0001595880-19-000004.txt : 20191114 0001595880-19-000004.hdr.sgml : 20191114 20191114115405 ACCESSION NUMBER: 0001595880-19-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191114 DATE AS OF CHANGE: 20191114 EFFECTIVENESS DATE: 20191114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Junto Capital Management LP CENTRAL INDEX KEY: 0001595880 IRS NUMBER: 800920674 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16705 FILM NUMBER: 191218007 BUSINESS ADDRESS: STREET 1: 450 PARK AVENUE STREET 2: 25TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-409-1940 MAIL ADDRESS: STREET 1: 450 PARK AVENUE STREET 2: 25TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001595880 XXXXXXXX 09-30-2019 09-30-2019 Junto Capital Management LP

450 PARK AVENUE 25TH FLOOR NEW YORK NY 10022

13F HOLDINGS REPORT 028-16705 N Andrew Sedia 212.409.1948 Andrew Sedia New York NY 11-14-2019 0 40 1682557 false INFORMATION TABLE 2 JUNTO_13FXML_09302019.xml ACTIVISION BLIZZARD INCCOM00507V10932418612586SHSOLE61258600ALIBABA GROUP HLDG LTDSPONSORED ADS01609W10221682129656SHSOLE12965600ALPHABET INCCAP STK CL A02079K3052988024469SHSOLE2446900BANK NEW YORK MELLON CORPCOM064058100596641319717SHSOLE131971700BLACKROCK INCCOM09247X101105274236230SHSOLE23623000BROADRIDGE FINL SOLUTIONS INCOM11133T10353522430136SHSOLE43013600CAPITAL ONE FINL CORPCOM14040H10538119418978SHSOLE41897800CARMAX INCCOM14313010263034716298SHSOLE71629800CBOE GLOBAL MARKETS INCCOM12503M10836515317767SHSOLE31776700CBS CORP NEWCL B12485720224822614870SHSOLE61487000CERIDIAN HCM HLDG INCCOM15677J10820377412738SHSOLE41273800COMCAST CORP NEWCL A20030N10110147225083SHSOLE22508300DARDEN RESTAURANTS INCCOM23719410542479359320SHSOLE35932000ELECTRONIC ARTS INCCOM285512109264126998SHSOLE2699800FIDELITY NATL INFORMATION SVCOM31620M10697830736892SHSOLE73689200FISERV INCCOM33773810867844654930SHSOLE65493000GENPACT LIMITEDSHSG3922B107830692143728SHSOLE214372800GLOBAL PMTS INCCOM37940X10232112201965SHSOLE20196500GOLDMAN SACHS GROUP INCCOM38141G10422398108085SHSOLE10808500HOME DEPOT INCCOM43707610263068271823SHSOLE27182300INTUITCOM46120210339681149211SHSOLE14921100KKR & CO INCCL A48251W104748112786259SHSOLE278625900LIBERTY MEDIA CORP DELAWARECOM SER C FRMLA5312298549565229986SHSOLE22998600LPL FINL HLDGS INCCOM50212V100844341030938SHSOLE103093800MICROSOFT CORPCOM59491810435814257596SHSOLE25759600REALPAGE INCCOM75606N10943168686738SHSOLE68673800RESTAURANT BRANDS INTL INCCOM76131D10365587921941SHSOLE92194100ROSS STORES INCCOM77829610348221438970SHSOLE43897000S&P GLOBAL INCCOM78409V10438168155801SHSOLE15580100SALESFORCE COM INCCOM79466L30228952195041SHSOLE19504100STARBUCKS CORPCOM85524410956511639118SHSOLE63911800THE CHARLES SCHWAB CORPORATICOM80851310532038765919SHSOLE76591900TJX COS INC NEWCOM87254010922923411252SHSOLE41125200TRACTOR SUPPLY COCOM892356106339337514SHSOLE3751400TRADEWEB MKTS INCCL A89267210626765723780SHSOLE72378000VERISK ANALYTICS INCCOM92345Y10628568180650SHSOLE18065000VISA INCCOM CL A92826C83949501287779SHSOLE28777900WALMART INCCOM93114210345223381053SHSOLE38105300WILLIAMS SONOMA INCCOM96990410137873557118SHSOLE55711800WORLD WRESTLING ENTMT INCCL A98156Q108446562751SHSOLE6275100