Select Equity Group, L.P.

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

Import this data to Google Sheets with:

=jivedata("select-equity-group-l-p","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $20.22B148 positionsView on SEC.gov

			% of Portfolio
ADEIA INC	COM	$26.4M	0.1%Prev: 0.0%	803,196 SH	Increased+261,298 SH
AGILENT TECHNOLOGIES INC	COM	$68.4M	0.3%	515,094 SH	New
ALARM COM HLDGS INC	COM	$21.6M	0.1%Prev: 0.1%	462,015 SH	Increased+243,374 SH
ALCON AG	ORD SHS	$390.3M	1.9%Prev: 2.5%	5,766,342 SH	Decreased-996,064 SH
ALKAMI TECHNOLOGY INC	COM	$26.3M	0.1%Prev: 0.1%	1,450,006 SH	Increased+873,753 SH
ALLEGION PLC	ORD SHS	$13.7M	0.1%	97,198 SH	New
ALLIANCE LAUNDRY HLDGS INC	COM	$23.8M	0.1%	898,085 SH	New
ALPHABET INC	CAP STK CL A	$13K	0.0%	36 SH	New
ALPHABET INC	CAP STK CL C	$158.7M	0.8%Prev: 0.5%	449,119 SH	Increased-237,661 SH
AMAZON COM INC	COM	$391.3M	1.9%Prev: 0.4%	1,641,601 SH	Increased+1,207,590 SH
AMPHENOL CORP	CL A	$220.4M	1.1%	1,249,958 SH	New
API GROUP CORP	COM STK	$23.8M	0.1%Prev: 0.4%	560,842 SH	Decreased-1,303,270 SH
APOLLO GLOBAL MGMT INC	COM	$136.6M	0.7%Prev: 0.4%	1,154,448 SH	Increased+465,236 SH
ARCHROCK INC	COM	$7.5M	0.0%	184,340 SH	New
ARCOSA INC	COM	$29.3M	0.1%Prev: 0.0%	201,450 SH	Increased+117,748 SH
ARES MANAGEMENT CORPORATION	CL A COM STK	$14.3M	0.1%	128,741 SH	New
ARXIS INC	CL A COM	$10.0M	0.0%	216,695 SH	New
BADGER METER INC	COM	$29.6M	0.1%Prev: 0.1%	199,278 SH	Increased+150,154 SH
BLOOM ENERGY CORP	COM CL A	$155.5M	0.8%	513,810 SH	New
BOOT BARN HLDGS INC	COM	$23.7M	0.1%Prev: 0.0%	144,492 SH	Increased+81,082 SH
BROADCOM INC	COM	$97.1M	0.5%Prev: 0.4%	257,148 SH	Decreased-103,126 SH
BROOKFIELD CORP	CL A LTD VT SH	$8.8M	0.0%Prev: 0.4%	206,886 SH	Decreased-1,267,268 SH
BROOKFIELD INFRASTRUCTURE PA	LP INT UNIT	$701K	0.0%	19,213 SH	New
BROWN & BROWN INC	COM	$313.9M	1.6%Prev: 2.7%	4,892,500 SH	Decreased-853,205 SH
BUILDERS FIRSTSOURCE INC	COM	$12.9M	0.1%	143,900 SH	New
BWX TECHNOLOGIES INC	COM	$331.7M	1.6%Prev: 0.3%	1,704,008 SH	Increased+1,225,718 SH
C H ROBINSON WORLDWIDE IN	COM NEW	$215.7M	1.1%	1,145,388 SH	New
CADRE HLDGS INC	COM	$33.7M	0.2%Prev: 0.1%	1,181,921 SH	Increased+696,556 SH
CAE INC	COM	$175.7M	0.9%Prev: 1.0%	7,018,338 SH	Decreased-891,400 SH
