13F-HR filed by Junto Capital Management LP
Junto Capital Management LP filed this 13F-HR for the quarter ended 2020-03-31, filed 2020-05-15, with 36 holding rows worth $1,384,518,000.
- Accession
- 0001595880-20-000002
- Filer
- CIK 1595880
- Filed
- 2020-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2020
A holdings report, 36 entries on the cover page, a total value of $1,384,518,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,384,519,000 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 |
|---|---|---|---|---|---|---|
| FIDELITY NATL INFORMATION SVCS COM | 31620M106 | Stock | 760,710 | $92,533,000 | thousands by filing date | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 1,131,206 | $91,345,000 | thousands by filing date | |
| BROADRIDGE FINL SOLUTIONS INC COM | 11133T103 | Stock | 731,932 | $69,409,000 | thousands by filing date | |
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 1,227,373 | $66,806,000 | thousands by filing date | |
| DOLLAR TREE INC COM | 256746108 | Stock | 861,339 | $63,283,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 32,017 | $62,424,000 | thousands by filing date | |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 130,879 | $57,104,000 | thousands by filing date | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 405,858 | $56,568,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 42,821 | $49,756,000 | thousands by filing date | |
| S&P Global,Inc. | 78409V104 | COM | 197,023 | $48,280,000 | thousands by filing date | |
| DOMINOS PIZZA INC COM | 25754A201 | Stock | 146,736 | $47,553,000 | thousands by filing date | |
| Morgan Stanley | 617446448 | COM | 1,383,871 | $47,052,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 280,644 | $44,260,000 | thousands by filing date | |
| ACTVISION BLIZZARD INC | 00507V109 | COM | 714,774 | $42,515,000 | thousands by filing date | |
| Netflix, Inc | 64110L106 | COM | 111,892 | $42,015,000 | thousands by filing date | |
| SS&C TECH HLDGS COM | 78467J100 | Stock | 958,147 | $41,986,000 | thousands by filing date | |
| BANK OF NY MELLON CORP COM | 064058100 | Stock | 1,223,646 | $41,212,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 430,474 | $38,756,000 | thousands by filing date | |
| TARGET CORP COM | 87612E106 | Stock | 384,999 | $35,793,000 | thousands by filing date | |
| Comcast Corp | 20030N101 | COM | 1,002,995 | $34,483,000 | thousands by filing date | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 331,387 | $31,727,000 | thousands by filing date | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 101,052 | $30,422,000 | thousands by filing date | |
| IHS MARKIT LTD | G47567105 | SHS | 503,581 | $30,215,000 | thousands by filing date | |
| BLACKROCK INC CL A COM | 09247X101 | COM | 65,879 | $28,985,000 | thousands by filing date | |
| FIVE BELOW INC COM | 33829M101 | Stock | 386,070 | $27,172,000 | thousands by filing date | |
| HENRY JACK & ASSOC INC | 426281101 | COM | 168,356 | $26,136,000 | thousands by filing date | |
| SEI INVTS CO COM | 784117103 | Stock | 510,400 | $23,652,000 | thousands by filing date | |
| MASCO CORP | 574599106 | COM | 676,955 | $23,402,000 | thousands by filing date | |
| GENPACT LIMITED SHS | G3922B107 | Stock | 535,609 | $15,640,000 | thousands by filing date | |
| EPAM SYS INC COM | 29414B104 | Stock | 80,550 | $14,955,000 | thousands by filing date | |
| MARKETAXESS HLDGS INC | 57060D108 | COM | 41,295 | $13,733,000 | thousands by filing date | |
| ADVANCE AUTO PARTS INC | 00751Y106 | COM | 142,399 | $13,289,000 | thousands by filing date | |
| BURLINGTON STORES INC COM | 122017106 | Stock | 74,875 | $11,865,000 | thousands by filing date | |
| FLEETCOR TECHNOLOGIES INC | 339041105 | COM | 52,730 | $9,836,000 | thousands by filing date | |
| RESTAURANT BRANDS INTL INC COM | 76131D103 | Stock | 159,092 | $6,368,000 | thousands by filing date | |
| DECKERS OUTDOOR CORP | 243537107 | COM | 29,769 | $3,989,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001595880-20-000002 | this filing | 2020-05-15 | acceptance time not in the bulk data set |