Select Equity Group, L.P. - Q2 2022 holdings

Add to watchlist

$31.2 Billion is the total value of Select Equity Group, L.P.'s 156 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 23.9% .

All

			Value		Shares		↓ Weighting
QQQ	New	INVESCO QQQ TRput	$2,428,654,000	–	8,665,100	+100.0%	7.78%	–
IWM	New	ISHARES TRput	$1,507,135,000	–	8,899,000	+100.0%	4.83%	–
MLM	Buy	MARTIN MARIETTA MATLS INC	$1,195,309,000	-18.6%	3,994,483	+4.7%	3.83%	-19.6%
CDW	Buy	CDW CORP	$1,144,807,000	-9.8%	7,265,848	+2.4%	3.67%	-10.9%
BRO	Buy	BROWN & BROWN INC	$1,104,372,000	-17.6%	18,929,929	+2.1%	3.54%	-18.5%
PKI	Buy	PERKINELMER INC	$1,053,728,000	+5.4%	7,409,141	+29.3%	3.37%	+4.2%
MORN	Sell	MORNINGSTAR INC	$990,976,000	-12.3%	4,097,822	-1.0%	3.17%	-13.3%
CDAY	Buy	CERIDIAN HCM HLDG INC	$971,472,000	-5.2%	20,634,489	+37.6%	3.11%	-6.3%
TDY	Sell	TELEDYNE TECHNOLOGIES INC	$892,974,000	-24.0%	2,380,566	-4.2%	2.86%	-24.9%
ENTG	Buy	ENTEGRIS INC	$890,212,000	-16.2%	9,662,561	+19.4%	2.85%	-17.1%
FIS	Buy	FIDELITY NATL INFORMATION SV	$873,965,000	-7.6%	9,533,813	+1.2%	2.80%	-8.7%
LYV	Buy	LIVE NATION ENTERTAINMENT IN	$807,302,000	-7.2%	9,775,997	+32.2%	2.58%	-8.3%
FRC	Buy	FIRST REP BK SAN FRANCISCO C	$797,706,000	-1.7%	5,531,945	+10.5%	2.55%	-2.8%
J	Sell	JACOBS ENGR GROUP INC	$679,781,000	-15.2%	5,347,135	-8.0%	2.18%	-16.1%
SSNC	Sell	SS&C TECHNOLOGIES HLDGS INC	$606,490,000	-44.8%	10,444,122	-28.7%	1.94%	-45.4%
MRVI	Buy	MARAVAI LIFESCIENCES HLDGS I	$543,055,000	-19.4%	19,114,926	+0.1%	1.74%	-20.3%
SIG	Buy	SIGNET JEWELERS LIMITED	$540,780,000	-7.9%	10,115,606	+25.2%	1.73%	-8.9%
TRMB	Sell	TRIMBLE INC	$474,985,000	-19.7%	8,157,044	-0.5%	1.52%	-20.6%
TECH	Buy	BIO-TECHNE CORP	$458,061,000	+51.4%	1,321,431	+89.2%	1.47%	+49.7%
TTC	Buy	TORO CO	$457,365,000	+1.5%	6,034,637	+14.5%	1.46%	+0.3%
TSCO	Buy	TRACTOR SUPPLY CO	$438,634,000	-14.3%	2,262,752	+3.1%	1.40%	-15.3%
ROL	Buy	ROLLINS INC	$430,142,000	+17.0%	12,317,919	+17.5%	1.38%	+15.7%
IDXX	Buy	IDEXX LABS INC	$426,181,000	+411.6%	1,215,127	+697.9%	1.36%	+405.6%
POOL	Buy	POOL CORP	$421,302,000	+3.1%	1,199,504	+24.1%	1.35%	+2.0%
APH	Buy	AMPHENOL CORP NEWcl a	$411,036,000	-9.7%	6,384,536	+5.7%	1.32%	-10.7%