CANADIAN PACIFIC KANSAS CITY	COM	$376.8M	1.9%Prev: 1.1%	4,346,986 SH	Increased+965,980 SH
CARDINAL INFRASTRUCTURE GROU	CL A	$16.5M	0.1%	174,683 SH	New
CARGURUS INC	COM CL A	$20.7M	0.1%Prev: 0.1%	606,281 SH	Decreased-443,963 SH
CASELLA WASTE SYS INC	CL A	$54.6M	0.3%Prev: 0.1%	563,031 SH	Increased+331,037 SH
CDW CORP	COM	$44.2M	0.2%Prev: 3.0%	314,460 SH	Decreased-3,738,250 SH
CELLEBRITE DI LTD	ORDINARY SHARES	$16.1M	0.1%Prev: 0.0%	1,105,877 SH	Increased+758,511 SH
CHEFS WHSE INC	COM	$73.6M	0.4%Prev: 0.1%	765,435 SH	Increased+372,152 SH
CLEAN HARBORS INC	COM	$217.6M	1.1%Prev: 0.9%	728,374 SH	Decreased-218,584 SH
CLOUDFLARE INC	CL A COM	$43.3M	0.2%Prev: 0.4%	176,438 SH	Decreased-355,812 SH
COHERENT CORP	COM	$10.8M	0.1%Prev: 0.0%	27,408 SH	Increased-78,370 SH
CORE & MAIN INC	CL A	$281.8M	1.4%Prev: 2.9%	5,840,259 SH	Decreased-5,625,435 SH
COREWEAVE INC	COM CL A	$68.2M	0.3%	684,700 SH	New
CORPAY INC	COM SHS	$239.2M	1.2%Prev: 1.6%	717,626 SH	Decreased-408,290 SH
CRANE COMPANY	COMMON STOCK	$127.5M	0.6%Prev: 0.6%	571,432 SH	Decreased-165,511 SH
CRH PLC	ORD	$489.8M	2.4%Prev: 3.7%	4,577,115 SH	Decreased-5,120,042 SH
CSW INDUSTRIALS INC	COM	$47.8M	0.2%Prev: 0.1%	171,599 SH	Increased+127,758 SH
DANAHER CORP DEL	COM	$50.9M	0.3%	267,153 SH	New
DESCARTES SYS GROUP INC	COM	$89.4M	0.4%	1,290,947 SH	New
DICKS SPORTING GOODS INC	COM	$79.7M	0.4%Prev: 0.1%	351,353 SH	Increased+266,798 SH
DPC HOLDINGS PLC	ORDINARY SHARES	$3.7M	0.0%	75,000 SH	New
ECOLAB INC	COM	$76.9M	0.4%	276,003 SH	New
EMCOR GROUP INC	COM	$348.4M	1.7%Prev: 2.0%	419,806 SH	Decreased-487,049 SH
ENPRO INC	COM	$10.5M	0.1%	27,863 SH	New
ENTEGRIS INC	COM	$448.6M	2.2%Prev: 1.0%	2,493,913 SH	Increased-425,522 SH
ESCO TECHNOLOGIES INC	COM	$48.0M	0.2%	137,044 SH	New
EVERUS CONSTR GROUP	COM	$27.9M	0.1%	168,221 SH	New
FIRST AMERN FINL CORP	COM	$11.5M	0.1%	168,238 SH	New
FORGENT POWER SOLUTIONS INC	COM SHS CL A	$30.4M	0.2%	544,263 SH	New
FORMFACTOR INC	COM	$45.7M	0.2%Prev: 0.1%	285,686 SH	Increased-331,856 SH
FORTIVE CORP	COM	$74.3M	0.4%Prev: 0.3%	1,215,882 SH	Decreased-351,629 SH
FORTUNE BRANDS INNOVATIONS I	COM	$33.0M	0.2%Prev: 1.1%	600,418 SH	Decreased-4,593,878 SH
FRANCO NEV CORP	COM	$86.9M	0.4%Prev: 0.0%	416,544 SH	Increased+369,782 SH
