Select Equity Group, L.P.

CIK 0001592643 • 6 13F filings • May 15, 2025 – Aug 14, 2026

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Filer information

Filed by: Select Equity Group, L.P., Chief Compliance Officer
Address: 380 LAFAYETTE STREET, 6TH FLOOR, NEW YORK, NY, 10003
Phone: 212-475-8335
AUM: $23.20B

AUM over time

$20.22B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryFinancialsIndustrialsOther

Holdings by filing

Portfolio value: $23.86B149 positionsView on SEC.gov

			% of Portfolio
ADEIA INC	COM	$7.7M	0.0%Prev: 0.1%	541,898 SH	Decreased+28,473 SH
ADOBE INC	COM	$140.8M	0.6%	363,838 SH	New
ALARM COM HLDGS INC	COM	$12.4M	0.1%Prev: 0.1%	218,641 SH	Decreased-173,716 SH
ALBANY INTL CORP	CL A	$3.4M	0.0%	49,071 SH	New
ALCON AG	ORD SHS	$596.4M	2.5%Prev: 2.1%	6,762,406 SH	Increased+1,086,102 SH
ALKAMI TECHNOLOGY INC	COM	$17.4M	0.1%Prev: 0.1%	576,253 SH	Increased-407,697 SH
ALPHABET INC	CAP STK CL C	$121.8M	0.5%Prev: 0.5%	686,780 SH	Increased+329,494 SH
AMAZON COM INC	COM	$95.2M	0.4%Prev: 0.3%	434,011 SH	Increased+107,770 SH
AMPHENOL CORP NEW	CL A	$66.8M	0.3%	676,886 SH	New
AMRIZE LTD	SHS	$17.2M	0.1%	345,508 SH	New
AON PLC	SHS CL A	$10.0M	0.0%	28,041 SH	New
API GROUP CORP	COM STK	$95.2M	0.4%Prev: 0.2%	1,864,112 SH	Increased+1,136,087 SH
APOLLO GLOBAL MGMT INC	COM	$97.8M	0.4%Prev: 0.5%	689,212 SH	Decreased-224,773 SH
ARCOSA INC	COM	$7.3M	0.0%Prev: 0.1%	83,702 SH	Decreased-62,679 SH
BADGER METER INC	COM	$12.0M	0.1%Prev: 0.1%	49,124 SH	Decreased-42,700 SH
BIO RAD LABS INC	CL A	$61.8M	0.3%Prev: 0.1%	255,989 SH	Increased+207,553 SH
BIO-TECHNE CORP	COM	$150.2M	0.6%Prev: 0.2%	2,919,495 SH	Increased+2,209,668 SH
BJS WHSL CLUB HLDGS INC	COM	$260.0M	1.1%	2,411,459 SH	New
BLACKLINE INC	COM	$11.9M	0.0%Prev: 0.0%	209,711 SH	Increased+97,459 SH
BLUE OWL CAPITAL INC	COM CL A	$52.9M	0.2%	2,755,368 SH	New
BOOT BARN HLDGS INC	COM	$9.6M	0.0%Prev: 0.1%	63,410 SH	Decreased-28,916 SH
BROADCOM INC	COM	$99.3M	0.4%Prev: 0.3%	360,274 SH	Increased+158,790 SH
BROOKFIELD CORP	CL A LTD VT SH	$91.1M	0.4%Prev: 0.2%	1,474,154 SH	Increased+708,313 SH
BROOKFIELD INFRAST PARTNERS	LP INT UNIT	$10.4M	0.0%	309,830 SH	New
BROWN & BROWN INC	COM	$637.0M	2.7%Prev: 2.7%	5,745,705 SH	Increased-2,276,418 SH
BRP INC	COM SUN VTG	$1.8M	0.0%	37,016 SH	New
BWX TECHNOLOGIES INC	COM	$68.9M	0.3%Prev: 0.8%	478,290 SH	Decreased-248,134 SH
CADRE HLDGS INC	COM	$15.5M	0.1%Prev: 0.1%	485,365 SH	Decreased-263,133 SH
CAE INC	COM	$231.4M	1.0%Prev: 1.1%	7,909,738 SH	Increased-341,953 SH
CANADIAN PACIFIC KANSAS CITY	COM	$268.1M	1.1%Prev: 2.0%	3,381,006 SH	Decreased-1,575,018 SH
CARGURUS INC	COM CL A	$35.2M	0.1%Prev: 0.1%	1,050,244 SH	Increased+590,978 SH
CASELLA WASTE SYS INC	CL A	$26.8M	0.1%Prev: 0.2%	231,994 SH	Decreased-159,980 SH
