Junto Capital Management LP New Holdings in Q3 2024

Junto Capital Management LP

  • $4.33 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BLK
Black Rock Inc.

Financial Services
170K
New
$782.27 - $949.51 $133M - $161M
170K $161M
PNC
Pnc Financial Services Group, Inc.

Financial Services
572K
New
$156.14 - $187.2 $89.3M - $107M
572K $106M
CRM
Salesforce, Inc.

Technology
372K
New
$238.42 - $276.53 $88.8M - $103M
372K $102M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.61M
New
$49.83 - $62.75 $80.2M - $101M
1.61M $92.7M
GS
Goldman Sachs Group Inc

Financial Services
180K
New
$459.02 - $510.25 $82.6M - $91.8M
180K $89.1M
EAT
Brinker International, Inc

Consumer Cyclical
1.1M
New
$59.09 - $77.85 $64.9M - $85.5M
1.1M $84M
RTX
Raytheon Technologies Corp

Industrials
642K
New
$99.55 - $123.34 $63.9M - $79.2M
642K $77.8M
CMCSA
Comcast Corp

Communication Services
1.61M
New
$37.33 - $41.78 $60M - $67.2M
1.61M $67.2M
SJM
J M Smucker CO

Consumer Defensive
506K
New
$109.12 - $122.4 $55.2M - $61.9M
506K $61.3M
SYF
Synchrony Financial

Financial Services
1.21M
New
$43.77 - $52.22 $53M - $63.2M
1.21M $60.4M
PKI
Perkinelmer Inc

Healthcare
487K
New
N/A
487K $59M
DECK
Deckers Outdoor Corp

Consumer Cyclical
369K
New
$150.73 - $974.56 $55.6M - $360M
369K $58.8M
APTV
Aptiv PLC

Consumer Cyclical
729K
New
$65.39 - $74.24 $47.6M - $54.1M
729K $52.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
82.9K
New
$531.86 - $624.21 $44.1M - $51.7M
82.9K $51.3M
CME
Cme Group Inc.

Financial Services
230K
New
$193.43 - $220.62 $44.6M - $50.8M
230K $50.8M
TDY
Teledyne Technologies Inc

Technology
115K
New
$381.47 - $437.71 $43.8M - $50.3M
115K $50.3M
OMC
Omnicom Group Inc.

Communication Services
482K
New
$87.69 - $103.9 $42.2M - $50M
482K $49.8M
BR
Broadridge Financial Solutions, Inc.

Technology
210K
New
$196.56 - $218.55 $41.3M - $45.9M
210K $45.2M
SSNC
Ss&C Technologies Holdings Inc

Technology
578K
New
$61.42 - $76.46 $35.5M - $44.2M
578K $42.9M
DVA
Davita Inc.

Healthcare
240K
New
$133.98 - $165.19 $32.1M - $39.6M
240K $39.3M
DT
Dynatrace, Inc.

Technology
615K
New
$40.49 - $53.47 $24.9M - $32.9M
615K $32.9M
META
Meta Platforms, Inc.

Communication Services
56.7K
New
$453.41 - $572.44 $25.7M - $32.5M
56.7K $32.5M
CDW
Cdw Corp

Technology
139K
New
$206.67 - $239.84 $28.7M - $33.3M
139K $31.4M
NFLX
Netflix Inc

Communication Services
43.4K
New
$598.55 - $722.26 $26M - $31.3M
43.4K $30.8M
AVGO
Broadcom Inc.

Technology
169K
New
$136.27 - $1745.86 $23M - $295M
169K $29.2M
NVDA
Nvidia Corp

Technology
223K
New
$98.91 - $134.91 $22.1M - $30.1M
223K $27.1M
MRVL
Marvell Technology, Inc.

Technology
373K
New
$56.15 - $76.24 $20.9M - $28.4M
373K $26.9M
ACHC
Acadia Healthcare Company, Inc.

Healthcare
416K
New
$63.28 - $81.93 $26.4M - $34.1M
416K $26.4M
DDOG
Datadog, Inc.

Technology
226K
New
$104.97 - $134.56 $23.8M - $30.5M
226K $26M
FISV
Fiserv Inc

Technology
197K
New
N/A
197K $24.6M
ANET
Arista Networks, Inc.

Technology
61.6K
New
$311.42 - $388.21 $19.2M - $23.9M
61.6K $23.6M
MSCI
Msci Inc.

Financial Services
38.1K
New
$479.31 - $584.91 $18.3M - $22.3M
38.1K $22.2M
PFGC
Performance Food Group CO

Consumer Defensive
270K
New
$61.6 - $78.75 $16.7M - $21.3M
270K $21.2M
V
Visa Inc.

Financial Services
50.3K
New
$253.74 - $291.56 $12.8M - $14.7M
50.3K $13.8M
NSC
Norfolk Southern Corp

Industrials
53.8K
New
$213.75 - $259.69 $11.5M - $14M
53.8K $13.4M
Te Connectivity PLC
106K
New
N/A
106K $0
Ferguson Enterprises Inc
259K
New
N/A
259K $0
Activity Summary
Buys All Purchases 54 New Holdings 38 Increased Positions 16 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 1 Puts 0
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