Select Equity Group, L.P. Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$28.1B
Holdings
159
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (159 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | PINSPINTEREST INC | 678,775 | $18.5M | 0.07% | |
| 102 | IARTINTEGRA LIFESCIENCES HLDGS C | 319,871 | $18.4M | 0.07% | |
| 103 | QRVOQORVO INC | 133,357 | $13.5M | 0.05% | |
| 104 | AVNWAVIAT NETWORKS INC | 387,898 | $13.4M | 0.05% | |
| 105 | AVGOBROADCOM INC | 19,307 | $12.4M | 0.04% | |
| 106 | COHRCOHERENT CORP | 311,126 | $11.8M | 0.04% | |
| 107 | BIPBROOKFIELD INFRAST PARTNERS | 326,502 | $11.0M | 0.04% | |
| 108 | FAFFIRST AMERN FINL CORP | 161,622 | $9.0M | 0.03% | |
| 109 | MBLYMOBILEYE GLOBAL INC | 201,923 | $8.7M | 0.03% | |
| 110 | —ROVER GROUP INC | 1,790,560 | $8.1M | 0.03% | |
| 111 | T7DTRANSDIGM GROUP INC | 10,425 | $7.7M | 0.03% | |
| 112 | WOLF*WOLFSPEED INC | 114,719 | $7.5M | 0.03% | |
| 113 | GFSGLOBALFOUNDRIES INC | 95,191 | $6.9M | 0.02% | |
| 114 | FMFFORMFACTOR INC | 209,476 | $6.7M | 0.02% | |
| 115 | MRVLMARVELL TECHNOLOGY INC | 117,023 | $5.1M | 0.02% | |
| 116 | BWXTBWX TECHNOLOGIES INC | 80,140 | $5.1M | 0.02% | |
| 117 | 7SUSUMMIT MATLS INC | 165,208 | $4.7M | 0.02% | |
| 118 | KAIKADANT INC | 22,025 | $4.6M | 0.02% | |
| 119 | FFIVF5 INC | 28,624 | $4.2M | 0.01% | |
| 120 | ALTREURALTAIR ENGR INC | 54,268 | $3.9M | 0.01% | |
| 121 | SSTISHOTSPOTTER INC | 91,568 | $3.6M | 0.01% | |
| 122 | CERTCERTARA INC | 129,011 | $3.1M | 0.01% | |
| 123 | TENBTENABLE HLDGS INC | 63,333 | $3.0M | 0.01% | |
| 124 | HCCIUSDHERITAGE CRYSTAL CLEAN INC | 80,309 | $2.9M | 0.01% | |
| 125 | G2CEVERI HLDGS INC | 165,293 | $2.8M | 0.01% | |
| 126 | CHEFCHEFS WHSE INC | 82,497 | $2.8M | 0.01% | |
| 127 | BOOTBOOT BARN HLDGS INC | 35,804 | $2.7M | 0.01% | |
| 128 | BMIBADGER METER INC | 21,809 | $2.7M | 0.01% | |
| 129 | ERIIENERGY RECOVERY INC | 105,877 | $2.4M | 0.01% | |
| 130 | OUTOUTFRONT MEDIA INC | 137,151 | $2.2M | 0.01% | |
| 131 | LITELUMENTUM HLDGS INC | 40,830 | $2.2M | 0.01% | |
| 132 | PRFTUSDPERFICIENT INC | 29,230 | $2.1M | 0.01% | |
| 133 | NRCNATIONAL RESH CORP | 47,799 | $2.1M | 0.01% | |
| 134 | CYRXCRYOPORT INC | 79,860 | $1.9M | 0.01% | |
| 135 | ALKTALKAMI TECHNOLOGY INC | 116,786 | $1.5M | 0.01% | |
| 136 | SPTSPROUT SOCIAL INC | 24,061 | $1.5M | 0.01% | |
| 137 | MODNEURMODEL N INC | 43,340 | $1.4M | 0.01% | |
| 138 | MIRMIRION TECHNOLOGIES INC | 159,466 | $1.4M | 0.00% | |
| 139 | RCKYROCKY BRANDS INC | 57,193 | $1.3M | 0.00% | |
| 140 | KNSLKINSALE CAP GROUP INC | 4,245 | $1.3M | 0.00% | |
| 141 | SPSCSPS COMM INC | 8,134 | $1.2M | 0.00% | |
| 142 | DLXDELUXE CORP | 75,809 | $1.2M | 0.00% | |
| 143 | GSHDGOOSEHEAD INS INC | 21,968 | $1.1M | 0.00% | |
| 144 | IIIVI3 VERTICALS INC | 44,671 | $1.1M | 0.00% | |
| 145 | WWWWOLVERINE WORLD WIDE INC | 62,000 | $1.1M | 0.00% | |
| 146 | GWRSGLOBAL WTR RES INC | 83,432 | $1.0M | 0.00% | |
| 147 | CWSTCASELLA WASTE SYS INC | 10,545 | $871K | 0.00% | |
| 148 | SIBNSI-BONE INC | 35,212 | $692K | 0.00% | |
| 149 | ZM3ZUMIEZ INC | 36,138 | $666K | 0.00% | |
| 150 | ENVUSDENVESTNET INC | 10,978 | $644K | 0.00% | |
| 151 | —ARCO PLATFORM LTD | 58,197 | $637K | 0.00% | |
| 152 | DAVAENDAVA PLC | 7,651 | $513K | 0.00% | |
| 153 | MRCYMERCURY SYS INC | 9,719 | $496K | 0.00% | |
| 154 | MLABMESA LABS INC | 2,511 | $438K | 0.00% | |
| 155 | NCNONCINO INC | 17,442 | $432K | 0.00% | |
| 156 | GFFGRIFFON CORP | 9,006 | $288K | 0.00% | |
| 157 | XMTRXOMETRY INC | 14,423 | $215K | 0.00% | |
| 158 | HSKAEURHESKA CORP | 2,109 | $205K | 0.00% | |
| 159 | DZSIQDZS INC | 13,977 | $110K | 0.00% |
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