13F-HR filed by Junto Capital Management LP
Junto Capital Management LP filed this 13F-HR for the quarter ended 2020-12-31, filed 2021-02-16, with 60 holding rows worth $3,071,253,000.
- Accession
- 0001595880-21-000001
- Filer
- CIK 1595880
- Filed
- 2021-02-16
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2020
A holdings report, 60 entries on the cover page, a total value of $3,071,253,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,071,256,000 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 |
|---|---|---|---|---|---|---|
| YUM CHINA HLDGS INC | 98850P109 | COM | 2,701,837 | $154,248,000 | thousands by filing date | |
| BLACKROCK INC CL A COM | 09247X101 | COM | 210,197 | $151,666,000 | thousands by filing date | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 1,274,973 | $146,992,000 | thousands by filing date | |
| Intuit Inc. | 461202103 | COM | 306,637 | $116,476,000 | thousands by filing date | |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | 192446102 | Stock | 1,345,090 | $110,230,000 | thousands by filing date | |
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 1,057,559 | $110,219,000 | thousands by filing date | |
| MasterCard, Inc | 57636Q104 | COM | 266,981 | $95,296,000 | thousands by filing date | |
| Morgan Stanley | 617446448 | COM | 1,337,350 | $91,649,000 | thousands by filing date | |
| IHS MARKIT LTD | G47567105 | SHS | 985,517 | $88,529,000 | thousands by filing date | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 304,681 | $80,347,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 340,330 | $75,696,000 | thousands by filing date | |
| BURLINGTON STORES INC COM | 122017106 | Stock | 288,527 | $75,464,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 40,991 | $71,842,000 | thousands by filing date | |
| OLLIES BARGAIN OUTLET HLDGS | 681116109 | COM | 847,753 | $69,321,000 | thousands by filing date | |
| V F CORP COM | 918204108 | Stock | 807,100 | $68,934,000 | thousands by filing date | |
| GARTNERINC | 366651107 | STOK | 424,687 | $68,031,000 | thousands by filing date | |
| WW GRAINGER INC COM | 384802104 | Stock | 156,220 | $63,791,000 | thousands by filing date | |
| ULTA BEAUTY INC COM | 90384S303 | Stock | 218,303 | $62,688,000 | thousands by filing date | |
| AUTOZONE INC COM | 053332102 | Stock | 51,283 | $60,793,000 | thousands by filing date | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 611,267 | $60,424,000 | thousands by filing date | |
| KKR & CO INC | 48251W104 | COM | 1,484,515 | $60,108,000 | thousands by filing date | |
| BLACK KNIGHT INC COM | 09215C105 | Stock | 670,532 | $59,242,000 | thousands by filing date | |
| Starbucks Corporation | 855244109 | COM | 535,897 | $57,330,000 | thousands by filing date | |
| VULCAN MATLS CO COM | 929160109 | Stock | 361,692 | $53,643,000 | thousands by filing date | |
| Comcast Corp | 20030N101 | COM | 994,524 | $52,113,000 | thousands by filing date | |
| Walmart Inc. | 931142103 | COM | 335,732 | $48,396,000 | thousands by filing date | |
| SIGNATURE BANK | 82669G104 | COM | 355,123 | $48,045,000 | thousands by filing date | |
| TAPESTRY INC COM | 876030107 | Stock | 1,542,998 | $47,956,000 | thousands by filing date | |
| DECKERS OUTDOOR CORP | 243537107 | COM | 166,228 | $47,671,000 | thousands by filing date | |
| Charles Schwab Corp | 808513105 | COM | 849,087 | $45,036,000 | thousands by filing date | |
| GLOBAL PMTS INC | 37940X102 | COM | 191,165 | $41,181,000 | thousands by filing date | |
| ServiceNow,Inc. | 81762P102 | COM | 72,503 | $39,908,000 | thousands by filing date | |
| MOODYS CORP COM | 615369105 | Stock | 135,178 | $39,234,000 | thousands by filing date | |
| FIRST REPUBLIC BANK/SAN FRANCI | 33616C100 | COM | 256,689 | $37,715,000 | thousands by filing date | |
| CROCS INC COM | 227046109 | Stock | 600,452 | $37,624,000 | thousands by filing date | |
| ARK ETF TR | 00214Q104 | INNOVATION ETF | 274,200 | $34,135,000 | thousands by filing date | put |
| NICE LTD SPONSORED ADR | 653656108 | ADR | 115,894 | $32,861,000 | thousands by filing date | |
| SS&C TECH HLDGS COM | 78467J100 | Stock | 438,623 | $31,910,000 | thousands by filing date | |
| American Express Company | 025816109 | COM | 263,712 | $31,885,000 | thousands by filing date | |
| Booking Holdings Inc. | 09857L108 | COM | 14,285 | $31,817,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 116,425 | $31,803,000 | thousands by filing date | |
| EVERCORE INC CLASS A | 29977A105 | Stock | 267,725 | $29,353,000 | thousands by filing date | |
| ARES MANAGEMENT CORPORATION CL A COM STK | 03990B101 | Stock | 590,013 | $27,760,000 | thousands by filing date | |
| SMARTSHEET INC. (CLASS A) | 83200N103 | COM CL A | 395,144 | $27,380,000 | thousands by filing date | |
| Netflix, Inc | 64110L106 | COM | 49,530 | $26,782,000 | thousands by filing date | |
| NETEASE COM INC SPONSORED ADS | 64110W102 | ADR | 278,407 | $26,663,000 | thousands by filing date | |
| ACTVISION BLIZZARD INC | 00507V109 | COM | 270,593 | $25,125,000 | thousands by filing date | |
| HENRY JACK & ASSOC INC | 426281101 | COM | 146,039 | $23,657,000 | thousands by filing date | |
| L BRANDS INC | 501797104 | COM | 612,958 | $22,796,000 | thousands by filing date | |
| BLACKSTONE INC | 09260D107 | COM | 340,548 | $22,071,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 68,000 | $18,575,000 | thousands by filing date | call |
| CARPARTS COM INC | 14427M107 | COM | 1,447,860 | $17,939,000 | thousands by filing date | |
| ZENDESK INC | 98936J101 | COM | 105,676 | $15,124,000 | thousands by filing date | |
| TWITTER INC | 90184L102 | COM | 258,591 | $14,003,000 | thousands by filing date | |
| STANLEY BLACK & DECKER INC COM | 854502101 | Stock | 52,627 | $9,397,000 | thousands by filing date | |
| OWENS CORNING NEW | 690742101 | COM | 113,955 | $8,633,000 | thousands by filing date | |
| NEBIUS GROUP N.V. | N97284108 | SHS CLASS A | 110,000 | $7,654,000 | thousands by filing date | put |
| EPAM SYS INC COM | 29414B104 | Stock | 20,865 | $7,477,000 | thousands by filing date | |
| EBAY INC. COM | 278642103 | Stock | 103,638 | $5,208,000 | thousands by filing date | |
| TRIPADVISOR INC | 896945201 | COM | 118,501 | $3,410,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001595880-21-000001 | this filing | 2021-02-16 | acceptance time not in the bulk data set |