0001595880-22-000001.txt : 20220214
0001595880-22-000001.hdr.sgml : 20220214
20220214115914
ACCESSION NUMBER: 0001595880-22-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220214
DATE AS OF CHANGE: 20220214
EFFECTIVENESS DATE: 20220214
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: 22627740
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
12-31-2021
12-31-2021
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
02-14-2022
0
67
3890984
false
INFORMATION TABLE
2
JUNTO_13FXML_12312021.xml
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
48047
115901
SH
SOLE
115901
0
0
AIRBNB INC
COM CL A
009066101
30705
184426
SH
SOLE
184426
0
0
ALLEGION PLC
ORD SHS
G0176J109
26645
201186
SH
SOLE
201186
0
0
ALPHABET INC
CAP STK CL A
02079K305
104522
36079
SH
SOLE
36079
0
0
AMAZON COM INC
COM
023135106
58731
17614
SH
SOLE
17614
0
0
AMERICAN FINL GROUP INC OHIO
COM
025932104
41312
300842
SH
SOLE
300842
0
0
ANAPLAN INC
COM
03272L108
13588
296348
SH
SOLE
296348
0
0
ARES MANAGEMENT CORPORATION
CL A COM STK
03990B101
91284
1123221
SH
SOLE
1123221
0
0
BATH & BODY WORKS INC
COM
070830104
26091
373845
SH
SOLE
373845
0
0
BLACKROCK INC
COM
09247X101
112215
122564
SH
SOLE
122564
0
0
BOOKING HOLDINGS INC
COM
09857L108
60525
25227
SH
SOLE
25227
0
0
CDW CORP
COM
12514G108
47903
233922
SH
SOLE
233922
0
0
CHUBB LIMITED
COM
H1467J104
29480
152502
SH
SOLE
152502
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
82269
327805
SH
SOLE
327805
0
0
D R HORTON INC
COM
23331A109
81757
753867
SH
SOLE
753867
0
0
DECKERS OUTDOOR CORP
COM
243537107
47343
129243
SH
SOLE
129243
0
0
DOUBLEVERIFY HLDGS INC
COM
25862V105
18410
553180
SH
SOLE
553180
0
0
FIRST REP BK SAN FRANCISCO C
COM
33616C100
73001
353500
SH
SOLE
353500
0
0
FIVE BELOW INC
COM
33829M101
23060
111458
SH
SOLE
111458
0
0
FLOOR & DECOR HLDGS INC
CL A
339750101
15603
120015
SH
SOLE
120015
0
0
FOX CORP
CL A COM
35137L105
60872
1649644
SH
SOLE
1649644
0
0
GALLAGHER ARTHUR J & CO
COM
363576109
91810
541111
SH
SOLE
541111
0
0
GENPACT LIMITED
SHS
G3922B107
51175
964105
SH
SOLE
964105
0
0
GLOBAL PMTS INC
COM
37940X102
51861
383645
SH
SOLE
383645
0
0
GRAINGER W W INC
COM
384802104
70566
136165
SH
SOLE
136165
0
0
HOWMET AEROSPACE INC
COM
443201108
44194
1388442
SH
SOLE
1388442
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
246193
1800048
SH
SOLE
1800048
0
0
INTERPUBLIC GROUP COS INC
COM
460690100
25646
684798
SH
SOLE
684798
0
0
INTUIT
COM
461202103
24324
37816
SH
SOLE
37816
0
0
LPL FINL HLDGS INC
COM
50212V100
134174
838114
SH
SOLE
838114
0
0
MARKETAXESS HLDGS INC
COM
57060D108
10875
26443
SH
SOLE
26443
0
0
MARSH & MCLENNAN COS INC
COM
571748102
87195
501639
SH
SOLE
501639
0
0
MASCO CORP
COM
574599106
66630
948870
SH
SOLE
948870
0
0
MCDONALDS CORP
COM
580135101
57036
212765
SH
SOLE
212765
0
0
MICROSOFT CORP
COM
594918104
42638
126779
SH
SOLE
126779
0
0
MORGAN STANLEY
COM NEW
617446448
107688
1097069
SH
SOLE
1097069
0
0
MURPHY USA INC
COM
626755102
21198
106392
SH
SOLE
106392
0
0
NETFLIX INC
COM
64110L106
40889
67872
SH
SOLE
67872
0
0
PROCORE TECHNOLOGIES INC
COM
74275K108
15246
190643
SH
SOLE
190643
0
0
PROCTER AND GAMBLE CO
COM
742718109
57582
352011
SH
SOLE
352011
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
25463
295880
SH
SOLE
295880
0
0
RH
COM
74967X103
8953
16705
SH
SOLE
16705
0
0
SALESFORCE COM INC
COM
79466L302
53322
209822
SH
SOLE
209822
0
0
SAP SE
SPON ADR
803054204
26335
187956
SH
SOLE
187956
0
0
SCHWAB CHARLES CORP
COM
808513105
106449
1265744
SH
SOLE
1265744
0
0
SERVICENOW INC
COM
81762P102
23547
36276
SH
SOLE
36276
0
0
SIGNET JEWELERS LIMITED
SHS
G81276100
14465
166202
SH
SOLE
166202
0
0
SMARTSHEET INC
COM CL A
83200N103
18802
242764
SH
SOLE
242764
0
0
SPOTIFY TECHNOLOGY S A
SHS
L8681T102
34123
145806
SH
SOLE
145806
0
0
SS&C TECHNOLOGIES HLDGS INC
COM
78467J100
140220
1710413
SH
SOLE
1710413
0
0
T-MOBILE US INC
COM
872590104
25573
220495
SH
SOLE
220495
0
0
TAPESTRY INC
COM
876030107
28236
695456
SH
SOLE
695456
0
0
THOMSON REUTERS CORP.
COM NEW
884903709
26500
221539
SH
SOLE
221539
0
0
TJX COS INC NEW
COM
872540109
63769
839952
SH
SOLE
839952
0
0
TOLL BROTHERS INC
COM
889478103
53120
733799
SH
SOLE
733799
0
0
TRACTOR SUPPLY CO
COM
892356106
36763
154076
SH
SOLE
154076
0
0
TRADEWEB MKTS INC
CL A
892672106
73365
732622
SH
SOLE
732622
0
0
TRANE TECHNOLOGIES PLC
SHS
G8994E103
112795
558306
SH
SOLE
558306
0
0
TRANSUNION
COM
89400J107
123553
1041935
SH
SOLE
1041935
0
0
TRIPADVISOR INC
COM
896945201
17483
641341
SH
SOLE
641341
0
0
ULTA BEAUTY INC
COM
90384S303
51238
124261
SH
SOLE
124261
0
0
UNITY SOFTWARE INC
COM
91332U101
13236
92565
SH
SOLE
92565
0
0
VULCAN MATLS CO
COM
929160109
88974
428627
SH
SOLE
428627
0
0
WALMART INC
COM
931142103
111581
771170
SH
SOLE
771170
0
0
WASTE CONNECTIONS INC
COM
94106B101
95675
702096
SH
SOLE
702096
0
0
WORKDAY INC
CL A
98138H101
115601
423167
SH
SOLE
423167
0
0
ZOOMINFO TECHNOLOGIES INC
COM CL A
98980F104
61566
958973
SH
SOLE
958973
0
0