ST	Buy	SENSATA TECHNOLOGIES HLDG PL	$409,084,000	-17.7%	9,902,793	+1.4%	1.31%	-18.6%
FAST	Buy	FASTENAL CO	$405,482,000	-7.2%	8,122,644	+10.4%	1.30%	-8.3%
TRU	Sell	TRANSUNION	$399,407,000	-35.0%	4,993,209	-16.0%	1.28%	-35.7%
MIDD	Buy	MIDDLEBY CORP	$359,485,000	+217.7%	2,867,622	+315.5%	1.15%	+214.5%
V	Sell	VISA INC	$354,429,000	-11.3%	1,800,139	-0.1%	1.14%	-12.3%
SCI	Buy	SERVICE CORP INTL	$352,019,000	+106.0%	5,092,867	+96.2%	1.13%	+103.8%
IBKR	Buy	INTERACTIVE BROKERS GROUP IN	$349,362,000	-12.2%	6,350,882	+5.2%	1.12%	-13.2%
WAB	Buy	WABTEC	$343,467,000	+23.6%	4,184,542	+44.9%	1.10%	+22.2%
STE	Sell	STERIS PLC	$323,145,000	-16.9%	1,567,525	-2.6%	1.04%	-17.9%
ANSS	Buy	ANSYS INC	$307,936,000	+97.3%	1,286,875	+161.9%	0.99%	+94.9%
ILMN	Buy	ILLUMINA INC	$267,612,000	-16.9%	1,451,574	+57.4%	0.86%	-17.9%
SSB	Sell	SOUTHSTATE CORPORATION	$256,599,000	-7.5%	3,325,978	-2.2%	0.82%	-8.6%
	Sell	CORE & MAIN INCcl a	$249,053,000	-11.5%	11,168,290	-4.0%	0.80%	-12.6%
PAYX	Sell	PAYCHEX INC	$243,615,000	-35.5%	2,139,412	-22.6%	0.78%	-36.2%
	Buy	APOLLO GLOBAL MGMT INC	$238,221,000	-14.9%	4,913,790	+8.8%	0.76%	-15.9%
QCOM	New	QUALCOMM INCcall	$200,552,000	–	1,570,000	+100.0%	0.64%	–
AEO	Sell	AMERICAN EAGLE OUTFITTERS IN	$198,285,000	-46.2%	17,735,677	-19.1%	0.64%	-46.8%
GDDY	Sell	GODADDY INCcl a	$196,466,000	-25.6%	2,824,411	-10.5%	0.63%	-26.4%
FTV	Sell	FORTIVE CORP	$193,831,000	-12.0%	3,564,387	-1.4%	0.62%	-12.9%
CLVT	Sell	CLARIVATE PLC	$191,751,000	-54.1%	13,834,832	-44.5%	0.61%	-54.6%
DHR	Sell	DANAHER CORPORATION	$187,724,000	-14.7%	740,469	-1.3%	0.60%	-15.7%
GOOG	Buy	ALPHABET INCcap stk cl c	$181,123,000	-3.0%	82,801	+23.9%	0.58%	-4.1%
MTN	Buy	VAIL RESORTS INC	$177,307,000	+50.6%	813,147	+79.8%	0.57%	+49.1%
TMO	Sell	THERMO FISHER SCIENTIFIC INC	$168,098,000	-9.2%	309,414	-1.2%	0.54%	-10.2%
WMS	Sell	ADVANCED DRAIN SYS INC DEL	$166,936,000	-35.6%	1,853,398	-15.0%	0.54%	-36.3%
PTC	Buy	PTC INC	$164,595,000	+281.5%	1,547,821	+286.4%	0.53%	+276.4%
BHP	New	BHP GROUP LTDput	$164,327,000	–	2,925,000	+100.0%	0.53%	–
SPGI	Buy	S&P GLOBAL INC	$158,164,000	+143.0%	469,247	+195.7%	0.51%	+139.8%
	Sell	PERIMETER SOLUTIONS SA	$147,925,000	-12.6%	13,646,198	-2.3%	0.47%	-13.5%
