# EDGAR Filing Document

**Accession Number:** 0001595880
**File Stem:** 0001595880-25-000005
**Filing Date:** 2025-8
**Character Count:** 10818
**Document Hash:** 60b1ec30815c1cf518665da8ce052f9b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001595880-25-000005.hdr.sgml**: 20250814

**ACCESSION NUMBER**: 0001595880-25-000005

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250814

**DATE AS OF CHANGE**: 20250814

**EFFECTIVENESS DATE**: 20250814

**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:** 251216863

**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:** 06-30-2025

**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:** Brian Smith<br>**Title:** Director of Finance<br>**Phone:** 212-409-1975

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

Brian Smith  New York, NY  08-14-2025<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:** 71

**Form 13F Information Table Value Total:** $4800799871

      (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 |
| ABERCROMBIE  FITCH CO | CL A | 002896207 |  | 57047362 | 688562 | SH |  | SOLE |  | 688562 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 42608597 | 300272 | SH |  | SOLE |  | 300272 | 0 | 0 |
| AIRBNB INC | COM CL A | 009066101 |  | 43030616 | 325152 | SH |  | SOLE |  | 325152 | 0 | 0 |
| AMER SPORTS INC | COM SHS | G0260P102 |  | 96883372 | 2499571 | SH |  | SOLE |  | 2499571 | 0 | 0 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 36755420 | 119181 | SH |  | SOLE |  | 119181 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 69300235 | 1464502 | SH |  | SOLE |  | 1464502 | 0 | 0 |
| BELLRING BRANDS INC | COMMON STOCK | 07831C103 |  | 88452911 | 1526893 | SH |  | SOLE |  | 1526893 | 0 | 0 |
| BLACKROCK INC | COM | 09290D101 |  | 96363120 | 91840 | SH |  | SOLE |  | 91840 | 0 | 0 |
| BLOCK INC | CL A | 852234103 |  | 72867628 | 1072687 | SH |  | SOLE |  | 1072687 | 0 | 0 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 78056323 | 13483 | SH |  | SOLE |  | 13483 | 0 | 0 |
| BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 |  | 46036657 | 372495 | SH |  | SOLE |  | 372495 | 0 | 0 |
| BURLINGTON STORES INC | COM | 122017106 |  | 43600458 | 187416 | SH |  | SOLE |  | 187416 | 0 | 0 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 280469593 | 1318244 | SH |  | SOLE |  | 1318244 | 0 | 0 |
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 |  | 64529067 | 3645710 | SH |  | SOLE |  | 3645710 | 0 | 0 |
| CARNIVAL CORP | UNIT 99/99/9999 | 143658300 |  | 171885384 | 6112567 | SH |  | SOLE |  | 6112567 | 0 | 0 |
| CDW CORP | COM | 12514G108 |  | 56289246 | 315187 | SH |  | SOLE |  | 315187 | 0 | 0 |
| CELESTICA INC | COM | 15101Q207 |  | 34779591 | 222789 | SH |  | SOLE |  | 222789 | 0 | 0 |
| CHARLES RIV LABS INTL INC | COM | 159864107 |  | 15152820 | 99867 | SH |  | SOLE |  | 99867 | 0 | 0 |
| CHEESECAKE FACTORY INC | COM | 163072101 |  | 25244398 | 402879 | SH |  | SOLE |  | 402879 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 90423925 | 1303314 | SH |  | SOLE |  | 1303314 | 0 | 0 |
| CITIGROUP INC | COM NEW | 172967424 |  | 59874259 | 703410 | SH |  | SOLE |  | 703410 | 0 | 0 |
| CONAGRA BRANDS INC | COM | 205887102 |  | 24016653 | 1173261 | SH |  | SOLE |  | 1173261 | 0 | 0 |
| DATADOG INC | CL A COM | 23804L103 |  | 68385657 | 509087 | SH |  | SOLE |  | 509087 | 0 | 0 |
| DICKS SPORTING GOODS INC | COM | 253393102 |  | 56087443 | 283542 | SH |  | SOLE |  | 283542 | 0 | 0 |
| DOLLAR TREE INC | COM | 256746108 |  | 62798887 | 634076 | SH |  | SOLE |  | 634076 | 0 | 0 |
| DOORDASH INC | CL A | 25809K105 |  | 36937058 | 149840 | SH |  | SOLE |  | 149840 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 48314490 | 61979 | SH |  | SOLE |  | 61979 | 0 | 0 |
| EPAM SYS INC | COM | 29414B104 |  | 28312242 | 160119 | SH |  | SOLE |  | 160119 | 0 | 0 |
| EVERCORE INC | CLASS A | 29977A105 |  | 52514030 | 194482 | SH |  | SOLE |  | 194482 | 0 | 0 |
| FOX CORP | CL A COM | 35137L105 |  | 40609946 | 724660 | SH |  | SOLE |  | 724660 | 0 | 0 |
| GENERAL MTRS CO | COM | 37045V100 |  | 64649539 | 1313748 | SH |  | SOLE |  | 1313748 | 0 | 0 |
