# EDGAR Filing Document

**Accession Number:** 0001595880
**File Stem:** 0001595880-23-000001
**Filing Date:** 2023-2
**Character Count:** 11820
**Document Hash:** 8ddd3494dd1c8c1ab5412e9c129f8272
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001595880-23-000001.hdr.sgml**: 20230214

**ACCESSION NUMBER**: 0001595880-23-000001

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230214

**DATE AS OF CHANGE**: 20230214

**EFFECTIVENESS DATE**: 20230214

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Junto Capital Management LP
- **CENTRAL INDEX KEY:** 0001595880
- **IRS NUMBER:** 800920674
- **STATE OF INCORPORATION:** DE

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-16705
- **FILM NUMBER:** 23626073

**BUSINESS ADDRESS:**
- **STREET 1:** 450 PARK AVENUE
- **STREET 2:** 25TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10022
- **BUSINESS PHONE:** 212-409-1940

**MAIL ADDRESS:**
- **STREET 1:** 450 PARK AVENUE
- **STREET 2:** 25TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10022

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**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:** 450 PARK AVENUE<br>25TH 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:** Rebecca Ginzburg<br>**Title:** COO/CFO<br>**Phone:** 212.409.1940

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

Rebecca Ginzburg  New York, NY  02-14-2023<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:** 82