NAPA	Buy	DUCKHORN PORTFOLIO INC	$146,826,000	+22.9%	6,971,781	+6.2%	0.47%	+21.4%
TPX	Buy	TEMPUR SEALY INTL INC	$145,447,000	+843.5%	6,806,133	+1132.6%	0.47%	+832.0%
SAIA	Sell	SAIA INC	$144,269,000	-45.0%	767,389	-28.7%	0.46%	-45.6%
NEOG	Buy	NEOGEN CORP	$142,660,000	+13.7%	5,921,955	+45.6%	0.46%	+12.6%
LAMR	Buy	LAMAR ADVERTISING CO NEWcl a	$131,820,000	+37.7%	1,498,461	+81.9%	0.42%	+36.1%
	Sell	POWERSCHOOL HOLDINGS INC	$126,886,000	-43.4%	10,529,966	-22.5%	0.41%	-44.2%
CRM	Sell	SALESFORCE INC	$111,537,000	-39.6%	675,815	-22.3%	0.36%	-40.3%
QCOM	Buy	QUALCOMM INC	$105,622,000	+2.6%	826,852	+22.8%	0.34%	+1.5%
WSM	Sell	WILLIAMS SONOMA INC	$104,021,000	-24.9%	937,544	-1.9%	0.33%	-25.8%
ACN	Buy	ACCENTURE PLC IRELAND	$96,135,000	+66.3%	346,246	+102.0%	0.31%	+64.7%
BEP	Sell	BROOKFIELD RENEWABLE PARTNERpartnership unit	$89,992,000	-16.5%	2,585,985	-1.4%	0.29%	-17.5%
LULU	Sell	LULULEMON ATHLETICA INC	$88,293,000	-27.1%	323,880	-2.3%	0.28%	-27.8%
MA	Sell	MASTERCARD INCORPORATEDcl a	$84,179,000	-17.4%	266,827	-6.5%	0.27%	-18.2%
IRDM	Buy	IRIDIUM COMMUNICATIONS INC	$82,443,000	-5.8%	2,194,964	+1.1%	0.26%	-7.0%
TDG	Buy	TRANSDIGM GROUP INC	$80,162,000	-3.5%	149,369	+17.1%	0.26%	-4.5%
FCX	New	FREEPORT-MCMORAN INCput	$76,076,000	–	2,600,000	+100.0%	0.24%	–
WTM	Buy	WHITE MTNS INS GROUP LTD	$74,795,000	+59.7%	60,022	+45.7%	0.24%	+57.2%
ECL	New	ECOLAB INC	$73,538,000	–	478,262	+100.0%	0.24%	–
SHW	New	SHERWIN WILLIAMS CO	$72,683,000	–	324,607	+100.0%	0.23%	–
QRVO	Buy	QORVO INC	$70,939,000	-14.0%	752,114	+13.2%	0.23%	-15.0%
SWKS	Buy	SKYWORKS SOLUTIONS INC	$70,787,000	-13.6%	764,113	+24.2%	0.23%	-14.3%
PINS	Buy	PINTEREST INCcl a	$66,121,000	-13.2%	3,641,049	+17.7%	0.21%	-14.2%
INTU	Sell	INTUIT	$65,332,000	-49.2%	169,501	-36.6%	0.21%	-49.9%
TSM	Buy	TAIWAN SEMICONDUCTOR MFG LTDsponsored ads	$64,331,000	+35.0%	786,927	+72.2%	0.21%	+33.8%
VFC	Buy	V F CORP	$63,080,000	+25.1%	1,428,110	+61.1%	0.20%	+23.9%
CTAS	New	CINTAS CORP	$61,127,000	–	163,648	+100.0%	0.20%	–
CW	Buy	CURTISS WRIGHT CORP	$60,676,000	+81.3%	459,459	+106.1%	0.19%	+79.6%
ADBE	Buy	ADOBE SYSTEMS INCORPORATED	$58,696,000	+1.3%	160,346	+26.1%	0.19%	0.0%
MSFT	Buy	MICROSOFT CORP	$56,393,000	-14.3%	219,574	+2.9%	0.18%	-15.0%
