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: $19.53B167 positionsView on SEC.gov

			% of Portfolio
ADEIA INC	COM	$12.3M	0.1%Prev: 0.0%	513,425 SH	Increased+3,967 SH
AGILENT TECHNOLOGIES INC	COM	$23.9M	0.1%	209,294 SH	New
ALARM COM HLDGS INC	COM	$16.9M	0.1%Prev: 0.0%	392,357 SH	Increased+191,923 SH
ALCON AG	ORD SHS	$418.6M	2.1%Prev: 2.2%	5,676,304 SH	Decreased+197,876 SH
ALKAMI TECHNOLOGY INC	COM	$15.4M	0.1%Prev: 0.1%	983,950 SH	Increased+457,924 SH
ALLIANCE LAUNDRY HLDGS INC	COM	$11.7M	0.1%	566,185 SH	New
ALPHABET INC	CAP STK CL A	$7K	0.0%	26 SH	New
ALPHABET INC	CAP STK CL C	$102.5M	0.5%Prev: 0.3%	357,286 SH	Increased-54,073 SH
AMAZON COM INC	COM	$67.9M	0.3%Prev: 0.3%	326,241 SH	Decreased-76,945 SH
AMPHENOL CORP	CL A	$151.6M	0.8%	1,199,943 SH	New
API GROUP CORP	COM STK	$29.5M	0.2%Prev: 0.7%	728,025 SH	Decreased-3,793,327 SH
APOLLO GLOBAL MGMT INC	COM	$101.8M	0.5%Prev: 0.3%	913,985 SH	Increased+463,100 SH
ARCOSA INC	COM	$15.5M	0.1%Prev: 0.0%	146,381 SH	Increased+92,336 SH
ARES MANAGEMENT CORPORATION	CL A COM STK	$16.1M	0.1%	147,130 SH	New
BADGER METER INC	COM	$14.0M	0.1%Prev: 0.0%	91,824 SH	Increased+54,285 SH
BIO RAD LABS INC	CL A	$13.5M	0.1%Prev: 0.3%	48,436 SH	Decreased-216,744 SH
BIO-TECHNE CORP	COM	$37.1M	0.2%Prev: 1.4%	709,827 SH	Decreased-4,656,176 SH
BLACKLINE INC	COM	$4.2M	0.0%Prev: 0.0%	112,252 SH	Decreased+13,746 SH
BLOOM ENERGY CORP	COM CL A	$71.2M	0.4%Prev: 0.0%	525,818 SH	Increased+414,522 SH
BOOT BARN HLDGS INC	COM	$13.5M	0.1%Prev: 0.0%	92,326 SH	Increased-10,210 SH
BROADCOM INC	COM	$62.4M	0.3%Prev: 0.0%	201,484 SH	Increased+178,167 SH
BROOKFIELD CORP	CL A LTD VT SH	$30.9M	0.2%Prev: 0.9%	765,841 SH	Decreased-3,074,573 SH
BROOKFIELD INFRASTRUCTURE PA	LP INT UNIT	$2.3M	0.0%	62,951 SH	New
BROWN & BROWN INC	COM	$523.1M	2.7%Prev: 3.4%	8,022,123 SH	Decreased+1,747,751 SH
BUILDERS FIRSTSOURCE INC	COM	$7.1M	0.0%	85,700 SH	New
BWX TECHNOLOGIES INC	COM	$148.5M	0.8%	726,424 SH	New
C H ROBINSON WORLDWIDE IN	COM NEW	$325.9M	1.7%	1,962,544 SH	New
CADRE HLDGS INC	COM	$23.0M	0.1%Prev: 0.1%	748,498 SH	Increased+301,161 SH
CAE INC	COM	$214.2M	1.1%Prev: 0.8%	8,251,691 SH	Increased+387,707 SH
CANADIAN PACIFIC KANSAS CITY	COM	$388.8M	2.0%Prev: 1.2%	4,956,024 SH	Increased+1,124,927 SH
CARGURUS INC	COM CL A	$15.6M	0.1%Prev: 0.1%	459,266 SH	Decreased-454,709 SH
CASELLA WASTE SYS INC	CL A	$31.1M	0.2%Prev: 0.1%	391,974 SH	Increased+186,179 SH
