13F-HR filed by Junto Capital Management LP
Junto Capital Management LP filed this 13F-HR for the quarter ended 2022-06-30, filed 2022-08-15, with 73 holding rows worth $3,372,771,000.
- Accession
- 0001595880-22-000003
- Filer
- CIK 1595880
- Filed
- 2022-08-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2022
A holdings report, 73 entries on the cover page, a total value of $3,372,771,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,372,770,000 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 | 632,093 | $116,609,000 | thousands by filing date | |
| BLACKROCK INC CL A COM | 09247X101 | COM | 184,254 | $112,218,000 | thousands by filing date | |
| Walmart Inc. | 931142103 | COM | 742,138 | $90,229,000 | thousands by filing date | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 141,985 | $89,700,000 | thousands by filing date | |
| CENTENE CORP DEL COM | 15135B101 | Stock | 1,054,777 | $89,245,000 | thousands by filing date | |
| TRACTOR SUPPLY CO COM | 892356106 | Stock | 453,015 | $87,817,000 | thousands by filing date | |
| LEIDOS HOLDINGS INC COM | 525327102 | Stock | 858,976 | $86,507,000 | thousands by filing date | |
| GALLAGHER ARTHUR J & CO COM | 363576109 | Stock | 523,479 | $85,348,000 | thousands by filing date | |
| DECKERS OUTDOOR CORP | 243537107 | COM | 329,484 | $84,134,000 | thousands by filing date | |
| GARTNERINC | 366651107 | STOK | 346,915 | $83,894,000 | thousands by filing date | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 304,149 | $82,914,000 | thousands by filing date | |
| ULTA BEAUTY INC COM | 90384S303 | Stock | 213,571 | $82,327,000 | thousands by filing date | |
| CONSTELLATION BRANDS INC CL A | 21036P108 | Stock | 349,654 | $81,490,000 | thousands by filing date | |
| WASTE CONNECTIONS INC COM | 94106B101 | Stock | 644,662 | $79,912,000 | thousands by filing date | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 431,092 | $74,618,000 | thousands by filing date | |
| FIRST REPUBLIC BANK/SAN FRANCI | 33616C100 | COM | 507,869 | $73,235,000 | thousands by filing date | |
| ALLEGION PLC | G0176J109 | ORD SHS | 709,292 | $69,440,000 | thousands by filing date | |
| Raytheon Technologies Corporation | 75513E101 | COM | 696,663 | $66,956,000 | thousands by filing date | |
| Elevance Health, Inc. | 036752103 | COM | 132,956 | $64,162,000 | thousands by filing date | |
| GENPACT LIMITED SHS | G3922B107 | Stock | 1,406,009 | $59,559,000 | thousands by filing date | |
| T-Mobile US,Inc. | 872590104 | COM | 439,867 | $59,180,000 | thousands by filing date | |
| MURPHY USA INC COM | 626755102 | Stock | 252,301 | $58,753,000 | thousands by filing date | |
| DOLLAR GEN CORP COM | 256677105 | Stock | 234,855 | $57,643,000 | thousands by filing date | |
| AMERICAN FINANCIAL GROUP INC COM | 025932104 | Stock | 399,453 | $55,448,000 | thousands by filing date | |
| TJX Companies Inc | 872540109 | COM | 946,804 | $52,879,000 | thousands by filing date | |
| FISERV INC | 337738108 | COM | 592,369 | $52,703,000 | thousands by filing date | |
| Booking Holdings Inc. | 09857L108 | COM | 29,978 | $52,431,000 | thousands by filing date | |
| McDonalds Corporation | 580135101 | COM | 207,138 | $51,138,000 | thousands by filing date | |
| THOMPSON REUTERS CORP | 884903709 | COM NEW | 480,206 | $50,042,000 | thousands by filing date | |
| BERKLEY W R CORP COM | 084423102 | Stock | 726,867 | $49,616,000 | thousands by filing date | |
| DISCOVER FINL SVCS | 254709108 | COM | 512,072 | $48,432,000 | thousands by filing date | |
| American Express Company | 025816109 | COM | 344,154 | $47,707,000 | thousands by filing date | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 86,483 | $46,413,000 | thousands by filing date | |