MCO	New	MOODYS CORP	$54,664,000	–	200,992	+100.0%	0.18%	–
ADSK	Buy	AUTODESK INC	$45,818,000	+1.5%	266,446	+26.6%	0.15%	+0.7%
TRIP	New	TRIPADVISOR INC	$43,441,000	–	2,440,507	+100.0%	0.14%	–
OSW	Buy	ONESPAWORLD HOLDINGS LIMITED	$38,174,000	-25.2%	5,324,062	+6.4%	0.12%	-26.1%
AVGO	Buy	BROADCOM INC	$37,493,000	+9.9%	77,176	+42.4%	0.12%	+8.1%
INTC	Sell	INTEL CORPcall	$33,669,000	-62.3%	900,000	-50.0%	0.11%	-62.6%
WWW	Buy	WOLVERINE WORLD WIDE INC	$31,754,000	+95.2%	1,575,080	+118.5%	0.10%	+92.5%
	Sell	PORTILLOS INC	$28,960,000	-50.3%	1,771,233	-25.3%	0.09%	-50.8%
DOCU	Buy	DOCUSIGN INC	$28,227,000	-30.9%	491,936	+29.1%	0.09%	-31.8%
CSGP	Sell	COSTAR GROUP INC	$27,447,000	-93.5%	454,338	-92.9%	0.09%	-93.6%
	Buy	STAGWELL INC	$27,508,000	+47.3%	5,065,885	+96.4%	0.09%	+46.7%
GPK	New	GRAPHIC PACKAGING HLDG CO	$27,284,000	–	1,330,912	+100.0%	0.09%	–
FORM	Buy	FORMFACTOR INC	$27,099,000	-5.9%	699,691	+2.2%	0.09%	-6.5%
PINS	Sell	PINTEREST INCcall	$22,780,000	-42.1%	1,254,400	-21.6%	0.07%	-43.0%
	Buy	WOLFSPEED INC	$20,720,000	-16.8%	326,551	+49.2%	0.07%	-18.5%
LIND	Sell	LINDBLAD EXPEDITIONS HLDGS I	$20,102,000	-46.7%	2,481,711	-0.9%	0.06%	-47.5%
IIVI	Sell	II-VI INC	$18,026,000	-45.3%	353,805	-22.2%	0.06%	-45.8%
SLAB	New	SILICON LABORATORIES INC	$16,473,000	–	117,480	+100.0%	0.05%	–
BIP	Buy	BROOKFIELD INFRAST PARTNERSlp int unit	$15,979,000	-29.5%	418,087	+22.2%	0.05%	-30.1%
ZTS	New	ZOETIS INCcl a	$15,282,000	–	88,904	+100.0%	0.05%	–
CCL	Sell	CARNIVAL CORPcall	$11,937,000	-69.4%	1,380,000	-28.5%	0.04%	-69.8%
	Buy	GLOBALFOUNDRIES INCordinary shares	$11,522,000	-26.2%	285,615	+14.2%	0.04%	-27.5%
SPOT	Sell	SPOTIFY TECHNOLOGY S A	$11,356,000	-38.8%	121,032	-1.5%	0.04%	-40.0%
HUGSU	Sell	USHG ACQUISITION CORPunit 99/99/9999	$9,840,000	-6.0%	991,953	-1.0%	0.03%	-5.9%
AVNW	Buy	AVIAT NETWORKS INC	$9,798,000	+49.2%	391,281	+83.4%	0.03%	+47.6%
A	New	AGILENT TECHNOLOGIES INC	$8,365,000	–	70,429	+100.0%	0.03%	–
MRVL	New	MARVELL TECHNOLOGY INC	$6,119,000	–	140,581	+100.0%	0.02%	–
SUM	Buy	SUMMIT MATLS INCcl a	$5,081,000	-13.5%	218,142	+15.3%	0.02%	-15.8%
BX	Buy	BLACKSTONE INC	$4,753,000	-27.2%	52,104	+1.3%	0.02%	-28.6%
KAI	Buy	KADANT INC	$3,465,000	+9.6%	19,004	+16.7%	0.01%	+10.0%
