Select-Equity-Group-Lp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PTLO",
  "NCNO",
  "SPSC",
  "CDRE",
  "POOL",
  "KAI",
  "MORN",
  "ENTG",
  "LOAR",
  "H",
  "ITT",
  "ADBE",
  "JLL",
  "BOOT",
  "AIN",
  null,
  "APG",
  "ALKT",
  "ACA",
  "AVGO",
  "BRO",
  "CP.TO",
  null,
  "FELE",
  "FORM",
  "MYRG",
  "PII",
  "OSW",
  "VIK",
  "ADEA",
  "IRDM",
  "INTU",
  "FBIN",
  "LAMR",
  "META",
  null,
  "MIR",
  "MLNK",
  "MRCY",
  null,
  null,
  "MLAB",
  "PWR",
  "MRVL",
  "BMI",
  "MSFT",
  "NEOG",
  "FTV",
  "FMC",
  "FAST",
  "PAYX",
  "PYPL",
  "MKC",
  "PKG",
  "SPGI",
  "SHOP",
  "SSNC",
  "TMO",
  "TYL",
  "UBER",
  "ALC",
  "AEIS",
  "USLM",
  "EME",
  "TENB",
  "TSCO",
  "GSHD",
  "GOGO",
  "TSM",
  "RMD",
  "BN.TO",
  "SAIA",
  "SSB",
  "APH",
  "AMD",
  "VFC",
  "EL",
  "CPAY",
  "WAB",
  "IWR",
  "MIDD",
  "TTC",
  "CIGI",
  "ERII",
  "IDXX",
  "AOS",
  "AMZN",
  "VRRM",
  "V",
  "WTM",
  "WINA",
  "WSM",
  "WDAY",
  "GRMN",
  "PTC",
  "ALRM",
  "KEX",
  "MSCI",
  "MHK",
  "LH",
  "MKL",
  "TRMB",
  "ROL",
  "CRM",
  "SCI",
  "SIG",
  "TDY",
  "SPOT",
  "LYV",
  "LNTH",
  "TRI.TO",
  "STE",
  "ATS",
  "BJ",
  "BIO",
  "TECH",
  "BL",
  "BE",
  "OWL",
  "BIP",
  "CACI",
  "CAE",
  "CWST",
  "CARG",
  "CDW",
  "CASY",
  "CERT",
  "CHEF",
  "CIEN",
  "CINF",
  "CLH",
  "NET",
  "CLFD",
  "COHR",
  "COO",
  "CNM",
  "CRH",
  "CR",
  "CSWI",
  "DHR",
  "DAY",
  "DOCU",
  "MCO",
  "NKE",
  "IWM",
  "GOOG",
  "LLY",
  "APO",
  "MLM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 150
Total Value: 23173374442
Accession Number: 0001592643-25-000004
Form Type: 13F-HR
CIK: select-equity-group-lp
Manager Name: Select-Equity-Group-Lp

Data Enrichment

97% identified

145 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

150 positions • $23.2B total value

SEC FilingSEC DataHachi Filing

Manager:

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Polaris Inc.

PII|731068102

Shares:1.6M

Value:$66.3M

% of Portfolio:0.3% ($66.3M/$23.2B)

BIO-RAD LABORATORIES, INC.

BIO|090572207

Shares:265.2K

Value:$64.6M

% of Portfolio:0.3% ($64.6M/$23.2B)

Alphabet Inc.

GOOG|02079K107

Shares:411.4K

Value:$64.3M

% of Portfolio:0.3% ($64.3M/$23.2B)

COOPER COMPANIES, INC.

COO|216648501

Shares:749.0K

Value:$63.2M

% of Portfolio:0.3% ($63.2M/$23.2B)

Apollo Global Management, Inc.

APO|03769M106

Shares:450.9K

Value:$61.7M

% of Portfolio:0.3% ($61.7M/$23.2B)

AMPHENOL CORP /DE/

APH|032095101

Shares:921.6K

Value:$60.5M

% of Portfolio:0.3% ($60.5M/$23.2B)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:923.0K

Value:$60.2M

% of Portfolio:0.3% ($60.2M/$23.2B)

MICROSOFT CORP

MSFT|594918104

Shares:158.9K

Value:$59.7M

% of Portfolio:0.3% ($59.7M/$23.2B)

FASTENAL CO

FAST|311900104

Shares:767.3K

Value:$59.5M

% of Portfolio:0.3% ($59.5M/$23.2B)

Zoetis Inc.

