Junto Capital Management LP
NEW YORK NY · SEC CIK 0001595880
$56.97亿2026Q2 申报市值
81持仓数
29.4%前十大占比 · 第一大 5.1%
35 / 47新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ORLY 新建仓+$1.83亿
TT 新建仓+$1.14亿
AXP 新建仓+$1.04亿
WMT 加仓+$1.04亿
FWONK 加仓+$1.04亿
2026Q2 卖出最多 按季末市值估算
MAR 清仓-$1.27亿
MS 清仓-$9,302.40万
FFIV 减仓-$8,693.65万
ARMK 减仓-$8,287.68万
YUM 清仓-$7,956.24万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| CHDN | CHURCHILL DOWNS INC | $0 | 0.00% | 0 | -575,499 | -100.0% | -$5,169.71万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -518,938 | -100.0% | -$4,800.18万 | 清仓 |
| CPAY | CORPAY INC | $0 | 0.00% | 0 | -161,083 | -100.0% | -$4,687.35万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -89,083 | -100.0% | -$4,319.72万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | -532,840 | -100.0% | -$4,283.50万 | 清仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -548,375 | -100.0% | -$4,010.81万 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -402,630 | -100.0% | -$3,809.69万 | 清仓 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | -306,314 | -100.0% | -$3,602.56万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -90,296 | -100.0% | -$3,580.06万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | -166,072 | -100.0% | -$3,548.29万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -147,655 | -100.0% | -$3,534.86万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -160,584 | -100.0% | -$3,372.75万 | 清仓 |
| SHAK | SHAKE SHACK INC | $0 | 0.00% | 0 | -375,538 | -100.0% | -$3,322.38万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $0 | 0.00% | 0 | -94,132 | -100.0% | -$3,181.19万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -565,523 | -100.0% | -$3,155.62万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -167,462 | -100.0% | -$2,920.54万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -623,281 | -100.0% | -$2,823.46万 | 清仓 |
| LPX | LOUISIANA PAC CORP | $0 | 0.00% | 0 | -377,589 | -100.0% | -$2,746.96万 | 清仓 |
| FLEX | FLEXTRONICS INTL LTD | $0 | 0.00% | 0 | -415,149 | -100.0% | -$2,717.57万 | 清仓 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -123,858 | -100.0% | -$2,683.14万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -110,774 | -100.0% | -$2,253.48万 | 清仓 |
| GFS | GLOBALFOUNDRIES INC | $0 | 0.00% | 0 | -502,365 | -100.0% | -$2,234.52万 | 清仓 |
| EVR | EVERCORE INC | $0 | 0.00% | 0 | -74,760 | -100.0% | -$2,231.66万 | 清仓 |
| TPB | TURNING PT BRANDS INC | $0 | 0.00% | 0 | -241,723 | -100.0% | -$2,097.91万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -54,997 | -100.0% | -$2,035.82万 | 清仓 |
| CHWY | CHEWY INC | $0 | 0.00% | 0 | -733,697 | -100.0% | -$1,980.98万 | 清仓 |
| ONON | ON HLDG AG | $0 | 0.00% | 0 | -469,735 | -100.0% | -$1,598.04万 | 清仓 |
| RBRK | RUBRIK INC. | $0 | 0.00% | 0 | -294,470 | -100.0% | -$1,442.02万 | 清仓 |