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: $23.20B172 positionsView on SEC.gov

			% of Portfolio
ADEIA INC	COM	$8.2M	0.0%Prev: 0.0%	475,156 SH	Decreased-193,903 SH
ADOBE INC	COM	$97.7M	0.4%Prev: 0.5%	279,098 SH	Decreased-39,526 SH
ALARM COM HLDGS INC	COM	$17.6M	0.1%Prev: 0.1%	344,031 SH	Increased+31,922 SH
ALCON AG	ORD SHS	$496.7M	2.1%Prev: 2.1%	6,218,304 SH	Decreased-509,378 SH
ALKAMI TECHNOLOGY INC	COM	$20.6M	0.1%Prev: 0.1%	892,343 SH	Decreased+33,676 SH
ALLIANCE LAUNDRY HLDGS INC	COM	$9.8M	0.0%	481,916 SH	New
ALPHABET INC	CAP STK CL C	$149.6M	0.6%Prev: 0.7%	476,878 SH	Decreased-182,043 SH
AMAZON COM INC	COM	$130.5M	0.6%Prev: 0.4%	565,297 SH	Increased+116,976 SH
AMERICAN CENTY ETF TR	MID CAP GRW IMP	$6.3M	0.0%	96,535 SH	New
AMPHENOL CORP NEW	CL A	$89.9M	0.4%Prev: 0.5%	665,251 SH	Decreased-264,867 SH
AMRIZE LTD	SHS	$15.0M	0.1%Prev: 0.1%	273,393 SH	Decreased-68,362 SH
API GROUP CORP	COM STK	$66.1M	0.3%Prev: 0.3%	1,727,924 SH	Decreased-730,017 SH
APOLLO GLOBAL MGMT INC	COM	$105.3M	0.5%Prev: 0.4%	727,557 SH	Increased+30,199 SH
ARCOSA INC	COM	$12.6M	0.1%Prev: 0.0%	118,082 SH	Increased+13,380 SH
ASSURANT INC	COM	$84.0M	0.4%	348,607 SH	New
BADGER METER INC	COM	$18.8M	0.1%Prev: 0.1%	107,870 SH	Increased+24,684 SH
BIO-TECHNE CORP	COM	$166.9M	0.7%Prev: 0.5%	2,837,142 SH	Increased+585,549 SH
BJS WHSL CLUB HLDGS INC	COM	$242.4M	1.0%Prev: 1.1%	2,692,084 SH	Decreased-236,036 SH
BLACKLINE INC	COM	$15.2M	0.1%Prev: 0.1%	274,540 SH	Increased+7,518 SH
BLOOM ENERGY CORP	COM CL A	$38.4M	0.2%	441,600 SH	New
BOOT BARN HLDGS INC	COM	$16.8M	0.1%Prev: 0.1%	94,981 SH	Increased+8,615 SH
BROADCOM INC	COM	$28.5M	0.1%Prev: 0.5%	82,374 SH	Decreased-256,960 SH
BROOKFIELD CORP	CL A LTD VT SH	$45.8M	0.2%Prev: 0.2%	996,111 SH	Decreased+204,187 SH
BROOKFIELD INFRAST PARTNERS	LP INT UNIT	$2.2M	0.0%Prev: 0.0%	62,951 SH	Decreased-225,452 SH
BROWN & BROWN INC	COM	$752.0M	3.2%Prev: 2.3%	9,434,802 SH	Increased+3,358,403 SH
BRP INC	COM SUN VTG	$3.4M	0.0%Prev: 0.0%	48,397 SH	Decreased-111,640 SH
BUILDERS FIRSTSOURCE INC	COM	$12.4M	0.1%	120,100 SH	New
BWX TECHNOLOGIES INC	COM	$74.3M	0.3%Prev: 0.5%	430,113 SH	Decreased-277,002 SH
C H ROBINSON WORLDWIDE INC	COM NEW	$181.3M	0.8%	1,127,837 SH	New