CASEYS GEN STORES INC	COM	$5.1M	0.0%Prev: 0.2%	6,956 SH	Decreased-92,100 SH
CDW CORP	COM	$144.7M	0.7%Prev: 2.6%	1,195,763 SH	Decreased-2,500,174 SH
CELLEBRITE DI LTD	ORDINARY SHARES	$11.1M	0.1%	804,393 SH	New
CERTARA INC	COM	$3.5M	0.0%Prev: 0.0%	613,935 SH	Decreased-480,560 SH
CHEFS WHSE INC	COM	$32.8M	0.2%Prev: 0.1%	551,686 SH	Increased+98,843 SH
CIENA CORP	COM NEW	$1.0M	0.0%Prev: 0.0%	2,608 SH	Decreased-69,334 SH
CINCINNATI FINL CORP	COM	$19.8M	0.1%Prev: 0.2%	125,875 SH	Decreased-189,321 SH
CINTAS CORP	COM	$26.6M	0.1%	157,461 SH	New
CLEAN HARBORS INC	COM	$324.5M	1.7%Prev: 0.9%	1,131,602 SH	Increased+39,443 SH
CLOUDFLARE INC	CL A COM	$240.5M	1.2%Prev: 0.3%	1,165,724 SH	Increased+505,081 SH
CNH INDL N V	SHS	$8.7M	0.0%	787,075 SH	New
COHERENT CORP	COM	$1.5M	0.0%Prev: 0.1%	6,484 SH	Decreased-173,972 SH
CORE & MAIN INC	CL A	$358.4M	1.8%Prev: 2.7%	7,254,207 SH	Decreased-5,627,712 SH
COREWEAVE INC	COM CL A	$53.9M	0.3%	696,200 SH	New
CORPAY INC	COM SHS	$309.6M	1.6%Prev: 1.8%	1,063,946 SH	Decreased-154,952 SH
COSTAR GROUP INC	COM	$13.1M	0.1%	325,867 SH	New
CRANE COMPANY	COMMON STOCK	$105.3M	0.5%Prev: 0.5%	615,821 SH	Decreased-112,971 SH
CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	$1.9M	0.0%	19,970 SH	New
CRH PLC	ORD	$510.6M	2.6%Prev: 3.9%	4,857,488 SH	Decreased-5,511,482 SH
CSW INDUSTRIALS INC	COM	$29.6M	0.2%Prev: 0.0%	113,451 SH	Increased+75,271 SH
DANAHER CORP DEL	COM	$47.7M	0.2%	251,578 SH	New
DESCARTES SYS GROUP INC	COM	$77.1M	0.4%	1,080,155 SH	New
DICKS SPORTING GOODS INC	COM	$110.4M	0.6%	556,913 SH	New
ELI LILLY & CO	COM	$3.0M	0.0%Prev: 0.0%	3,314 SH	Decreased-4,786 SH
EMCOR GROUP INC	COM	$410.4M	2.1%Prev: 1.6%	555,849 SH	Increased-477,164 SH
ENERGY RECOVERY INC	COM	$4.0M	0.0%Prev: 0.0%	394,208 SH	Decreased-272,949 SH
ENTEGRIS INC	COM	$127.0M	0.7%Prev: 1.5%	1,083,570 SH	Decreased-2,990,662 SH
ESCO TECHNOLOGIES INC	COM	$13.3M	0.1%	47,255 SH	New
EVERUS CONSTR GROUP	COM	$13.4M	0.1%	113,906 SH	New
FORGENT POWER SOLUTIONS INC	COM SHS CL A	$10.8M	0.1%	368,327 SH	New
FORMFACTOR INC	COM	$25.0M	0.1%Prev: 0.0%	257,414 SH	Increased-88,368 SH
FORTIVE CORP	COM	$94.7M	0.5%Prev: 1.4%	1,712,853 SH	Decreased-2,796,745 SH
FORTUNE BRANDS INNOVATIONS I	COM	$61.4M	0.3%Prev: 2.2%	1,574,394 SH	Decreased-6,884,740 SH
FRANCO NEV CORP	COM	$102.6M	0.5%	415,524 SH	New
FRANKLIN ELEC INC	COM	$19.5M	0.1%Prev: 0.0%	211,227 SH	Increased+118,596 SH
