Junto Capital Management LP Q1 2016 Filing
Filed May 16, 2016
Portfolio Value
$583.8B
Holdings
19
Report Date
Q1 2016
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAFACEBOOK INC | 716,800 | $81.8B | 14.01% | |
| 2 | 8CWCROWN CASTLE INTL CORP NEW | 832,410 | $72.0B | 12.33% | |
| 3 | SSNCSS&C TECHNOLOGIES HLDGS INC | 650,929 | $41.3B | 7.07% | |
| 4 | SEICSEI INVESTMENTS CO | 924,449 | $39.8B | 6.82% | |
| 5 | TMUST MOBILE US INC | 817,500 | $31.3B | 5.36% | |
| 6 | AVGOBROADCOM LTD | 201,100 | $31.1B | 5.32% | |
| 7 | WTWWILLIS TOWERS WATSON PUB LTD | 252,205 | $29.9B | 5.13% | |
| 8 | LMEURLEGG MASON INC | 826,751 | $28.7B | 4.91% | |
| 9 | TROWPRICE T ROWE GROUP INC | 378,000 | $27.8B | 4.76% | |
| 10 | VRSKVERISK ANALYTICS INC | 340,747 | $27.2B | 4.66% | |
| 11 | VVISA INC | 338,470 | $25.9B | 4.43% | |
| 12 | —CBS CORP NEW | 461,545 | $25.4B | 4.36% | |
| 13 | NTRSNORTHERN TR CORP | 372,000 | $24.2B | 4.15% | |
| 14 | TRUTRANSUNION | 869,020 | $24.0B | 4.11% | |
| 15 | AMGAFFILIATED MANAGERS GROUP | 147,189 | $23.9B | 4.09% | |
| 16 | EVREVERCORE PARTNERS INC | 456,954 | $23.6B | 4.05% | |
| 17 | COSTCOSTCO WHSL CORP NEW | 103,500 | $16.3B | 2.79% | |
| 18 | —IMS HEALTH HLDGS INC | 345,000 | $9.2B | 1.57% | |
| 19 | MKTXMARKETAXESS HLDGS INC | 2,998 | $374.0M | 0.06% |