CADRE HLDGS INC	COM	$29.4M	0.1%Prev: 0.1%	719,024 SH	Increased-14,828 SH
CAE INC	COM	$231.0M	1.0%Prev: 0.8%	7,586,679 SH	Increased+655,134 SH
CANADIAN PACIFIC KANSAS CITY	COM	$327.6M	1.4%Prev: 1.2%	4,444,219 SH	Increased+480,291 SH
CARGURUS INC	COM CL A	$35.3M	0.2%Prev: 0.2%	919,189 SH	Decreased-284,534 SH
CASELLA WASTE SYS INC	CL A	$36.7M	0.2%Prev: 0.1%	374,229 SH	Increased+61,449 SH
CASEYS GEN STORES INC	COM	$39.7M	0.2%Prev: 0.1%	71,749 SH	Increased+16,012 SH
CDW CORP	COM	$310.2M	1.3%Prev: 2.7%	2,277,495 SH	Decreased-1,878,134 SH
CELLEBRITE DI LTD	ORDINARY SHARES	$11.2M	0.0%Prev: 0.1%	620,142 SH	Decreased-46,508 SH
CERTARA INC	COM	$13.1M	0.1%Prev: 0.1%	1,491,161 SH	Decreased+371,065 SH
CHEFS WHSE INC	COM	$31.3M	0.1%Prev: 0.1%	502,188 SH	Increased+68,401 SH
CIENA CORP	COM NEW	$3.5M	0.0%Prev: 0.1%	15,098 SH	Decreased-68,440 SH
CINCINNATI FINL CORP	COM	$24.8M	0.1%Prev: 0.1%	151,908 SH	Increased+9,545 SH
CLEAN HARBORS INC	COM	$199.2M	0.9%Prev: 0.7%	849,499 SH	Increased+76,119 SH
CLEARFIELD INC	COM	$3.1M	0.0%Prev: 0.0%	106,407 SH	Decreased-47,864 SH
CLOUDFLARE INC	CL A COM	$25.8M	0.1%Prev: 0.4%	130,773 SH	Decreased-347,352 SH
COHERENT CORP	COM	$5.5M	0.0%Prev: 0.1%	29,590 SH	Decreased-84,109 SH
CORE & MAIN INC	CL A	$404.2M	1.7%Prev: 2.1%	7,778,376 SH	Decreased-1,913,020 SH
COREWEAVE INC	COM CL A	$49.2M	0.2%	687,000 SH	New
CORPAY INC	COM SHS	$337.6M	1.5%Prev: 1.4%	1,121,925 SH	Increased-35,609 SH
CRANE COMPANY	COMMON STOCK	$101.7M	0.4%Prev: 0.4%	551,194 SH	Decreased-21,550 SH
CRH PLC	ORD	$846.1M	3.6%Prev: 4.3%	6,779,428 SH	Decreased-1,840,618 SH
CSW INDUSTRIALS INC	COM	$31.8M	0.1%Prev: 0.1%	108,194 SH	Increased+25,149 SH
DANAHER CORPORATION	COM	$78.5M	0.3%Prev: 0.4%	342,933 SH	Decreased-87,738 SH
DESCARTES SYS GROUP INC	COM	$33.6M	0.1%	382,354 SH	New
DICKS SPORTING GOODS INC	COM	$104.9M	0.5%Prev: 0.3%	529,756 SH	Increased+240,021 SH
DOW INC	COM	$7.6M	0.0%	324,082 SH	New
ELI LILLY & CO	COM	$3.5M	0.0%Prev: 0.0%	3,300 SH	Increased-400 SH
EMCOR GROUP INC	COM	$283.0M	1.2%Prev: 2.0%	462,505 SH	Decreased-273,264 SH
ENERGY RECOVERY INC	COM	$10.4M	0.0%Prev: 0.0%	773,577 SH	Decreased+22,535 SH
ENTEGRIS INC	COM	$114.3M	0.5%Prev: 0.5%	1,356,842 SH	Decreased-35,733 SH
