13F-HR filed by Junto Capital Management LP
Junto Capital Management LP filed this 13F-HR for the quarter ended 2020-06-30, filed 2020-08-14, with 50 holding rows worth $2,338,805,000.
- Accession
- 0001595880-20-000003
- Filer
- CIK 1595880
- Filed
- 2020-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2020
A holdings report, 50 entries on the cover page, a total value of $2,338,805,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,338,802,000 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 |
|---|---|---|---|---|---|---|
| FISERV INC | 337738108 | COM | 1,153,412 | $112,596,000 | thousands by filing date | |
| IHS MARKIT LTD | G47567105 | SHS | 1,419,594 | $107,179,000 | thousands by filing date | |
| BLACKROCK INC CL A COM | 09247X101 | COM | 176,566 | $96,068,000 | thousands by filing date | |
| Costco Wholesale Corporation | 22160K105 | COM | 313,078 | $94,928,000 | thousands by filing date | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 1,023,505 | $93,753,000 | thousands by filing date | |
| YUM BRANDS INC COM | 988498101 | Stock | 1,046,042 | $90,912,000 | thousands by filing date | |
| Morgan Stanley | 617446448 | COM | 1,850,370 | $89,373,000 | thousands by filing date | |
| FIVE BELOW INC COM | 33829M101 | Stock | 790,193 | $84,480,000 | thousands by filing date | |
| TRANSUNION COM | 89400J107 | Stock | 853,544 | $74,292,000 | thousands by filing date | |
| SS&C TECH HLDGS COM | 78467J100 | Stock | 1,291,579 | $72,948,000 | thousands by filing date | |
| STANLEY BLACK & DECKER INC COM | 854502101 | Stock | 500,607 | $69,775,000 | thousands by filing date | |
| FLEETCOR TECHNOLOGIES INC | 339041105 | COM | 262,395 | $66,000,000 | thousands by filing date | |
| MOODYS CORP COM | 615369105 | Stock | 235,780 | $64,776,000 | thousands by filing date | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 149,092 | $62,868,000 | thousands by filing date | |
| FIRST REPUBLIC BANK/SAN FRANCI | 33616C100 | COM | 559,117 | $59,261,000 | thousands by filing date | |
| MSCI INC COM | 55354G100 | Stock | 162,672 | $54,303,000 | thousands by filing date | |
| TARGET CORP COM | 87612E106 | Stock | 439,089 | $52,660,000 | thousands by filing date | |
| KKR & CO INC | 48251W104 | COM | 1,631,100 | $50,368,000 | thousands by filing date | |
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 638,152 | $50,031,000 | thousands by filing date | |
| NICE LTD SPONSORED ADR | 653656108 | ADR | 263,019 | $49,774,000 | thousands by filing date | |
| CROCS INC COM | 227046109 | Stock | 1,349,003 | $49,670,000 | thousands by filing date | |
| PRICE T ROWE GROUP INC COM | 74144T108 | Stock | 397,154 | $49,049,000 | thousands by filing date | |
| DUNKIN BRANDS GROUP INC | 265504100 | COM | 673,269 | $43,917,000 | thousands by filing date | |
| BALL CORP | 058498106 | COM | 627,939 | $43,635,000 | thousands by filing date | |
| ACTVISION BLIZZARD INC | 00507V109 | COM | 564,480 | $42,844,000 | thousands by filing date | |
| ROSS STORES INC COM | 778296103 | Stock | 494,797 | $42,176,000 | thousands by filing date | |
| MURPHY USA INC COM | 626755102 | Stock | 374,477 | $42,162,000 | thousands by filing date | |
| DISCOVER FINL SVCS | 254709108 | COM | 841,067 | $42,129,000 | thousands by filing date | |
| OMNICOM GROUP INC COM | 681919106 | Stock | 770,015 | $42,043,000 | thousands by filing date | |
| WASTE CONNECTIONS INC COM | 94106B101 | Stock | 437,314 | $41,016,000 | thousands by filing date | |
| ARES MANAGEMENT CORPORATION CL A COM STK | 03990B101 | Stock | 1,030,892 | $40,926,000 | thousands by filing date | |
| ELECTRONIC ARTS INC COM | 285512109 | Stock | 283,340 | $37,415,000 | thousands by filing date | |
| ECOLAB INC COM | 278865100 | Stock | 163,219 | $32,472,000 | thousands by filing date | |
| Intuit Inc. | 461202103 | COM | 107,956 | $31,975,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 133,429 | $27,154,000 | thousands by filing date | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 173,609 | $24,231,000 | thousands by filing date | |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 44,972 | $22,938,000 | thousands by filing date | |
| BED BATH & BEYOND INC | 075896100 | COM | 2,144,102 | $22,727,000 | thousands by filing date | |
| FIVE9 INC | 338307101 | COM | 204,257 | $22,605,000 | thousands by filing date | |
| SNAP INC | 83304A106 | CL A | 832,363 | $19,552,000 | thousands by filing date | |
| DECKERS OUTDOOR CORP | 243537107 | COM | 95,524 | $18,760,000 | thousands by filing date | |
| MATCH GROUP INC | 57665R106 | COM | 173,071 | $18,527,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 6,461 | $17,825,000 | thousands by filing date | |
| OWENS CORNING NEW | 690742101 | COM | 269,841 | $15,046,000 | thousands by filing date | |
| LYFT INC | 55087P104 | CL A COM | 451,526 | $14,905,000 | thousands by filing date | |
| YUM CHINA HLDGS INC | 98850P109 | COM | 295,712 | $14,215,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 33,012 | $8,270,000 | thousands by filing date | |
| CDW CORP COM | 12514G108 | Stock | 65,780 | $7,642,000 | thousands by filing date | |
| HENRY JACK & ASSOC INC | 426281101 | COM | 23,688 | $4,359,000 | thousands by filing date | |
| Netflix, Inc | 64110L106 | COM | 4,994 | $2,272,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001595880-20-000003 | this filing | 2020-08-14 | acceptance time not in the bulk data set |