13F-HR filed by Junto Capital Management LP
Junto Capital Management LP filed this 13F-HR for the quarter ended 2019-09-30, filed 2019-11-14, with 40 holding rows worth $1,682,557,000.
- Accession
- 0001595880-19-000004
- Filer
- CIK 1595880
- Filed
- 2019-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2019
A holdings report, 40 entries on the cover page, a total value of $1,682,557,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,682,556,000 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 | 236,230 | $105,274,000 | thousands by filing date | |
| FIDELITY NATL INFORMATION SVCS COM | 31620M106 | Stock | 736,892 | $97,830,000 | thousands by filing date | |
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 1,030,938 | $84,434,000 | thousands by filing date | |
| GENPACT LIMITED SHS | G3922B107 | Stock | 2,143,728 | $83,069,000 | thousands by filing date | |
| KKR & CO INC | 48251W104 | COM | 2,786,259 | $74,811,000 | thousands by filing date | |
| FISERV INC | 337738108 | COM | 654,930 | $67,844,000 | thousands by filing date | |
| RESTAURANT BRANDS INTL INC COM | 76131D103 | Stock | 921,941 | $65,587,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 271,823 | $63,068,000 | thousands by filing date | |
| CARMAX INC COM | 143130102 | Stock | 716,298 | $63,034,000 | thousands by filing date | |
| BANK OF NY MELLON CORP COM | 064058100 | Stock | 1,319,717 | $59,664,000 | thousands by filing date | |
| Starbucks Corporation | 855244109 | COM | 639,118 | $56,511,000 | thousands by filing date | |
| BROADRIDGE FINL SOLUTIONS INC COM | 11133T103 | Stock | 430,136 | $53,522,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 287,779 | $49,501,000 | thousands by filing date | |
| ROSS STORES INC COM | 778296103 | Stock | 438,970 | $48,221,000 | thousands by filing date | |
| Walmart Inc. | 931142103 | COM | 381,053 | $45,223,000 | thousands by filing date | |
| REALPAGE INC | 75606N109 | COM | 686,738 | $43,168,000 | thousands by filing date | |
| DARDEN RESTAURANTS INC COM | 237194105 | Stock | 359,320 | $42,479,000 | thousands by filing date | |
| Intuit Inc. | 461202103 | COM | 149,211 | $39,681,000 | thousands by filing date | |
| S&P Global,Inc. | 78409V104 | COM | 155,801 | $38,168,000 | thousands by filing date | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 418,978 | $38,119,000 | thousands by filing date | |
| WILLIAMS SONOMA INC COM | 969904101 | Stock | 557,118 | $37,873,000 | thousands by filing date | |
| CBOE GLOBAL MKTS INC COM | 12503M108 | Stock | 317,767 | $36,515,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 257,596 | $35,814,000 | thousands by filing date | |
| ACTVISION BLIZZARD INC | 00507V109 | COM | 612,586 | $32,418,000 | thousands by filing date | |
| GLOBAL PMTS INC | 37940X102 | COM | 201,965 | $32,112,000 | thousands by filing date | |
| Charles Schwab Corp | 808513105 | COM | 765,919 | $32,038,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 24,469 | $29,880,000 | thousands by filing date | |
| Salesforce.com, Inc | 79466L302 | COM | 195,041 | $28,952,000 | thousands by filing date | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 180,650 | $28,568,000 | thousands by filing date | |
| TRADEWEB MKTS INC CL A | 892672106 | Stock | 723,780 | $26,765,000 | thousands by filing date | |
| CBS CORP NEW | 124857202 | CL B | 614,870 | $24,822,000 | thousands by filing date | |
| TJX Companies Inc | 872540109 | COM | 411,252 | $22,923,000 | thousands by filing date | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 108,085 | $22,398,000 | thousands by filing date | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 129,656 | $21,682,000 | thousands by filing date | |
| CERIDIAN HCM HLDG INC | 15677J108 | COM | 412,738 | $20,377,000 | thousands by filing date | |
| Comcast Corp | 20030N101 | COM | 225,083 | $10,147,000 | thousands by filing date | |
| LIBERTY MEDIA CORP DEL | 531229854 | COM SER C FRMLA | 229,986 | $9,565,000 | thousands by filing date | |
| WORLD WRESTLING ENTMT INC | 98156Q108 | CL A | 62,751 | $4,465,000 | thousands by filing date | |
| TRACTOR SUPPLY CO COM | 892356106 | Stock | 37,514 | $3,393,000 | thousands by filing date | |
| ELECTRONIC ARTS INC COM | 285512109 | Stock | 26,998 | $2,641,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001595880-19-000004 | this filing | 2019-11-14 | acceptance time not in the bulk data set |