Junto Capital Management LP has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $4.33 Billion distributed in 74 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Black Rock Inc. with a value of $161M, Intercontinental Exchange, Inc. with a value of $151M, Boston Scientific Corp with a value of $144M, Progressive Corp with a value of $125M, and Capital One Financial Corp with a value of $116M.
Examining the 13F form we can see an decrease of $483M in the current position value, from $4.82B to 4.33B.
Junto Capital Management LP is based out at New York, NY
Below you can find more details about Junto Capital Management LP portfolio as well as his latest detailed transactions.
Portfolio value
$4.33 Billion
Financial Services: $1.36 Billion
Consumer Cyclical: $1.17 Billion
Technology: $663 Million
Healthcare: $537 Million
Communication Services: $226 Million
Consumer Defensive: $190 Million
Industrials: $91.2 Million
Utilities: $55.3 Million
Other: $39.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions