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Reported Holdings Of The
Junto Capital Management LP

Legal Name: JUNTO CAPITAL MANAGEMENT LP

Period of report: Jun 30, 2019
Effectiveness Date: Aug 14, 2019

Security Shares Held / Principal Amount Market Value Option
BlackRock, Inc. (09247X101) 247,367 $116,089k
MORGAN STANLEY (617446448) 2,074,042 $90,864k
FIDELITY NATL INFO (31620M106) 730,333 $89,597k
GENPACT LTD (G3922B107) 2,110,799 $80,400k
American Express Co. (025816109) 638,706 $78,842k
EQUIFAX INC (294429105) 577,555 $78,109k
CARMAX INC (143130102) 868,110 $75,378k
TJX COMPANIES INC (872540109) 1,268,297 $67,068k
COMCAST CORP (20030N101) 1,580,635 $66,829k
CBOE GLOBAL MARKETS INC (12503M108) 640,792 $66,405k
TransUnion (89400J107) 879,227 $64,632k
LPL FINANCIAL HOLDINGS INC (50212V100) 767,583 $62,612k
RESTAURANT BRANDS INTL INC (76131D103) 858,990 $59,734k
EVERCORE INC (29977A105) 612,110 $54,215k
FIVE BELOW INC COM (33829M101) 430,273 $51,641k
Netflix Inc (64110L106) 134,537 $49,418k
TAKE-TWO INTERACTIVE (874054109) 432,477 $49,099k
JONES LANG LASALLE INC (48020Q107) 335,271 $47,169k
PayPal Holdings Inc (70450Y103) 408,027 $46,703k
NIKE INC (654106103) 517,976 $43,484k
RH COM (74967X103) 366,400 $42,356k
WEX INC (96208T104) 197,288 $41,056k
PLANET FITNESS INC CL A (72703H101) 541,612 $39,234k
MADISON SQUARE GARDEN CO NEW CL A (55825T103) 136,736 $38,278k
WORLDPAY INC (981558109) 303,868 $37,239k
Voya Financial Inc. (929089100) 672,368 $37,182k
WALMART INC COM (931142103) 323,547 $35,749k
SS&C TECH HLDGS (78467J100) 609,673 $35,123k
ZYNGA INC - CL A (98986T108) 5,119,525 $31,383k
E TRADE FINANCIAL CORP (269246401) 416,504 $18,576k
CBS CORPORATION (124857202) 303,579 $15,149k
MICROSOFT CORP (594918104) 67,356 $9,023k
salesforce.com Inc (79466L302) 41,300 $6,266k
PVH CORP (693656100) 48,318 $4,573k
ALPHABET INC (02079K305) 3,409 $3,691k

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