ESCO TECHNOLOGIES INC	COM	$5.8M	0.0%	29,629 SH	New
EVERUS CONSTR GROUP	COM	$11.5M	0.0%Prev: 0.1%	133,897 SH	Decreased-14,621 SH
FORMFACTOR INC	COM	$23.8M	0.1%Prev: 0.1%	426,819 SH	Decreased-240,593 SH
FORTIVE CORP	COM	$213.2M	0.9%Prev: 0.5%	3,862,464 SH	Increased+1,206,102 SH
FORTUNE BRANDS INNOVATIONS I	COM	$142.9M	0.6%Prev: 1.0%	2,856,019 SH	Decreased-1,501,834 SH
FRANCO NEV CORP	COM	$8.8M	0.0%Prev: 0.0%	42,377 SH	Decreased-1,185 SH
FRANKLIN ELEC INC	COM	$17.3M	0.1%Prev: 0.1%	180,821 SH	Increased+39,106 SH
GARMIN LTD	SHS	$108.3M	0.5%Prev: 0.5%	534,056 SH	Decreased+65,812 SH
GE AEROSPACE	COM NEW	$12.1M	0.1%Prev: 0.0%	39,205 SH	Increased+557 SH
GLOBALFOUNDRIES INC	ORDINARY SHARES	$4.2M	0.0%Prev: 0.0%	119,027 SH	Increased+49,227 SH
GOGO INC	COM	$1.4M	0.0%Prev: 0.0%	297,731 SH	Decreased-832,548 SH
GOOSEHEAD INS INC	COM CL A	$8.3M	0.0%Prev: 0.0%	112,809 SH	Increased+46,970 SH
HAMILTON LANE INC	CL A	$29.5M	0.1%	219,322 SH	New
HUNTSMAN CORP	COM	$7.7M	0.0%	772,685 SH	New
IDEXX LABS INC	COM	$88.9M	0.4%Prev: 0.7%	131,386 SH	Decreased-150,632 SH
INTEL CORP	COM	$6.2M	0.0%Prev: 0.0%	167,817 SH	Increased-8,564 SH
INTUIT	COM	$165.9M	0.7%Prev: 0.4%	250,397 SH	Increased+100,615 SH
INVESCO QQQ TR	UNIT SER 1	$1.06B	4.6%	1,720,000 SH	New
IRIDIUM COMMUNICATIONS INC	COM	$14.5M	0.1%Prev: 0.1%	835,881 SH	Decreased-225,572 SH
ISHARES TR	CORE MSCI EAFE	$24.2M	0.1%	270,412 SH	New
ISHARES TR	CORE MSCI TOTAL	$40.2M	0.2%	474,760 SH	New
ISHARES TR	MSCI ACWI EX US	$40.3M	0.2%	600,269 SH	New
ISHARES TR	RUS MID CAP ETF	$1.1M	0.0%Prev: 0.0%	11,633 SH	Increased+10,775 SH
ISHARES TR	RUSSELL 2000 ETF	$308K	0.0%Prev: 1.3%	1,251 SH	Decreased-1,276,549 SH
ITT INC	COM	$629.0M	2.7%Prev: 2.9%	3,625,271 SH	Decreased-315,718 SH
JONES LANG LASALLE INC	COM	$306.8M	1.3%Prev: 1.4%	911,723 SH	Decreased-230,343 SH
KADANT INC	COM	$21.7M	0.1%Prev: 0.1%	76,175 SH	Increased+15,332 SH
KARMAN HLDGS INC	COMMON STOCK	$4.8M	0.0%Prev: 0.1%	65,096 SH	Decreased-152,362 SH
KIRBY CORP	COM	$18.0M	0.1%Prev: 0.0%	163,731 SH	Increased+26,684 SH
LABCORP HOLDINGS INC	COM SHS	$529.6M	2.3%Prev: 2.2%	2,110,779 SH	Increased+273,744 SH
LAMAR ADVERTISING CO NEW	CL A	$44.9M	0.2%Prev: 0.1%	354,586 SH	Increased+167,956 SH
