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: $24.27B160 positionsView on SEC.gov

			% of Portfolio
ADEIA INC	COM	$11.2M	0.0%Prev: 0.1%	669,059 SH	Decreased-134,137 SH
ADOBE INC	COM	$112.4M	0.5%	318,624 SH	New
ALARM COM HLDGS INC	COM	$16.6M	0.1%Prev: 0.1%	312,109 SH	Decreased-149,906 SH
ALCON AG	ORD SHS	$501.1M	2.1%Prev: 1.9%	6,727,682 SH	Increased+961,340 SH
ALKAMI TECHNOLOGY INC	COM	$21.3M	0.1%Prev: 0.1%	858,667 SH	Decreased-591,339 SH
ALPHABET INC	CAP STK CL C	$160.5M	0.7%Prev: 0.8%	658,921 SH	Increased+209,802 SH
AMAZON COM INC	COM	$98.4M	0.4%Prev: 1.9%	448,321 SH	Decreased-1,193,280 SH
AMPHENOL CORP NEW	CL A	$115.1M	0.5%	930,118 SH	New
AMRIZE LTD	SHS	$16.5M	0.1%	341,755 SH	New
API GROUP CORP	COM STK	$84.5M	0.3%Prev: 0.1%	2,457,941 SH	Increased+1,897,099 SH
APOLLO GLOBAL MGMT INC	COM	$92.9M	0.4%Prev: 0.7%	697,358 SH	Decreased-457,090 SH
ARCOSA INC	COM	$9.8M	0.0%Prev: 0.1%	104,702 SH	Decreased-96,748 SH
BADGER METER INC	COM	$14.9M	0.1%Prev: 0.1%	83,186 SH	Decreased-116,092 SH
BIO-TECHNE CORP	COM	$125.3M	0.5%	2,251,593 SH	New
BJS WHSL CLUB HLDGS INC	COM	$273.0M	1.1%	2,928,120 SH	New
BLACKLINE INC	COM	$14.2M	0.1%	267,022 SH	New
BLUE OWL CAPITAL INC	COM CL A	$63.3M	0.3%	3,739,246 SH	New
BOOT BARN HLDGS INC	COM	$14.3M	0.1%Prev: 0.1%	86,366 SH	Decreased-58,126 SH
BROADCOM INC	COM	$111.9M	0.5%Prev: 0.5%	339,334 SH	Increased+82,186 SH
BROOKFIELD CORP	CL A LTD VT SH	$54.3M	0.2%Prev: 0.0%	791,924 SH	Increased+585,038 SH
BROOKFIELD INFRAST PARTNERS	LP INT UNIT	$9.5M	0.0%	288,403 SH	New
BROWN & BROWN INC	COM	$569.9M	2.3%Prev: 1.6%	6,076,399 SH	Increased+1,183,899 SH
BRP INC	COM SUN VTG	$9.7M	0.0%	160,037 SH	New
BWX TECHNOLOGIES INC	COM	$130.4M	0.5%Prev: 1.6%	707,115 SH	Decreased-996,893 SH
CADRE HLDGS INC	COM	$26.8M	0.1%Prev: 0.2%	733,852 SH	Decreased-448,069 SH
CAE INC	COM	$205.3M	0.8%Prev: 0.9%	6,931,545 SH	Increased-86,793 SH
CANADIAN PACIFIC KANSAS CITY	COM	$295.3M	1.2%Prev: 1.9%	3,963,928 SH	Decreased-383,058 SH
CARGURUS INC	COM CL A	$44.8M	0.2%Prev: 0.1%	1,203,723 SH	Increased+597,442 SH
CASELLA WASTE SYS INC	CL A	$29.7M	0.1%Prev: 0.3%	312,780 SH	Decreased-250,251 SH
CASEYS GEN STORES INC	COM	$31.5M	0.1%	55,737 SH	New
CDW CORP	COM	$661.9M	2.7%Prev: 0.2%	4,155,629 SH	Increased+3,841,169 SH
CELLEBRITE DI LTD	ORDINARY SHARES	$12.4M	0.1%Prev: 0.1%	666,650 SH	Decreased-439,227 SH