GARMIN LTD	SHS	$83.9M	0.4%Prev: 0.5%	361,610 SH	Decreased-208,115 SH
GE AEROSPACE	COM NEW	$11.1M	0.1%	39,265 SH	New
GFL ENVIRONMENTAL INC	SUB VTG SHS	$11.3M	0.1%	270,689 SH	New
GLOBALFOUNDRIES INC	ORDINARY SHARES	$8.5M	0.0%	191,979 SH	New
HUBBELL INC	COM	$183.7M	0.9%	374,337 SH	New
IDEXX LABS INC	COM	$9.6M	0.0%Prev: 0.8%	17,126 SH	Decreased-446,820 SH
INTEL CORP	COM	$63.5M	0.3%	1,439,224 SH	New
INTUIT	COM	$60.8M	0.3%Prev: 0.6%	140,671 SH	Decreased-89,997 SH
IRIDIUM COMMUNICATIONS INC	COM	$26.1M	0.1%Prev: 0.1%	942,519 SH	Increased+55,351 SH
IRON MTN INC DEL	COM	$181.8M	0.9%	1,779,500 SH	New
ISHARES TR	RUS MID CAP ETF	$73K	0.0%Prev: 0.0%	753 SH	Decreased-10,996 SH
ISHARES TR	RUSSELL 2000 ETF	$89.3M	0.5%Prev: 2.6%	360,000 SH	Decreased-2,669,100 SH
ITT INC	COM	$745.6M	3.8%Prev: 2.7%	3,913,486 SH	Increased-852,116 SH
KADANT INC	COM	$25.9M	0.1%Prev: 0.1%	88,612 SH	Decreased+7,935 SH
KARMAN HLDGS INC	COMMON STOCK	$2.9M	0.0%Prev: 0.0%	36,305 SH	Decreased-159,695 SH
KIRBY CORP	COM	$49.9M	0.3%Prev: 0.9%	375,897 SH	Decreased-1,578,801 SH
KKR & CO INC	COM	$2.5M	0.0%	26,588 SH	New
LABCORP HOLDINGS INC	COM SHS	$580.3M	3.0%Prev: 2.2%	2,174,785 SH	Increased-45,271 SH
LAMAR ADVERTISING CO	CL A	$59.7M	0.3%	471,579 SH	New
LATTICE SEMICONDUCTOR CORP	COM	$1.0M	0.0%	11,281 SH	New
LEMAITRE VASCULAR INC	COM	$11.0M	0.1%	100,470 SH	New
LIBERTY MEDIA CORP DEL	COM LBTY ONE S C	$107.4M	0.5%	1,262,695 SH	New
LINDBLAD EXPEDITIONS HLDGS I	COM	$18.3M	0.1%	1,058,055 SH	New
LIQUIDITY SVCS INC	COM	$14.1M	0.1%	462,267 SH	New
LIVE NATION ENTERTAINMENT IN	COM	$815.1M	4.2%Prev: 4.0%	5,344,455 SH	Decreased-1,743,479 SH
LOAR HOLDINGS INC	COM SHS	$11.7M	0.1%Prev: 0.0%	203,637 SH	Increased+181,944 SH
MARKEL GROUP INC	COM	$722.8M	3.7%Prev: 1.5%	377,643 SH	Increased+186,420 SH
MARTIN MARIETTA MATLS INC	COM	$608.4M	3.1%Prev: 2.5%	1,033,420 SH	Increased-157,980 SH
MERCURY SYS INC	COM	$6.1M	0.0%Prev: 0.0%	83,466 SH	Increased+64,915 SH
MESA LABS INC	COM	$20.9M	0.1%Prev: 0.0%	235,885 SH	Increased+161,988 SH
META PLATFORMS INC	CL A	$16.5M	0.1%Prev: 0.1%	28,803 SH	Decreased-30,331 SH
METTLER TOLEDO INTERNATIONAL	COM	$12.8M	0.1%	10,166 SH	New
MICROSOFT CORP	COM	$77.6M	0.4%Prev: 0.3%	209,575 SH	Increased+50,668 SH
MIDDLEBY CORP	COM	$198.9M	1.0%Prev: 3.6%	1,500,467 SH	Decreased-4,013,596 SH
MIRION TECHNOLOGIES INC	COM CL A	$19.6M	0.1%Prev: 0.1%	1,055,468 SH	Decreased-1,236,768 SH
MOODYS CORP	COM	$21.6M	0.1%Prev: 0.1%	49,558 SH	Increased+6,441 SH
