# EDGAR Filing Document

**Accession Number:** 0001595880
**File Stem:** 0001595880-26-000002
**Filing Date:** 2026-5
**Character Count:** 12288
**Document Hash:** 75d5348c2f472a7f868c4c7bff2533b3
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001595880-26-000002.hdr.sgml**: 20260515

**ACCESSION NUMBER**: 0001595880-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260515

**DATE AS OF CHANGE**: 20260515

**EFFECTIVENESS DATE**: 20260515

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Junto Capital Management LP
- **CENTRAL INDEX KEY:** 0001595880

**ORGANIZATION NAME:**
- **EIN:** 800920674
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-16705
- **FILM NUMBER:** 26984720

**BUSINESS ADDRESS:**
- **STREET 1:** 550 MADISON AVENUE
- **STREET 2:** 33RD FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10022
- **BUSINESS PHONE:** 212-409-1906

**MAIL ADDRESS:**
- **STREET 1:** 550 MADISON AVENUE
- **STREET 2:** 33RD FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10022

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Junto Capital Management LP<br>**Address:** 550 MADISON AVENUE<br>33RD FLOOR<br>NEW YORK, NY 10022

**Form 13F File Number:** 028-16705

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jaclyn McGuire<br>**Title:** CFO<br>**Phone:** 212-409-1943

**Signature, Place, and Date of Signing:**

Jaclyn McGuire  New York, NY  05-15-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 87