ZTS|98978V103

Shares:355.3K

Value:$58.5M

% of Portfolio:0.3% ($58.5M/$23.2B)

WHITE MOUNTAINS INSURANCE GROUP LTD

WTM|G9618E107

Shares:28.0K

Value:$53.9M

% of Portfolio:0.2% ($53.9M/$23.2B)

SMITH A O CORP

AOS|831865209

Shares:809.5K

Value:$52.9M

% of Portfolio:0.2% ($52.9M/$23.2B)

CINCINNATI FINANCIAL CORP

CINF|172062101

Shares:315.2K

Value:$46.6M

% of Portfolio:0.2% ($46.6M/$23.2B)

WILLIAMS SONOMA INC

WSM|969904101

Shares:284.5K

Value:$45.0M

% of Portfolio:0.2% ($45.0M/$23.2B)

DANAHER CORP /DE/

DHR|235851102

Shares:212.8K

Value:$43.6M

% of Portfolio:0.2% ($43.6M/$23.2B)

CASEYS GENERAL STORES INC

CASY|147528103

Shares:99.1K

Value:$43.0M

% of Portfolio:0.2% ($43.0M/$23.2B)

DOCUSIGN, INC.

DOCU|256163106

Shares:489.6K

Value:$39.8M

% of Portfolio:0.2% ($39.8M/$23.2B)

S&P Global Inc.

SPGI|78409V104

Shares:77.3K

Value:$39.3M

% of Portfolio:0.2% ($39.3M/$23.2B)

BLUE OWL CAPITAL INC.

OWL|09581B103

Shares:1.9M

Value:$38.8M

% of Portfolio:0.2% ($38.8M/$23.2B)

