Junto Capital Management LP Buys Black Knight Inc, Starbucks Corp, Cognizant Technology Solutions Corp, Sells Fiserv Inc, IHS Markit, Costco Wholesale Corp

• New Purchases: BKI, SBUX, CTSH, AZO, V, LULU, CSGP, FIS, EFX, GS, CMCSA, ENV, ZEN, CTAS, FB, MTCH, BKNG, EBAY, PLNT, EVR, GOOGL, K, CPRI, MAN, WHR,
• Added Positions: YUMC, MSFT, MSCI, WCN, ATVI, OC, DECK, ICE, AMZN, LPLA, NICE, INTU, CROX, ARES, BLK,
• Reduced Positions: DFS, KKR, MS, SWK, FRC, TGT, ROST,
• Sold Out: FISV, INFO, COST, YUM, FIVE, TRU, SSNC, FLT, MCO, ORLY, TROW, DNKN, BLL, OMC, MUSA, EA, ECL, TTWO, CHTR, FIVN, BBBY, SNAP, LYFT, HD, CDW, JKHY, NFLX,

For the details of Junto Capital Management LP's stock buys and sells, go to https://www.gurufocus.com/guru/junto+capital+management+lp/current-portfolio/portfolio

1. Intercontinental Exchange Inc (ICE) - 1,237,655 shares, 4.50% of the total portfolio. Shares added by 20.92%
2. Black Knight Inc (BKI) - 1,262,821 shares, 3.99% of the total portfolio. New Position
3. Starbucks Corp (SBUX) - 1,262,706 shares, 3.94% of the total portfolio. New Position
4. Yum China Holdings Inc (YUMC) - 2,000,937 shares, 3.85% of the total portfolio. Shares added by 576.65%
5. Cognizant Technology Solutions Corp (CTSH) - 1,506,351 shares, 3.80% of the total portfolio. New Position

Junto Capital Management LP initiated holding in Black Knight Inc. The purchase prices were between $69.08 and $87.05, with an estimated average price of $78.69. The stock is now traded at around $94.79. The impact to a portfolio due to this purchase was 3.99%. The holding were 1,262,821 shares as of .

Junto Capital Management LP initiated holding in Starbucks Corp. The purchase prices were between $72.65 and $88.38, with an estimated average price of $79.77. The stock is now traded at around $98.60. The impact to a portfolio due to this purchase was 3.94%. The holding were 1,262,706 shares as of .

Junto Capital Management LP initiated holding in Cognizant Technology Solutions Corp. The purchase prices were between $55.28 and $70.72, with an estimated average price of $64.97. The stock is now traded at around $77.00. The impact to a portfolio due to this purchase was 3.8%. The holding were 1,506,351 shares as of .

Junto Capital Management LP initiated holding in AutoZone Inc. The purchase prices were between $1107.76 and $1250.35, with an estimated average price of $1181.43. The stock is now traded at around $1124.21. The impact to a portfolio due to this purchase was 3.16%. The holding were 73,966 shares as of .

Junto Capital Management LP initiated holding in Visa Inc. The purchase prices were between $189.02 and $216.48, with an estimated average price of $199.76. The stock is now traded at around $210.71. The impact to a portfolio due to this purchase was 2.78%. The holding were 382,433 shares as of .

Junto Capital Management LP initiated holding in Lululemon Athletica Inc. The purchase prices were between $294.76 and $398.29, with an estimated average price of $333.7. The stock is now traded at around $338.40. The impact to a portfolio due to this purchase was 2.45%. The holding were 204,532 shares as of .

Junto Capital Management LP added to a holding in Yum China Holdings Inc by 576.65%. The purchase prices were between $47.67 and $58.29, with an estimated average price of $52.88. The stock is now traded at around $57.80. The impact to a portfolio due to this purchase was 3.28%. The holding were 2,000,937 shares as of .

Junto Capital Management LP added to a holding in Microsoft Corp by 234.92%. The purchase prices were between $200.39 and $231.65, with an estimated average price of $210.04. The stock is now traded at around $214.46. The impact to a portfolio due to this purchase was 2.39%. The holding were 446,880 shares as of .

Junto Capital Management LP added to a holding in MSCI Inc by 51.57%. The purchase prices were between $339.25 and $394, with an estimated average price of $362.5. The stock is now traded at around $403.64. The impact to a portfolio due to this purchase was 1.09%. The holding were 246,568 shares as of .

Junto Capital Management LP added to a holding in Waste Connections Inc by 55.37%. The purchase prices were between $91.75 and $105, with an estimated average price of $99.86. The stock is now traded at around $107.27. The impact to a portfolio due to this purchase was 0.91%. The holding were 679,436 shares as of .

Junto Capital Management LP added to a holding in Activision Blizzard Inc by 54.37%. The purchase prices were between $76.18 and $86.84, with an estimated average price of $81.04. The stock is now traded at around $77.11. The impact to a portfolio due to this purchase was 0.9%. The holding were 871,376 shares as of .

Junto Capital Management LP added to a holding in Owens-Corning Inc by 129.48%. The purchase prices were between $53.48 and $69.94, with an estimated average price of $64. The stock is now traded at around $71.01. The impact to a portfolio due to this purchase was 0.87%. The holding were 619,243 shares as of .

Junto Capital Management LP sold out a holding in Fiserv Inc. The sale prices were between $93.06 and $104.07, with an estimated average price of $99.57.

Junto Capital Management LP sold out a holding in IHS Markit Ltd. The sale prices were between $75.64 and $83.96, with an estimated average price of $79.58.

Junto Capital Management LP sold out a holding in Costco Wholesale Corp. The sale prices were between $304.75 and $358.86, with an estimated average price of $335.76.

Junto Capital Management LP sold out a holding in Yum Brands Inc. The sale prices were between $86.38 and $97.98, with an estimated average price of $92.15.

Junto Capital Management LP sold out a holding in Five Below Inc. The sale prices were between $97.83 and $136.68, with an estimated average price of $113.83.

Junto Capital Management LP sold out a holding in TransUnion. The sale prices were between $80.25 and $92.25, with an estimated average price of $86.33.