13F-HR filed by Junto Capital Management LP
Junto Capital Management LP filed this 13F-HR for the quarter ended 2021-06-30, filed 2021-08-16, with 54 holding rows worth $3,136,252,000.
- Accession
- 0001595880-21-000003
- Filer
- CIK 1595880
- Filed
- 2021-08-16
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2021
A holdings report, 54 entries on the cover page, a total value of $3,136,252,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,136,255,000 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 |
|---|---|---|---|---|---|---|
| IHS MARKIT LTD | G47567105 | SHS | 1,205,253 | $135,784,000 | thousands by filing date | |
| BLACKROCK INC CL A COM | 09247X101 | COM | 138,456 | $121,145,000 | thousands by filing date | |
| Morgan Stanley | 617446448 | COM | 1,316,605 | $120,720,000 | thousands by filing date | |
| Intuit Inc. | 461202103 | COM | 223,662 | $109,632,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 31,306 | $107,698,000 | thousands by filing date | |
| Walmart Inc. | 931142103 | COM | 707,579 | $99,783,000 | thousands by filing date | |
| KKR & CO INC | 48251W104 | COM | 1,632,361 | $96,701,000 | thousands by filing date | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 484,949 | $89,299,000 | thousands by filing date | |
| NORTHERN TR CORP COM | 665859104 | Stock | 742,943 | $85,899,000 | thousands by filing date | |
| DECKERS OUTDOOR CORP | 243537107 | COM | 222,802 | $85,572,000 | thousands by filing date | |
| TRANSUNION COM | 89400J107 | Stock | 770,171 | $84,572,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 235,934 | $82,037,000 | thousands by filing date | |
| Accenture Plc Class A | G1151C101 | COM | 269,880 | $79,558,000 | thousands by filing date | |
| ZYNGA INC. | 98986T108 | CL A | 7,094,942 | $75,419,000 | thousands by filing date | |
| GARTNERINC | 366651107 | STOK | 309,058 | $74,854,000 | thousands by filing date | |
| TRADEWEB MKTS INC CL A | 892672106 | Stock | 852,768 | $72,110,000 | thousands by filing date | |
| ARES MANAGEMENT CORPORATION CL A COM STK | 03990B101 | Stock | 1,129,307 | $71,813,000 | thousands by filing date | |
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 516,688 | $69,743,000 | thousands by filing date | |
| WASTE CONNECTIONS INC COM | 94106B101 | Stock | 569,961 | $68,070,000 | thousands by filing date | |
| CONSTELLATION BRANDS INC CL A | 21036P108 | Stock | 288,182 | $67,403,000 | thousands by filing date | |
| GENPACT LIMITED SHS | G3922B107 | Stock | 1,373,857 | $62,414,000 | thousands by filing date | |
| FLEETCOR TECHNOLOGIES INC | 339041105 | COM | 240,238 | $61,515,000 | thousands by filing date | |
| THOMPSON REUTERS CORP | 884903709 | COM NEW | 563,330 | $55,950,000 | thousands by filing date | |
| SYNCHRONYFINL | 87165B103 | STOK | 1,111,697 | $53,940,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 224,962 | $52,601,000 | thousands by filing date | |
| VULCAN MATLS CO COM | 929160109 | Stock | 290,028 | $50,485,000 | thousands by filing date | |
| HOWMET AEROSPACE INC COM | 443201108 | Stock | 1,418,529 | $48,897,000 | thousands by filing date | |
| AUTODESK INC COM | 052769106 | Stock | 160,916 | $46,971,000 | thousands by filing date | |
| TARGET CORP COM | 87612E106 | Stock | 189,609 | $45,836,000 | thousands by filing date | |
| TOLL BROTHERS INC COM | 889478103 | Stock | 791,133 | $45,735,000 | thousands by filing date | |
| Charles Schwab Corp | 808513105 | COM | 604,858 | $44,040,000 | thousands by filing date | |
| GALLAGHER ARTHUR J & CO COM | 363576109 | Stock | 308,569 | $43,224,000 | thousands by filing date | |
| INTERPUBLIC GROUP COS | 460690100 | COM | 1,326,148 | $43,087,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 156,791 | $42,475,000 | thousands by filing date | |
| HILTON WORLDWIDE HLDGS INC COM | 43300A203 | Stock | 348,866 | $42,080,000 | thousands by filing date | |
| Comcast Corp | 20030N101 | COM | 717,469 | $40,910,000 | thousands by filing date | |
| PepsiCo,Inc. | 713448108 | COM | 269,054 | $39,866,000 | thousands by filing date | |
| SHIFT4 PMTS INC CL A | 82452J109 | Stock | 412,808 | $38,688,000 | thousands by filing date | |
| PVH CORPORATION COM | 693656100 | Stock | 349,759 | $37,631,000 | thousands by filing date | |
| MURPHY USA INC COM | 626755102 | Stock | 280,637 | $37,429,000 | thousands by filing date | |
| SVB FINANCIAL GROUP | 78486Q101 | COM | 62,181 | $34,599,000 | thousands by filing date | |
| L BRANDS INC | 501797104 | COM | 471,952 | $34,009,000 | thousands by filing date | |
| MOHAWK INDS INC | 608190104 | COM | 168,710 | $32,424,000 | thousands by filing date | |
| ANAPLAN INC | 03272L108 | COM | 600,241 | $31,993,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 235,817 | $31,819,000 | thousands by filing date | |
| ACTVISION BLIZZARD INC | 00507V109 | COM | 328,623 | $31,364,000 | thousands by filing date | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 176,694 | $31,278,000 | thousands by filing date | |
| NETEASE COM INC SPONSORED ADS | 64110W102 | ADR | 259,921 | $29,956,000 | thousands by filing date | |
| SMARTSHEET INC. (CLASS A) | 83200N103 | COM CL A | 414,203 | $29,955,000 | thousands by filing date | |
| CAPRI HOLDINGS LIMITED | G1890L107 | SHS | 502,425 | $28,734,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 11,475 | $28,020,000 | thousands by filing date | |
| DOLLAR GEN CORP COM | 256677105 | Stock | 129,288 | $27,977,000 | thousands by filing date | |
| WORKDAY INC CL A | 98138H101 | Stock | 88,868 | $21,216,000 | thousands by filing date | |
| JD.COM INC SPON ADS CL A | 47215P106 | ADR | 141,899 | $11,325,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001595880-21-000003 | this filing | 2021-08-16 | acceptance time not in the bulk data set |