JUNTO CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | V | 322K | $110.03M |
 | TMHC | 314K | $20.76M |
 | CME | 308K | $83.33M |
 | ONTO | 308K | $39.85M |
 | BX | 274K | $46.78M |
 | BR | 272K | $64.75M |
 | ANF | 254K | $21.69M |
 | AMAT | 252K | $51.57M |
 | MHO | 248K | $35.87M |
 | TXRH | 243K | $40.30M |
 | CRM | 242K | $57.26M |
 | PTC | 215K | $43.68M |
 | NVDA | 195K | $36.32M |
 | AAPL | 187K | $47.72M |
 | AMZN | 169K | $37.16M |
 | TSM | 167K | $46.52M |
 | TT | 163K | $68.65M |
 | BLK | 157K | $182.87M |
 | MSFT | 153K | $78.99M |
 | OC | 132K | $18.68M |
Visa Inc.
V
Shares Held
322K
Value
$110.03M
Taylor Morrison Home Corporation
TMHC
Shares Held
314K
Value
$20.76M
CME Group Inc.
CME
Shares Held
308K
Value
$83.33M
Onto Innovation Inc.
ONTO
Shares Held
308K
Value
$39.85M
Blackstone Inc.
BX
Shares Held
274K
Value
$46.78M
Broadridge Financial Solutions, Inc.
BR
Shares Held
272K
Value
$64.75M
Abercrombie & Fitch Co.
ANF
Shares Held
254K
Value
$21.69M
Applied Materials, Inc.
AMAT
Shares Held
252K
Value
$51.57M
M/I Homes, Inc.
MHO
Shares Held
248K
Value
$35.87M
Texas Roadhouse, Inc.
TXRH
Shares Held
243K
Value
$40.30M
Salesforce, Inc.
CRM
Shares Held
242K
Value
$57.26M
PTC Inc.
PTC
Shares Held
215K
Value
$43.68M
NVIDIA Corporation
NVDA
Shares Held
195K
Value
$36.32M
Apple Inc.
AAPL
Shares Held
187K
Value
$47.72M
Amazon.com, Inc.
AMZN
Shares Held
169K
Value
$37.16M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
167K
Value
$46.52M
Trane Technologies plc
TT
Shares Held
163K
Value
$68.65M
BlackRock, Inc.
BLK
Shares Held
157K
Value
$182.87M
Microsoft Corporation
MSFT
Shares Held
153K
Value
$78.99M
Owens Corning
OC
Shares Held
132K
Value
$18.68M