13F-HR filed by Junto Capital Management LP
Junto Capital Management LP filed this 13F-HR for the quarter ended 2019-06-30, filed 2019-08-14, with 35 holding rows worth $1,733,166,000.
- Accession
- 0001595880-19-000003
- Filer
- CIK 1595880
- Filed
- 2019-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2019
A holdings report, 35 entries on the cover page, a total value of $1,733,166,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,733,166,000 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 | 247,367 | $116,089,000 | thousands by filing date | |
| Morgan Stanley | 617446448 | COM | 2,074,042 | $90,864,000 | thousands by filing date | |
| FIDELITY NATL INFORMATION SVCS COM | 31620M106 | Stock | 730,333 | $89,597,000 | thousands by filing date | |
| GENPACT LIMITED SHS | G3922B107 | Stock | 2,110,799 | $80,400,000 | thousands by filing date | |
| American Express Company | 025816109 | COM | 638,706 | $78,842,000 | thousands by filing date | |
| EQUIFAX INC COM | 294429105 | Stock | 577,555 | $78,109,000 | thousands by filing date | |
| CARMAX INC COM | 143130102 | Stock | 868,110 | $75,378,000 | thousands by filing date | |
| TJX Companies Inc | 872540109 | COM | 1,268,297 | $67,068,000 | thousands by filing date | |
| Comcast Corp | 20030N101 | COM | 1,580,635 | $66,829,000 | thousands by filing date | |
| CBOE GLOBAL MKTS INC COM | 12503M108 | Stock | 640,792 | $66,405,000 | thousands by filing date | |
| TRANSUNION COM | 89400J107 | Stock | 879,227 | $64,632,000 | thousands by filing date | |
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 767,583 | $62,612,000 | thousands by filing date | |
| RESTAURANT BRANDS INTL INC COM | 76131D103 | Stock | 858,990 | $59,734,000 | thousands by filing date | |
| EVERCORE INC CLASS A | 29977A105 | Stock | 612,110 | $54,215,000 | thousands by filing date | |
| FIVE BELOW INC COM | 33829M101 | Stock | 430,273 | $51,641,000 | thousands by filing date | |
| Netflix, Inc | 64110L106 | COM | 134,537 | $49,418,000 | thousands by filing date | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 432,477 | $49,099,000 | thousands by filing date | |
| JONES LANG LASALLE INC COM | 48020Q107 | Stock | 335,271 | $47,169,000 | thousands by filing date | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 408,027 | $46,703,000 | thousands by filing date | |
| NIKE,Inc. Class B | 654106103 | COM | 517,976 | $43,484,000 | thousands by filing date | |
| RH | 74967X103 | COM | 366,400 | $42,356,000 | thousands by filing date | |
| WEX INC | 96208T104 | COM | 197,288 | $41,056,000 | thousands by filing date | |
| PLANET FITNESS MASTER ISSUER L CL A | 72703H101 | Stock | 541,612 | $39,234,000 | thousands by filing date | |
| MADISON SQUARE GRDN SPRT CORP CL A | 55825T103 | Stock | 136,736 | $38,278,000 | thousands by filing date | |
| WORLDPAY INC | 981558109 | CL A | 303,868 | $37,239,000 | thousands by filing date | |
| VOYA FINANCIAL INC COM | 929089100 | Stock | 672,368 | $37,182,000 | thousands by filing date | |
| Walmart Inc. | 931142103 | COM | 323,547 | $35,749,000 | thousands by filing date | |
| SS&C TECH HLDGS COM | 78467J100 | Stock | 609,673 | $35,123,000 | thousands by filing date | |
| ZYNGA INC. | 98986T108 | CL A | 5,119,525 | $31,383,000 | thousands by filing date | |
| E TRADE FINANCIAL CORP | 269246401 | COM NEW | 416,504 | $18,576,000 | thousands by filing date | |
| CBS CORP NEW | 124857202 | CL B | 303,579 | $15,149,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 67,356 | $9,023,000 | thousands by filing date | |
| Salesforce.com, Inc | 79466L302 | COM | 41,300 | $6,266,000 | thousands by filing date | |
| PVH CORPORATION COM | 693656100 | Stock | 48,318 | $4,573,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 3,409 | $3,691,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001595880-19-000003 | this filing | 2019-08-14 | acceptance time not in the bulk data set |