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  Name: Junto Capital Management LP
  City: NEW YORK
  State: NY
  Zip: 10022
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $4,518,110,000
  Total Value Change : $176,006,000
  Securities Held Change : -1
   
All Securities Held : 72
  New Positions : 24
  Closed Positions : 30
  Increased Positions : 20
  Unchanged Positions : 0
  Decreased Positions : 28

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Holdings Found : 20     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ICE)1 Year Chart         ICE Intercontinental Exchange Inc 2 - $133.79 $150,185,000 1,092,812 3.32% 43,877,000 265,058 0.195    Business Services
   (RCL)1 Year Chart         RCL Royal Caribbean Cruises Ltd 5 - $154.57 $116,386,000 837,251 2.58% 68,436,000 466,956 0.373    Sporting and Park Ent...
   (PG)1 Year Chart         PG Procter & Gamble Co 7 - $167.06 $106,324,000 655,310 2.35% 106,324,000 655,310 0.026    Cleaning Products
   (CRHCF)1 Year Chart         CRHCF CRH Plc 9 - $77.82 $100,066,000 1,160,050 2.21% 53,241,000 482,999 0    N/A
   (MA)1 Year Chart         MA MasterCard Inc A 10 - $449.79 $98,080,000 203,668 2.17% 98,080,000 203,668 0.021    Business Services
   (BKNG)1 Year Chart         BKNG Booking Holdings Inc 11 - $3,813.09 $92,112,000 25,390 2.04% 49,748,000 13,447 0.052    Internet Software & S...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 12 - $423.85 $91,959,000 218,575 2.04% 63,878,000 143,899 0.003    Application Software
   (PTC)1 Year Chart         PTC PTC INC 15 - $174.48 $91,490,000 484,226 2.02% 47,370,000 232,054 0.417    Technical & System So...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 16 - $184.30 $87,770,000 486,585 1.94% 30,447,000 109,309 0.005    Internet Software & S...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 18 - $60.24 $86,012,000 1,429,480 1.9% -33,834,000 669,275 0.051    Discount, Variety Stores
   (BURL)1 Year Chart         BURL Burlington Stores, Inc. 21 - $229.21 $76,722,000 330,426 1.7% 31,876,000 99,831 0.456    Discount, Variety Stores
   (TPX)1 Year Chart         TPX Tempur-Pedic International 24 - $49.04 $71,197,000 1,253,024 1.58% 33,662,000 516,607 0.612    Textile Manufacturing
   (BBWI)1 Year Chart         BBWI Bath & Body Works, Inc 30 - $45.84 $63,876,000 1,277,016 1.41% 46,171,000 866,788 0.482    Apparel Stores
   (IBKR)1 Year Chart         IBKR Interactive Brokers Group Inc 36 - $113.50 $53,291,000 477,044 1.18% 53,291,000 477,044 0.464    Investment Brokerage ...
   (OLLI)1 Year Chart         OLLI Ollies Bargain Outlet Holdi... 38 - $83.51 $51,728,000 650,098 1.14% 9,822,000 97,899 0.932    N/A
   (PNC)1 Year Chart         PNC PNC Financial Services Grou... 47 - $155.88 $44,127,000 273,064 0.98% 7,911,000 39,188 0.064    Domestic Money Center...
   (EAT)1 Year Chart         EAT Brinker International Inc 55 - $68.96 $38,323,000 771,398 0.85% 38,323,000 771,398 1.477    Restaurants
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 60 - $174.46 $33,725,000 223,447 0.75% 33,725,000 223,447 0.004    Search Engines & Info...
   (BOOT)1 Year Chart         BOOT Boot Barn Holdings, Inc. 70 - $128.01 $22,529,000 236,774 0.5% 14,670,000 134,394 0.579    N/A
   (ANSS)1 Year Chart         ANSS ANSYS Inc 71 - $324.30 $16,106,000 46,393 0.36% 6,074,000 18,748 0.054    Technical & System So...

      20 Records Found
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