13F-HR filed by Junto Capital Management LP
Junto Capital Management LP filed this 13F-HR for the quarter ended 2019-03-31, filed 2019-05-15, with 42 holding rows worth $1,739,451,000.
- Accession
- 0001595880-19-000002
- Filer
- CIK 1595880
- Filed
- 2019-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2019
A holdings report, 42 entries on the cover page, a total value of $1,739,451,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,739,449,000 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 |
|---|---|---|---|---|---|---|
| American Express Company | 025816109 | COM | 752,669 | $82,267,000 | thousands by filing date | |
| E TRADE FINANCIAL CORP | 269246401 | COM NEW | 1,667,258 | $77,411,000 | thousands by filing date | |
| TRANSUNION COM | 89400J107 | Stock | 1,151,003 | $76,933,000 | thousands by filing date | |
| BLACKROCK INC CL A COM | 09247X101 | COM | 168,670 | $72,084,000 | thousands by filing date | |
| FIDELITY NATL INFORMATION SVCS COM | 31620M106 | Stock | 617,358 | $69,823,000 | thousands by filing date | |
| McDonalds Corporation | 580135101 | COM | 346,494 | $65,799,000 | thousands by filing date | |
| FLEETCOR TECHNOLOGIES INC | 339041105 | COM | 249,831 | $61,606,000 | thousands by filing date | |
| Morgan Stanley | 617446448 | COM | 1,418,996 | $59,882,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 302,427 | $58,033,000 | thousands by filing date | |
| WORLDPAY INC | 981558109 | CL A | 497,196 | $56,432,000 | thousands by filing date | |
| Comcast Corp | 20030N101 | COM | 1,402,562 | $56,074,000 | thousands by filing date | |
| Salesforce.com, Inc | 79466L302 | COM | 352,688 | $55,855,000 | thousands by filing date | |
| NIKE,Inc. Class B | 654106103 | COM | 640,238 | $53,914,000 | thousands by filing date | |
| MADISON SQUARE GRDN SPRT CORP CL A | 55825T103 | Stock | 182,066 | $53,369,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 440,118 | $51,908,000 | thousands by filing date | |
| Walmart Inc. | 931142103 | COM | 525,567 | $51,259,000 | thousands by filing date | |
| ZYNGA INC. | 98986T108 | CL A | 8,477,365 | $45,184,000 | thousands by filing date | |
| TARGET CORP COM | 87612E106 | Stock | 530,706 | $42,594,000 | thousands by filing date | |
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 604,253 | $42,086,000 | thousands by filing date | |
| AUTOZONE INC COM | 053332102 | Stock | 37,545 | $38,451,000 | thousands by filing date | |
| BURLINGTON STORES INC COM | 122017106 | Stock | 243,462 | $38,146,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 21,310 | $37,948,000 | thousands by filing date | |
| GLOBAL PMTS INC | 37940X102 | COM | 275,150 | $37,563,000 | thousands by filing date | |
| MasterCard, Inc | 57636Q104 | COM | 143,165 | $33,708,000 | thousands by filing date | |
| JONES LANG LASALLE INC COM | 48020Q107 | Stock | 216,824 | $33,430,000 | thousands by filing date | |
| GENPACT LIMITED SHS | G3922B107 | Stock | 930,356 | $32,730,000 | thousands by filing date | |
| INTERPUBLIC GROUP COS | 460690100 | COM | 1,534,831 | $32,247,000 | thousands by filing date | |
| VULCAN MATLS CO COM | 929160109 | Stock | 265,983 | $31,492,000 | thousands by filing date | |
| FRANKLIN RESOURCES INC COM | 354613101 | Stock | 869,637 | $28,820,000 | thousands by filing date | |
| RAYMOND JAMES FINL INC COM | 754730109 | Stock | 339,890 | $27,331,000 | thousands by filing date | |
| CARMAX INC COM | 143130102 | Stock | 367,384 | $25,643,000 | thousands by filing date | |
| EVERCORE INC CLASS A | 29977A105 | Stock | 273,693 | $24,906,000 | thousands by filing date | |
| SS&C TECH HLDGS COM | 78467J100 | Stock | 366,376 | $23,334,000 | thousands by filing date | |
| Starbucks Corporation | 855244109 | COM | 307,653 | $22,871,000 | thousands by filing date | |
| Netflix, Inc | 64110L106 | COM | 62,206 | $22,180,000 | thousands by filing date | |
| OLLIES BARGAIN OUTLET HLDGS | 681116109 | COM | 220,864 | $18,846,000 | thousands by filing date | |
| L BRANDS INC | 501797104 | COM | 679,164 | $18,731,000 | thousands by filing date | |
| PRICE T ROWE GROUP INC COM | 74144T108 | Stock | 185,072 | $18,529,000 | thousands by filing date | |
| STANLEY BLACK & DECKER INC COM | 854502101 | Stock | 133,181 | $18,135,000 | thousands by filing date | |
| VOYA FINANCIAL INC COM | 929089100 | Stock | 350,699 | $17,521,000 | thousands by filing date | |
| STIFEL FINL CORP | 860630102 | COM | 254,295 | $13,417,000 | thousands by filing date | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 116,108 | $10,957,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001595880-19-000002 | this filing | 2019-05-15 | acceptance time not in the bulk data set |