Junto Capital Management LP Q2 2018 Filing
Filed August 14, 2018
Portfolio Value
$1.4T
Holdings
37
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (37 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 980,854 | $96.7B | 6.76% | |
| 2 | RJFRAYMOND JAMES FINANCIAL INC | 889,924 | $79.5B | 5.56% | |
| 3 | TSSTOTAL SYS SVCS INC | 802,479 | $67.8B | 4.74% | |
| 4 | —IHS MARKIT LTD | 1,305,895 | $67.4B | 4.71% | |
| 5 | NTRSNORTHERN TR CORP | 630,789 | $64.9B | 4.54% | |
| 6 | ICEINTERCONTINENTAL EXCHANGE IN | 790,052 | $58.1B | 4.06% | |
| 7 | TMUST MOBILE US INC | 911,935 | $54.5B | 3.81% | |
| 8 | ITGARTNER INC | 401,051 | $53.3B | 3.73% | |
| 9 | WPWORLDPAY INC | 632,735 | $51.7B | 3.62% | |
| 10 | ADSKAUTODESK INC | 349,861 | $45.9B | 3.21% | |
| 11 | WMTWALMART INC | 513,598 | $44.0B | 3.08% | |
| 12 | MSGSMADISON SQUARE GARDEN CO NEW | 139,569 | $43.3B | 3.03% | |
| 13 | CMECME GROUP INC | 259,973 | $42.6B | 2.98% | |
| 14 | DLTRDOLLAR TREE INC | 484,406 | $41.2B | 2.88% | |
| 15 | NBISYANDEX N V | 1,132,304 | $40.6B | 2.84% | |
| 16 | CITCINTAS CORP | 214,652 | $39.7B | 2.78% | |
| 17 | TRUTRANSUNION | 526,203 | $37.7B | 2.64% | |
| 18 | TPRTAPESTRY INC | 798,917 | $37.3B | 2.61% | |
| 19 | NYTNEW YORK TIMES CO | 1,380,860 | $35.8B | 2.50% | |
| 20 | EVEUREATON VANCE CORP | 684,375 | $35.7B | 2.50% | |
| 21 | EAELECTRONIC ARTS INC | 253,117 | $35.7B | 2.50% | |
| 22 | A4SAMERIPRISE FINL INC | 244,826 | $34.2B | 2.40% | |
| 23 | LYVLIVE NATION ENTERTAINMENT IN | 692,097 | $33.6B | 2.35% | |
| 24 | GPNGLOBAL PMTS INC | 299,084 | $33.3B | 2.33% | |
| 25 | SBUXSTARBUCKS CORP | 681,181 | $33.3B | 2.33% | |
| 26 | BABAALIBABA GROUP HLDG LTD | 175,875 | $32.6B | 2.28% | |
| 27 | INTCINTEL CORP | 635,821 | $31.6B | 2.21% | |
| 28 | VMCVULCAN MATLS CO | 215,137 | $27.8B | 1.94% | |
| 29 | —HUDSON LTD | 1,411,476 | $24.7B | 1.73% | |
| 30 | DWDMORGAN STANLEY | 493,234 | $23.4B | 1.64% | |
| 31 | PLNTPLANET FITNESS INC | 476,209 | $20.9B | 1.46% | |
| 32 | TJXTJX COS INC NEW | 156,832 | $14.9B | 1.04% | |
| 33 | MASMASCO CORP | 352,114 | $13.2B | 0.92% | |
| 34 | PVHPVH CORP | 85,381 | $12.8B | 0.89% | |
| 35 | YUMYUM BRANDS INC | 127,837 | $10.0B | 0.70% | |
| 36 | WENWENDYS CO | 488,808 | $8.4B | 0.59% | |
| 37 | MANMANPOWERGROUP INC | 19,137 | $1.6B | 0.12% |