| TRADEWEB MKTS INC CL A | 892672106 | Stock | 668,385 | $45,617,000 | thousands by filing date | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 363,986 | $44,599,000 | thousands by filing date | |
| S&P Global,Inc. | 78409V104 | COM | 129,999 | $43,817,000 | thousands by filing date | |
| TOLL BROTHERS INC COM | 889478103 | Stock | 954,160 | $42,556,000 | thousands by filing date | |
| FAIR ISAAC CORP COM | 303250104 | Stock | 104,856 | $42,037,000 | thousands by filing date | |
| Oracle Corporation | 68389X105 | COM | 596,363 | $41,668,000 | thousands by filing date | |
| ARES MANAGEMENT CORPORATION CL A COM STK | 03990B101 | Stock | 718,485 | $40,853,000 | thousands by filing date | |
| BURLINGTON STORES INC COM | 122017106 | Stock | 297,562 | $40,537,000 | thousands by filing date | |
| FERGUSON PLC NEW | G3421J106 | SHS | 365,238 | $40,435,000 | thousands by filing date | |
| D R HORTON INC COM | 23331A109 | Stock | 598,920 | $39,643,000 | thousands by filing date | |
| Progressive Corporation | 743315103 | COM | 335,530 | $39,012,000 | thousands by filing date | |
| Morgan Stanley | 617446448 | COM | 469,546 | $35,714,000 | thousands by filing date | |
| Wells Fargo & Company | 949746101 | COM | 892,435 | $34,957,000 | thousands by filing date | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 221,262 | $34,351,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 212,049 | $30,491,000 | thousands by filing date | |
| PTC INC COM | 69370C100 | Stock | 280,816 | $29,862,000 | thousands by filing date | |
| CARRIER GLOBAL CORPORATION COM | 14448C104 | Stock | 829,561 | $29,582,000 | thousands by filing date | |
| TYLER TECHNOLOGIES INC COM | 902252105 | Stock | 82,812 | $27,533,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 1,261,236 | $26,436,000 | thousands by filing date | |
| MONSTER BEVERAGE CORP NEW COM | 61174X109 | Stock | 271,517 | $25,170,000 | thousands by filing date | |
| DOMINOS PIZZA INC COM | 25754A201 | Stock | 63,122 | $24,599,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 90,893 | $23,344,000 | thousands by filing date | |
| EQUINIX INC COM | 29444U700 | REIT | 35,071 | $23,042,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 111,815 | $22,015,000 | thousands by filing date | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 108,389 | $21,465,000 | thousands by filing date | |
| RAYMOND JAMES FINL INC COM | 754730109 | Stock | 217,804 | $19,474,000 | thousands by filing date | |
| Salesforce.com, Inc | 79466L302 | COM | 100,905 | $16,653,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 101,628 | $16,388,000 | thousands by filing date | |
| TENET HEALTHCARE CORP COM NEW | 88033G407 | Stock | 298,221 | $15,674,000 | thousands by filing date | |
| Adobe Inc | 00724F101 | COM | 42,680 | $15,623,000 | thousands by filing date | |
| WORKDAY INC CL A | 98138H101 | Stock | 104,108 | $14,531,000 | thousands by filing date | |
| FACTSET RESH SYS INC COM | 303075105 | Stock | 37,484 | $14,415,000 | thousands by filing date | |
| Comcast Corp | 20030N101 | COM | 316,670 | $12,426,000 | thousands by filing date | |
| INTERPUBLIC GROUP COS | 460690100 | COM | 449,897 | $12,386,000 | thousands by filing date | |
| ZOOMINFO TECHNOLOGIES INC COMMON STOCK | 98980F104 | Stock | 290,011 | $9,640,000 | thousands by filing date | |
| PDD HOLDINGS INC SPONSORED ADS | 722304102 | ADR | 119,461 | $7,383,000 | thousands by filing date | |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 14,760 | $6,916,000 | thousands by filing date | |
| CINEMARK HLDGS INC COM | 17243V102 | Stock | 441,079 | $6,625,000 | thousands by filing date | |
| JD.COM INC SPON ADS CL A | 47215P106 | ADR | 99,206 | $6,371,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 66,010 | $6,231,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001595880-22-000003 | this filing | 2022-08-15 | acceptance time not in the bulk data set |