0001595880-22-000004.txt : 20221114 0001595880-22-000004.hdr.sgml : 20221114 20221114120055 ACCESSION NUMBER: 0001595880-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221114 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: 221382581 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 09-30-2022 09-30-2022 Junto Capital Management LP
450 PARK AVENUE 25TH FLOOR NEW YORK NY 10022
13F HOLDINGS REPORT 028-16705 N
Andrew Sedia CFO 212.409.1948 Andrew Sedia New York NY 11-14-2022 0 77 3598325 false
INFORMATION TABLE 2 JUNTO_13FXML_09302022.xml ACADIA HEALTHCARE COMPANY INCOM00404A1099451120883SHSOLE12088300ACCENTURE PLC IRELANDSHS CLASS AG1151C10129345114051SHSOLE11405100ALIBABA GROUP HLDG LTDSPONSORED ADS01609W102701787719SHSOLE8771900ALLEGION PLCORD SHSG0176J10927462306221SHSOLE30622100AMAZON COM INCCOM0231351061469401300357SHSOLE130035700AMERICAN EXPRESS COCOM02581610949026363400SHSOLE36340000ARAMARKCOM03852U106499351600488SHSOLE160048800ARES MANAGEMENT CORPORATIONCL A COM STK03990B10129494476100SHSOLE47610000BERKLEY W R CORPCOM08442310255525859782SHSOLE85978200BOOT BARN HLDGS INCCOM09940610030180516247SHSOLE51624700BRINKER INTL INCCOM1096411007873315192SHSOLE31519200BROWN & BROWN INCCOM11523610158667970025SHSOLE97002500BURLINGTON STORES INCCOM12201710643137385533SHSOLE38553300CBRE GROUP INCCL A12504L10944575660269SHSOLE66026900CHUBB LIMITEDCOMH1467J10465329359188SHSOLE35918800CINEMARK HLDGS INCCOM17243V102199761649514SHSOLE164951400CINTAS CORPCOM1729081052794771994SHSOLE7199400D R HORTON INCCOM23331A109791741175558SHSOLE117555800DECKERS OUTDOOR CORPCOM24353710783734267855SHSOLE26785500DISCOVER FINL SVCSCOM25470910849772547427SHSOLE54742700DISNEY WALT COCOM25468710614334151957SHSOLE15195700DOLLAR GEN CORP NEWCOM25667710554328226500SHSOLE22650000DOMINOS PIZZA INCCOM25754A20138993125703SHSOLE12570300ELEVANCE HEALTH INCCOM0367521034128590888SHSOLE9088800EQUINIX INCCOM29444U7002058736192SHSOLE3619200EXPEDIA GROUP INCCOM NEW30212P30312860137258SHSOLE13725800FACTSET RESH SYS INCCOM30307510556700141712SHSOLE14171200FASTENAL COCOM31190010414703319362SHSOLE31936200FERRARI N VCOMN3167Y10338214206560SHSOLE20656000FIDELITY NATL INFORMATION SVCOM31620M10660378798968SHSOLE79896800FOX CORPCL A COM35137L10518044588127SHSOLE58812700GENPACT LIMITEDSHSG3922B107859801964365SHSOLE196436500HCA HEALTHCARE INCCOM40412C10133630182983SHSOLE18298300HOME DEPOT INCCOM43707610256746205646SHSOLE20564600HONEYWELL INTL INCCOM43851610652027311595SHSOLE31159500HUMANA INCCOM4448591022897759722SHSOLE5972200INTERCONTINENTAL EXCHANGE INCOM45866F10480902895429SHSOLE89542900INTUITCOM46120210371979185838SHSOLE18583800JD.COM INCSPON ADR CL A47215P1067226143667SHSOLE14366700JPMORGAN CHASE & COCOM46625H10072878697393SHSOLE69739300KKR & CO INCCOM48251W10439404916374SHSOLE91637400KROGER COCOM50104410122890523206SHSOLE52320600LPL FINL HLDGS INCCOM50212V10088388404558SHSOLE40455800LULULEMON ATHLETICA INCCOM55002110960816217541SHSOLE21754100MARSH & MCLENNAN COS INCCOM57174810289273597986SHSOLE59798600MATCH GROUP INC NEWCOM57667L10723434490763SHSOLE49076300MCKESSON CORPCOM58155Q1032455472246SHSOLE7224600META PLATFORMS INCCL A30303M10220526151283SHSOLE15128300MICROSOFT CORPCOM59491810462469268221SHSOLE26822100MORGAN STANLEYCOM NEW617446448864381094015SHSOLE109401500MURPHY USA INCCOM62675510244961163548SHSOLE16354800NASDAQ INCCOM63110310826635469924SHSOLE46992400OMNICOM GROUP INCCOM68191910621625342758SHSOLE34275800OREILLY AUTOMOTIVE INCCOM67103H10783436118626SHSOLE11862600PINTEREST INCCL A72352L10610849465618SHSOLE46561800PROGRESSIVE CORPCOM7433151031273281095672SHSOLE109567200PTC INCCOM69370C10016970162241SHSOLE16224100SALESFORCE INCCOM79466L30230540212316SHSOLE21231600SBA COMMUNICATIONS CORP NEWCL A78410G1042759396937SHSOLE9693700T-MOBILE US INCCOM87259010439692295833SHSOLE29583300TAKE-TWO INTERACTIVE SOFTWARCOM87405410916967155664SHSOLE15566400THOMSON REUTERS CORP.COM NEW88490370990304879984SHSOLE87998400TJX COS INC NEWCOM87254010952571846278SHSOLE84627800TOPGOLF CALLAWAY BRANDS CORPCOM13119310415617810859SHSOLE81085900TRANE TECHNOLOGIES PLCSHSG8994E10349757343605SHSOLE34360500TYLER TECHNOLOGIES INCCOM9022521051852853319SHSOLE5331900UBER TECHNOLOGIES INCCOM90353T10013483508811SHSOLE50881100ULTA BEAUTY INCCOM90384S30391325227635SHSOLE22763500VALVOLINE INCCOM92047W101294801163393SHSOLE116339300VEEVA SYS INCCL A COM92247510844472269724SHSOLE26972400VERISK ANALYTICS INCCOM92345Y10643322254044SHSOLE25404400VERIZON COMMUNICATIONS INCCOM92343V104475471252225SHSOLE125222500VISA INCCOM CL A92826C83961262344847SHSOLE34484700WALMART INCCOM931142103105667814707SHSOLE81470700WASTE CONNECTIONS INCCOM94106B10165428484188SHSOLE48418800WELLS FARGO CO NEWCOM949746101637161584199SHSOLE158419900WORKDAY INCCL A98138H10165724431767SHSOLE43176700