CERTARA INC	COM	$13.7M	0.1%	1,120,096 SH	New
CHEFS WHSE INC	COM	$25.3M	0.1%Prev: 0.4%	433,787 SH	Decreased-331,648 SH
CIENA CORP	COM NEW	$12.2M	0.1%	83,538 SH	New
CINCINNATI FINL CORP	COM	$22.5M	0.1%	142,363 SH	New
CLEAN HARBORS INC	COM	$179.6M	0.7%Prev: 1.1%	773,380 SH	Decreased+45,006 SH
CLEARFIELD INC	COM	$5.3M	0.0%	154,271 SH	New
CLOUDFLARE INC	CL A COM	$102.6M	0.4%Prev: 0.2%	478,125 SH	Increased+301,687 SH
COHERENT CORP	COM	$12.2M	0.1%Prev: 0.1%	113,699 SH	Increased+86,291 SH
COOPER COS INC	COM	$86.7M	0.4%	1,265,211 SH	New
CORE & MAIN INC	CL A	$521.7M	2.1%Prev: 1.4%	9,691,396 SH	Increased+3,851,137 SH
CORPAY INC	COM SHS	$333.4M	1.4%Prev: 1.2%	1,157,534 SH	Increased+439,908 SH
CRANE COMPANY	COMMON STOCK	$105.5M	0.4%Prev: 0.6%	572,744 SH	Decreased+1,312 SH
CRH PLC	ORD	$1.03B	4.3%Prev: 2.4%	8,620,046 SH	Increased+4,042,931 SH
CSW INDUSTRIALS INC	COM	$20.2M	0.1%Prev: 0.2%	83,045 SH	Decreased-88,554 SH
CSX CORP	COM	$135.7M	0.6%	3,822,600 SH	New
DANAHER CORPORATION	COM	$85.4M	0.4%	430,671 SH	New
DICKS SPORTING GOODS INC	COM	$64.4M	0.3%Prev: 0.4%	289,735 SH	Decreased-61,618 SH
DOCUSIGN INC	COM	$32.1M	0.1%	444,621 SH	New
ELI LILLY & CO	COM	$2.8M	0.0%	3,700 SH	New
EMCOR GROUP INC	COM	$477.9M	2.0%Prev: 1.7%	735,769 SH	Increased+315,963 SH
ENERGY RECOVERY INC	COM	$11.6M	0.0%	751,042 SH	New
ENTEGRIS INC	COM	$128.8M	0.5%Prev: 2.2%	1,392,575 SH	Decreased-1,101,338 SH
EVERUS CONSTR GROUP	COM	$12.7M	0.1%Prev: 0.1%	148,518 SH	Decreased-19,703 SH
FMC CORP	COM NEW	$27.3M	0.1%	813,100 SH	New
FORMFACTOR INC	COM	$24.3M	0.1%Prev: 0.2%	667,412 SH	Decreased+381,726 SH
FORTIVE CORP	COM	$130.1M	0.5%Prev: 0.4%	2,656,362 SH	Increased+1,440,480 SH
FORTUNE BRANDS INNOVATIONS I	COM	$232.7M	1.0%Prev: 0.2%	4,357,853 SH	Increased+3,757,435 SH
FRANCO NEV CORP	COM	$9.7M	0.0%Prev: 0.4%	43,562 SH	Decreased-372,982 SH
FRANKLIN ELEC INC	COM	$13.5M	0.1%Prev: 0.2%	141,715 SH	Decreased-160,954 SH
GARMIN LTD	SHS	$115.3M	0.5%	468,244 SH	New
GE AEROSPACE	COM NEW	$11.6M	0.0%Prev: 0.1%	38,648 SH	Decreased+1,086 SH
GLOBALFOUNDRIES INC	ORDINARY SHARES	$2.5M	0.0%Prev: 0.1%	69,800 SH	Decreased-161,983 SH
GODADDY INC	CL A	$4.8M	0.0%	34,716 SH	New
GOGO INC	COM	$9.7M	0.0%	1,130,279 SH	New
GOOSEHEAD INS INC	COM CL A	$4.9M	0.0%	65,839 SH	New
HILTON GRAND VACATIONS INC	COM	$2.2M	0.0%	51,904 SH	New
