Junto Capital Management as of Sept. 30, 2020
Portfolio Holdings for Junto Capital Management
Junto Capital Management holds 47 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intercontinental Exchange (ICE) | 4.5 | $124M | 1.2M | 100.05 | |
| Black Knight | 4.0 | $110M | 1.3M | 87.05 | |
| Starbucks Corporation (SBUX) | 3.9 | $109M | 1.3M | 85.92 | |
| Yum China Holdings (YUMC) | 3.8 | $106M | 2.0M | 52.95 | |
| Cognizant Technology Solutio Cl A (CTSH) | 3.8 | $105M | 1.5M | 69.42 | |
| BlackRock (BLK) | 3.7 | $101M | 180k | 563.55 | |
| Microsoft Corporation (MSFT) | 3.4 | $94M | 447k | 210.33 | |
| Msci (MSCI) | 3.2 | $88M | 247k | 356.78 | |
| AutoZone (AZO) | 3.2 | $87M | 74k | 1177.64 | |
| Visa Com Cl A (V) | 2.8 | $77M | 382k | 199.97 | |
| Stanley Black & Decker (SWK) | 2.6 | $73M | 448k | 162.20 | |
| Activision Blizzard | 2.6 | $71M | 871k | 80.95 | |
| Waste Connections (WCN) | 2.6 | $71M | 679k | 103.80 | |
| Lpl Financial Holdings (LPLA) | 2.5 | $68M | 886k | 76.67 | |
| Lululemon Athletica (LULU) | 2.4 | $67M | 205k | 329.37 | |
| Nice Sponsored Adr (NICE) | 2.4 | $67M | 296k | 227.03 | |
| Morgan Stanley Com New (MS) | 2.4 | $65M | 1.4M | 48.35 | |
| Target Corporation (TGT) | 2.3 | $64M | 407k | 157.42 | |
| CoStar (CSGP) | 2.3 | $64M | 75k | 848.51 | |
| Crocs (CROX) | 2.3 | $64M | 1.5M | 42.73 | |
| Fidelity National Information Services (FIS) | 2.2 | $62M | 419k | 147.21 | |
| Equifax (EFX) | 2.2 | $61M | 386k | 156.90 | |
| Goldman Sachs (GS) | 2.2 | $60M | 297k | 200.97 | |
| First Republic Bank/san F (FRCB) | 2.0 | $56M | 514k | 109.06 | |
| Comcast Corp Cl A (CMCSA) | 1.9 | $54M | 1.2M | 46.26 | |
| Envestnet (ENV) | 1.9 | $53M | 681k | 77.16 | |
| Zendesk | 1.9 | $51M | 499k | 102.92 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 1.7 | $47M | 1.2M | 40.42 | |
| Cintas Corporation (CTAS) | 1.7 | $46M | 138k | 332.83 | |
| Deckers Outdoor Corporation (DECK) | 1.6 | $45M | 202k | 220.01 | |
| Facebook Cl A (META) | 1.6 | $44M | 166k | 261.90 | |
| Ross Stores (ROST) | 1.6 | $43M | 462k | 93.32 | |
| Owens Corning (OC) | 1.5 | $43M | 619k | 68.81 | |
| Intuit (INTU) | 1.5 | $41M | 127k | 326.21 | |
| Amazon (AMZN) | 1.5 | $41M | 13k | 3148.74 | |
| Match Group (MTCH) | 1.5 | $41M | 370k | 110.65 | |
| Booking Holdings (BKNG) | 1.4 | $40M | 23k | 1710.67 | |
| eBay (EBAY) | 1.4 | $39M | 755k | 52.10 | |
| Planet Fitness Cl A (PLNT) | 1.2 | $34M | 545k | 61.62 | |
| Evercore Class A (EVR) | 1.1 | $31M | 476k | 65.46 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $31M | 21k | 1465.61 | |
| Kkr & Co (KKR) | 1.0 | $27M | 789k | 34.34 | |
| Kellogg Company (K) | 0.7 | $20M | 316k | 64.59 | |
| Capri Holdings SHS (CPRI) | 0.7 | $19M | 1.1M | 18.00 | |
| Manpower (MAN) | 0.7 | $19M | 254k | 73.33 | |
| Discover Financial Services (DFS) | 0.7 | $18M | 313k | 57.78 | |
| Whirlpool Corporation (WHR) | 0.6 | $18M | 95k | 183.89 |