CASEYS GEN STORES INC	COM	$30.2M	0.1%Prev: 0.0%	59,177 SH	Increased+52,221 SH
CDW CORP	COM	$723.8M	3.0%Prev: 0.7%	4,052,710 SH	Increased+2,856,947 SH
CELLEBRITE DI LTD	ORDINARY SHARES	$5.6M	0.0%Prev: 0.1%	347,366 SH	Decreased-457,027 SH
CERTARA INC	COM	$9.7M	0.0%Prev: 0.0%	826,644 SH	Increased+212,709 SH
CHEFS WHSE INC	COM	$25.1M	0.1%Prev: 0.2%	393,283 SH	Decreased-158,403 SH
CIENA CORP	COM NEW	$5.7M	0.0%Prev: 0.0%	69,873 SH	Increased+67,265 SH
CINCINNATI FINL CORP	COM	$26.2M	0.1%Prev: 0.1%	175,921 SH	Increased+50,046 SH
CLEAN HARBORS INC	COM	$218.9M	0.9%Prev: 1.7%	946,958 SH	Decreased-184,644 SH
CLEARFIELD INC	COM	$7.4M	0.0%	170,781 SH	New
CLOUDFLARE INC	CL A COM	$104.2M	0.4%Prev: 1.2%	532,250 SH	Decreased-633,474 SH
COHERENT CORP	COM	$9.4M	0.0%Prev: 0.0%	105,778 SH	Increased+99,294 SH
COOPER COS INC	COM	$102.6M	0.4%	1,441,840 SH	New
CORE & MAIN INC	CL A	$692.0M	2.9%Prev: 1.8%	11,465,694 SH	Increased+4,211,487 SH
CORPAY INC	COM SHS	$373.6M	1.6%Prev: 1.6%	1,125,916 SH	Increased+61,970 SH
CRANE COMPANY	COMMON STOCK	$139.9M	0.6%Prev: 0.5%	736,943 SH	Increased+121,122 SH
CRH PLC	ORD	$890.2M	3.7%Prev: 2.6%	9,697,157 SH	Increased+4,839,669 SH
CSW INDUSTRIALS INC	COM	$12.6M	0.1%Prev: 0.2%	43,841 SH	Decreased-69,610 SH
DANAHER CORPORATION	COM	$82.5M	0.3%	417,407 SH	New
DAYFORCE INC	COM	$141.1M	0.6%	2,547,880 SH	New
DICKS SPORTING GOODS INC	COM	$16.7M	0.1%Prev: 0.6%	84,555 SH	Decreased-472,358 SH
DOCUSIGN INC	COM	$35.5M	0.1%	455,471 SH	New
ELI LILLY & CO	COM	$13.6M	0.1%Prev: 0.0%	17,400 SH	Increased+14,086 SH
EMCOR GROUP INC	COM	$485.1M	2.0%Prev: 2.1%	906,855 SH	Increased+351,006 SH
ENERGY RECOVERY INC	COM	$9.8M	0.0%Prev: 0.0%	769,706 SH	Increased+375,498 SH
ENTEGRIS INC	COM	$235.5M	1.0%Prev: 0.7%	2,919,435 SH	Increased+1,835,865 SH
FASTENAL CO	COM	$19.8M	0.1%	471,918 SH	New
FMC CORP	COM NEW	$24.8M	0.1%	593,100 SH	New
FORMFACTOR INC	COM	$21.2M	0.1%Prev: 0.1%	617,542 SH	Decreased+360,128 SH
FORTIVE CORP	COM	$81.7M	0.3%Prev: 0.5%	1,567,511 SH	Decreased-145,342 SH
FORTUNE BRANDS INNOVATIONS I	COM	$267.4M	1.1%Prev: 0.3%	5,194,296 SH	Increased+3,619,902 SH
FRANCO NEV CORP	COM	$7.7M	0.0%Prev: 0.5%	46,762 SH	Decreased-368,762 SH
FRANKLIN ELEC INC	COM	$11.7M	0.0%Prev: 0.1%	130,160 SH	Decreased-81,067 SH
GARMIN LTD	SHS	$90.7M	0.4%Prev: 0.4%	434,417 SH	Increased+72,807 SH
GE AEROSPACE	COM NEW	$10.9M	0.0%Prev: 0.1%	42,240 SH	Decreased+2,975 SH
GLOBALFOUNDRIES INC	ORDINARY SHARES	$570K	0.0%Prev: 0.0%	14,909 SH	Decreased-177,070 SH
GODADDY INC	CL A	$25.8M	0.1%	143,092 SH	New
GOGO INC	COM	$7.3M	0.0%	500,007 SH	New
GOOSEHEAD INS INC	COM CL A	$4.6M	0.0%	43,332 SH	New
IDEXX LABS INC	COM	$307.7M	1.3%Prev: 0.0%	573,713 SH	Increased+556,587 SH
INTEL CORP	COM	$577K	0.0%Prev: 0.3%	25,759 SH	Decreased-1,413,465 SH
INTUIT	COM	$136.2M	0.6%Prev: 0.3%	172,885 SH	Increased+32,214 SH