ERII	Buy	ENERGY RECOVERY INC	$2,934,000	+13.1%	151,062	+17.3%	0.01%	+12.5%
KNSL	Buy	KINSALE CAP GROUP INC	$2,636,000	+18.2%	11,478	+17.4%	0.01%	+14.3%
NRC	Buy	NATIONAL RESH CORP	$2,177,000	+11.6%	56,881	+15.6%	0.01%	+16.7%
EVOP	Buy	EVO PMTS INC	$2,301,000	+17.5%	97,828	+15.3%	0.01%	+16.7%
PRFT	Buy	PERFICIENT INC	$2,086,000	-2.1%	22,746	+17.5%	0.01%	0.0%
SSTI	Buy	SHOTSPOTTER INC	$1,929,000	-0.5%	71,689	+2.5%	0.01%	0.0%
CYRX	Buy	CRYOPORT INC	$1,875,000	+43.2%	60,526	+61.4%	0.01%	+50.0%
RPAY	Buy	REPAY HLDGS CORP	$1,734,000	+0.3%	134,907	+15.3%	0.01%	0.0%
CHEF	Buy	CHEFS WHSE INC	$1,420,000	+48.5%	36,516	+24.5%	0.01%	+66.7%
INTC	Sell	INTEL CORP	$1,715,000	-94.8%	45,844	-93.1%	0.01%	-95.3%
BMI	Buy	BADGER METER INC	$1,442,000	+22.8%	17,823	+51.3%	0.01%	+25.0%
ALTR	Sell	ALTAIR ENGR INC	$1,462,000	-24.8%	27,857	-7.7%	0.01%	-16.7%
TENB	Buy	TENABLE HLDGS INC	$1,533,000	-20.7%	33,761	+0.9%	0.01%	-16.7%
MTSI	New	MACOM TECH SOLUTIONS HLDGS I	$1,679,000	–	36,414	+100.0%	0.01%	–
RCKY	Buy	ROCKY BRANDS INC	$1,685,000	+7.9%	49,309	+31.4%	0.01%	0.0%
BOOT	Buy	BOOT BARN HLDGS INC	$1,458,000	+191.6%	21,161	+301.2%	0.01%	+150.0%
EL	Buy	LAUDER ESTEE COS INCcl a	$1,129,000	-2.1%	4,432	+4.7%	0.00%	0.0%
CVET	Sell	COVETRUS INC	$1,230,000	-95.2%	59,274	-96.1%	0.00%	-95.1%
MODN	Buy	MODEL N INC	$1,368,000	+9.3%	53,479	+14.9%	0.00%	0.0%
FRG	Sell	FRANCHISE GROUP INC	$1,329,000	-95.2%	37,895	-94.4%	0.00%	-95.6%
HCCI	Buy	HERITAGE CRYSTAL CLEAN INC	$1,352,000	+8.7%	50,150	+19.4%	0.00%	0.0%
XMTR	Sell	XOMETRY INC	$1,148,000	-8.8%	33,833	-1.2%	0.00%	0.0%
NKE	Buy	NIKE INCcl b	$984,000	-20.5%	9,630	+4.8%	0.00%	-25.0%
CWST	Sell	CASELLA WASTE SYS INCcl a	$801,000	-37.0%	11,021	-24.0%	0.00%	-25.0%
NVMI	Buy	NOVA LTD	$820,000	-5.7%	9,260	+15.9%	0.00%	0.0%
SPSC	Buy	SPS COMM INC	$911,000	-13.5%	8,062	+0.5%	0.00%	0.0%
ZUMZ	Sell	ZUMIEZ INC	$1,037,000	-38.9%	39,878	-10.2%	0.00%	-40.0%
SIBN	Sell	SI-BONE INC	$552,000	-41.6%	41,841	-0.0%	0.00%	-33.3%
ALKT	Sell	ALKAMI TECHNOLOGY INC	$679,000	-21.4%	48,875	-19.1%	0.00%	-33.3%
DLX	Sell	DELUXE CORP	$773,000	-97.8%	35,675	-96.9%	0.00%	-98.2%
DAVA	Buy	ENDAVA PLCads	$723,000	-23.3%	8,186	+15.5%	0.00%	-33.3%
FA	Sell	FIRST ADVANTAGE CORP NEW	$741,000	-97.0%	58,473	-95.2%	0.00%	-97.5%