IDEXX LABS INC	COM	$180.2M	0.7%	282,018 SH	New
INTEL CORP	COM	$5.9M	0.0%Prev: 1.0%	176,381 SH	Decreased-1,326,675 SH
INTUIT	COM	$102.3M	0.4%	149,782 SH	New
IRIDIUM COMMUNICATIONS INC	COM	$18.5M	0.1%	1,061,453 SH	New
ISHARES TR	CHINA LG-CAP ETF	$16.3M	0.1%	397,200 SH	New
ISHARES TR	RUS MID CAP ETF	$83K	0.0%	858 SH	New
ISHARES TR	RUSSELL 2000 ETF	$309.2M	1.3%Prev: 2.7%	1,277,800 SH	Decreased-522,200 SH
ITRON INC	COM	$6.5M	0.0%	52,500 SH	New
ITT INC	COM	$704.5M	2.9%Prev: 3.4%	3,940,989 SH	Increased+474,618 SH
JONES LANG LASALLE INC	COM	$340.7M	1.4%	1,142,066 SH	New
KADANT INC	COM	$18.1M	0.1%Prev: 0.2%	60,843 SH	Decreased-40,708 SH
KARMAN HLDGS INC	COMMON STOCK	$15.7M	0.1%Prev: 0.0%	217,458 SH	Increased+88,915 SH
KIRBY CORP	COM	$11.4M	0.0%Prev: 0.2%	137,047 SH	Decreased-167,055 SH
LABCORP HOLDINGS INC	COM SHS	$527.3M	2.2%Prev: 2.7%	1,837,035 SH	Decreased-144,913 SH
LAMAR ADVERTISING CO NEW	CL A	$22.8M	0.1%	186,630 SH	New
LAUDER ESTEE COS INC	CL A	$2.2M	0.0%	25,336 SH	New
LIQUIDITY SVCS INC	COM	$17.9M	0.1%Prev: 0.1%	650,986 SH	Decreased+166,195 SH
LIVE NATION ENTERTAINMENT IN	COM	$910.4M	3.8%Prev: 4.1%	5,571,318 SH	Increased+1,047,492 SH
LOAR HOLDINGS INC	COM SHS	$13.4M	0.1%Prev: 0.1%	167,826 SH	Decreased-172,150 SH
MARKEL GROUP INC	COM	$731.5M	3.0%Prev: 3.2%	382,732 SH	Increased+51,053 SH
MARTIN MARIETTA MATLS INC	COM	$653.3M	2.7%Prev: 2.9%	1,036,563 SH	Increased+25,308 SH
MERCURY SYS INC	COM	$8.0M	0.0%Prev: 0.1%	103,848 SH	Decreased-61,409 SH
MERIDIANLINK INC	COMMON STOCK	$3.4M	0.0%	168,583 SH	New
MESA LABS INC	COM	$8.5M	0.0%	126,715 SH	New
META PLATFORMS INC	CL A	$106.6M	0.4%Prev: 0.1%	145,095 SH	Increased+113,773 SH
METTLER TOLEDO INTERNATIONAL	COM	$47.0M	0.2%Prev: 0.1%	38,293 SH	Increased+29,813 SH
MICROSOFT CORP	COM	$123.9M	0.5%Prev: 0.6%	239,171 SH	Decreased-105,981 SH
MIDDLEBY CORP	COM	$557.8M	2.3%Prev: 0.5%	4,196,399 SH	Increased+3,627,778 SH
MIRION TECHNOLOGIES INC	COM CL A	$26.5M	0.1%Prev: 0.1%	1,141,264 SH	Decreased-434,759 SH
MOHAWK INDS INC	COM	$41.8M	0.2%Prev: 0.0%	324,409 SH	Increased+250,286 SH
MOODYS CORP	COM	$25.0M	0.1%Prev: 0.1%	52,400 SH	Increased+327 SH
MORNINGSTAR INC	COM	$488.1M	2.0%	2,103,702 SH	New
MSCI INC	COM	$23.7M	0.1%Prev: 0.1%	41,716 SH	Increased-332 SH
MYR GROUP INC DEL	COM	$12.0M	0.0%	57,614 SH	New
