Junto Capital Management LP

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
81
Total Value
4773094994
Accession Number
0001595880-25-000003
Form Type
13F-HR
Manager Name
Junto Capital Management LP
Data Enrichment
98% identified
79 identified2 unidentified

Holdings

81 positions
Manager:
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Seagate Technology Holdings plc
Shares:
696971(-0.2%)
Value:
$59.2B(-1.8%)
FAIR ISAAC CORP
Shares:
30802
Value:
$56.8B
TRAVELERS COMPANIES, INC.
Shares:
213973(-9.9%)
Value:
$56.6B(-1.1%)
88023U101
Shares:
937130(-33.0%)
Value:
$56.1B(-29.2%)
BlackRock, Inc.
Shares:
58150(-0.7%)
Value:
$55.0B(-8.3%)
VISA INC.
Shares:
156007(+7.8%)
Value:
$54.7B(+19.6%)
Fox Corp
Shares:
948421
Value:
$53.7B
Planet Fitness, Inc.
Shares:
544252
Value:
$52.6B
AUTOMATIC DATA PROCESSING INC
Shares:
168250(+71.3%)
Value:
$51.4B(+78.8%)
MICROSOFT CORP
Shares:
135971(+7.2%)
Value:
$51.0B(-4.5%)
Amer Sports, Inc.
Shares:
1904638(-20.3%)
Value:
$50.9B(-23.8%)
DOLLAR TREE, INC.
Shares:
678151
Value:
$50.9B
FASTENAL CO
Shares:
640524
Value:
$49.7B
Booking Holdings Inc.
Shares:
10513
Value:
$48.4B
DICK'S SPORTING GOODS, INC.
Shares:
238974(-38.8%)
Value:
$48.2B(-46.1%)
PINNACLE FINANCIAL PARTNERS INC
Shares:
446076(+28.7%)
Value:
$47.3B(+19.3%)
DANAHER CORP /DE/
Shares:
228671
Value:
$46.9B
DARDEN RESTAURANTS INC
Shares:
224957(-14.1%)
Value:
$46.7B(-4.5%)
Shares:
1347016
Value:
$46.5B
INTUIT INC.
Shares:
75638(-50.2%)
Value:
$46.4B(-51.3%)