Junto Capital Management LP - Q42025 Holdings

Junto Capital Management LP holds 70 stocks with a total portfolio value of $ 4.54B as of Q42025. In Q42025, Junto Capital Management LP added 37 new positions, increased stakes in 12 stocks, reduced 21 holdings, and fully exited 39 positions. The largest holding is Blackrock Inc (BLK), representing 5.53% of the total portfolio.