FRANKLIN ELEC INC	COM	$32.4M	0.2%Prev: 0.0%	302,669 SH	Increased+172,509 SH
GE AEROSPACE	COM NEW	$14.0M	0.1%Prev: 0.0%	37,562 SH	Increased-4,678 SH
GLOBALFOUNDRIES INC	ORDINARY SHARES	$19.1M	0.1%Prev: 0.0%	231,783 SH	Increased+216,874 SH
HONEYWELL AEROSPACE INC	COM	$10.8M	0.1%	48,763 SH	New
HUBBELL INC	COM	$437.0M	2.2%	835,260 SH	New
INTEL CORP	COM	$209.9M	1.0%Prev: 0.0%	1,503,056 SH	Increased+1,477,297 SH
IRON MTN INC DEL	COM	$219.4M	1.1%	1,737,300 SH	New
ISHARES TR	RUSSELL 2000 ETF	$540.8M	2.7%	1,800,000 SH	New
ITT INC	COM	$685.5M	3.4%Prev: 2.8%	3,466,371 SH	Increased-761,381 SH
KADANT INC	COM	$31.9M	0.2%Prev: 0.1%	101,551 SH	Increased+56,902 SH
KARMAN HLDGS INC	COMMON STOCK	$6.4M	0.0%Prev: 0.0%	128,543 SH	Decreased-98,586 SH
KIRBY CORP	COM	$41.3M	0.2%Prev: 1.0%	304,102 SH	Decreased-1,861,827 SH
LABCORP HOLDINGS INC	COM SHS	$554.9M	2.7%Prev: 2.3%	1,981,948 SH	Decreased-150,844 SH
LAMAR ADVERTISING CO	CL A	$21.9M	0.1%	140,364 SH	New
LEMAITRE VASCULAR INC	COM	$17.4M	0.1%	181,015 SH	New
LIBERTY MEDIA CORP DEL	COM LBTY ONE S C	$152.0M	0.8%	1,598,060 SH	New
LIFE TIME GROUP HOLDINGS INC	COMMON STOCK	$70.6M	0.3%	1,729,280 SH	New
LINDBLAD EXPEDITIONS HLDGS I	COM	$41.0M	0.2%	1,452,792 SH	New
LIQUIDITY SVCS INC	COM	$19.0M	0.1%	484,791 SH	New
LIVE NATION ENTERTAINMENT IN	COM	$828.4M	4.1%Prev: 4.3%	4,523,826 SH	Decreased-2,327,543 SH
LOAR HOLDINGS INC	COM SHS	$27.4M	0.1%Prev: 0.0%	339,976 SH	Increased+276,670 SH
MARKEL GROUP INC	COM	$647.8M	3.2%Prev: 2.8%	331,679 SH	Decreased-4,690 SH
MARTIN MARIETTA MATLS INC	COM	$583.2M	2.9%Prev: 2.7%	1,011,255 SH	Decreased-172,012 SH
MCCORMICK & CO INC	COM NON VTG	$37.1M	0.2%	735,626 SH	New
MERCURY SYS INC	COM	$20.2M	0.1%Prev: 0.0%	165,257 SH	Increased+81,487 SH
META PLATFORMS INC	CL A	$17.6M	0.1%Prev: 0.3%	31,322 SH	Decreased-72,434 SH
METTLER TOLEDO INTERNATIONAL	COM	$10.8M	0.1%Prev: 0.2%	8,480 SH	Decreased-30,961 SH
MICROSOFT CORP	COM	$128.7M	0.6%Prev: 0.5%	345,152 SH	Increased+101,297 SH
MIDDLEBY CORP	COM	$97.8M	0.5%Prev: 2.9%	568,621 SH	Decreased-4,158,883 SH
MIRION TECHNOLOGIES INC	COM CL A	$28.3M	0.1%Prev: 0.2%	1,576,023 SH	Decreased-451,536 SH
MOHAWK INDS INC	COM	$9.0M	0.0%Prev: 0.2%	74,123 SH	Decreased-473,722 SH
