Select Equity Group, L.P. Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$23.9T
Holdings
149
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (149 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LYVLIVE NATION ENTERTAINMENT IN | 6,851,369 | $1.0T | 4.34% | |
| 2 | VIKVIKING HOLDINGS LTD | 17,880,920 | $952.9B | 3.99% | |
| 3 | TPDSOMNIGROUP INTERNATIONAL INC | 13,836,763 | $941.6B | 3.95% | |
| 4 | RHCRH PLC | 9,697,157 | $890.2B | 3.73% | |
| 5 | WABWABTEC | 4,059,498 | $849.9B | 3.56% | |
| 6 | CDWCDW CORP | 4,052,710 | $723.8B | 3.03% | |
| 7 | CNMCORE & MAIN INC | 11,465,694 | $692.0B | 2.90% | |
| 8 | MIDDMIDDLEBY CORP | 4,727,504 | $680.8B | 2.85% | |
| 9 | MKLMARKEL GROUP INC | 336,369 | $671.8B | 2.82% | |
| 10 | TSCOTRACTOR SUPPLY CO | 12,713,409 | $670.9B | 2.81% | |
| 11 | ITTITT INC | 4,227,752 | $663.0B | 2.78% | |
| 12 | TRMBTRIMBLE INC | 8,644,586 | $656.8B | 2.75% | |
| 13 | MLMMARTIN MARIETTA MATLS INC | 1,183,267 | $649.6B | 2.72% | |
| 14 | BROBROWN & BROWN INC | 5,745,705 | $637.0B | 2.67% | |
| 15 | ALCALCON AG | 6,762,406 | $596.4B | 2.50% | |
| 16 | PAYXPAYCHEX INC | 4,051,413 | $589.3B | 2.47% | |
| 17 | SCISERVICE CORP INTL | 6,924,741 | $563.7B | 2.36% | |
| 18 | LHLABCORP HOLDINGS INC | 2,132,792 | $559.9B | 2.35% | |
| 19 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,259,985 | $511.9B | 2.15% | |
| 20 | STESTERIS PLC | 2,052,433 | $493.0B | 2.07% | |
| 21 | EMEEMCOR GROUP INC | 906,855 | $485.1B | 2.03% | |
| 22 | PWRQUANTA SVCS INC | 1,017,123 | $384.6B | 1.61% | |
| 23 | CPAYCORPAY INC | 1,125,916 | $373.6B | 1.57% | |
| 24 | NEMNEWMONT CORP | 6,022,740 | $350.9B | 1.47% | Call |
| 25 | MORNMORNINGSTAR INC | 1,113,301 | $349.5B | 1.46% | |
| 26 | SIGSIGNET JEWELERS LIMITED | 3,915,353 | $311.5B | 1.31% | |
| 27 | IDXXIDEXX LABS INC | 573,713 | $307.7B | 1.29% | |
| 28 | CPCANADIAN PACIFIC KANSAS CITY | 3,381,006 | $268.1B | 1.12% | |
| 29 | FBINFORTUNE BRANDS INNOVATIONS I | 5,194,296 | $267.4B | 1.12% | |
| 30 | BJBJS WHSL CLUB HLDGS INC | 2,411,459 | $260.0B | 1.09% | |
| 31 | SHOPSHOPIFY INC | 2,246,473 | $259.1B | 1.09% | |
| 32 | KEXKIRBY CORP | 2,165,929 | $245.6B | 1.03% | |
| 33 | JLLJONES LANG LASALLE INC | 933,490 | $238.8B | 1.00% | |
| 34 | ENQENTEGRIS INC | 2,919,435 | $235.5B | 0.99% | |
| 35 | CAECAE INC | 7,909,738 | $231.4B | 0.97% | |
| 36 | CLHCLEAN HARBORS INC | 946,958 | $218.9B | 0.92% | |
| 37 | TDYTELEDYNE TECHNOLOGIES INC | 426,837 | $218.7B | 0.92% | |
| 38 | VVISA INC | 540,316 | $191.8B | 0.80% | |
| 39 | NVDANVIDIA CORPORATION | 1,093,914 | $172.8B | 0.72% | |
| 40 | WDAYWORKDAY INC | 669,007 | $160.6B | 0.67% | |
| 41 | TECHBIO-TECHNE CORP | 2,919,495 | $150.2B | 0.63% | |
| 42 | DAYDAYFORCE INC | 2,547,880 | $141.1B | 0.59% | |
| 43 | ADBEADOBE INC | 363,838 | $140.8B | 0.59% | |
| 44 | CRCRANE COMPANY | 736,943 | $139.9B | 0.59% | |
| 45 | INTUINTUIT | 172,885 | $136.2B | 0.57% | |
| 46 | PTCPTC INC | 775,077 | $133.6B | 0.56% | |
| 47 | GOOGALPHABET INC | 686,780 | $121.8B | 0.51% | |
| 48 | MSFTMICROSOFT CORP | 243,855 | $121.3B | 0.51% | |
