13F-HR filed by Junto Capital Management LP
Junto Capital Management LP filed this 13F-HR for the quarter ended 2022-03-31, filed 2022-05-16, with 69 holding rows worth $3,637,942,000.
- Accession
- 0001595880-22-000002
- Filer
- CIK 1595880
- Filed
- 2022-05-16
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2022
A holdings report, 69 entries on the cover page, a total value of $3,637,942,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,637,940,000 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 |
|---|---|---|---|---|---|---|
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 884,621 | $161,603,000 | thousands by filing date | |
| WORKDAY INC CL A | 98138H101 | Stock | 533,415 | $127,732,000 | thousands by filing date | |
| GALLAGHER ARTHUR J & CO COM | 363576109 | Stock | 676,422 | $118,103,000 | thousands by filing date | |
| American Express Company | 025816109 | COM | 605,192 | $113,171,000 | thousands by filing date | |
| ARES MANAGEMENT CORPORATION CL A COM STK | 03990B101 | Stock | 1,247,320 | $101,320,000 | thousands by filing date | |
| Walmart Inc. | 931142103 | COM | 668,723 | $99,586,000 | thousands by filing date | |
| VULCAN MATLS CO COM | 929160109 | Stock | 517,615 | $95,086,000 | thousands by filing date | |
| SS&C TECH HLDGS COM | 78467J100 | Stock | 1,186,733 | $89,029,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 287,693 | $88,699,000 | thousands by filing date | |
| GARTNERINC | 366651107 | STOK | 293,719 | $87,370,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 389,090 | $86,288,000 | thousands by filing date | |
| McDonalds Corporation | 580135101 | COM | 347,667 | $85,971,000 | thousands by filing date | |
| ULTA BEAUTY INC COM | 90384S303 | Stock | 204,705 | $81,518,000 | thousands by filing date | |
| T-Mobile US,Inc. | 872590104 | COM | 613,310 | $78,718,000 | thousands by filing date | |
| NORTHERN TR CORP COM | 665859104 | Stock | 654,916 | $76,265,000 | thousands by filing date | |
| CENTENE CORP DEL COM | 15135B101 | Stock | 894,873 | $75,339,000 | thousands by filing date | |
| HCA Healthcare Inc | 40412C101 | COM | 297,148 | $74,471,000 | thousands by filing date | |
| EQUIFAX INC COM | 294429105 | Stock | 303,260 | $71,903,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 511,543 | $70,163,000 | thousands by filing date | |
| FACTSET RESH SYS INC COM | 303075105 | Stock | 159,753 | $69,357,000 | thousands by filing date | |
| DECKERS OUTDOOR CORP | 243537107 | COM | 251,776 | $68,929,000 | thousands by filing date | |
| Wells Fargo & Company | 949746101 | COM | 1,319,588 | $63,947,000 | thousands by filing date | |
| Intuit Inc. | 461202103 | COM | 130,293 | $62,650,000 | thousands by filing date | |
| Accenture Plc Class A | G1151C101 | COM | 178,368 | $60,151,000 | thousands by filing date | |
| Oracle Corporation | 68389X105 | COM | 726,594 | $60,111,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 385,395 | $58,888,000 | thousands by filing date | |
| FIDELITY NATL INFORMATION SVCS COM | 31620M106 | Stock | 573,251 | $57,566,000 | thousands by filing date | |
| AMERICAN FINANCIAL GROUP INC COM | 025932104 | Stock | 389,810 | $56,764,000 | thousands by filing date | |
| BERKLEY W R CORP COM | 084423102 | Stock | 850,655 | $56,645,000 | thousands by filing date | |
| MURPHY USA INC COM | 626755102 | Stock | 273,267 | $54,642,000 | thousands by filing date | |
| Bank of America Corp | 060505104 | COM | 1,302,625 | $53,694,000 | thousands by filing date | |
| Booking Holdings Inc. | 09857L108 | COM | 22,293 | $52,354,000 | thousands by filing date | |
| Morgan Stanley | 617446448 | COM | 581,554 | $50,828,000 | thousands by filing date | |