**Form 13F Information Table Value Total:** $3521699101

      (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 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 51496785 | 348540 | SH |  | SOLE |  | 348540 | 0 | 0 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 31352102 | 147985 | SH |  | SOLE |  | 147985 | 0 | 0 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 |  | 67739430 | 1061913 | SH |  | SOLE |  | 1061913 | 0 | 0 |
| ARAMARK | COM | 03852U106 |  | 38857698 | 939954 | SH |  | SOLE |  | 939954 | 0 | 0 |
| ARES MANAGEMENT CORPORATION | CL A COM STK | 03990B101 |  | 45237677 | 660983 | SH |  | SOLE |  | 660983 | 0 | 0 |
| ARISTA NETWORKS INC | COM | 040413106 |  | 16077297 | 132487 | SH |  | SOLE |  | 132487 | 0 | 0 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 51939686 | 1141030 | SH |  | SOLE |  | 1141030 | 0 | 0 |
| BATH  BODY WORKS INC | COM | 070830104 |  | 32086534 | 761427 | SH |  | SOLE |  | 761427 | 0 | 0 |
| BJS WHSL CLUB HLDGS INC | COM | 05550J101 |  | 64802661 | 979484 | SH |  | SOLE |  | 979484 | 0 | 0 |
| BLACKROCK INC | COM | 09247X101 |  | 54971972 | 77575 | SH |  | SOLE |  | 77575 | 0 | 0 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 40208867 | 19952 | SH |  | SOLE |  | 19952 | 0 | 0 |
| BURLINGTON STORES INC | COM | 122017106 |  | 28239805 | 139277 | SH |  | SOLE |  | 139277 | 0 | 0 |
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 |  | 10458538 | 82899 | SH |  | SOLE |  | 82899 | 0 | 0 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 |  | 52165462 | 37597 | SH |  | SOLE |  | 37597 | 0 | 0 |
| CHUBB LIMITED | COM | H1467J104 |  | 103700530 | 470084 | SH |  | SOLE |  | 470084 | 0 | 0 |
| CINTAS CORP | COM | 172908105 |  | 40154437 | 88912 | SH |  | SOLE |  | 88912 | 0 | 0 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 18883660 | 539996 | SH |  | SOLE |  | 539996 | 0 | 0 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 |  | 35114528 | 151519 | SH |  | SOLE |  | 151519 | 0 | 0 |
| COSTAR GROUP INC | COM | 22160N109 |  | 78091904 | 1010506 | SH |  | SOLE |  | 1010506 | 0 | 0 |
| D R HORTON INC | COM | 23331A109 |  | 38877252 | 436137 | SH |  | SOLE |  | 436137 | 0 | 0 |
| DECKERS OUTDOOR CORP | COM | 243537107 |  | 74468487 | 186563 | SH |  | SOLE |  | 186563 | 0 | 0 |
| DOLLAR GEN CORP NEW | COM | 256677105 |  | 43197175 | 175420 | SH |  | SOLE |  | 175420 | 0 | 0 |
| ELEVANCE HEALTH INC | COM | 036752103 |  | 93263076 | 181810 | SH |  | SOLE |  | 181810 | 0 | 0 |
| ENCOMPASS HEALTH CORP | COM | 29261A100 |  | 39264069 | 656480 | SH |  | SOLE |  | 656480 | 0 | 0 |
| EQUINIX INC | COM | 29444U700 |  | 18155467 | 27717 | SH |  | SOLE |  | 27717 | 0 | 0 |
| FACTSET RESH SYS INC | COM | 303075105 |  | 39394409 | 98189 | SH |  | SOLE |  | 98189 | 0 | 0 |
| FERRARI N V | COM | N3167Y103 |  | 38568383 | 180041 | SH |  | SOLE |  | 180041 | 0 | 0 |
| FIRST REP BK SAN FRANCISCO C | COM | 33616C100 |  | 56283317 | 461755 | SH |  | SOLE |  | 461755 | 0 | 0 |
| FISERV INC | COM | 337738108 |  | 48496923 | 479835 | SH |  | SOLE |  | 479835 | 0 | 0 |
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 |  | 44825084 | 244039 | SH |  | SOLE |  | 244039 | 0 | 0 |
| FLOOR  DECOR HLDGS INC | CL A | 339750101 |  | 15021628 | 215735 | SH |  | SOLE |  | 215735 | 0 | 0 |
| GARTNER INC | COM | 366651107 |  | 37864826 | 112646 | SH |  | SOLE |  | 112646 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 43897699 | 127840 | SH |  | SOLE |  | 127840 | 0 | 0 |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 |  | 7638263 | 122095 | SH |  | SOLE |  | 122095 | 0 | 0 |
| HARTFORD FINL SVCS GROUP INC | COM | 416515104 |  | 52785642 | 696105 | SH |  | SOLE |  | 696105 | 0 | 0 |
| HCA HEALTHCARE INC | COM | 40412C101 |  | 8830048 | 36798 | SH |  | SOLE |  | 36798 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 32960939 | 104353 | SH |  | SOLE |  | 104353 | 0 | 0 |
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 |  | 60376726 | 834509 | SH |  | SOLE |  | 834509 | 0 | 0 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 27257958 | 265698 | SH |  | SOLE |  | 265698 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 116487463 | 824690 | SH |  | SOLE |  | 824690 | 0 | 0 |