IRIDIUM COMMUNICATIONS INC	COM	$30.2M	0.1%Prev: 0.1%	1,001,350 SH	Increased+58,831 SH
ISHARES TR	CHINA LG-CAP ETF	$33.6M	0.1%	915,000 SH	New
ITT INC	COM	$663.0M	2.8%Prev: 3.8%	4,227,752 SH	Decreased+314,266 SH
JONES LANG LASALLE INC	COM	$238.8M	1.0%	933,490 SH	New
KADANT INC	COM	$14.2M	0.1%Prev: 0.1%	44,649 SH	Decreased-43,963 SH
KARMAN HLDGS INC	COMMON STOCK	$11.4M	0.0%Prev: 0.0%	227,129 SH	Increased+190,824 SH
KIRBY CORP	COM	$245.6M	1.0%Prev: 0.3%	2,165,929 SH	Increased+1,790,032 SH
KKR & CO INC	COM	$46.1M	0.2%Prev: 0.0%	346,427 SH	Increased+319,839 SH
LABCORP HOLDINGS INC	COM SHS	$559.9M	2.3%Prev: 3.0%	2,132,792 SH	Decreased-41,993 SH
LAMAR ADVERTISING CO NEW	CL A	$10.7M	0.0%	88,085 SH	New
LAUDER ESTEE COS INC	CL A	$3.9M	0.0%	47,900 SH	New
LIVE NATION ENTERTAINMENT IN	COM	$1.04B	4.3%Prev: 4.2%	6,851,369 SH	Increased+1,506,914 SH
LOAR HOLDINGS INC	COM SHS	$5.5M	0.0%Prev: 0.1%	63,306 SH	Decreased-140,331 SH
MARKEL GROUP INC	COM	$671.8M	2.8%Prev: 3.7%	336,369 SH	Decreased-41,274 SH
MARTIN MARIETTA MATLS INC	COM	$649.6M	2.7%Prev: 3.1%	1,183,267 SH	Increased+149,847 SH
MERCURY SYS INC	COM	$4.5M	0.0%Prev: 0.0%	83,770 SH	Decreased+304 SH
MERIDIANLINK INC	COMMON STOCK	$5.2M	0.0%	318,917 SH	New
MESA LABS INC	COM	$9.6M	0.0%Prev: 0.1%	102,198 SH	Decreased-133,687 SH
META PLATFORMS INC	CL A	$76.6M	0.3%Prev: 0.1%	103,756 SH	Increased+74,953 SH
METTLER TOLEDO INTERNATIONAL	COM	$46.3M	0.2%Prev: 0.1%	39,441 SH	Increased+29,275 SH
MICROSOFT CORP	COM	$121.3M	0.5%Prev: 0.4%	243,855 SH	Increased+34,280 SH
MIDDLEBY CORP	COM	$680.8M	2.9%Prev: 1.0%	4,727,504 SH	Increased+3,227,037 SH
MIRION TECHNOLOGIES INC	COM CL A	$43.7M	0.2%Prev: 0.1%	2,027,559 SH	Increased+972,091 SH
MOHAWK INDS INC	COM	$57.4M	0.2%	547,845 SH	New
MOODYS CORP	COM	$26.9M	0.1%Prev: 0.1%	53,574 SH	Increased+4,016 SH
MORNINGSTAR INC	COM	$349.5M	1.5%Prev: 0.6%	1,113,301 SH	Increased+475,578 SH
MSCI INC	COM	$24.6M	0.1%Prev: 0.1%	42,582 SH	Increased+3,332 SH
MYR GROUP INC DEL	COM	$10.3M	0.0%	57,007 SH	New
NASDAQ INC	COM	$110.3M	0.5%Prev: 2.4%	1,233,044 SH	Decreased-4,330,082 SH
NEWMONT CORP	COM	$350.9M	1.5%Prev: 0.2%	6,022,740 SH	Increased+5,731,340 SH
NVIDIA CORPORATION	COM	$172.8M	0.7%Prev: 0.8%	1,093,914 SH	Increased+190,424 SH
ONESPAWORLD HOLDINGS LIMITED	COM	$28.9M	0.1%Prev: 0.2%	1,418,757 SH	Decreased-245,509 SH
OUTFRONT MEDIA INC	COM NEW	$9.7M	0.0%Prev: 0.1%	596,322 SH	Decreased+135,556 SH
PACKAGING CORP AMER	COM	$79.6M	0.3%Prev: 1.1%	422,246 SH	Decreased-600,795 SH
PAYCHEX INC	COM	$589.3M	2.5%Prev: 1.7%	4,051,413 SH	Increased+381,340 SH
PAYPAL HLDGS INC	COM	$57.8M	0.2%	777,948 SH	New
PELOTON INTERACTIVE INC	CL A COM	$3.6M	0.0%Prev: 0.0%	512,914 SH	Decreased-1,295,560 SH
POLARIS INC	COM	$24.3M	0.1%Prev: 0.0%	596,925 SH	Increased+573,514 SH