| INTEL CORP | COM | 458140100 |  | 24022566 | 1072436 | SH |  | SOLE |  | 1072436 | 0 | 0 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 163792109 | 892746 | SH |  | SOLE |  | 892746 | 0 | 0 |
| INTUIT | COM | 461202103 |  | 37393522 | 47476 | SH |  | SOLE |  | 47476 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 369384914 | 2032491 | SH |  | SOLE |  | 2032491 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 76126320 | 138000 | SH | Put | SOLE |  | 138000 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 91580250 | 315892 | SH |  | SOLE |  | 315892 | 0 | 0 |
| KKR  CO INC | COM | 48251W104 |  | 106673830 | 801878 | SH |  | SOLE |  | 801878 | 0 | 0 |
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 499049104 |  | 28392166 | 641921 | SH |  | SOLE |  | 641921 | 0 | 0 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 47744394 | 490491 | SH |  | SOLE |  | 490491 | 0 | 0 |
| LPL FINL HLDGS INC | COM | 50212V100 |  | 87310265 | 232846 | SH |  | SOLE |  | 232846 | 0 | 0 |
| M  T BK CORP | COM | 55261F104 |  | 55291030 | 285020 | SH |  | SOLE |  | 285020 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 84919811 | 151119 | SH |  | SOLE |  | 151119 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 76751598 | 262695 | SH |  | SOLE |  | 262695 | 0 | 0 |
| METTLER TOLEDO INTERNATIONAL | COM | 592688105 |  | 28798261 | 24515 | SH |  | SOLE |  | 24515 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 39477442 | 79366 | SH |  | SOLE |  | 79366 | 0 | 0 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 42787689 | 167159 | SH |  | SOLE |  | 167159 | 0 | 0 |
| OMNICOM GROUP INC | COM | 681919106 |  | 51398756 | 714467 | SH |  | SOLE |  | 714467 | 0 | 0 |
| ON HLDG AG | NAMEN AKT A | H5919C104 |  | 39101469 | 751229 | SH |  | SOLE |  | 751229 | 0 | 0 |
| ON SEMICONDUCTOR CORP | COM | 682189105 |  | 45394502 | 866142 | SH |  | SOLE |  | 866142 | 0 | 0 |
| PARSONS CORP DEL | COM | 70202L102 |  | 54732950 | 762616 | SH |  | SOLE |  | 762616 | 0 | 0 |
| PERFORMANCE FOOD GROUP CO | COM | 71377A103 |  | 140154231 | 1602312 | SH |  | SOLE |  | 1602312 | 0 | 0 |
| PINNACLE FINL PARTNERS INC | COM | 72346Q104 |  | 56622444 | 512838 | SH |  | SOLE |  | 512838 | 0 | 0 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 39286524 | 210742 | SH |  | SOLE |  | 210742 | 0 | 0 |
| PTC INC | COM | 69370C100 |  | 83168010 | 482581 | SH |  | SOLE |  | 482581 | 0 | 0 |
| PULTE GROUP INC | COM | 745867101 |  | 60330291 | 572068 | SH |  | SOLE |  | 572068 | 0 | 0 |
| ROSS STORES INC | COM | 778296103 |  | 43408840 | 340248 | SH |  | SOLE |  | 340248 | 0 | 0 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 |  | 46369145 | 148078 | SH |  | SOLE |  | 148078 | 0 | 0 |
| S GLOBAL INC | COM | 78409V104 |  | 97151073 | 184246 | SH |  | SOLE |  | 184246 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 62947760 | 230840 | SH |  | SOLE |  | 230840 | 0 | 0 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 |  | 27622886 | 191387 | SH |  | SOLE |  | 191387 | 0 | 0 |
| SHAKE SHACK INC | CL A | 819047101 |  | 86242212 | 613387 | SH |  | SOLE |  | 613387 | 0 | 0 |
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 |  | 66701781 | 2193416 | SH |  | SOLE |  | 2193416 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 47362683 | 209116 | SH |  | SOLE |  | 209116 | 0 | 0 |
| TAYLOR MORRISON HOME CORP | COM | 87724P106 |  | 32001110 | 521021 | SH |  | SOLE |  | 521021 | 0 | 0 |
| TEXAS INSTRS INC | COM | 882508104 |  | 74747768 | 360022 | SH |  | SOLE |  | 360022 | 0 | 0 |
| TRANSUNION | COM | 89400J107 |  | 62724200 | 712775 | SH |  | SOLE |  | 712775 | 0 | 0 |
| TTM TECHNOLOGIES INC | COM | 87305R109 |  | 13257438 | 324778 | SH |  | SOLE |  | 324778 | 0 | 0 |
| URBAN OUTFITTERS INC | COM | 917047102 |  | 56129203 | 773769 | SH |  | SOLE |  | 773769 | 0 | 0 |
| WYNDHAM HOTELS  RESORTS INC | COM | 98311A105 |  | 66339799 | 816892 | SH |  | SOLE |  | 816892 | 0 | 0 |
| ZOOM COMMUNICATIONS INC | CL A | 98980L101 |  | 34881702 | 447316 | SH |  | SOLE |  | 447316 | 0 | 0 |

---