Junto Capital Management LP Q2 2019 Filing
Filed August 14, 2019
Portfolio Value
$1.7T
Holdings
35
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (35 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BLKCHFBLACKROCK INC | 247,367 | $116.1B | 6.70% | |
| 2 | DWDMORGAN STANLEY | 2,074,042 | $90.9B | 5.24% | |
| 3 | FISFIDELITY NATL INFORMATION SV | 730,333 | $89.6B | 5.17% | |
| 4 | GGENPACT LIMITED | 2,110,799 | $80.4B | 4.64% | |
| 5 | AXPAMERICAN EXPRESS CO | 638,706 | $78.8B | 4.55% | |
| 6 | EFXEQUIFAX INC | 577,555 | $78.1B | 4.51% | |
| 7 | KMXCARMAX INC | 868,110 | $75.4B | 4.35% | |
| 8 | TJXTJX COS INC NEW | 1,268,297 | $67.1B | 3.87% | |
| 9 | CMCSACOMCAST CORP NEW | 1,580,635 | $66.8B | 3.86% | |
| 10 | CBOECBOE GLOBAL MARKETS INC | 640,792 | $66.4B | 3.83% | |
| 11 | TRUTRANSUNION | 879,227 | $64.6B | 3.73% | |
| 12 | LPLALPL FINL HLDGS INC | 767,583 | $62.6B | 3.61% | |
| 13 | QSRRESTAURANT BRANDS INTL INC | 858,990 | $59.7B | 3.45% | |
| 14 | EVREVERCORE INC | 612,110 | $54.2B | 3.13% | |
| 15 | FIVEFIVE BELOW INC | 430,273 | $51.6B | 2.98% | |
| 16 | NFLXNETFLIX INC | 134,537 | $49.4B | 2.85% | |
| 17 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 432,477 | $49.1B | 2.83% | |
| 18 | JLLJONES LANG LASALLE INC | 335,271 | $47.2B | 2.72% | |
| 19 | PYPLPAYPAL HLDGS INC | 408,027 | $46.7B | 2.69% | |
| 20 | NKENIKE INC | 517,976 | $43.5B | 2.51% | |
| 21 | RHRH | 366,400 | $42.4B | 2.44% | |
| 22 | WEXWEX INC | 197,288 | $41.1B | 2.37% | |
| 23 | PLNTPLANET FITNESS INC | 541,612 | $39.2B | 2.26% | |
| 24 | MSGSMADISON SQUARE GARDEN CO NEW | 136,736 | $38.3B | 2.21% | |
| 25 | WPWORLDPAY INC | 303,868 | $37.2B | 2.15% | |
| 26 | VOYAVOYA FINL INC | 672,368 | $37.2B | 2.15% | |
| 27 | WMTWALMART INC | 323,547 | $35.7B | 2.06% | |
| 28 | SSNCSS&C TECHNOLOGIES HLDGS INC | 609,673 | $35.1B | 2.03% | |
| 29 | ZNGAEURZYNGA INC | 5,119,525 | $31.4B | 1.81% | |
| 30 | ETRAE TRADE FINANCIAL CORP | 416,504 | $18.6B | 1.07% | |
| 31 | —CBS CORP NEW | 303,579 | $15.1B | 0.87% | |
| 32 | MSFTMICROSOFT CORP | 67,356 | $9.0B | 0.52% | |
| 33 | CRMSALESFORCE COM INC | 41,300 | $6.3B | 0.36% | |
| 34 | PVHPVH CORP | 48,318 | $4.6B | 0.26% | |
| 35 | GOOGLALPHABET INC | 3,409 | $3.7B | 0.21% |