LIQUIDITY SVCS INC	COM	$17.2M	0.1%Prev: 0.1%	567,434 SH	Decreased-83,552 SH
LIVE NATION ENTERTAINMENT IN	COM	$796.0M	3.4%Prev: 3.8%	5,586,172 SH	Decreased+14,854 SH
LOAR HOLDINGS INC	COM SHS	$12.4M	0.1%Prev: 0.1%	182,530 SH	Decreased+14,704 SH
LYONDELLBASELL INDUSTRIES N	SHS - A -	$8.1M	0.0%	187,677 SH	New
MARKEL GROUP INC	COM	$919.8M	4.0%Prev: 3.0%	427,882 SH	Increased+45,150 SH
MARTIN MARIETTA MATLS INC	COM	$664.7M	2.9%Prev: 2.7%	1,067,530 SH	Increased+30,967 SH
MCCORMICK & CO INC	COM NON VTG	$31.3M	0.1%	460,106 SH	New
MEDLINE INC	COM CL A	$7.1M	0.0%	170,000 SH	New
MERCURY SYS INC	COM	$5.7M	0.0%Prev: 0.0%	77,821 SH	Decreased-26,027 SH
MESA LABS INC	COM	$16.2M	0.1%Prev: 0.0%	206,435 SH	Increased+79,720 SH
META PLATFORMS INC	CL A	$46.9M	0.2%Prev: 0.4%	71,111 SH	Decreased-73,984 SH
METTLER TOLEDO INTERNATIONAL	COM	$34.4M	0.1%Prev: 0.2%	24,664 SH	Decreased-13,629 SH
MICROSOFT CORP	COM	$102.7M	0.4%Prev: 0.5%	212,372 SH	Decreased-26,799 SH
MIDDLEBY CORP	COM	$475.7M	2.1%Prev: 2.3%	3,199,689 SH	Decreased-996,710 SH
MIRION TECHNOLOGIES INC	COM CL A	$18.0M	0.1%Prev: 0.1%	769,033 SH	Decreased-372,231 SH
MOODYS CORP	COM	$26.2M	0.1%Prev: 0.1%	51,267 SH	Increased-1,133 SH
MORNINGSTAR INC	COM	$330.9M	1.4%Prev: 2.0%	1,522,492 SH	Decreased-581,210 SH
MSCI INC	COM	$23.3M	0.1%Prev: 0.1%	40,591 SH	Decreased-1,125 SH
MYR GROUP INC DEL	COM	$10.7M	0.0%Prev: 0.0%	48,919 SH	Decreased-8,695 SH
NASDAQ INC	COM	$364.5M	1.6%Prev: 1.1%	3,752,757 SH	Increased+782,105 SH
NEPTUNE INS HLDGS INC	CL A	$4.1M	0.0%	140,961 SH	New
NEWMONT CORP	COM	$93.9M	0.4%Prev: 1.2%	940,702 SH	Decreased-2,593,776 SH
NIKE INC	CL B	$116.9M	0.5%	1,834,317 SH	New
NIQ GLOBAL INTELLIGENCE PLC	ORDINARY SHARES	$31.4M	0.1%Prev: 0.1%	1,903,982 SH	Increased+214,515 SH
NVIDIA CORPORATION	COM	$130.7M	0.6%Prev: 1.2%	700,870 SH	Decreased-853,371 SH
OKLO INC	COM CL A	$46.0M	0.2%	640,600 SH	New
ON HLDG AG	NAMEN AKT A	$136.0M	0.6%Prev: 0.2%	2,925,518 SH	Increased+1,859,518 SH
ONESPAWORLD HOLDINGS LIMITED	COM	$33.2M	0.1%Prev: 0.1%	1,600,177 SH	Decreased-43,234 SH
OUTFRONT MEDIA INC	COM NEW	$10.9M	0.0%Prev: 0.0%	452,806 SH	Increased-3,108 SH
OWENS CORNING NEW	COM	$43.2M	0.2%Prev: 0.3%	385,757 SH	Decreased-86,738 SH