MOODYS CORP	COM	$23.6M	0.1%Prev: 0.1%	52,073 SH	Decreased-1,501 SH
MOOG INC	CL A	$42.5M	0.2%	100,313 SH	New
MSCI INC	COM	$23.5M	0.1%Prev: 0.1%	42,048 SH	Decreased-534 SH
MYR GROUP INC	COM	$32.3M	0.2%	64,563 SH	New
NASDAQ INC	COM	$445.0M	2.2%Prev: 0.5%	5,646,320 SH	Increased+4,413,276 SH
NEPTUNE INS HLDGS INC	CL A	$18.5M	0.1%	588,809 SH	New
NIKE INC	CL B	$19.5M	0.1%	475,410 SH	New
NIQ GLOBAL INTELLIGENCE PLC	ORDINARY SHARES	$16.7M	0.1%	1,782,894 SH	New
NOVANTA INC	COM	$9.9M	0.0%	60,724 SH	New
NVIDIA CORPORATION	COM	$279.5M	1.4%Prev: 0.7%	1,396,937 SH	Increased+303,023 SH
OCTAVE INTELLIGENCE PLC	ORD SHS CL B	$12.8M	0.1%	784,917 SH	New
OKLO INC	COM CL A	$33.4M	0.2%	637,500 SH	New
ON HLDG AG	NAMEN AKT A	$13.7M	0.1%	387,964 SH	New
ONESPAWORLD HOLDINGS LIMITED	COM	$60.8M	0.3%Prev: 0.1%	2,154,478 SH	Increased+735,721 SH
OUTFRONT MEDIA INC	COM NEW	$22.3M	0.1%Prev: 0.0%	680,906 SH	Increased+84,584 SH
PACKAGING CORP AMER	COM	$267.0M	1.3%Prev: 0.3%	1,120,539 SH	Increased+698,293 SH
PAYCHEX INC	COM	$228.1M	1.1%Prev: 2.5%	2,320,215 SH	Decreased-1,731,198 SH
PELOTON INTERACTIVE INC	CL A COM	$5.9M	0.0%Prev: 0.0%	998,069 SH	Increased+485,155 SH
POLARIS INC	COM	$1.2M	0.0%Prev: 0.1%	17,349 SH	Decreased-579,576 SH
POOL CORP	COM	$34.3M	0.2%	159,803 SH	New
PORTILLOS INC	COM CL A	$664K	0.0%Prev: 0.1%	140,035 SH	Decreased-893,955 SH
QXO INC	COM NEW	$66.7M	0.3%Prev: 0.3%	3,860,354 SH	Decreased+610,119 SH
ROBLOX CORP	CL A	$7.3M	0.0%	134,506 SH	New
ROLLINS INC	COM	$178.8M	0.9%Prev: 0.3%	4,283,955 SH	Increased+3,018,412 SH
ROPER TECHNOLOGIES INC	COM	$2.7M	0.0%	8,109 SH	New
S&P GLOBAL INC	COM	$99.6M	0.5%Prev: 0.1%	244,596 SH	Increased+193,110 SH
SALESFORCE INC	COM	$129.8M	0.6%Prev: 0.5%	828,563 SH	Increased+423,470 SH
SERVICE CORP INTL	COM	$252.7M	1.2%Prev: 2.4%	3,326,683 SH	Decreased-3,598,058 SH
SHOPIFY INC	CL A SUB VTG SHS	$33.3M	0.2%Prev: 1.1%	291,826 SH	Decreased-1,954,647 SH
SIGNET JEWELERS LIMITED	SHS	$210.1M	1.0%Prev: 1.3%	2,436,873 SH	Decreased-1,478,480 SH
SOLSTICE ADVANCED MATLS INC	COM SHS	$34.1M	0.2%	384,351 SH	New
SOMNIGROUP INTERNATIONAL INC	COM	$697.2M	3.4%Prev: 3.9%	8,892,691 SH	Decreased-4,944,072 SH
SPOTIFY TECHNOLOGY S A	SHS	$246.5M	1.2%	536,831 SH	New