NASDAQ INC	COM	$262.8M	1.1%Prev: 2.2%	2,970,652 SH	Decreased-2,675,668 SH
NEWMONT CORP	COM	$298.0M	1.2%	3,534,478 SH	New
NIQ GLOBAL INTELLIGENCE PLC	ORDINARY SHARES	$26.5M	0.1%Prev: 0.1%	1,689,467 SH	Increased-93,427 SH
NVIDIA CORPORATION	COM	$290.0M	1.2%Prev: 1.4%	1,554,241 SH	Increased+157,304 SH
ON HLDG AG	NAMEN AKT A	$45.1M	0.2%Prev: 0.1%	1,066,000 SH	Increased+678,036 SH
ONESPAWORLD HOLDINGS LIMITED	COM	$34.7M	0.1%Prev: 0.3%	1,643,411 SH	Decreased-511,067 SH
OUTFRONT MEDIA INC	COM NEW	$8.4M	0.0%Prev: 0.1%	455,914 SH	Decreased-224,992 SH
OWENS CORNING NEW	COM	$66.8M	0.3%	472,495 SH	New
PACKAGING CORP AMER	COM	$217.3M	0.9%Prev: 1.3%	997,334 SH	Decreased-123,205 SH
PAYCHEX INC	COM	$552.4M	2.3%Prev: 1.1%	4,357,641 SH	Increased+2,037,426 SH
PAYPAL HLDGS INC	COM	$48.4M	0.2%	721,641 SH	New
PELOTON INTERACTIVE INC	CL A COM	$9.9M	0.0%Prev: 0.0%	1,102,811 SH	Increased+104,742 SH
POLARIS INC	COM	$34.8M	0.1%Prev: 0.0%	597,877 SH	Increased+580,528 SH
PORTILLOS INC	COM CL A	$6.3M	0.0%Prev: 0.0%	975,619 SH	Increased+835,584 SH
PROTO LABS INC	COM	$2.6M	0.0%	52,446 SH	New
PTC INC	COM	$233.1M	1.0%	1,148,097 SH	New
QUANTA SVCS INC	COM	$308.8M	1.3%	745,180 SH	New
QXO INC	COM NEW	$69.1M	0.3%Prev: 0.3%	3,622,866 SH	Increased-237,488 SH
ROLLINS INC	COM	$69.8M	0.3%Prev: 0.9%	1,188,856 SH	Decreased-3,095,099 SH
ROSS STORES INC	COM	$12.5M	0.1%	81,790 SH	New
S&P GLOBAL INC	COM	$24.3M	0.1%Prev: 0.5%	49,873 SH	Decreased-194,723 SH
SAIA INC	COM	$7.1M	0.0%	23,693 SH	New
SALESFORCE INC	COM	$77.9M	0.3%Prev: 0.6%	328,551 SH	Decreased-500,012 SH
SERVICE CORP INTL	COM	$550.0M	2.3%Prev: 1.2%	6,609,399 SH	Increased+3,282,716 SH
SERVICENOW INC	COM	$32.5M	0.1%	35,361 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$328.5M	1.4%Prev: 0.2%	2,210,771 SH	Increased+1,918,945 SH
SIGNET JEWELERS LIMITED	SHS	$368.9M	1.5%Prev: 1.0%	3,845,496 SH	Increased+1,408,623 SH
SOMNIGROUP INTERNATIONAL INC	COM	$987.7M	4.1%Prev: 3.4%	11,712,040 SH	Increased+2,819,349 SH
SOUTHSTATE BK CORP	COM	$49.8M	0.2%	503,341 SH	New
SPS COMM INC	COM	$6.9M	0.0%	66,125 SH	New
ST JOE CO	COM	$50.6M	0.2%Prev: 0.4%	1,023,600 SH	Decreased-317,463 SH
STERIS PLC	SHS USD	$489.1M	2.0%Prev: 2.0%	1,976,784 SH	Increased+82,138 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$619.5M	2.6%	2,218,165 SH	New
TELEDYNE TECHNOLOGIES INC	COM	$229.1M	0.9%Prev: 0.5%	390,876 SH	Increased+244,241 SH