| JD.COM INC | SPON ADR CL A | 47215P106 |  | 19331677 | 344409 | SH |  | SOLE |  | 344409 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 102134985 | 761633 | SH |  | SOLE |  | 761633 | 0 | 0 |
| KANZHUN LIMITED | SPONSORED ADS | 48553T106 |  | 7842124 | 384984 | SH |  | SOLE |  | 384984 | 0 | 0 |
| KKR  CO INC | COM | 48251W104 |  | 19781233 | 426136 | SH |  | SOLE |  | 426136 | 0 | 0 |
| LPL FINL HLDGS INC | COM | 50212V100 |  | 74744669 | 345768 | SH |  | SOLE |  | 345768 | 0 | 0 |
| LULULEMON ATHLETICA INC | COM | 550021109 |  | 19933403 | 62218 | SH |  | SOLE |  | 62218 | 0 | 0 |
| MATCH GROUP INC NEW | COM | 57667L107 |  | 17579272 | 423699 | SH |  | SOLE |  | 423699 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 43777767 | 363784 | SH |  | SOLE |  | 363784 | 0 | 0 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 |  | 17731910 | 174647 | SH |  | SOLE |  | 174647 | 0 | 0 |
| MURPHY USA INC | COM | 626755102 |  | 28468633 | 101841 | SH |  | SOLE |  | 101841 | 0 | 0 |
| NASDAQ INC | COM | 631103108 |  | 31432857 | 512353 | SH |  | SOLE |  | 512353 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 35018769 | 118756 | SH |  | SOLE |  | 118756 | 0 | 0 |
| OMNICOM GROUP INC | COM | 681919106 |  | 33765249 | 413942 | SH |  | SOLE |  | 413942 | 0 | 0 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 48337598 | 57270 | SH |  | SOLE |  | 57270 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 15187115 | 108837 | SH |  | SOLE |  | 108837 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 33788332 | 222937 | SH |  | SOLE |  | 222937 | 0 | 0 |
| PROGRESSIVE CORP | COM | 743315103 |  | 87084051 | 671375 | SH |  | SOLE |  | 671375 | 0 | 0 |
| PTC INC | COM | 69370C100 |  | 40501256 | 337398 | SH |  | SOLE |  | 337398 | 0 | 0 |
| ROCKET COS INC | COM CL A | 77311W101 |  | 13279154 | 1897022 | SH |  | SOLE |  | 1897022 | 0 | 0 |
| ROSS STORES INC | COM | 778296103 |  | 14964325 | 128925 | SH |  | SOLE |  | 128925 | 0 | 0 |
| S GLOBAL INC | COM | 78409V104 |  | 104548841 | 312142 | SH |  | SOLE |  | 312142 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 41991518 | 316702 | SH |  | SOLE |  | 316702 | 0 | 0 |
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 |  | 34262291 | 122230 | SH |  | SOLE |  | 122230 | 0 | 0 |
| SMITH A O CORP | COM | 831865209 |  | 45069459 | 787377 | SH |  | SOLE |  | 787377 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 28089571 | 283161 | SH |  | SOLE |  | 283161 | 0 | 0 |
| SVB FINANCIAL GROUP | COM | 78486Q101 |  | 8532210 | 37074 | SH |  | SOLE |  | 37074 | 0 | 0 |
| T-MOBILE US INC | COM | 872590104 |  | 16750720 | 119648 | SH |  | SOLE |  | 119648 | 0 | 0 |
| TAPESTRY INC | COM | 876030107 |  | 32671536 | 857971 | SH |  | SOLE |  | 857971 | 0 | 0 |
| THE TRADE DESK INC | COM CL A | 88339J105 |  | 24634399 | 549507 | SH |  | SOLE |  | 549507 | 0 | 0 |
| THOMSON REUTERS CORP. | COM NEW | 884903709 |  | 95155255 | 834183 | SH |  | SOLE |  | 834183 | 0 | 0 |
| TOPGOLF CALLAWAY BRANDS CORP | COM | 131193104 |  | 28718495 | 1454101 | SH |  | SOLE |  | 1454101 | 0 | 0 |
| TRADEWEB MKTS INC | CL A | 892672106 |  | 41523774 | 639516 | SH |  | SOLE |  | 639516 | 0 | 0 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 63311435 | 376652 | SH |  | SOLE |  | 376652 | 0 | 0 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 108955876 | 581129 | SH |  | SOLE |  | 581129 | 0 | 0 |
| TYLER TECHNOLOGIES INC | COM | 902252105 |  | 18037550 | 55946 | SH |  | SOLE |  | 55946 | 0 | 0 |
| ULTA BEAUTY INC | COM | 90384S303 |  | 49401983 | 105319 | SH |  | SOLE |  | 105319 | 0 | 0 |
| UNIVERSAL HLTH SVCS INC | CL B | 913903100 |  | 27159506 | 192771 | SH |  | SOLE |  | 192771 | 0 | 0 |
| VALVOLINE INC | COM | 92047W101 |  | 31526481 | 965589 | SH |  | SOLE |  | 965589 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 74490686 | 358542 | SH |  | SOLE |  | 358542 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 99487521 | 701654 | SH |  | SOLE |  | 701654 | 0 | 0 |
| WORKDAY INC | CL A | 98138H101 |  | 6301815 | 37661 | SH |  | SOLE |  | 37661 | 0 | 0 |
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 |  | 36899393 | 289407 | SH |  | SOLE |  | 289407 | 0 | 0 |

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