Junto Capital Management LP Q2 2017 Filing
Filed August 14, 2017
Portfolio Value
$1.1T
Holdings
37
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (37 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BLKCHFBLACKROCK INC | 217,165 | $91.7B | 8.07% | |
| 2 | TRUTRANSUNION | 1,831,267 | $79.3B | 6.98% | |
| 3 | CITCINTAS CORP | 566,680 | $71.4B | 6.29% | |
| 4 | BABAALIBABA GROUP HLDG LTD | 460,450 | $64.9B | 5.71% | |
| 5 | MSFTMICROSOFT CORP | 876,587 | $60.4B | 5.32% | |
| 6 | ETRAE TRADE FINANCIAL CORP | 1,475,008 | $56.1B | 4.94% | |
| 7 | GOOGLALPHABET INC | 56,695 | $52.7B | 4.64% | |
| 8 | CDKCDK GLOBAL INC | 728,753 | $45.2B | 3.98% | |
| 9 | FISFIDELITY NATL INFORMATION SV | 491,600 | $42.0B | 3.70% | |
| 10 | GPNGLOBAL PMTS INC | 445,612 | $40.2B | 3.54% | |
| 11 | PLNTPLANET FITNESS INC | 1,595,000 | $37.2B | 3.28% | |
| 12 | —TWENTY FIRST CENTY FOX INC | 1,278,641 | $36.2B | 3.19% | |
| 13 | VVISA INC | 379,496 | $35.6B | 3.13% | |
| 14 | CBOECBOE HLDGS INC | 386,662 | $35.3B | 3.11% | |
| 15 | EVEUREATON VANCE CORP | 714,552 | $33.8B | 2.98% | |
| 16 | WEXWEX INC | 304,000 | $31.7B | 2.79% | |
| 17 | DWDMORGAN STANLEY | 692,400 | $30.9B | 2.72% | |
| 18 | NTRSNORTHERN TR CORP | 308,036 | $29.9B | 2.64% | |
| 19 | DHID R HORTON INC | 860,500 | $29.7B | 2.62% | |
| 20 | QSRRESTAURANT BRANDS INTL INC | 414,120 | $25.9B | 2.28% | |
| 21 | EPAMEPAM SYS INC | 261,504 | $22.0B | 1.94% | |
| 22 | FDSFACTSET RESH SYS INC | 122,900 | $20.4B | 1.80% | |
| 23 | ULTAULTA BEAUTY INC | 59,800 | $17.2B | 1.51% | |
| 24 | CNDTCONDUENT INC | 1,028,000 | $16.4B | 1.44% | |
| 25 | LULULULULEMON ATHLETICA INC | 255,700 | $15.3B | 1.34% | |
| 26 | CRICARTER INC | 168,700 | $15.0B | 1.32% | |
| 27 | FWONALIBERTY MEDIA CORP DELAWARE | 409,070 | $15.0B | 1.32% | |
| 28 | TIFEURTIFFANY & CO NEW | 154,900 | $14.5B | 1.28% | |
| 29 | KMXCARMAX INC | 216,272 | $13.6B | 1.20% | |
| 30 | MCDMCDONALDS CORP | 77,600 | $11.9B | 1.05% | |
| 31 | BACVERIZON COMMUNICATIONS INC | 206,000 | $9.2B | 0.81% | |
| 32 | MANMANPOWERGROUP INC | 73,000 | $8.2B | 0.72% | |
| 33 | NFLXNETFLIX INC | 45,900 | $6.9B | 0.60% | |
| 34 | SPGIS&P GLOBAL INC | 46,400 | $6.8B | 0.60% | |
| 35 | GDDYGODADDY INC | 135,050 | $5.7B | 0.50% | |
| 36 | SIGSIGNET JEWELERS LIMITED | 78,450 | $5.0B | 0.44% | |
| 37 | WTWISDOMTREE INVTS INC | 271,066 | $2.8B | 0.24% |