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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Meta Platforms, Inc.
Shares:
77283(+10.3%)
Value:
$44.5B(+8.6%)
Liberty Media Corp
Shares:
445531
Value:
$40.1B
Spotify Technology S.A.
Shares:
72727(-5.5%)
Value:
$40.0B(+16.1%)
WELLS FARGO & COMPANY/MN
Shares:
554092(-41.3%)
Value:
$39.8B(-40.0%)
CITIZENS FINANCIAL GROUP INC/RI
Shares:
949837
Value:
$38.9B
ELI LILLY & Co
Shares:
47105
Value:
$38.9B
KKR & Co. Inc.
Shares:
334366
Value:
$38.7B
AMERICAN EAGLE OUTFITTERS INC
Shares:
3320866
Value:
$38.6B
AMAZON COM INC
Shares:
199401(-46.8%)
Value:
$37.9B(-53.9%)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
Shares:
225322(+10.6%)
Value:
$37.4B(-7.1%)
Meritage Homes CORP
Shares:
501433
Value:
$35.5B
Salesforce, Inc.
Shares:
131666(-16.6%)
Value:
$35.3B(-33.1%)
IQVIA HOLDINGS INC.
Shares:
200213
Value:
$35.3B
THOMSON REUTERS CORP /CAN/
Shares:
199224
Value:
$34.4B
Autodesk, Inc.
Shares:
130261(-16.4%)
Value:
$34.1B(-26.0%)
Taylor Morrison Home Corp
Shares:
566413
Value:
$34.0B
464288752
Shares:
356634
Value:
$34.0B
JUNIPER NETWORKS INC
Shares:
936493
Value:
$33.9B
General Motors Co
Shares:
719477(+3.0%)
Value:
$33.8B(-9.0%)
FIVE BELOW, INC
Shares:
437607
Value:
$32.8B