Junto Capital Management LP Purchases in Q2 2025

Junto Capital Management LP

  • $4.51 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ICE
Intercontinental Exchange, Inc.

Financial Services
777K
+ 673.99%
$151.62 - $183.47 $118M - $143M
893K $164M
COF
Capital One Financial Corp

Financial Services
465K
+ 54.48%
$150.57 - $212.76 $70M - $98.9M
1.32M $280M
RSP
Invesco S&P 500 Equal Weight E

ETFs
587K
+ 40.61%
$152.93 - $181.74 $89.8M - $107M
2.03M $369M
SPGI
S&P Global Inc.

Financial Services
184K
New
$438.31 - $527.29 $80.8M - $97.2M
184K $97.2M
CSCO
Cisco Systems, Inc.

Technology
1.3M
New
$53.19 - $69.38 $69.3M - $90.4M
1.3M $90.4M
SHAK
Shake Shack Inc.

Consumer Cyclical
613K
New
$75.85 - $140.6 $46.5M - $86.2M
613K $86.2M
MA
Mastercard Inc

Financial Services
151K
New
$479.92 - $590.74 $72.5M - $89.3M
151K $84.9M
PTC
Ptc Inc.

Technology
483K
New
$136.74 - $173.24 $66M - $83.6M
483K $83.2M
CCL
Carnival Corp

Consumer Cyclical
1.4M
+ 29.58%
$16.43 - $28.12 $22.9M - $39.2M
6.11M $172M
MCD
Mcdonalds Corp

Consumer Cyclical
263K
New
$285.55 - $321.23 $75M - $84.4M
263K $76.8M
DDOG
Datadog, Inc.

Technology
509K
New
$87.0 - $134.33 $44.3M - $68.4M
509K $68.4M
KKR
Kkr & Co. Inc.

Financial Services
468K
+ 139.82%
$92.79 - $134.29 $43.4M - $62.8M
802K $107M
TRU
Trans Union

Industrials
713K
New
$69.26 - $91.89 $49.4M - $65.5M
713K $62.7M
SQ
Block, Inc.

Technology
1.07M
New
N/A
1.07M $61.4M
PHM
Pultegroup Inc

Consumer Cyclical
572K
New
$92.02 - $106.54 $52.6M - $60.9M
572K $60.3M
C
Citigroup Inc

Financial Services
703K
New
$58.13 - $85.12 $40.9M - $59.9M
703K $59.9M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
689K
New
$66.94 - $88.47 $46.1M - $60.9M
689K $57M
CDW
Cdw Corp

Technology
315K
New
$144.49 - $190.68 $45.5M - $60.1M
315K $56.3M
MTB
M&T Bank Corp

Financial Services
285K
New
$156.58 - $193.99 $44.6M - $55.3M
285K $55.3M
PSN
Parsons Corp

Industrials
763K
New
$58.88 - $71.77 $44.9M - $54.7M
763K $54.7M
EVR
Evercore Inc.

Financial Services
194K
New
$163.77 - $271.5 $31.9M - $52.8M
194K $52.5M
OMC
Omnicom Group Inc.

Communication Services
714K
New
$69.22 - $79.77 $49.5M - $57M
714K $51.4M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
372K
New
$110.23 - $131.5 $41.1M - $49M
372K $46M
ON
On Semiconductor Corp

Technology
866K
New
$31.95 - $54.21 $27.7M - $47M
866K $45.4M
CPRI
Capri Holdings LTD

Consumer Cyclical
2.67M
+ 274.51%
$12.48 - $19.63 $33.3M - $52.5M
3.65M $64.5M
ABNB
Airbnb, Inc.

Consumer Cyclical
325K
New
$105.69 - $140.64 $34.4M - $45.7M
325K $43M
NSC
Norfolk Southern Corp

Industrials
167K
New
$206.34 - $257.46 $34.5M - $43M
167K $42.8M
AMD
Advanced Micro Devices Inc

Technology
300K
New
$78.21 - $143.81 $23.5M - $43.2M
300K $42.6M
PNC
Pnc Financial Services Group, Inc.

Financial Services
211K
New
$149.76 - $186.42 $31.6M - $39.3M
211K $39.3M
ONON
On Holding Ag

Consumer Cyclical
751K
New
$37.65 - $60.68 $28.3M - $45.6M
751K $39.1M
STM
St Microelectronics N.V.

Technology
802K
+ 57.59%
$17.78 - $30.41 $14.3M - $24.4M
2.19M $66.7M
GM
General Motors CO

Consumer Cyclical
594K
+ 82.6%
$42.48 - $50.46 $25.2M - $30M
1.31M $64.6M
EPAM
Epam Systems, Inc.

Technology
160K
New
N/A
160K $29.7M
BKNG
Booking Holdings Inc.

Consumer Cyclical
2.97K
+ 28.25%
$4164.15 - $5789.24 $12.4M - $17.2M
13.5K $78.1M
MTD
Mettler Toledo International Inc

Healthcare
24.5K
New
$970.15 - $1216.57 $23.8M - $29.8M
24.5K $28.8M
PFGC
Performance Food Group CO

Consumer Defensive
181K
+ 12.77%
$71.62 - $89.56 $13M - $16.2M
1.6M $140M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
642K
New
$38.16 - $46.72 $24.5M - $30M
642K $28.4M
CRM
Salesforce, Inc.

Technology
99.2K
+ 75.32%
$236.26 - $291.15 $23.4M - $28.9M
231K $62.9M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
403K
New
$44.23 - $62.66 $17.8M - $25.2M
403K $25.2M
INTC
Intel Corp

Technology
1.07M
New
$18.13 - $22.69 $19.4M - $24.3M
1.07M $24M
CAG
Conagra Brands Inc.

Consumer Defensive
1.17M
New
$20.4 - $26.78 $23.9M - $31.4M
1.17M $24M
CRL
Charles River Laboratories International, Inc.

Healthcare
99.9K
New
$99.75 - $151.89 $9.96M - $15.2M
99.9K $15.2M
TTMI
Ttm Technologies Inc

Technology
325K
New
$17.57 - $40.82 $5.71M - $13.3M
325K $13.3M
LLY
Eli Lilly & CO

Healthcare
14.9K
+ 31.58%
$713.71 - $898.95 $10.6M - $13.4M
62K $48.3M
PNFP
Pinnacle Financial Partners Inc

Financial Services
66.8K
+ 14.97%
$87.19 - $111.51 $5.82M - $7.44M
513K $56.6M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
44.6K
+ 18.65%
$167.22 - $212.42 $7.45M - $9.47M
284K $56.1M
Amer Sports Inc
595K
+ 31.24%
N/A
2.5M $0
Celestica Inc
223K
New
N/A
223K $0
Blackrock Inc
33.7K
+ 57.94%
N/A
91.8K $0
Activity Summary
Buys All Purchases 52 New Holdings 35 Increased Positions 17 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 1
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