MOOG INC	CL A	$29.5M	0.2%	100,774 SH	New
MORNINGSTAR INC	COM	$107.8M	0.6%Prev: 1.5%	637,723 SH	Decreased-534,844 SH
MSCI INC	COM	$21.2M	0.1%Prev: 0.1%	39,250 SH	Decreased+659 SH
MYR GROUP INC	COM	$14.4M	0.1%	51,162 SH	New
NASDAQ INC	COM	$472.3M	2.4%	5,563,126 SH	New
NEPTUNE INS HLDGS INC	CL A	$6.3M	0.0%	258,724 SH	New
NEWMONT CORP	COM	$31.5M	0.2%	291,400 SH	New
NIKE INC	CL B	$23.8M	0.1%Prev: 0.1%	449,862 SH	Increased+215,729 SH
NIQ GLOBAL INTELLIGENCE PLC	ORDINARY SHARES	$27.2M	0.1%	2,392,094 SH	New
NVIDIA CORPORATION	COM	$157.6M	0.8%	903,490 SH	New
OKLO INC	COM CL A	$32.1M	0.2%	647,300 SH	New
ON HLDG AG	NAMEN AKT A	$97.4M	0.5%	2,862,091 SH	New
ONESPAWORLD HOLDINGS LIMITED	COM	$38.2M	0.2%Prev: 0.1%	1,664,266 SH	Increased+305,295 SH
OUTFRONT MEDIA INC	COM NEW	$12.2M	0.1%Prev: 0.0%	460,766 SH	Increased-25,740 SH
PACKAGING CORP AMER	COM	$217.1M	1.1%Prev: 0.6%	1,023,041 SH	Increased+333,788 SH
PAYCHEX INC	COM	$338.1M	1.7%Prev: 2.3%	3,670,073 SH	Decreased+175,761 SH
PELOTON INTERACTIVE INC	CL A COM	$7.8M	0.0%	1,808,474 SH	New
POLARIS INC	COM	$1.3M	0.0%Prev: 0.3%	23,411 SH	Decreased-1,597,154 SH
PORTILLOS INC	COM CL A	$6.1M	0.0%Prev: 0.1%	1,153,400 SH	Decreased+82,626 SH
QUALCOMM INC	COM	$1.7M	0.0%	13,325 SH	New
QUANTA SVCS INC	COM	$144.8M	0.7%Prev: 0.7%	263,823 SH	Decreased-336,905 SH
QXO INC	COM NEW	$50.4M	0.3%	2,596,986 SH	New
ROBINHOOD MKTS INC	COM CL A	$44.4M	0.2%	641,000 SH	New
ROBLOX CORP	CL A	$37.8M	0.2%	668,013 SH	New
ROLLINS INC	COM	$254.6M	1.3%Prev: 0.1%	4,767,122 SH	Increased+4,260,041 SH
S&P GLOBAL INC	COM	$44.9M	0.2%Prev: 0.2%	105,562 SH	Increased+28,283 SH
SALESFORCE INC	COM	$121.7M	0.6%Prev: 0.4%	651,690 SH	Increased+274,004 SH
SAP SE	SPON ADR	$2.6M	0.0%	15,393 SH	New
SERVICE CORP INTL	COM	$504.4M	2.6%Prev: 2.4%	6,113,751 SH	Decreased-901,297 SH
SERVICENOW INC	COM	$23.6M	0.1%	225,422 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$28.0M	0.1%	235,714 SH	New
SIGNET JEWELERS LIMITED	SHS	$277.2M	1.4%Prev: 1.0%	3,274,816 SH	Increased-754,040 SH
SIMPSON MFG INC	COM	$21.0M	0.1%	122,468 SH	New
SKYWORKS SOLUTIONS INC	COM	$822K	0.0%	15,351 SH	New
SOMNIGROUP INTERNATIONAL INC	COM	$685.5M	3.5%Prev: 3.9%	9,273,908 SH	Decreased-5,849,272 SH
SPOTIFY TECHNOLOGY S A	SHS	$177.4M	0.9%Prev: 0.1%	365,876 SH	Increased+329,188 SH
SPS COMM INC	COM	$2.3M	0.0%Prev: 0.0%	41,923 SH	Decreased-6,062 SH
ST JOE CO	COM	$80.1M	0.4%	1,274,988 SH	New