PORTILLOS INC	COM CL A	$12.1M	0.1%Prev: 0.0%	1,033,990 SH	Increased-119,410 SH
PTC INC	COM	$133.6M	0.6%	775,077 SH	New
QUANTA SVCS INC	COM	$384.6M	1.6%Prev: 0.7%	1,017,123 SH	Increased+753,300 SH
QXO INC	COM NEW	$70.0M	0.3%Prev: 0.3%	3,250,235 SH	Increased+653,249 SH
RALLIANT CORP	COM	$23.7M	0.1%	488,046 SH	New
ROLLINS INC	COM	$71.4M	0.3%Prev: 1.3%	1,265,543 SH	Decreased-3,501,579 SH
ROSS STORES INC	COM	$11.9M	0.0%	93,121 SH	New
S&P GLOBAL INC	COM	$27.1M	0.1%Prev: 0.2%	51,486 SH	Decreased-54,076 SH
SALESFORCE INC	COM	$110.5M	0.5%Prev: 0.6%	405,093 SH	Decreased-246,597 SH
SERVICE CORP INTL	COM	$563.7M	2.4%Prev: 2.6%	6,924,741 SH	Increased+810,990 SH
SERVICENOW INC	COM	$37.2M	0.2%Prev: 0.1%	36,161 SH	Increased-189,261 SH
SHOPIFY INC	CL A SUB VTG SHS	$259.1M	1.1%Prev: 0.1%	2,246,473 SH	Increased+2,010,759 SH
SIGNET JEWELERS LIMITED	SHS	$311.5M	1.3%Prev: 1.4%	3,915,353 SH	Increased+640,537 SH
SOMNIGROUP INTERNATIONAL INC	COM	$941.6M	3.9%Prev: 3.5%	13,836,763 SH	Increased+4,562,855 SH
SPS COMM INC	COM	$7.5M	0.0%Prev: 0.0%	55,318 SH	Increased+13,395 SH
ST JOE CO	COM	$6.3M	0.0%Prev: 0.4%	133,059 SH	Decreased-1,141,929 SH
STERIS PLC	SHS USD	$493.0M	2.1%Prev: 2.4%	2,052,433 SH	Increased-90,946 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$511.9M	2.1%	2,259,985 SH	New
TELEDYNE TECHNOLOGIES INC	COM	$218.7M	0.9%Prev: 0.6%	426,837 SH	Increased+227,881 SH
TENABLE HLDGS INC	COM	$2.3M	0.0%	67,568 SH	New
THE BALDWIN INSURANCE GRP IN	COM CL A	$10.4M	0.0%	242,910 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$59.4M	0.2%Prev: 0.8%	146,462 SH	Decreased-153,038 SH
THOMSON REUTERS CORP	COM	$420K	0.0%	2,093 SH	New
TRACTOR SUPPLY CO	COM	$670.9M	2.8%Prev: 3.1%	12,713,409 SH	Increased-583,055 SH
TRIMBLE INC	COM	$656.8M	2.8%Prev: 1.9%	8,644,586 SH	Increased+3,038,718 SH
UBER TECHNOLOGIES INC	COM	$5.4M	0.0%Prev: 0.0%	58,242 SH	Decreased-57,014 SH
UNITED STS LIME & MINERALS I	COM	$35.5M	0.1%Prev: 0.3%	356,190 SH	Decreased-49,491 SH
V F CORP	COM	$2.7M	0.0%Prev: 0.0%	230,100 SH	Decreased+55,902 SH
VERRA MOBILITY CORP	CL A COM STK	$10.4M	0.0%Prev: 0.1%	409,441 SH	Decreased-541,718 SH
VIKING HOLDINGS LTD	ORD SHS	$952.9M	4.0%Prev: 4.1%	17,880,920 SH	Increased+7,078,717 SH
VISA INC	COM CL A	$191.8M	0.8%Prev: 1.2%	540,316 SH	Decreased-223,324 SH
WABTEC	COM	$849.9M	3.6%Prev: 3.7%	4,059,498 SH	Increased+1,135,855 SH
WAYSTAR HLDG CORP	COM	$11.2M	0.0%Prev: 0.1%	275,166 SH	Decreased-648,075 SH
WHITE MTNS INS GROUP LTD	COM	$32.1M	0.1%Prev: 0.1%	17,872 SH	Increased+7,312 SH
WILLIAMS SONOMA INC	COM	$43.6M	0.2%Prev: 0.2%	266,740 SH	Increased+33,677 SH
WINMARK CORP	COM	$10.3M	0.0%Prev: 0.1%	27,204 SH	Decreased-3,205 SH
WORKDAY INC	CL A	$160.6M	0.7%Prev: 0.4%	669,007 SH	Increased+16,009 SH
ZOETIS INC	CL A	$108.2M	0.5%	693,776 SH	New