ST JOE CO	COM	$84.0M	0.4%Prev: 0.0%	1,341,063 SH	Increased+1,208,004 SH
STERIS PLC	SHS USD	$399.0M	2.0%Prev: 2.1%	1,894,646 SH	Decreased-157,787 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$489.1M	2.4%	1,024,189 SH	New
TELEDYNE TECHNOLOGIES INC	COM	$97.8M	0.5%Prev: 0.9%	146,635 SH	Decreased-280,202 SH
TELEFLEX INCORPORATED	COM	$17.3M	0.1%	136,796 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$176.8M	0.9%Prev: 0.2%	352,700 SH	Increased+206,238 SH
TRACTOR SUPPLY CO	COM	$137.1M	0.7%Prev: 2.8%	4,336,775 SH	Decreased-8,376,634 SH
TRANSDIGM GROUP INC	COM	$470.5M	2.3%	353,230 SH	New
TRANSUNION	COM	$8.0M	0.0%	110,466 SH	New
TRIMBLE INC	COM	$260.0M	1.3%Prev: 2.8%	5,080,354 SH	Decreased-3,564,232 SH
UBER TECHNOLOGIES INC	COM	$11.4M	0.1%Prev: 0.0%	158,066 SH	Increased+99,824 SH
UNION PAC CORP	COM	$21.5M	0.1%	79,100 SH	New
UNITED STS LIME & MINERALS I	COM	$39.8M	0.2%Prev: 0.1%	380,570 SH	Increased+24,380 SH
V F CORP	COM	$2.0M	0.0%Prev: 0.0%	120,625 SH	Decreased-109,475 SH
VERISK ANALYTICS INC	COM	$158.0M	0.8%	879,881 SH	New
VIKING HOLDINGS LTD	ORD SHS	$900.3M	4.5%Prev: 4.0%	8,601,393 SH	Decreased-9,279,527 SH
VISA INC	COM CL A	$355.8M	1.8%Prev: 0.8%	1,037,159 SH	Increased+496,843 SH
WABTEC	COM	$652.9M	3.2%Prev: 3.6%	2,421,552 SH	Decreased-1,637,946 SH
WAYSTAR HLDG CORP	COM	$20.6M	0.1%Prev: 0.0%	1,003,417 SH	Increased+728,251 SH
WILLIAMS SONOMA INC	COM	$37.7M	0.2%Prev: 0.2%	161,830 SH	Decreased-104,910 SH
WINMARK CORP	COM	$21.5M	0.1%Prev: 0.0%	50,929 SH	Increased+23,725 SH
WORKDAY INC	CL A	$163.1M	0.8%Prev: 0.7%	1,331,948 SH	Increased+662,941 SH
ZURN ELKAY WATER SOLNS CORP	COM	$33.0M	0.2%	653,188 SH	New

Sold (vs prior filing)

ADOBE INC — $140.8M
ALBANY INTL CORP — $3.4M
AMPHENOL CORP NEW — $66.8M
AMRIZE LTD — $17.2M
AON PLC — $10.0M
BIO RAD LABS INC — $61.8M
BIO-TECHNE CORP — $150.2M
BJS WHSL CLUB HLDGS INC — $260.0M
BLACKLINE INC — $11.9M
BLUE OWL CAPITAL INC — $52.9M
BROOKFIELD INFRAST PARTNERS — $10.4M
BRP INC — $1.8M
CASEYS GEN STORES INC — $30.2M
CERTARA INC — $9.7M
CIENA CORP — $5.7M
CINCINNATI FINL CORP — $26.2M
CLEARFIELD INC — $7.4M
COOPER COS INC — $102.6M
DANAHER CORPORATION — $82.5M
DAYFORCE INC — $141.1M
… and 36 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