PACKAGING CORP AMER	COM	$100.5M	0.4%Prev: 0.9%	487,098 SH	Decreased-510,236 SH
PAYCHEX INC	COM	$641.2M	2.8%Prev: 2.3%	5,716,237 SH	Increased+1,358,596 SH
PELOTON INTERACTIVE INC	CL A COM	$7.7M	0.0%Prev: 0.0%	1,250,631 SH	Decreased+147,820 SH
PERIMETER SOLUTIONS INC	COMMON STOCK	$2.8M	0.0%	102,072 SH	New
POLARIS INC	COM	$34.1M	0.1%Prev: 0.1%	538,628 SH	Decreased-59,249 SH
PORTILLOS INC	COM CL A	$5.2M	0.0%Prev: 0.0%	1,139,916 SH	Decreased+164,297 SH
PROTO LABS INC	COM	$603K	0.0%Prev: 0.0%	11,919 SH	Decreased-40,527 SH
PTC INC	COM	$99.1M	0.4%Prev: 1.0%	568,572 SH	Decreased-579,525 SH
QUANTA SVCS INC	COM	$128.5M	0.6%Prev: 1.3%	304,355 SH	Decreased-440,825 SH
QXO INC	COM NEW	$66.8M	0.3%Prev: 0.3%	3,462,708 SH	Decreased-160,158 SH
ROBINHOOD MKTS INC	COM CL A	$116.7M	0.5%	1,032,000 SH	New
ROLLINS INC	COM	$89.7M	0.4%Prev: 0.3%	1,494,681 SH	Increased+305,825 SH
ROSS STORES INC	COM	$11.7M	0.1%Prev: 0.1%	64,807 SH	Decreased-16,983 SH
S&P GLOBAL INC	COM	$39.2M	0.2%Prev: 0.1%	74,946 SH	Increased+25,073 SH
SALESFORCE INC	COM	$140.6M	0.6%Prev: 0.3%	530,725 SH	Increased+202,174 SH
SERVICE CORP INTL	COM	$501.1M	2.2%Prev: 2.3%	6,426,585 SH	Decreased-182,814 SH
SERVICENOW INC	COM	$26.2M	0.1%Prev: 0.1%	171,131 SH	Decreased+135,770 SH
SHOPIFY INC	CL A SUB VTG SHS	$96.4M	0.4%Prev: 1.4%	598,647 SH	Decreased-1,612,124 SH
SIGNET JEWELERS LIMITED	SHS	$294.8M	1.3%Prev: 1.5%	3,556,612 SH	Decreased-288,884 SH
SIMPSON MFG INC	COM	$25.8M	0.1%	159,549 SH	New
SOMNIGROUP INTERNATIONAL INC	COM	$931.1M	4.0%Prev: 4.1%	10,429,043 SH	Decreased-1,282,997 SH
SOUTHSTATE BK CORP	COM	$30.4M	0.1%Prev: 0.2%	323,140 SH	Decreased-180,201 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$40.3M	0.2%	907,211 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$97.2M	0.4%	167,366 SH	New
SPS COMM INC	COM	$6.0M	0.0%Prev: 0.0%	66,972 SH	Decreased+847 SH
ST JOE CO	COM	$70.1M	0.3%Prev: 0.2%	1,181,452 SH	Increased+157,852 SH
STERIS PLC	SHS USD	$488.8M	2.1%Prev: 2.0%	1,928,033 SH	Decreased-48,751 SH
STRATEGY INC	CL A NEW	$13.7M	0.1%	90,100 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$308.1M	1.3%Prev: 2.6%	1,013,739 SH	Decreased-1,204,426 SH
TELEDYNE TECHNOLOGIES INC	COM	$101.2M	0.4%Prev: 0.9%	198,189 SH	Decreased-192,687 SH