Sold (vs prior filing)

AGILENT TECHNOLOGIES INC — $23.9M
ALLIANCE LAUNDRY HLDGS INC — $11.7M
ALPHABET INC — $7K
AMPHENOL CORP — $151.6M
ARES MANAGEMENT CORPORATION — $16.1M
BLOOM ENERGY CORP — $71.2M
BROOKFIELD INFRASTRUCTURE PA — $2.3M
BUILDERS FIRSTSOURCE INC — $7.1M
C H ROBINSON WORLDWIDE IN — $325.9M
CINTAS CORP — $26.6M
CNH INDL N V — $8.7M
COREWEAVE INC — $53.9M
COSTAR GROUP INC — $13.1M
CREDO TECHNOLOGY GROUP HOLDI — $1.9M
DANAHER CORP DEL — $47.7M
DESCARTES SYS GROUP INC — $77.1M
ESCO TECHNOLOGIES INC — $13.3M
EVERUS CONSTR GROUP — $13.4M
FORGENT POWER SOLUTIONS INC — $10.8M
GFL ENVIRONMENTAL INC — $11.3M
… and 33 more

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Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0001592643-26-000004	$23.20B	View
Nov 14, 2025	Q3 2025	13F-HR	0001592643-25-000010	$24.27B	View
Aug 14, 2026	Q2 2026