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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 : 24     View All Holdings Currently Viewing:  New 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
   (ANTM)1 Year Chart         ANTM Anthem Inc 1 New $534.81 $155,245,000 299,388 3.44% 155,245,000 299,388 0.119    N/A
   (RTX)1 Year Chart         RTX RTX Corp 14 New $101.02 $91,675,000 939,966 2.03% 91,675,000 939,966 0.065    Conglomerates
   (SO)1 Year Chart         SO Southern Co 17 New $78.65 $86,924,000 1,211,647 1.92% 86,924,000 1,211,647 0.114    Electric Utilities
   (BAC)1 Year Chart         BAC Bank of America Corp 20 New $39.24 $84,996,000 2,241,444 1.88% 84,996,000 2,241,444 0.026    Domestic Money Center...
   (GS)1 Year Chart         GS Goldman Sachs Group Inc 22 New $446.46 $75,554,000 180,886 1.67% 75,554,000 180,886 0.053    Investment Brokerage ...
   (DXCM)1 Year Chart         DXCM DexCom Inc 25 New $115.95 $69,825,000 503,428 1.55% 69,825,000 503,428 0.129    Medical Instruments &...
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 26 New $60.64 $69,669,000 1,039,997 1.54% 69,669,000 1,039,997 0.089    N/A
   (ICLR)1 Year Chart         ICLR ICON plc (ADR) 28 New $313.33 $68,939,000 205,206 1.53% 68,939,000 205,206 0.258    Research Services
   (AME)1 Year Chart         AME Ametek Inc 29 New $167.02 $65,648,000 358,927 1.45% 65,648,000 358,927 0.156    Industrial Electrical...
   (NDAQ)1 Year Chart         NDAQ Nasdaq OMX Group Inc 31 New $58.60 $62,996,000 998,356 1.39% 62,996,000 998,356 0.203    Business Services
   (GPC)1 Year Chart         GPC Genuine Parts Co 41 New $136.70 $48,770,000 314,787 1.08% 48,770,000 314,787 0.218    Auto Parts Wholesale
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... 42 New $172.51 $48,467,000 356,247 1.07% 48,467,000 356,247 0.007    Semiconductor - Integ...
   (SYY)1 Year Chart         SYY SYSCO Corp 44 New $70.69 $46,427,000 571,900 1.03% 46,427,000 571,900 0.112    Food Wholesale
   (SAP)1 Year Chart         SAP SAP AG (ADR) 46 New $187.82 $44,267,000 226,976 0.98% 44,267,000 226,976 0.191    Application Software
   (PNFP)1 Year Chart         PNFP Pinnacle Financial Partners... 48 New $74.99 $43,673,000 508,540 0.97% 43,673,000 508,540 0.67    Domestic Regional Banks
   (BLL)1 Year Chart         BLL Ball Corp 49 New $66.01 $43,400,000 644,299 0.96% 43,400,000 644,299 0.197    Packaging & Containers
   (WRB)1 Year Chart         WRB WR Berkley Corporation 51 New $78.15 $41,472,000 468,923 0.92% 41,472,000 468,923 0.177    Property & Casualty I...
   (ADSK)1 Year Chart         ADSK Autodesk Inc 54 New $225.87 $39,644,000 152,231 0.88% 39,644,000 152,231 0.069    Technical & System So...
   (SHW)1 Year Chart         SHW Sherwin Williams Co 57 New $296.99 $36,893,000 106,218 0.82% 36,893,000 106,218 0.04    General Building Mate...
   (ARMK)1 Year Chart         ARMK Aramark Holdings Corp 58 New $33.01 $35,777,000 1,100,165 0.79% 35,777,000 1,100,165 0.356    Food Wholesale
   (EMR)1 Year Chart         EMR Emerson Electric Co 61 New $106.46 $33,133,000 292,129 0.73% 33,133,000 292,129 0.049    Industrial Electrical...
   (AAPL)1 Year Chart         AAPL Apple Inc 64 New $212.49 $30,334,000 176,898 0.67% 30,334,000 176,898 0.001    Personal Computers
   (SPOT)1 Year Chart         SPOT Spotify Technology SA 66 New $313.02 $28,759,000 108,976 0.64% 28,759,000 108,976 0.058    N/A
   (SEAS)1 Year Chart         SEAS Seaworld Entertainment, Inc. 69 New $49.24 $23,415,000 416,563 0.52% 23,415,000 416,563 0.51    Sporting and Park Ent...

      24 Records Found
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