**Form 13F Information Table Value Total:** $4744244793

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 22534755 | 110774 | SH |  | SOLE |  | 110774 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 31720168 | 110308 | SH |  | SOLE |  | 110308 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 69261855 | 332558 | SH |  | SOLE |  | 332558 | 0 | 0 |
| AMER SPORTS INC | COM SHS | G0260P102 |  | 14922932 | 453309 | SH |  | SOLE |  | 453309 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 72536735 | 285814 | SH |  | SOLE |  | 285814 | 0 | 0 |
| APPLIED MATLS INC | COM | 038222105 |  | 57928278 | 169485 | SH |  | SOLE |  | 169485 | 0 | 0 |
| ARAMARK | COM | 03852U106 |  | 133958714 | 3304359 | SH |  | SOLE |  | 3304359 | 0 | 0 |
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 |  | 41272182 | 250438 | SH |  | SOLE |  | 250438 | 0 | 0 |
| AUTODESK INC | COM | 052769106 |  | 35348607 | 147655 | SH |  | SOLE |  | 147655 | 0 | 0 |
| BLACKROCK INC | COM | 09290D101 |  | 154905515 | 161073 | SH |  | SOLE |  | 161073 | 0 | 0 |
| BOEING CO | COM | 097023105 |  | 62999364 | 316532 | SH |  | SOLE |  | 316532 | 0 | 0 |
| BOOT BARN HLDGS INC | COM | 099406100 |  | 59247406 | 404806 | SH |  | SOLE |  | 404806 | 0 | 0 |
| BRINKER INTL INC | COM | 109641100 |  | 34341182 | 240535 | SH |  | SOLE |  | 240535 | 0 | 0 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 41367462 | 226758 | SH |  | SOLE |  | 226758 | 0 | 0 |
| CARPENTER TECHNOLOGY CORP | COM | 144285103 |  | 47438712 | 120357 | SH |  | SOLE |  | 120357 | 0 | 0 |
| CELSIUS HLDGS INC | COM NEW | 15118V207 |  | 52273181 | 1473314 | SH |  | SOLE |  | 1473314 | 0 | 0 |
| CHEWY INC | CL A | 16679L109 |  | 19809819 | 733697 | SH |  | SOLE |  | 733697 | 0 | 0 |
| CHURCHILL DOWNS INC | COM | 171484108 |  | 51697075 | 575499 | SH |  | SOLE |  | 575499 | 0 | 0 |
| CITIZENS FINL GROUP INC | COM | 174610105 |  | 75867567 | 1265092 | SH |  | SOLE |  | 1265092 | 0 | 0 |
| CME GROUP INC | COM | 12572Q105 |  | 53462190 | 181013 | SH |  | SOLE |  | 181013 | 0 | 0 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 |  | 67810094 | 1105299 | SH |  | SOLE |  | 1105299 | 0 | 0 |
| CORPAY INC | COM SHS | 219948106 |  | 46873542 | 161083 | SH |  | SOLE |  | 161083 | 0 | 0 |
| CSX CORP | COM | 126408103 |  | 142082835 | 3461214 | SH |  | SOLE |  | 3461214 | 0 | 0 |
| EVERCORE INC | CLASS A | 29977A105 |  | 22316608 | 74760 | SH |  | SOLE |  | 74760 | 0 | 0 |
| F5 INC | COM | 315616102 |  | 102474031 | 354177 | SH |  | SOLE |  | 354177 | 0 | 0 |
| FEDEX CORP | COM | 31428X106 |  | 68639804 | 192711 | SH |  | SOLE |  | 192711 | 0 | 0 |
| FIFTH THIRD BANCORP | COM | 316773100 |  | 27456838 | 590978 | SH |  | SOLE |  | 590978 | 0 | 0 |
| FISERV INC | COM | 337738108 |  | 31556183 | 565523 | SH |  | SOLE |  | 565523 | 0 | 0 |
| FLEXTRONICS INTL LTD | ORD | Y2573F102 |  | 27175654 | 415149 | SH |  | SOLE |  | 415149 | 0 | 0 |
| FORTINET INC | COM | 34959E109 |  | 54098231 | 661995 | SH |  | SOLE |  | 661995 | 0 | 0 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 55078230 | 160475 | SH |  | SOLE |  | 160475 | 0 | 0 |
| GENERAL MTRS CO | COM | 37045V100 |  | 54347452 | 729496 | SH |  | SOLE |  | 729496 | 0 | 0 |
| GLOBALFOUNDRIES INC | ORDINARY SHARES | G39387108 |  | 22345195 | 502365 | SH |  | SOLE |  | 502365 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 55180835 | 167779 | SH |  | SOLE |  | 167779 | 0 | 0 |
| HUNT J B TRANS SVCS INC | COM | 445658107 |  | 82713682 | 390343 | SH |  | SOLE |  | 390343 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | S LOW VOL | 46138E354 |  | 40108148 | 548375 | SH |  | SOLE |  | 548375 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 97794563 | 509559 | SH |  | SOLE |  | 509559 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 37200000 | 150000 | SH | Put | SOLE |  | 150000 | 0 | 0 |
| KKR  CO INC | COM | 48251W104 |  | 48001765 | 518938 | SH |  | SOLE |  | 518938 | 0 | 0 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 35482944 | 166072 | SH |  | SOLE |  | 166072 | 0 | 0 |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 |  | 52194543 | 613909 | SH |  | SOLE |  | 613909 | 0 | 0 |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 |  | 56563671 | 370885 | SH |  | SOLE |  | 370885 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 45245844 | 74862 | SH |  | SOLE |  | 74862 | 0 | 0 |
