Junto Capital Management LP Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$2.8T
Holdings
47
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (47 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ICEINTERCONTINENTAL EXCHANGE IN | 1,237,655 | $123.8B | 4.50% | |
| 2 | BKIEURBLACK KNIGHT INC | 1,262,821 | $109.9B | 3.99% | |
| 3 | SBUXSTARBUCKS CORP | 1,262,706 | $108.5B | 3.94% | |
| 4 | YUMCYUM CHINA HLDGS INC | 2,000,937 | $106.0B | 3.85% | |
| 5 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 1,506,351 | $104.6B | 3.80% | |
| 6 | BLKCHFBLACKROCK INC | 179,688 | $101.3B | 3.68% | |
| 7 | MSFTMICROSOFT CORP | 446,880 | $94.0B | 3.41% | |
| 8 | MSCIMSCI INC | 246,568 | $88.0B | 3.19% | |
| 9 | AZOAUTOZONE INC | 73,966 | $87.1B | 3.16% | |
| 10 | VVISA INC | 382,433 | $76.5B | 2.78% | |
| 11 | SWKSTANLEY BLACK & DECKER INC | 448,337 | $72.7B | 2.64% | |
| 12 | ATVIEURACTIVISION BLIZZARD INC | 871,376 | $70.5B | 2.56% | |
| 13 | WCNWASTE CONNECTIONS INC | 679,436 | $70.5B | 2.56% | |
| 14 | LPLALPL FINL HLDGS INC | 885,484 | $67.9B | 2.46% | |
| 15 | LULULULULEMON ATHLETICA INC | 204,532 | $67.4B | 2.45% | |
| 16 | NSYNICE LTD | 296,388 | $67.3B | 2.44% | |
| 17 | DWDMORGAN STANLEY | 1,352,683 | $65.4B | 2.37% | |
| 18 | DYHTARGET CORP | 407,403 | $64.1B | 2.33% | |
| 19 | CSGPCOSTAR GROUP INC | 75,392 | $64.0B | 2.32% | |
| 20 | CROXCROCS INC | 1,493,277 | $63.8B | 2.32% | |
| 21 | FISFIDELITY NATL INFORMATION SV | 418,550 | $61.6B | 2.24% | |
| 22 | EFXEQUIFAX INC | 386,323 | $60.6B | 2.20% | |
| 23 | GSGOLDMAN SACHS GROUP INC | 296,910 | $59.7B | 2.17% | |
| 24 | FRCBFIRST REP BK SAN FRANCISCO C | 513,732 | $56.0B | 2.03% | |
| 25 | CMCSACOMCAST CORP NEW | 1,156,529 | $53.5B | 1.94% | |
| 26 | ENVUSDENVESTNET INC | 680,709 | $52.5B | 1.91% | |
| 27 | ZEN1EURZENDESK INC | 499,020 | $51.4B | 1.86% | |
| 28 | ARESARES MANAGEMENT CORPORATION | 1,160,994 | $46.9B | 1.70% | |
| 29 | CITCINTAS CORP | 137,977 | $45.9B | 1.67% | |
| 30 | DECKDECKERS OUTDOOR CORP | 202,198 | $44.5B | 1.62% | |
| 31 | METAFACEBOOK INC | 166,228 | $43.5B | 1.58% | |
| 32 | ROSTROSS STORES INC | 462,028 | $43.1B | 1.57% | |
| 33 | OCOWENS CORNING NEW | 619,243 | $42.6B | 1.55% | |
| 34 | INTUINTUIT | 126,691 | $41.3B | 1.50% | |
| 35 | AMZNAMAZON COM INC | 13,009 | $41.0B | 1.49% | |
| 36 | MTCHMATCH GROUP INC NEW | 370,055 | $40.9B | 1.49% | |
| 37 | BKNGBOOKING HOLDINGS INC | 23,243 | $39.8B | 1.44% | |
| 38 | EBAEBAY INC. | 755,317 | $39.4B | 1.43% | |
| 39 | PLNTPLANET FITNESS INC | 544,785 | $33.6B | 1.22% | |
| 40 | EVREVERCORE INC | 476,433 | $31.2B | 1.13% | |
| 41 | GOOGLALPHABET INC | 21,269 | $31.2B | 1.13% | |
| 42 | KKRKKR & CO INC | 788,653 | $27.1B | 0.98% | |
| 43 | KELKELLOGG CO | 315,750 | $20.4B | 0.74% | |
| 44 | CPRICAPRI HOLDINGS LIMITED | 1,059,193 | $19.1B | 0.69% | |
| 45 | MANMANPOWERGROUP INC | 254,351 | $18.7B | 0.68% | |
| 46 | DFSEURDISCOVER FINL SVCS | 313,184 | $18.1B | 0.66% | |
| 47 | WHRWHIRLPOOL CORP | 95,441 | $17.6B | 0.64% |