROCK INC CL A COM | 09247X101 | COM | 176,197 | $78,776,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 78,979 | $76,903,000 | thousands by filing date | |
| FIDELITY NATL INFORMATION SVCS COM | 31620M106 | Stock | 700,500 | $65,420,000 | thousands by filing date | |
| E TRADE FINANCIAL CORP | 269246401 | COM NEW | 1,479,038 | $64,501,000 | thousands by filing date | |
| CINTAS CORP COM | 172908105 | Stock | 409,029 | $59,015,000 | thousands by filing date | |
| Netflix, Inc | 64110L106 | COM | 265,662 | $48,178,000 | thousands by filing date | |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | 192446102 | Stock | 601,900 | $43,662,000 | thousands by filing date | |
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 826,219 | $42,608,000 | thousands by filing date | |
| Morgan Stanley | 617446448 | COM | 872,600 | $42,033,000 | thousands by filing date | |
| CDK GLOBAL INC | 12508E101 | COM | 661,252 | $41,718,000 | thousands by filing date | |
| Verizon Communications Inc | 92343V104 | COM | 776,100 | $38,409,000 | thousands by filing date | |
| PLANET FITNESS MASTER ISSUER L CL A | 72703H101 | Stock | 1,346,051 | $36,316,000 | thousands by filing date | |
| LIBERTY MEDIA CORP DEL | 531229854 | COM SER C FRMLA | 934,625 | $35,600,000 | thousands by filing date | |
| D R HORTON INC COM | 23331A109 | Stock | 872,034 | $34,820,000 | thousands by filing date | |
| WEX INC | 96208T104 | COM | 305,788 | $34,316,000 | thousands by filing date | |
| BURLINGTON STORES INC COM | 122017106 | Stock | 334,565 | $31,938,000 | thousands by filing date | |
| CBOE GLOBAL MKTS INC COM | 12503M108 | Stock | 295,609 | $31,816,000 | thousands by filing date | |
| S&P Global,Inc. | 78409V104 | COM | 201,782 | $31,541,000 | thousands by filing date | |
| LIVE NATION ENTERTAINMENT INC COM | 538034109 | Stock | 696,238 | $30,321,000 | thousands by filing date | |
| LEIDOS HOLDINGS INC COM | 525327102 | Stock | 509,652 | $30,182,000 | thousands by filing date | |
| GLOBAL PMTS INC | 37940X102 | COM | 307,512 | $29,223,000 | thousands by filing date | |
| McDonalds Corporation | 580135101 | COM | 186,019 | $29,145,000 | thousands by filing date | |
| Lincoln National Corporat | 524901105 | COM | 711,950 | $27,987,000 | thousands by filing date | |
| TJX Companies Inc | 872540109 | COM | 342,650 | $25,264,000 | thousands by filing date | |
| Adobe Inc | 00724F101 | COM | 166,933 | $24,903,000 | thousands by filing date | |
| EPAM SYS INC COM | 29414B104 | Stock | 283,049 | $24,888,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 269,500 | $20,075,000 | thousands by filing date | |
| EATON VANCE CORP | 278265103 | COM NON VTG | 400,467 | $19,771,000 | thousands by filing date | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 198,000 | $16,472,000 | thousands by filing date | |
| ULTA BEAUTY INC COM | 90384S303 | Stock | 69,360 | $15,680,000 | thousands by filing date | |
| CONDUENT INC | 206787103 | COM | 991,720 | $15,540,000 | thousands by filing date | |
| GENPACT LIMITED SHS | G3922B107 | Stock | 475,000 | $13,656,000 | thousands by filing date | |
| TWENTY FIRST CENTY FOX INC | 90130A101 | CL A | 515,455 | $13,598,000 | thousands by filing date | |
| CARMAX INC COM | 143130102 | Stock | 171,854 | $13,028,000 | thousands by filing date | |
| RESTAURANT BRANDS INTL INC COM | 76131D103 | Stock | 157,290 | $10,048,000 | thousands by filing date | |
| MANPOWERGROUP INC WIS COM | 56418H100 | Stock | 81,471 | $9,599,000 | thousands by filing date | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 47,183 | $8,149,000 | thousands by filing date | |
| GODADDY INC CL A | 380237107 | Stock | 107,846 | $4,692,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001595880-17-000010 | this filing | 2017-11-14 | acceptance time not in the bulk data set |