| LOUISIANA PAC CORP | COM | 546347105 |  | 27469600 | 377589 | SH |  | SOLE |  | 377589 | 0 | 0 |
| LPL FINL HLDGS INC | COM | 50212V100 |  | 71752467 | 238515 | SH |  | SOLE |  | 238515 | 0 | 0 |
| M/I HOMES INC | COM | 55305B101 |  | 40194335 | 328251 | SH |  | SOLE |  | 328251 | 0 | 0 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 127008477 | 388322 | SH |  | SOLE |  | 388322 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 55290377 | 110656 | SH |  | SOLE |  | 110656 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 31068948 | 54304 | SH |  | SOLE |  | 54304 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 20358239 | 54997 | SH |  | SOLE |  | 54997 | 0 | 0 |
| MOODYS CORP | COM | 615369105 |  | 38486411 | 88221 | SH |  | SOLE |  | 88221 | 0 | 0 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 93024015 | 565255 | SH |  | SOLE |  | 565255 | 0 | 0 |
| MSCI INC | COM | 55354G100 |  | 50424386 | 93550 | SH |  | SOLE |  | 93550 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 29205373 | 167462 | SH |  | SOLE |  | 167462 | 0 | 0 |
| ON HLDG AG | NAMEN AKT A | H5919C104 |  | 15980385 | 469735 | SH |  | SOLE |  | 469735 | 0 | 0 |
| ON SEMICONDUCTOR CORP | COM | 682189105 |  | 75495836 | 1219248 | SH |  | SOLE |  | 1219248 | 0 | 0 |
| ONTO INNOVATION INC | COM | 683344105 |  | 43730767 | 213248 | SH |  | SOLE |  | 213248 | 0 | 0 |
| PERFORMANCE FOOD GROUP CO | COM | 71377A103 |  | 88970074 | 1038642 | SH |  | SOLE |  | 1038642 | 0 | 0 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 96730012 | 464847 | SH |  | SOLE |  | 464847 | 0 | 0 |
| POST HLDGS INC | COM | 737446104 |  | 40296127 | 407608 | SH |  | SOLE |  | 407608 | 0 | 0 |
| PULTE GROUP INC | COM | 745867101 |  | 36025590 | 306314 | SH |  | SOLE |  | 306314 | 0 | 0 |
| ROKU INC | COM CL A | 77543R102 |  | 38096851 | 402630 | SH |  | SOLE |  | 402630 | 0 | 0 |
| ROSS STORES INC | COM | 778296103 |  | 26831359 | 123858 | SH |  | SOLE |  | 123858 | 0 | 0 |
| RUBRIK INC. | CL A | 781154109 |  | 14420196 | 294470 | SH |  | SOLE |  | 294470 | 0 | 0 |
| SHAKE SHACK INC | CL A | 819047101 |  | 33223847 | 375538 | SH |  | SOLE |  | 375538 | 0 | 0 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 70283472 | 219259 | SH |  | SOLE |  | 219259 | 0 | 0 |
| SIGNET JEWELERS LIMITED | SHS | G81276100 |  | 17979229 | 212420 | SH |  | SOLE |  | 212420 | 0 | 0 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 43197238 | 89083 | SH |  | SOLE |  | 89083 | 0 | 0 |
| SS TECH HLDGS | COM | 78467J100 |  | 68989308 | 1021005 | SH |  | SOLE |  | 1021005 | 0 | 0 |
| STEPSTONE GROUP INC | COM CL A | 85914M107 |  | 40835054 | 855722 | SH |  | SOLE |  | 855722 | 0 | 0 |
| SYNOPSYS INC | COM | 871607107 |  | 35800558 | 90296 | SH |  | SOLE |  | 90296 | 0 | 0 |
| T-MOBILE US INC | COM | 872590104 |  | 33727458 | 160584 | SH |  | SOLE |  | 160584 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 31811909 | 94132 | SH |  | SOLE |  | 94132 | 0 | 0 |
| TEXAS INSTRS INC | COM | 882508104 |  | 55064316 | 283632 | SH |  | SOLE |  | 283632 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 155662465 | 974718 | SH |  | SOLE |  | 974718 | 0 | 0 |
| TOLL BROTHERS INC | COM | 889478103 |  | 53633392 | 393005 | SH |  | SOLE |  | 393005 | 0 | 0 |
| TRACTOR SUPPLY CO | COM | 892356106 |  | 28234629 | 623281 | SH |  | SOLE |  | 623281 | 0 | 0 |
| TRADEWEB MKTS INC | CL A | 892672106 |  | 50304827 | 427544 | SH |  | SOLE |  | 427544 | 0 | 0 |
| TURNING PT BRANDS INC | COM | 90041L105 |  | 20979139 | 241723 | SH |  | SOLE |  | 241723 | 0 | 0 |
| VISTRA CORP | COM | 92840M102 |  | 35575595 | 236650 | SH |  | SOLE |  | 236650 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 70534493 | 567545 | SH |  | SOLE |  | 567545 | 0 | 0 |
| WASTE CONNECTIONS INC | COM | 94106B101 |  | 58557508 | 360487 | SH |  | SOLE |  | 360487 | 0 | 0 |
| WATSCO INC | COM | 942622200 |  | 52804482 | 145151 | SH |  | SOLE |  | 145151 | 0 | 0 |
| WINTRUST FINL CORP | COM | 97650W108 |  | 49545587 | 356597 | SH |  | SOLE |  | 356597 | 0 | 0 |
| WW GRAINGER INC | COM | 384802104 |  | 148608682 | 136237 | SH |  | SOLE |  | 136237 | 0 | 0 |
| YUM BRANDS INC | COM | 988498101 |  | 79562381 | 511721 | SH |  | SOLE |  | 511721 | 0 | 0 |
| ZOOM COMMUNICATIONS INC | CL A | 98980L101 |  | 42835008 | 532840 | SH |  | SOLE |  | 532840 | 0 | 0 |

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