Junto Capital Management LP
NEW YORK NY · SEC CIK 0001595880
$47.44亿2026Q1 申报市值
87持仓数
26.4%前十大占比 · 第一大 3.3%
39 / 32新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MAR 新建仓+$1.27亿
JBHT 新建仓+$8,271.37万
TJX 加仓+$7,707.27万
ON 新建仓+$7,549.58万
PNC 重新持有+$7,377.89万
2026Q1 卖出最多 按季末市值估算
ROST 减仓-$1.57亿
EFX 清仓-$1.40亿
RSP 重新持有-$1.37亿
ICE 清仓-$1.15亿
FDX 减仓-$9,184.07万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SAIA | SAIA INC | $0 | 0.00% | 0 | -175,635 | -100.0% | -$5,734.83万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -10,589 | -100.0% | -$5,670.76万 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CVCO | CAVCO INDS INC DEL | $0 | 0.00% | 0 | -78,857 | -100.0% | -$4,658.40万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -615,998 | -100.0% | -$4,141.97万 | 清仓 |
| MUSA | MURPHY USA INC | $0 | 0.00% | 0 | -98,603 | -100.0% | -$3,978.83万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -1,065,407 | -100.0% | -$3,942.01万 | 清仓 |
| PLNT | PLANET FITNESS INC | $0 | 0.00% | 0 | -361,723 | -100.0% | -$3,923.61万 | 清仓 |
| CBOE | CBOE GLOBAL MKTS INC | $0 | 0.00% | 0 | -154,430 | -100.0% | -$3,876.19万 | 清仓 |
| NVR | NVR INC | $0 | 0.00% | 0 | -5,151 | -100.0% | -$3,756.51万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -138,303 | -100.0% | -$3,663.78万 | 清仓 |
| SNAP | SNAP INC | $0 | 0.00% | 0 | -4,472,295 | -100.0% | -$3,609.14万 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTU | INTUIT | $0 | 0.00% | 0 | -50,259 | -100.0% | -$3,329.26万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -54,103 | -100.0% | -$3,085.01万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -88,866 | -100.0% | -$3,075.65万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -132,776 | -100.0% | -$2,759.22万 | 清仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $0 | 0.00% | 0 | -1,531,260 | -100.0% | -$2,656.74万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -227,300 | -100.0% | -$2,652.36万 | 清仓 |
| JHX | JAMES HARDIE INDS PLC | $0 | 0.00% | 0 | -1,268,583 | -100.0% | -$2,632.31万 | 清仓 |
| ANF | ABERCROMBIE & FITCH CO | $0 | 0.00% | 0 | -159,700 | -100.0% | -$2,010.14万 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -962,471 | -100.0% | -$1,863.34万 | 清仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $0 | 0.00% | 0 | -711,128 | -100.0% | -$1,735.15万 | 清仓 |
| DKS | DICKS SPORTING GOODS INC | $0 | 0.00% | 0 | -56,769 | -100.0% | -$1,123.86万 | 清仓 |