Junto Capital Management LP - Q12026 Holdings

Junto Capital Management LP holds 87 stocks with a total portfolio value of $ 4.74B as of Q12026. In Q12026, Junto Capital Management LP added 55 new positions, increased stakes in 12 stocks, reduced 20 holdings, and fully exited 38 positions. The largest holding is Tjx Cos Inc New (TJX), representing 3.28% of the total portfolio.