13F-HR filed by Junto Capital Management LP
Junto Capital Management LP filed this 13F-HR for the quarter ended 2022-09-30, filed 2022-11-14, with 77 holding rows worth $3,598,325,000.
- Accession
- 0001595880-22-000004
- Filer
- CIK 1595880
- Filed
- 2022-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2022
A holdings report, 77 entries on the cover page, a total value of $3,598,325,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,598,321,000 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 |
|---|---|---|---|---|---|---|
| Amazon.com, Inc | 023135106 | COM | 1,300,357 | $146,940,000 | thousands by filing date | |
| Progressive Corporation | 743315103 | COM | 1,095,672 | $127,328,000 | thousands by filing date | |
| Walmart Inc. | 931142103 | COM | 814,707 | $105,667,000 | thousands by filing date | |
| ULTA BEAUTY INC COM | 90384S303 | Stock | 227,635 | $91,325,000 | thousands by filing date | |
| THOMPSON REUTERS CORP | 884903709 | COM NEW | 879,984 | $90,304,000 | thousands by filing date | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 597,986 | $89,273,000 | thousands by filing date | |
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 404,558 | $88,388,000 | thousands by filing date | |
| Morgan Stanley | 617446448 | COM | 1,094,015 | $86,438,000 | thousands by filing date | |
| GENPACT LIMITED SHS | G3922B107 | Stock | 1,964,365 | $85,980,000 | thousands by filing date | |
| DECKERS OUTDOOR CORP | 243537107 | COM | 267,855 | $83,734,000 | thousands by filing date | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 118,626 | $83,436,000 | thousands by filing date | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 895,429 | $80,902,000 | thousands by filing date | |
| D R HORTON INC COM | 23331A109 | Stock | 1,175,558 | $79,174,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 697,393 | $72,878,000 | thousands by filing date | |
| Intuit Inc. | 461202103 | COM | 185,838 | $71,979,000 | thousands by filing date | |
| WORKDAY INC CL A | 98138H101 | Stock | 431,767 | $65,724,000 | thousands by filing date | |
| WASTE CONNECTIONS INC COM | 94106B101 | Stock | 484,188 | $65,428,000 | thousands by filing date | |
| Chubb Limited | H1467J104 | COM | 359,188 | $65,329,000 | thousands by filing date | |
| Wells Fargo & Company | 949746101 | COM | 1,584,199 | $63,716,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 268,221 | $62,469,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 344,847 | $61,262,000 | thousands by filing date | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 217,541 | $60,816,000 | thousands by filing date | |
| FIDELITY NATL INFORMATION SVCS COM | 31620M106 | Stock | 798,968 | $60,378,000 | thousands by filing date | |
| BROWN & BROWN INC COM | 115236101 | Stock | 970,025 | $58,667,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 205,646 | $56,746,000 | thousands by filing date | |
| FACTSET RESH SYS INC COM | 303075105 | Stock | 141,712 | $56,700,000 | thousands by filing date | |
| BERKLEY W R CORP COM | 084423102 | Stock | 859,782 | $55,525,000 | thousands by filing date | |
| DOLLAR GEN CORP COM | 256677105 | Stock | 226,500 | $54,328,000 | thousands by filing date | |
| TJX Companies Inc | 872540109 | COM | 846,278 | $52,571,000 | thousands by filing date | |
| Honeywell Technologies | 438516106 | COM | 311,595 | $52,027,000 | thousands by filing date | |
| ARAMARK COM | 03852U106 | Stock | 1,600,488 | $49,935,000 | thousands by filing date | |
| DISCOVER FINL SVCS | 254709108 | COM | 547,427 | $49,772,000 | thousands by filing date | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 343,605 | $49,757,000 | thousands by filing date | |
| American Express Company | 025816109 | COM | 363,400 | $49,026,000 | thousands by filing date | |
| Verizon Communications Inc | 92343V104 | COM | 1,252,225 | $47,547,000 | thousands by filing date | |
| MURPHY USA INC COM | 626755102 | Stock | 163,548 | $44,961,000 | thousands by filing date | |