| 49 | CRMSALESFORCE INC | 405,093 | $110.5B | 0.46% | |
| 50 | NDAQNASDAQ INC | 1,233,044 | $110.3B | 0.46% | |
| 51 | ZTSZOETIS INC | 693,776 | $108.2B | 0.45% | |
| 52 | NETCLOUDFLARE INC | 532,250 | $104.2B | 0.44% | Call |
| 53 | COOCOOPER COS INC | 1,441,840 | $102.6B | 0.43% | |
| 54 | AVGOBROADCOM INC | 360,274 | $99.3B | 0.42% | |
| 55 | APOAPOLLO GLOBAL MGMT INC | 689,212 | $97.8B | 0.41% | |
| 56 | AMZNAMAZON COM INC | 434,011 | $95.2B | 0.40% | |
| 57 | APGAPI GROUP CORP | 1,864,112 | $95.2B | 0.40% | |
| 58 | BNBROOKFIELD CORP | 1,474,154 | $91.1B | 0.38% | |
| 59 | GRMNGARMIN LTD | 434,417 | $90.7B | 0.38% | |
| 60 | DHRDANAHER CORPORATION | 417,407 | $82.5B | 0.35% | |
| 61 | FTVFORTIVE CORP | 1,567,511 | $81.7B | 0.34% | |
| 62 | PKGPACKAGING CORP AMER | 422,246 | $79.6B | 0.33% | |
| 63 | METAMETA PLATFORMS INC | 103,756 | $76.6B | 0.32% | |
| 64 | ROLROLLINS INC | 1,265,543 | $71.4B | 0.30% | |
| 65 | QXOQXO INC | 3,250,235 | $70.0B | 0.29% | |
| 66 | BWXTBWX TECHNOLOGIES INC | 478,290 | $68.9B | 0.29% | |
| 67 | APHAMPHENOL CORP NEW | 676,886 | $66.8B | 0.28% | |
| 68 | BUWABIO RAD LABS INC | 255,989 | $61.8B | 0.26% | |
| 69 | TMOTHERMO FISHER SCIENTIFIC INC | 146,462 | $59.4B | 0.25% | |
| 70 | PYPLPAYPAL HLDGS INC | 777,948 | $57.8B | 0.24% | |
| 71 | MHKMOHAWK INDS INC | 547,845 | $57.4B | 0.24% | |
| 72 | OWLBLUE OWL CAPITAL INC | 2,755,368 | $52.9B | 0.22% | |
| 73 | MTDMETTLER TOLEDO INTERNATIONAL | 39,441 | $46.3B | 0.19% | |
| 74 | KKRKKR & CO INC | 346,427 | $46.1B | 0.19% | |
| 75 | MIRMIRION TECHNOLOGIES INC | 2,027,559 | $43.7B | 0.18% | |
| 76 | WSMWILLIAMS SONOMA INC | 266,740 | $43.6B | 0.18% | |
| 77 | NOWSERVICENOW INC | 36,161 | $37.2B | 0.16% | |
| 78 | USLMUNITED STS LIME & MINERALS I | 356,190 | $35.5B | 0.15% | |
| 79 | DOCUDOCUSIGN INC | 455,471 | $35.5B | 0.15% | |
| 80 | CARGCARGURUS INC | 1,050,244 | $35.2B | 0.15% | |
| 81 | FXIISHARES TR | 915,000 | $33.6B | 0.14% | Call |
| 82 | WTMWHITE MTNS INS GROUP LTD | 17,872 | $32.1B | 0.13% | |
| 83 | IRDMIRIDIUM COMMUNICATIONS INC | 1,001,350 | $30.2B | 0.13% | |
| 84 | CASYCASEYS GEN STORES INC | 59,177 | $30.2B | 0.13% | |
| 85 | OSWONESPAWORLD HOLDINGS LIMITED | 1,418,757 | $28.9B | 0.12% | |
| 86 | SPGIS&P GLOBAL INC | 51,486 | $27.1B | 0.11% | |
| 87 | MCOMOODYS CORP | 53,574 | $26.9B | 0.11% | |
| 88 | CWSTCASELLA WASTE SYS INC | 231,994 | $26.8B | 0.11% | |
| 89 | CINFCINCINNATI FINL CORP | 175,921 | $26.2B | 0.11% | |
| 90 | GDDYGODADDY INC | 143,092 | $25.8B | 0.11% | |
| 91 | CHEFCHEFS WHSE INC | 393,283 | $25.1B | 0.11% | |
| 92 | FMCFMC CORP | 593,100 | $24.8B | 0.10% | Call |
| 93 | MSCIMSCI INC | 42,582 | $24.6B | 0.10% | |
| 94 | PIIPOLARIS INC | 596,925 | $24.3B | 0.10% | Call |
| 95 | RALRALLIANT CORP | 488,046 | $23.7B | 0.10% | |
| 96 | FMFFORMFACTOR INC | 617,542 | $21.2B | 0.09% | |
| 97 | FASTFASTENAL CO | 471,918 | $19.8B | 0.08% | |
| 98 | ALKTALKAMI TECHNOLOGY INC | 576,253 | $17.4B | 0.07% | |
| 99 | AMRZAMRIZE LTD | 345,508 | $17.2B | 0.07% | |
| 100 | DKSDICKS SPORTING GOODS INC | 84,555 | $16.7B | 0.07% |
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