GWRS	Buy	GLOBAL WTR RES INC	$539,000	+50.6%	40,777	+89.4%	0.00%	+100.0%
GFF	Sell	GRIFFON CORP	$714,000	-49.3%	25,465	-63.8%	0.00%	-60.0%
	Buy	NCINO INC	$571,000	-22.7%	18,462	+2.4%	0.00%	0.0%
RGEN	Sell	REPLIGEN CORP	$717,000	-99.6%	4,418	-99.5%	0.00%	-99.7%
ARCE	Buy	ARCO PLATFORM LTD	$770,000	-18.3%	51,583	+15.4%	0.00%	-33.3%
GRMN		GARMIN LTD	$228,000	-17.4%	2,325	0.0%	0.00%	0.0%
SPT	Sell	SPROUT SOCIAL INC	$296,000	-64.3%	5,102	-50.7%	0.00%	-66.7%
LOB	Buy	LIVE OAK BANCSHARES INC	$305,000	+10.9%	9,012	+66.7%	0.00%	0.0%
BLDR	Sell	BUILDERS FIRSTSOURCE INC	$273,000	-98.0%	5,085	-97.6%	0.00%	-97.7%
BTRS	Sell	BTRS HOLDINGS INC	$353,000	-49.1%	70,950	-23.4%	0.00%	-50.0%
SWIM	Sell	LATHAM GROUP INC	$101,000	-88.6%	14,636	-78.0%	0.00%	-100.0%
CEVA	Exit	CEVA INC	$0	–	-8,604	-100.0%	-0.00%	–
ACCD	Exit	ACCOLADE INC	$0	–	-26,186	-100.0%	-0.00%	–
HSKA	Exit	HESKA CORP	$0	–	-2,783	-100.0%	-0.00%	–
DCT	Exit	DUCK CREEK TECHNOLOGIES INC	$0	–	-32,992	-100.0%	-0.00%	–
AVY	Exit	AVERY DENNISON CORP	$0	–	-11,435	-100.0%	-0.01%	–
AMZN	Exit	AMAZON COM INC	$0	–	-1,516	-100.0%	-0.02%	–
CMBM	Exit	CAMBIUM NETWORKS CORP	$0	–	-219,231	-100.0%	-0.02%	–
PAY	Exit	PAYMENTUS HOLDINGS INC	$0	–	-343,216	-100.0%	-0.02%	–
TXG	Exit	10X GENOMICS INC	$0	–	-136,867	-100.0%	-0.03%	–
ODFL	Exit	OLD DOMINION FREIGHT LINE IN	$0	–	-41,630	-100.0%	-0.04%	–
TFC	Exit	TRUIST FINL CORP	$0	–	-243,575	-100.0%	-0.04%	–
CPRI	Exit	CAPRI HOLDINGS LIMITED	$0	–	-415,226	-100.0%	-0.07%	–
CINF	Exit	CINCINNATI FINL CORP	$0	–	-242,087	-100.0%	-0.11%	–
TROW	Exit	PRICE T ROWE GROUP INC	$0	–	-222,824	-100.0%	-0.11%	–
CMP	Exit	COMPASS MINERALS INTL INC	$0	–	-588,175	-100.0%	-0.12%	–
JCOM	Exit	ZIFF DAVIS INC	$0	–	-456,686	-100.0%	-0.14%	–
MTB	Exit	M & T BK CORP	$0	–	-318,559	-100.0%	-0.18%	–
MOS	Exit	MOSAIC CO NEW	$0	–	-816,497	-100.0%	-0.18%	–
EQH	Exit	EQUITABLE HLDGS INC	$0	–	-2,850,430	-100.0%	-0.28%	–
SHOP	Exit	SHOPIFY INCcl a	$0	–	-131,734	-100.0%	-0.29%	–
COUP	Exit	COUPA SOFTWARE INC	$0	–	-1,256,466	-100.0%	-0.41%	–
BFAM	Exit	BRIGHT HORIZONS FAM SOL IN D	$0	–	-1,122,717	-100.0%	-0.48%	–
BAM	Exit	BROOKFIELD ASSET MGMT INCcl a ltd vt sh	$0	–	-3,541,010	-100.0%	-0.65%	–

