Junto Capital Management LP

Filing Details

13F-HR • 2025-03-31
SEC
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
CIK
0001595880
Manager Name
Junto Capital Management LP
Data Enrichment
98% identified
79 identified2 unidentified

Holdings

81 positions
Manager:
SEC
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Page 2 of 5
Seagate Technology Holdings plc
STX|G7997R103
Shares:
696971(-0.2%)
Value:
$59.2B(-1.8%)
FAIR ISAAC CORP
FICO|303250104
Shares:
30802
Value:
$56.8B
TRAVELERS COMPANIES, INC.
TRV|89417E109
Shares:
213973(-9.9%)
Value:
$56.6B(-1.1%)
88023U101
88023U101
Shares:
937130(-33.0%)
Value:
$56.1B(-29.2%)
BlackRock, Inc.
BLK|09290D101
Shares:
58150(-0.7%)
Value:
$55.0B(-8.3%)
VISA INC.
V|92826C839
Shares:
156007(+7.8%)
Value:
$54.7B(+19.6%)
Fox Corp
FOXA|35137L105
Shares:
948421
Value:
$53.7B
Planet Fitness, Inc.
PLNT|72703H101
Shares:
544252
Value:
$52.6B
AUTOMATIC DATA PROCESSING INC
ADP|053015103
Shares:
168250(+71.3%)
Value:
$51.4B(+78.8%)
MICROSOFT CORP
MSFT|594918104
Shares:
135971(+7.2%)
Value:
$51.0B(-4.5%)
Amer Sports, Inc.
AS|G0260P102
Shares:
1904638(-20.3%)
Value:
$50.9B(-23.8%)
DOLLAR TREE, INC.
DLTR|256746108
Shares:
678151
Value:
$50.9B
FASTENAL CO
FAST|311900104
Shares:
640524
Value:
$49.7B
Booking Holdings Inc.
BKNG|09857L108
Shares:
10513
Value:
$48.4B
DICK'S SPORTING GOODS, INC.
DKS|253393102
Shares:
238974(-38.8%)
Value:
$48.2B(-46.1%)
PINNACLE FINANCIAL PARTNERS INC
PNFP|72346Q104
Shares:
446076(+28.7%)
Value:
$47.3B(+19.3%)
DANAHER CORP /DE/
DHR|235851102
Shares:
228671
Value:
$46.9B
DARDEN RESTAURANTS INC
DRI|237194105
Shares:
224957(-14.1%)
Value:
$46.7B(-4.5%)
Aramark
ARMK|03852U106
Shares:
1347016
Value:
$46.5B
INTUIT INC.
INTU|461202103
Shares:
75638(-50.2%)
Value:
$46.4B(-51.3%)