STERIS PLC	SHS USD	$474.0M	2.4%Prev: 2.2%	2,143,379 SH	Decreased-71,811 SH
STRATEGY INC	CL A NEW	$2.9M	0.0%	23,300 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$347.4M	1.8%	1,027,926 SH	New
TELEDYNE TECHNOLOGIES INC	COM	$120.4M	0.6%Prev: 0.9%	198,956 SH	Decreased-199,513 SH
TELEFLEX INCORPORATED	COM	$1.6M	0.0%	13,009 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$147.2M	0.8%Prev: 0.3%	299,500 SH	Increased+163,606 SH
TRACTOR SUPPLY CO	COM	$602.3M	3.1%Prev: 2.1%	13,296,464 SH	Increased+4,336,469 SH
TRANSDIGM GROUP INC	COM	$55.6M	0.3%	47,943 SH	New
TRANSUNION	COM	$8.7M	0.0%	126,174 SH	New
TRIMBLE INC	COM	$365.7M	1.9%Prev: 2.6%	5,605,868 SH	Decreased-3,623,948 SH
UBER TECHNOLOGIES INC	COM	$8.3M	0.0%Prev: 0.0%	115,256 SH	Decreased-12,366 SH
UNION PAC CORP	COM	$30.2M	0.2%	124,427 SH	New
UNITED STS LIME & MINERALS I	COM	$53.0M	0.3%Prev: 0.1%	405,681 SH	Increased+65,895 SH
V F CORP	COM	$3.0M	0.0%Prev: 0.0%	174,198 SH	Increased+61,898 SH
VEEVA SYS INC	CL A COM	$1.6M	0.0%	8,943 SH	New
VERISK ANALYTICS INC	COM	$79.9M	0.4%	420,868 SH	New
VERRA MOBILITY CORP	CL A COM STK	$13.6M	0.1%Prev: 0.1%	951,159 SH	Increased+418,455 SH
VIKING HOLDINGS LTD	ORD SHS	$793.7M	4.1%Prev: 3.2%	10,802,203 SH	Increased-7,854,607 SH
VISA INC	COM CL A	$230.8M	1.2%Prev: 1.2%	763,640 SH	Decreased-5,020 SH
WABTEC	COM	$730.6M	3.7%Prev: 3.6%	2,923,643 SH	Decreased-1,651,499 SH
WAYSTAR HLDG CORP	COM	$22.3M	0.1%	923,241 SH	New
WHITE MTNS INS GROUP LTD	COM	$23.2M	0.1%Prev: 0.2%	10,560 SH	Decreased-17,439 SH
WILLIAMS SONOMA INC	COM	$42.5M	0.2%Prev: 0.2%	233,063 SH	Decreased-51,461 SH
WINMARK CORP	COM	$13.0M	0.1%Prev: 0.0%	30,409 SH	Increased+6,959 SH
WORKDAY INC	CL A	$84.8M	0.4%Prev: 0.5%	652,998 SH	Decreased+142,879 SH
ZURN ELKAY WATER SOLNS CORP	COM	$19.2M	0.1%	429,185 SH	New

Sold (vs prior filing)

ADOBE INC — $197.3M
ADVANCED ENERGY INDS — $3.4M
ADVANCED MICRO DEVICES INC — $1.6M
ALBANY INTL CORP — $8.7M
AMPHENOL CORP NEW — $60.5M
ATS CORPORATION — $6.0M
BJS WHSL CLUB HLDGS INC — $198.5M
BLUE OWL CAPITAL INC — $38.8M
BROOKFIELD INFRAST PARTNERS — $78.9M
CACI INTL INC — $13.8M
CLEARFIELD INC — $5.2M
COLLIERS INTL GROUP INC — $3.8M
COOPER COS INC — $63.2M
DANAHER CORPORATION — $43.6M
DAYFORCE INC — $316.9M
DOCUSIGN INC — $39.8M
FASTENAL CO — $59.5M
FMC CORP — $24.5M
GOGO INC — $3.5M
GOOSEHEAD INS INC — $1.2M
… 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