TENABLE HLDGS INC	COM	$1.5M	0.0%	52,349 SH	New
TERADYNE INC	COM	$46.8M	0.2%	340,300 SH	New
THE BALDWIN INSURANCE GRP IN	COM CL A	$6.2M	0.0%	220,141 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$78.3M	0.3%Prev: 0.9%	161,479 SH	Decreased-191,221 SH
THOMSON REUTERS CORP	COM	$325K	0.0%	2,093 SH	New
TRACTOR SUPPLY CO	COM	$690.1M	2.8%Prev: 0.7%	12,134,768 SH	Increased+7,797,993 SH
TRIMBLE INC	COM	$624.2M	2.6%Prev: 1.3%	7,644,739 SH	Increased+2,564,385 SH
UBER TECHNOLOGIES INC	COM	$5.1M	0.0%Prev: 0.1%	51,729 SH	Decreased-106,337 SH
UNITED STS LIME & MINERALS I	COM	$55.1M	0.2%Prev: 0.2%	418,728 SH	Increased+38,158 SH
V F CORP	COM	$3.7M	0.0%Prev: 0.0%	256,200 SH	Increased+135,575 SH
VAIL RESORTS INC	COM	$10.3M	0.0%	68,636 SH	New
VERRA MOBILITY CORP	CL A COM STK	$12.4M	0.1%	500,906 SH	New
VICTORY CAP HLDGS INC	COM CL A	$39.9M	0.2%	616,742 SH	New
VIKING HOLDINGS LTD	ORD SHS	$952.2M	3.9%Prev: 4.5%	15,319,071 SH	Increased+6,717,678 SH
VISA INC	COM CL A	$177.2M	0.7%Prev: 1.8%	518,983 SH	Decreased-518,176 SH
WABTEC	COM	$739.5M	3.0%Prev: 3.2%	3,688,625 SH	Increased+1,267,073 SH
WAYSTAR HLDG CORP	COM	$20.7M	0.1%Prev: 0.1%	545,413 SH	Increased-458,004 SH
WHITE MTNS INS GROUP LTD	COM	$28.3M	0.1%	16,946 SH	New
WILLIAMS SONOMA INC	COM	$49.5M	0.2%Prev: 0.2%	253,021 SH	Increased+91,191 SH
WINMARK CORP	COM	$15.6M	0.1%Prev: 0.1%	31,422 SH	Decreased-19,507 SH
WISDOMTREE INC	COM	$32.1M	0.1%	2,311,611 SH	New
WORKDAY INC	CL A	$175.3M	0.7%Prev: 0.8%	728,298 SH	Increased-603,650 SH
ZOETIS INC	CL A	$41.3M	0.2%	281,933 SH	New
ZURN ELKAY WATER SOLNS CORP	COM	$13.9M	0.1%Prev: 0.2%	294,840 SH	Decreased-358,348 SH

Sold (vs prior filing)

AGILENT TECHNOLOGIES INC — $68.4M
ALLEGION PLC — $13.7M
ALLIANCE LAUNDRY HLDGS INC — $23.8M
ALPHABET INC — $13K
AMPHENOL CORP — $220.4M
ARCHROCK INC — $7.5M
ARES MANAGEMENT CORPORATION — $14.3M
ARXIS INC — $10.0M
BLOOM ENERGY CORP — $155.5M
BROOKFIELD INFRASTRUCTURE PA — $701K
BUILDERS FIRSTSOURCE INC — $12.9M
C H ROBINSON WORLDWIDE IN — $215.7M
CARDINAL INFRASTRUCTURE GROU — $16.5M
COREWEAVE INC — $68.2M
DANAHER CORP DEL — $50.9M
DESCARTES SYS GROUP INC — $89.4M
DPC HOLDINGS PLC — $3.7M
ECOLAB INC — $76.9M
ENPRO INC — $10.5M
ESCO TECHNOLOGIES INC — $48.0M
… and 29 more

All filings

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