| CBRE GROUP INC CL A | 12504L109 | Stock | 660,269 | $44,575,000 | thousands by filing date | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 269,724 | $44,472,000 | thousands by filing date | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 254,044 | $43,322,000 | thousands by filing date | |
| BURLINGTON STORES INC COM | 122017106 | Stock | 385,533 | $43,137,000 | thousands by filing date | |
| Elevance Health, Inc. | 036752103 | COM | 90,888 | $41,285,000 | thousands by filing date | |
| T-Mobile US,Inc. | 872590104 | COM | 295,833 | $39,692,000 | thousands by filing date | |
| KKR & CO INC | 48251W104 | COM | 916,374 | $39,404,000 | thousands by filing date | |
| DOMINOS PIZZA INC COM | 25754A201 | Stock | 125,703 | $38,993,000 | thousands by filing date | |
| FERRARI N V | N3167Y103 | COM | 206,560 | $38,214,000 | thousands by filing date | |
| HCA Healthcare Inc | 40412C101 | COM | 182,983 | $33,630,000 | thousands by filing date | |
| Salesforce.com, Inc | 79466L302 | COM | 212,316 | $30,540,000 | thousands by filing date | |
| BOOT BARN HLDGS INC | 099406100 | COM | 516,247 | $30,180,000 | thousands by filing date | |
| ARES MANAGEMENT CORPORATION CL A COM STK | 03990B101 | Stock | 476,100 | $29,494,000 | thousands by filing date | |
| VALVOLINE INC COM | 92047W101 | Stock | 1,163,393 | $29,480,000 | thousands by filing date | |
| Accenture Plc Class A | G1151C101 | COM | 114,051 | $29,345,000 | thousands by filing date | |
| HUMANA INC COM | 444859102 | Stock | 59,722 | $28,977,000 | thousands by filing date | |
| CINTAS CORP COM | 172908105 | Stock | 71,994 | $27,947,000 | thousands by filing date | |
| SBA COMMUNICATIONS CORP CL A | 78410G104 | REIT | 96,937 | $27,593,000 | thousands by filing date | |
| ALLEGION PLC | G0176J109 | ORD SHS | 306,221 | $27,462,000 | thousands by filing date | |
| NASDAQ INC COM | 631103108 | Stock | 469,924 | $26,635,000 | thousands by filing date | |
| MCKESSON CORP COM | 58155Q103 | Stock | 72,246 | $24,554,000 | thousands by filing date | |
| MATCH GROUP INC NEW | 57667L107 | COM | 490,763 | $23,434,000 | thousands by filing date | |
| KROGER CO COM | 501044101 | Stock | 523,206 | $22,890,000 | thousands by filing date | |
| OMNICOM GROUP INC COM | 681919106 | Stock | 342,758 | $21,625,000 | thousands by filing date | |
| EQUINIX INC COM | 29444U700 | REIT | 36,192 | $20,587,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 151,283 | $20,526,000 | thousands by filing date | |
| CINEMARK HLDGS INC COM | 17243V102 | Stock | 1,649,514 | $19,976,000 | thousands by filing date | |
| TYLER TECHNOLOGIES INC COM | 902252105 | Stock | 53,319 | $18,528,000 | thousands by filing date | |
| FOX CORP CL A COM | 35137L105 | Stock | 588,127 | $18,044,000 | thousands by filing date | |
| PTC INC COM | 69370C100 | Stock | 162,241 | $16,970,000 | thousands by filing date | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 155,664 | $16,967,000 | thousands by filing date | |
| CALLAWAY GOLF CO | 131193104 | COM | 810,859 | $15,617,000 | thousands by filing date | |
| FASTENAL CO COM | 311900104 | Stock | 319,362 | $14,703,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 151,957 | $14,334,000 | thousands by filing date | |
| Uber Technologies | 90353T100 | COM | 508,811 | $13,483,000 | thousands by filing date | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 137,258 | $12,860,000 | thousands by filing date | |
| PINTEREST INC CL A | 72352L106 | Stock | 465,618 | $10,849,000 | thousands by filing date | |
| ACADIA HEALTHCARE COMPANY INC COM | 00404A109 | Stock | 120,883 | $9,451,000 | thousands by filing date | |
| BRINKER INTL INC COM | 109641100 | Stock | 315,192 | $7,873,000 | thousands by filing date | |
| JD.COM INC SPON ADS CL A | 47215P106 | ADR | 143,667 | $7,226,000 | thousands by filing date | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 87,719 | $7,017,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001595880-22-000004 | this filing | 2022-11-14 | acceptance time not in the bulk data set |