| WASTE CONNECTIONS INC COM | 94106B101 | Stock | 353,946 | $49,446,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 15,145 | $49,372,000 | thousands by filing date | |
| Chubb Limited | H1467J104 | COM | 221,994 | $47,485,000 | thousands by filing date | |
| TJX Companies Inc | 872540109 | COM | 750,198 | $45,447,000 | thousands by filing date | |
| TOLL BROTHERS INC COM | 889478103 | Stock | 934,685 | $43,949,000 | thousands by filing date | |
| FOX CORP CL A COM | 35137L105 | Stock | 1,079,858 | $42,600,000 | thousands by filing date | |
| MCKESSON CORP COM | 58155Q103 | Stock | 130,321 | $39,895,000 | thousands by filing date | |
| Salesforce.com, Inc | 79466L302 | COM | 183,903 | $39,046,000 | thousands by filing date | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 294,150 | $38,863,000 | thousands by filing date | |
| Honeywell Technologies | 438516106 | COM | 199,258 | $38,772,000 | thousands by filing date | |
| INTERPUBLIC GROUP COS | 460690100 | COM | 1,060,063 | $37,579,000 | thousands by filing date | |
| LENNOX INTL INC COM | 526107107 | Stock | 140,044 | $36,112,000 | thousands by filing date | |
| CONSTELLATION BRANDS INC CL A | 21036P108 | Stock | 150,539 | $34,672,000 | thousands by filing date | |
| WW GRAINGER INC COM | 384802104 | Stock | 64,091 | $33,057,000 | thousands by filing date | |
| MONSTER BEVERAGE CORP NEW COM | 61174X109 | Stock | 409,949 | $32,755,000 | thousands by filing date | |
| GLOBANT S A | L44385109 | COM | 121,820 | $31,925,000 | thousands by filing date | |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 57,247 | $31,229,000 | thousands by filing date | |
| TENET HEALTHCARE CORP COM NEW | 88033G407 | Stock | 350,098 | $30,094,000 | thousands by filing date | |
| Airbnb, Inc. Class A | 009066101 | COM | 173,673 | $29,830,000 | thousands by filing date | |
| BLACKROCK INC CL A COM | 09247X101 | COM | 34,079 | $26,042,000 | thousands by filing date | |
| FLEETCOR TECHNOLOGIES INC | 339041105 | COM | 102,413 | $25,507,000 | thousands by filing date | |
| MOLSON COORS BEVERAGE CO CL B | 60871R209 | Stock | 444,921 | $23,750,000 | thousands by filing date | |
| THOMPSON REUTERS CORP | 884903709 | COM NEW | 214,098 | $23,305,000 | thousands by filing date | |
| ZOOMINFO TECHNOLOGIES INC COMMON STOCK | 98980F104 | Stock | 376,800 | $22,510,000 | thousands by filing date | |
| FIVE9 INC | 338307101 | COM | 184,238 | $20,340,000 | thousands by filing date | |
| HOWMET AEROSPACE INC COM | 443201108 | Stock | 530,181 | $19,055,000 | thousands by filing date | |
| Netflix, Inc | 64110L106 | COM | 49,219 | $18,437,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 6,385 | $17,759,000 | thousands by filing date | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 108,845 | $16,734,000 | thousands by filing date | |
| D R HORTON INC COM | 23331A109 | Stock | 215,035 | $16,022,000 | thousands by filing date | |
| BURLINGTON STORES INC COM | 122017106 | Stock | 76,090 | $13,861,000 | thousands by filing date | |
| ABERCROMBIE & FITCH CO CL A | 002896207 | Stock | 425,735 | $13,619,000 | thousands by filing date | |
| TRACTOR SUPPLY CO COM | 892356106 | Stock | 55,332 | $12,913,000 | thousands by filing date | |
| TAPESTRY INC COM | 876030107 | Stock | 333,248 | $12,380,000 | thousands by filing date | |
| JD.COM INC SPON ADS CL A | 47215P106 | ADR | 128,303 | $7,425,000 | thousands by filing date | |
| MATCH GROUP INC NEW | 57667L107 | COM | 67,061 | $7,292,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001595880-22-000002 | this filing | 2022-05-16 | acceptance time not in the bulk data set |