Junto Capital Management LP Buys Mastercard Inc, IHS Markit, Burlington Stores Inc, Sells MSCI Inc, Visa Inc, Waste Connections Inc

• New Purchases: MA, INFO, BURL, OLLI, VFC, IT, GWW, ULTA, COF, VMC, WMT, SBNY, TPR, SCHW, GPN, NOW, MCO, AXP, SSNC, SMAR, NFLX, NTES, JKHY, LB, BX, PRTS, TWTR, EPAM, TRIP,
• Added Positions: INTU, YUMC, GOOGL, KKR, BLK, LPLA, ICE, GS,
• Reduced Positions: SWK, SBUX, BKI, ATVI, NICE, ZEN, CROX, OC, EBAY, FRC, AZO, ARES, MSFT, BKNG, EVR, FB, CTSH, DECK, CMCSA, MS,
• Sold Out: MSCI, V, WCN, LULU, TGT, CSGP, FIS, EFX, ENV, CTAS, ROST, MTCH, AMZN, PLNT, K, CPRI, MAN, DFS, WHR,

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. Yum China Holdings Inc (YUMC) - 2,701,837 shares, 5.02% of the total portfolio. Shares added by 35.03%
2. BlackRock Inc (BLK) - 210,197 shares, 4.94% of the total portfolio. Shares added by 16.98%
3. Intercontinental Exchange Inc (ICE) - 1,274,973 shares, 4.79% of the total portfolio. Shares added by 3.02%
4. Intuit Inc (INTU) - 306,637 shares, 3.79% of the total portfolio. Shares added by 142.04%
5. LPL Financial Holdings Inc (LPLA) - 1,057,559 shares, 3.59% of the total portfolio. Shares added by 19.43%

Junto Capital Management LP initiated holding in Mastercard Inc. The purchase prices were between $288.64 and $356.94, with an estimated average price of $332.5. The stock is now traded at around $341.210000. The impact to a portfolio due to this purchase was 3.1%. The holding were 266,981 shares as of 2020-12-31.

Junto Capital Management LP initiated holding in IHS Markit Ltd. The purchase prices were between $77.36 and $99.46, with an estimated average price of $86.76. The stock is now traded at around $93.100000. The impact to a portfolio due to this purchase was 2.88%. The holding were 985,517 shares as of 2020-12-31.

Junto Capital Management LP initiated holding in Burlington Stores Inc. The purchase prices were between $192.58 and $261.55, with an estimated average price of $223.02. The stock is now traded at around $263.300000. The impact to a portfolio due to this purchase was 2.46%. The holding were 288,527 shares as of 2020-12-31.

Junto Capital Management LP initiated holding in Ollie's Bargain Outlet Holdings Inc. The purchase prices were between $77.77 and $94.99, with an estimated average price of $87.38. The stock is now traded at around $94.840000. The impact to a portfolio due to this purchase was 2.26%. The holding were 847,753 shares as of 2020-12-31.

Junto Capital Management LP initiated holding in VF Corp. The purchase prices were between $67.2 and $89.26, with an estimated average price of $80.04. The stock is now traded at around $80.880000. The impact to a portfolio due to this purchase was 2.24%. The holding were 807,100 shares as of 2020-12-31.

Junto Capital Management LP initiated holding in Gartner Inc. The purchase prices were between $117.45 and $160.19, with an estimated average price of $144.35. The stock is now traded at around $178.770000. The impact to a portfolio due to this purchase was 2.22%. The holding were 424,687 shares as of 2020-12-31.

Junto Capital Management LP added to a holding in Intuit Inc by 142.04%. The purchase prices were between $314.68 and $381.16, with an estimated average price of $351.49. The stock is now traded at around $422.260000. The impact to a portfolio due to this purchase was 2.22%. The holding were 306,637 shares as of 2020-12-31.

Junto Capital Management LP added to a holding in Yum China Holdings Inc by 35.03%. The purchase prices were between $52.22 and $60.37, with an estimated average price of $56.21. The stock is now traded at around $64.350000. The impact to a portfolio due to this purchase was 1.3%. The holding were 2,701,837 shares as of 2020-12-31.

Junto Capital Management LP added to a holding in Alphabet Inc by 92.73%. The purchase prices were between $1451.02 and $1824.97, with an estimated average price of $1685.58. The stock is now traded at around $2110.700000. The impact to a portfolio due to this purchase was 1.13%. The holding were 40,991 shares as of 2020-12-31.

Junto Capital Management LP added to a holding in KKR & Co Inc by 88.23%. The purchase prices were between $34.15 and $40.49, with an estimated average price of $37.83. The stock is now traded at around $47.950000. The impact to a portfolio due to this purchase was 0.92%. The holding were 1,484,515 shares as of 2020-12-31.

Junto Capital Management LP sold out a holding in MSCI Inc. The sale prices were between $340.68 and $446.53, with an estimated average price of $392.88.

Junto Capital Management LP sold out a holding in Visa Inc. The sale prices were between $180.87 and $218.73, with an estimated average price of $204.66.

Junto Capital Management LP sold out a holding in Waste Connections Inc. The sale prices were between $98.8 and $108.83, with an estimated average price of $103.29.

Junto Capital Management LP sold out a holding in Lululemon Athletica Inc. The sale prices were between $315.5 and $386.07, with an estimated average price of $347.37.

Junto Capital Management LP sold out a holding in Target Corp. The sale prices were between $152.22 and $179.82, with an estimated average price of $166.92.

Junto Capital Management LP sold out a holding in CoStar Group Inc. The sale prices were between $793.35 and $939.5, with an estimated average price of $876.98.