Original filings

The following EDGAR filing(s) were analyzed to create this report:

View 13F-HR filed 2022-08-15

Signatures

The EDGAR filing(s) were signed by:

Jennifer Vinsonhaler — Chief Compliance Officer

Top long-term holdings

Name	Quarters owned	Latest quarter owned	Max weighting
REVVITY INC	40	Q3 2023	6.1%
PAYCHEX PAYX	40	Q3 2023	4.4%
AMPHENOL CORPORATION	40	Q3 2023	2.9%
THERMO FISHER SCIENTIFIC INC	40	Q3 2023	3.3%
DANAHER CORPORATION DHR	40	Q3 2023	2.4%
WILLIAMS SONOMA INC WSM	39	Q3 2023	3.8%
TRANSDIGM GROUP INC. TDG	39	Q3 2023	2.8%
FIRST REPUBLIC BANK FRC	37	Q4 2022	3.2%
ROLLINS INC ROL	37	Q3 2023	1.8%
ANSYS INC ANSS	36	Q3 2023	2.6%

View Select Equity Group, L.P.'s complete holdings history.

Latest significant ownerships (13-D/G)

Select Equity Group, L.P. Q2 2022 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
	Filed	Shares	Percentage
AMERICAN EAGLE OUTFITTERS INC	February 14, 2023	276	-
CLARIVATE Plc	February 14, 2023	11,436,126	1.7%
EVERBRIDGE, INC.	February 14, 2023	10	0.0%
Interactive Brokers Group, Inc.	February 14, 2023	3,151,025	3.1%
MARAVAI LIFESCIENCES HOLDINGS, INC.	February 14, 2023	2,524,793	1.9%
Paymentus Holdings, Inc.^{Sold out}	February 14, 2023	0	0.0%
Portillo's Inc.	February 14, 2023	796,348	1.6%
POWERSCHOOL HOLDINGS, INC.	February 14, 2023	3,385,574	2.1%
SS&C Technologies Holdings Inc	February 14, 2023	84	-
Airspan Networks Holdings Inc.^{Sold out}	February 14, 2022	0	0.0%

View Select Equity Group, L.P.'s complete significant-ownership history.

Latest filings

Type	Filed
SC 13G/A	2024-04-10
13F-HR	2024-02-14
SC 13G/A	2024-02-14
SC 13G/A	2024-02-14
SC 13G/A	2024-02-14
SC 13G/A	2024-02-14
SC 13G/A	2024-02-14
SC 13G/A	2024-02-14
SC 13G/A	2024-02-14
SC 13G/A	2024-02-14

View Select Equity Group, L.P.'s complete filings history.

All filings

View complete filings history.

Compare quarters

Export Select Equity Group, L.P.'s holdings