Junto Capital Management LP

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

81 positions • $4,773,094.994K total value

81 positions

Manager:

SEC FilingSEC DataHachi Filing

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CVS HEALTH Corp

CVS|126650100

480677

Value:

$32.6B

ADOBE INC.

ADBE|00724F101

84245(+4.9%)

Value:

$32.3B(-9.6%)

STMicroelectronics N.V.

STM|861012102

1391829

Value:

$30.6B

DoorDash, Inc.

DASH|25809K105

160100

Value:

$29.3B

Maplebear Inc.

CART|565394103

716229

Value:

$28.6B

MICRON TECHNOLOGY INC

MU|595112103

313733

Value:

$27.3B

Unum Group

UNM|91529Y106

319245

Value:

$26.0B

SKECHERS USA INC

SKX|830566105

435724

Value:

$24.7B

CME GROUP INC.

CME|12572Q105

92755

Value:

$24.6B

Encompass Health Corp

EHC|29261A100

234003(-43.8%)

Value:

$23.7B(-38.4%)

Uber Technologies, Inc

UBER|90353T100

299664(-53.5%)

Value:

$21.8B(-43.8%)

Lumentum Holdings Inc.

LITE|55024U109

336444

Value:

$21.0B

DOMINOS PIZZA INC

DPZ|25754A201

43652

Value:

$20.1B

Intercontinental Exchange, Inc.

ICE|45866F104

115344

Value:

$19.9B

Capri Holdings Ltd

CPRI|G1890L107

973473(-21.5%)

Value:

$19.2B(-26.4%)

Toast, Inc.

TOST|888787108

578260

Value:

$19.2B

PROGRESSIVE CORP/OH/

PGR|743315103

67634

Value:

$19.1B

NVIDIA CORP

NVDA|67066G104

170100(-36.9%)

Value:

$18.4B(-49.1%)

BOSTON SCIENTIFIC CORP

BSX|101137107

168254(-84.8%)

Value:

$17.0B(-82.9%)

Floor & Decor Holdings, Inc.

FND|339750101

175621

Value:

$14.1B

Instrument	Shares		Other Manager	Value
Cvs Health Corp(CVScusip126650100)	480.7K	QoQ NEW(+480.7K) YoY NEW(+480.7K)	All Managers (Combined)	$32.6M	QoQ NEW(+$32.6M) YoY NEW(+$32.6M)
Adobe Inc.(ADBEcusip00724F101)	84.2K	QoQ +4.86% (-3.9K) YoY NEW(+84.2K)	All Managers (Combined)	$32.3M	QoQ -9.55% (-$3.4M) YoY NEW(+$32.3M)
Stmicroelectronics N.V.(STMcusip861012102)	1.4M	QoQ NEW(+1.4M) YoY NEW(+1.4M)	All Managers (Combined)	$30.6M	QoQ NEW(+$30.6M) YoY NEW(+$30.6M)
Doordash, Inc.(DASHcusip25809K105)	160.1K	QoQ NEW(+160.1K) YoY NEW(+160.1K)	All Managers (Combined)	$29.3M	QoQ NEW(+$29.3M) YoY NEW(+$29.3M)
Maplebear Inc.(CARTcusip565394103)	716.2K	QoQ NEW(+716.2K) YoY NEW(+716.2K)	All Managers (Combined)	$28.6M	QoQ NEW(+$28.6M) YoY NEW(+$28.6M)
Micron Technology Inc(MUcusip595112103)	313.7K	QoQ NEW(+313.7K) YoY NEW(+313.7K)	All Managers (Combined)	$27.3M	QoQ NEW(+$27.3M) YoY NEW(+$27.3M)
Unum Group(UNMcusip91529Y106)	319.2K	QoQ NEW(+319.2K) YoY NEW(+319.2K)	All Managers (Combined)	$26.0M	QoQ NEW(+$26.0M) YoY NEW(+$26.0M)
Skechers Usa Inc(SKXcusip830566105)	435.7K	QoQ NEW(+435.7K) YoY NEW(+435.7K)	All Managers (Combined)	$24.7M	QoQ NEW(+$24.7M) YoY NEW(+$24.7M)
Cme Group Inc.(CMEcusip12572Q105)	92.8K	QoQ NEW(+92.8K) YoY NEW(+92.8K)	All Managers (Combined)	$24.6M	QoQ NEW(+$24.6M) YoY NEW(+$24.6M)
Encompass Health Corp(EHCcusip29261A100)	234.0K	QoQ -43.83% (-182.6K) YoY -67.87% (-494.5K)	All Managers (Combined)	$23.7M	QoQ -38.39% (-$14.8M) YoY -60.60% (-$36.5M)
Uber Technologies, Inc(UBERcusip90353T100)	299.7K	QoQ -53.45% (-344.2K) YoY NEW(+299.7K)	All Managers (Combined)	$21.8M	QoQ -43.78% (-$17.0M) YoY NEW(+$21.8M)
Lumentum Holdings Inc.(LITEcusip55024U109)	336.4K	QoQ NEW(+336.4K) YoY NEW(+336.4K)	All Managers (Combined)	$21.0M	QoQ NEW(+$21.0M) YoY NEW(+$21.0M)
Dominos Pizza Inc(DPZcusip25754A201)	43.7K	QoQ NEW(+43.7K) YoY NEW(+43.7K)	All Managers (Combined)	$20.1M	QoQ NEW(+$20.1M) YoY NEW(+$20.1M)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	115.3K	QoQ NEW(+115.3K) YoY -89.44% (-977.5K)	All Managers (Combined)	$19.9M	QoQ NEW(+$19.9M) YoY -86.75% (-$130.3M)
Capri Holdings Ltd(CPRIcusipG1890L107)	973.5K	QoQ -21.48% (-266.4K) YoY NEW(+973.5K)	All Managers (Combined)	$19.2M	QoQ -26.44% (-$6.9M) YoY NEW(+$19.2M)
Toast, Inc.(TOSTcusip888787108)	578.3K	QoQ NEW(+578.3K) YoY NEW(+578.3K)	All Managers (Combined)	$19.2M	QoQ NEW(+$19.2M) YoY NEW(+$19.2M)
Progressive Corp/Oh/(PGRcusip743315103)	67.6K	QoQ NEW(+67.6K) YoY NEW(+67.6K)	All Managers (Combined)	$19.1M	QoQ NEW(+$19.1M) YoY NEW(+$19.1M)
Nvidia Corp(NVDAcusip67066G104)	170.1K	QoQ -36.94% (-99.7K) YoY NEW(+170.1K)	All Managers (Combined)	$18.4M	QoQ -49.10% (-$17.8M) YoY NEW(+$18.4M)
Boston Scientific Corp(BSXcusip101137107)	168.3K	QoQ -84.85% (-942.8K) YoY -92.19% (-2.0M)	All Managers (Combined)	$17.0M	QoQ -82.89% (-$82.3M) YoY -88.50% (-$130.6M)
Floor & Decor Holdings, Inc.(FNDcusip339750101)	175.6K	QoQ NEW(+175.6K) YoY NEW(+175.6K)	All Managers (Combined)	$14.1M	QoQ NEW(+$14.1M) YoY NEW(+$14.1M)