Junto Capital Management LP Q3 2017 Filing
Filed November 14, 2017
Portfolio Value
$1.2T
Holdings
38
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (38 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BLKCHFBLACKROCK INC | 176,197 | $78.8B | 6.46% | |
| 2 | GOOGLALPHABET INC | 78,979 | $76.9B | 6.30% | |
| 3 | FISFIDELITY NATL INFORMATION SV | 700,500 | $65.4B | 5.36% | |
| 4 | ETRAE TRADE FINANCIAL CORP | 1,479,038 | $64.5B | 5.29% | |
| 5 | CITCINTAS CORP | 409,029 | $59.0B | 4.84% | |
| 6 | NFLXNETFLIX INC | 265,662 | $48.2B | 3.95% | |
| 7 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 601,900 | $43.7B | 3.58% | |
| 8 | LPLALPL FINL HLDGS INC | 826,219 | $42.6B | 3.49% | |
| 9 | DWDMORGAN STANLEY | 872,600 | $42.0B | 3.45% | |
| 10 | CDKCDK GLOBAL INC | 661,252 | $41.7B | 3.42% | |
| 11 | BACVERIZON COMMUNICATIONS INC | 776,100 | $38.4B | 3.15% | |
| 12 | PLNTPLANET FITNESS INC | 1,346,051 | $36.3B | 2.98% | |
| 13 | FWONALIBERTY MEDIA CORP DELAWARE | 934,625 | $35.6B | 2.92% | |
| 14 | DHID R HORTON INC | 872,034 | $34.8B | 2.85% | |
| 15 | WEXWEX INC | 305,788 | $34.3B | 2.81% | |
| 16 | BURLBURLINGTON STORES INC | 334,565 | $31.9B | 2.62% | |
| 17 | CBOECBOE HLDGS INC | 295,609 | $31.8B | 2.61% | |
| 18 | SPGIS&P GLOBAL INC | 201,782 | $31.5B | 2.59% | |
| 19 | LYVLIVE NATION ENTERTAINMENT IN | 696,238 | $30.3B | 2.49% | |
| 20 | LDOSLEIDOS HLDGS INC | 509,652 | $30.2B | 2.47% | |
| 21 | GPNGLOBAL PMTS INC | 307,512 | $29.2B | 2.40% | |
| 22 | MCDMCDONALDS CORP | 186,019 | $29.1B | 2.39% | |
| 23 | LMEURLEGG MASON INC | 711,950 | $28.0B | 2.29% | |
| 24 | TJXTJX COS INC NEW | 342,650 | $25.3B | 2.07% | |
| 25 | ADBEADOBE SYS INC | 166,933 | $24.9B | 2.04% | |
| 26 | EPAMEPAM SYS INC | 283,049 | $24.9B | 2.04% | |
| 27 | MSFTMICROSOFT CORP | 269,500 | $20.1B | 1.65% | |
| 28 | EVEUREATON VANCE CORP | 400,467 | $19.8B | 1.62% | |
| 29 | VRSKVERISK ANALYTICS INC | 198,000 | $16.5B | 1.35% | |
| 30 | ULTAULTA BEAUTY INC | 69,360 | $15.7B | 1.29% | |
| 31 | CNDTCONDUENT INC | 991,720 | $15.5B | 1.27% | |
| 32 | GGENPACT LIMITED | 475,000 | $13.7B | 1.12% | |
| 33 | —TWENTY FIRST CENTY FOX INC | 515,455 | $13.6B | 1.11% | |
| 34 | KMXCARMAX INC | 171,854 | $13.0B | 1.07% | |
| 35 | QSRRESTAURANT BRANDS INTL INC | 157,290 | $10.0B | 0.82% | |
| 36 | MANMANPOWERGROUP INC | 81,471 | $9.6B | 0.79% | |
| 37 | BABAALIBABA GROUP HLDG LTD | 47,183 | $8.1B | 0.67% | |
| 38 | GDDYGODADDY INC | 107,846 | $4.7B | 0.38% |