Hyatt Hotels Corp

H|448579102

Shares:303.8K

Value:$37.2M

% of Portfolio:0.2% ($37.2M/$23.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Polaris Inc.(PIIcusip731068102)	1.6M	QoQ +142.10% (+951.2K) YoY NEW(+1.6M)	All Managers (Combined)	$66.3M	0.3% ($66.3M/$23.2B)	QoQ +72.01% (+$27.8M) YoY NEW(+$66.3M)
BIO-RAD LABORATORIES, INC.(BIOcusip090572207)	265.2K	QoQ -42.43% (-195.5K) YoY -48.47% (-249.5K)	All Managers (Combined)	$64.6M	0.3% ($64.6M/$23.2B)	QoQ -57.32% (-$86.7M) YoY -63.71% (-$113.4M)
Alphabet Inc.(GOOGcusip02079K107)	411.4K	QoQ -29.61% (-173.1K) YoY -33.22% (-204.7K)	All Managers (Combined)	$64.3M	0.3% ($64.3M/$23.2B)	QoQ -42.26% (-$47.0M) YoY -31.48% (-$29.5M)
COOPER COMPANIES, INC.(COOcusip216648501)	749.0K	QoQ +185.01% (+486.2K) YoY NEW(+749.0K)	All Managers (Combined)	$63.2M	0.3% ($63.2M/$23.2B)	QoQ +161.51% (+$39.0M) YoY NEW(+$63.2M)
Apollo Global Management, Inc.(APOcusip03769M106)	450.9K	QoQ -52.24% (-493.2K) YoY -83.29% (-2.2M)	All Managers (Combined)	$61.7M	0.3% ($61.7M/$23.2B)	QoQ -60.40% (-$94.2M) YoY -79.66% (-$241.8M)
AMPHENOL CORP /DE/(APHcusip032095101)	921.6K	QoQ +24.20% (+179.6K) YoY -64.45% (-1.7M)	All Managers (Combined)	$60.5M	0.3% ($60.5M/$23.2B)	QoQ +17.30% (+$8.9M) YoY -79.79% (-$238.7M)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	923.0K	QoQ +22.60% (-170.2K) YoY +4274.64% (+902.0K)	All Managers (Combined)	$60.2M	0.3% ($60.2M/$23.2B)	QoQ -6.27% (-$4.0M) YoY +4161.01% (+$58.8M)
MICROSOFT CORP(MSFTcusip594918104)	158.9K	QoQ -10.68% (-19.0K) YoY -24.87% (-52.6K)	All Managers (Combined)	$59.7M	0.3% ($59.7M/$23.2B)	QoQ -20.45% (-$15.3M) YoY -32.96% (-$29.3M)
FASTENAL CO(FASTcusip311900104)	767.3K	QoQ NEW(+767.3K) YoY NEW(+767.3K)	All Managers (Combined)	$59.5M	0.3% ($59.5M/$23.2B)	QoQ NEW(+$59.5M) YoY NEW(+$59.5M)
Zoetis Inc.(ZTScusip98978V103)	355.3K	QoQ +87.30% (+165.6K) YoY NEW(+355.3K)	All Managers (Combined)	$58.5M	0.3% ($58.5M/$23.2B)	QoQ +89.28% (+$27.6M) YoY NEW(+$58.5M)
WHITE MOUNTAINS INSURANCE GROUP LTD(WTMcusipG9618E107)	28.0K	QoQ +1.44% (+400) YoY -43.92% (-21.9K)	All Managers (Combined)	$53.9M	0.2% ($53.9M/$23.2B)	QoQ +0.44% (+$239.0K) YoY -39.81% (-$35.7M)
SMITH A O CORP(AOScusip831865209)	809.5K	QoQ -75.78% (-2.5M) YoY -76.55% (-2.6M)	All Managers (Combined)	$52.9M	0.2% ($52.9M/$23.2B)	QoQ -76.79% (-$175.1M) YoY -82.86% (-$255.9M)
CINCINNATI FINANCIAL CORP(CINFcusip172062101)	315.2K	QoQ -54.65% (-379.9K) YoY -71.01% (-772.4K)	All Managers (Combined)	$46.6M	0.2% ($46.6M/$23.2B)	QoQ -53.38% (-$53.3M) YoY -65.52% (-$88.5M)
WILLIAMS SONOMA INC(WSMcusip969904101)	284.5K	QoQ -4.11% (-12.2K) YoY +34.36% (-72.8K)	All Managers (Combined)	$45.0M	0.2% ($45.0M/$23.2B)	QoQ -18.13% (-$10.0M) YoY -33.10% (-$22.3M)
DANAHER CORP /DE/(DHRcusip235851102)	212.8K	QoQ +37.90% (+58.5K) YoY -44.15% (-168.2K)	All Managers (Combined)	$43.6M	0.2% ($43.6M/$23.2B)	QoQ +23.15% (+$8.2M) YoY -54.15% (-$51.5M)
CASEYS GENERAL STORES INC(CASYcusip147528103)	99.1K	QoQ +228.60% (+68.9K) YoY NEW(+99.1K)	All Managers (Combined)	$43.0M	0.2% ($43.0M/$23.2B)	QoQ +259.96% (+$31.1M) YoY NEW(+$43.0M)
DOCUSIGN, INC.(DOCUcusip256163106)	489.6K	QoQ +48.04% (+158.9K) YoY -29.07% (-200.7K)	All Managers (Combined)	$39.8M	0.2% ($39.8M/$23.2B)	QoQ +33.98% (+$10.1M) YoY -3.05% (-$1.3M)
S&P Global Inc.(SPGIcusip78409V104)	77.3K	QoQ -20.79% (-20.3K) YoY -53.32% (-88.3K)	All Managers (Combined)	$39.3M	0.2% ($39.3M/$23.2B)	QoQ -19.19% (-$9.3M) YoY -44.26% (-$31.2M)
BLUE OWL CAPITAL INC.(OWLcusip09581B103)	1.9M	QoQ NEW(+1.9M) YoY NEW(+1.9M)	All Managers (Combined)	$38.8M	0.2% ($38.8M/$23.2B)	QoQ NEW(+$38.8M) YoY NEW(+$38.8M)
Hyatt Hotels Corp(Hcusip448579102)	303.8K	QoQ -18.10% (-67.2K) YoY -77.57% (-1.1M)	All Managers (Combined)	$37.2M	0.2% ($37.2M/$23.2B)	QoQ -36.09% (-$21.0M) YoY -82.79% (-$179.1M)