THE BALDWIN INSURANCE GRP IN	COM CL A	$3.7M	0.0%Prev: 0.0%	153,228 SH	Decreased-66,913 SH
THERMO FISHER SCIENTIFIC INC	COM	$182.5M	0.8%Prev: 0.3%	315,032 SH	Increased+153,553 SH
TRACTOR SUPPLY CO	COM	$627.4M	2.7%Prev: 2.8%	12,544,591 SH	Decreased+409,823 SH
TRIMBLE INC	COM	$571.8M	2.5%Prev: 2.6%	7,298,271 SH	Decreased-346,468 SH
UBER TECHNOLOGIES INC	COM	$4.2M	0.0%Prev: 0.0%	51,729 SH	Decreased
UNION PAC CORP	COM	$41.5M	0.2%	179,275 SH	New
UNITED STS LIME & MINERALS I	COM	$44.0M	0.2%Prev: 0.2%	367,305 SH	Decreased-51,423 SH
V F CORP	COM	$5.0M	0.0%Prev: 0.0%	277,400 SH	Increased+21,200 SH
VANGUARD INDEX FDS	MID CAP ETF	$8.6M	0.0%	29,726 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$40.2M	0.2%	546,590 SH	New
VANGUARD STAR FDS	VG TL INTL STK F	$40.2M	0.2%	533,471 SH	New
VERRA MOBILITY CORP	CL A COM STK	$16.3M	0.1%Prev: 0.1%	729,528 SH	Increased+228,622 SH
VIKING HOLDINGS LTD	ORD SHS	$993.1M	4.3%Prev: 3.9%	13,906,877 SH	Increased-1,412,194 SH
VISA INC	COM CL A	$261.4M	1.1%Prev: 0.7%	745,424 SH	Increased+226,441 SH
WABTEC	COM	$759.8M	3.3%Prev: 3.0%	3,559,419 SH	Increased-129,206 SH
WAYSTAR HLDG CORP	COM	$20.8M	0.1%Prev: 0.1%	634,610 SH	Increased+89,197 SH
WESTLAKE CORPORATION	COM	$5.5M	0.0%	74,997 SH	New
WHITE MTNS INS GROUP LTD	COM	$41.0M	0.2%Prev: 0.1%	19,713 SH	Increased+2,767 SH
WILLIAMS SONOMA INC	COM	$41.5M	0.2%Prev: 0.2%	232,307 SH	Decreased-20,714 SH
WINMARK CORP	COM	$12.3M	0.1%Prev: 0.1%	30,355 SH	Decreased-1,067 SH
WORKDAY INC	CL A	$156.3M	0.7%Prev: 0.7%	727,709 SH	Decreased-589 SH
ZURN ELKAY WATER SOLNS CORP	COM	$18.8M	0.1%Prev: 0.1%	404,805 SH	Increased+109,965 SH

Sold (vs prior filing)

BLUE OWL CAPITAL INC — $63.3M
COOPER COS INC — $86.7M
CSX CORP — $135.7M
DOCUSIGN INC — $32.1M
FMC CORP — $27.3M
GODADDY INC — $4.8M
HILTON GRAND VACATIONS INC — $2.2M
ISHARES TR — $16.3M
ITRON INC — $6.5M
LAUDER ESTEE COS INC — $2.2M
MERIDIANLINK INC — $3.4M
MOHAWK INDS INC — $41.8M
PAYPAL HLDGS INC — $48.4M
SAIA INC — $7.1M
TENABLE HLDGS INC — $1.5M
TERADYNE INC — $46.8M
THOMSON REUTERS CORP — $325K
VAIL RESORTS INC — $10.3M
VICTORY CAP HLDGS INC — $39.9M
WISDOMTREE INC — $32.1M
… and 1 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