Select Equity Group, L.p.

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: 0001592643
Manager Name: Select Equity Group, L.p.

Data Enrichment

97% identified

145 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

150 positions • $23,173,374.442K total value

150 positions

Manager:

SEC FilingSEC DataHachi Filing

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WINMARK CORP

WINA|974250102

23450(+766.0%)

Value:

$7.5B(+600.3%)

nCino, Inc.

NCNO|63947X101

265211(+395.3%)

Value:

$7.3B(+305.2%)

05589G102

161226(+377.8%)

Value:

$7.2B(+450.9%)

BADGER METER INC

BMI|056525108

37539(+686.0%)

Value:

$7.1B(+605.0%)

Adeia Inc.

ADEA|00676P107

509458(-25.9%)

Value:

$6.7B(-30.0%)

ELI LILLY & Co

LLY|532457108

8100(+1.3%)

Value:

$6.7B(+8.3%)

485924104

196000

Value:

$6.6B

SPS COMMERCE INC

SPSC|78463M107

47985(+511.3%)

Value:

$6.4B(+341.0%)

ATS Corp /ATS

ATS|00217Y104

242640

Value:

$6.0B

MeridianLink, Inc.

MLNK|58985J105

307322(+541.3%)

Value:

$5.7B(+475.4%)

Clearfield, Inc.

CLFD|18482P103

176304(+770.2%)

Value:

$5.2B(+734.3%)

ESTEE LAUDER COMPANIES INC

EL|518439104

77400(+18.2%)

Value:

$5.1B(+4.0%)

MYR GROUP INC.

MYRG|55405W104

42296(+487.8%)

Value:

$4.8B(+346.8%)

BLACKLINE, INC.

BL|09239B109

98506(+350.6%)

Value:

$4.8B(+259.1%)

CIENA CORP

CIEN|171779309

71942

Value:

$4.3B

Arcosa, Inc.

ACA|039653100

54045

Value:

$4.2B

Marvell Technology, Inc.

MRVL|573874104

65686(+135.7%)

Value:

$4.0B(+31.4%)

Broadcom Inc.

AVGO|11135F101

23317(+131.6%)

Value:

$3.9B(+67.3%)

Colliers International Group Inc.

CIGI|194693107

31062

Value:

$3.8B

Gogo Inc.

GOGO|38046C109

402987(+68.8%)

Value:

$3.5B(+79.9%)

Instrument	Shares		Other Manager	Value
Winmark Corp(WINAcusip974250102)	23.4K	QoQ +765.95% (+20.7K) YoY NEW(+23.4K)	All Managers (Combined)	$7.5M	QoQ +600.28% (+$6.4M) YoY NEW(+$7.5M)
Ncino, Inc.(NCNOcusip63947X101)	265.2K	QoQ +395.29% (+211.7K) YoY +2840.25% (+256.2K)	All Managers (Combined)	$7.3M	QoQ +305.17% (+$5.5M) YoY +2060.74% (+$6.9M)
(cusip05589G102)✕	161.2K	QoQ +377.83% (+127.5K) YoY NEW(+161.2K)	All Managers (Combined)	$7.2M	QoQ +450.93% (+$5.9M) YoY NEW(+$7.2M)
Badger Meter Inc(BMIcusip056525108)	37.5K	QoQ +685.99% (+32.8K) YoY +184.60% (+24.3K)	All Managers (Combined)	$7.1M	QoQ +604.95% (+$6.1M) YoY +234.62% (+$5.0M)
Adeia Inc.(ADEAcusip00676P107)	509.5K	QoQ -25.95% (-178.6K) YoY -12.19% (-70.8K)	All Managers (Combined)	$6.7M	QoQ -29.98% (-$2.9M) YoY +6.29% (-$399.0K)
Eli Lilly & Co(LLYcusip532457108)	8.1K	QoQ +1.25% (+100) YoY -14.73% (-1.4K)	All Managers (Combined)	$6.7M	QoQ +8.32% (+$513.9K) YoY -9.48% (-$700.7K)
(cusip485924104)✕	196.0K	QoQ NEW(+196.0K) YoY NEW(+196.0K)	All Managers (Combined)	$6.6M	QoQ NEW(+$6.6M) YoY NEW(+$6.6M)
Sps Commerce Inc(SPSCcusip78463M107)	48.0K	QoQ +511.27% (+40.1K) YoY +494.09% (+39.9K)	All Managers (Combined)	$6.4M	QoQ +340.97% (+$4.9M) YoY +326.46% (+$4.9M)
Ats Corp /Ats(ATScusip00217Y104)	242.6K	QoQ NEW(+242.6K) YoY NEW(+242.6K)	All Managers (Combined)	$6.0M	QoQ NEW(+$6.0M) YoY NEW(+$6.0M)
Meridianlink, Inc.(MLNKcusip58985J105)	307.3K	QoQ +541.29% (+259.4K) YoY NEW(+307.3K)	All Managers (Combined)	$5.7M	QoQ +475.45% (+$4.7M) YoY NEW(+$5.7M)
Clearfield, Inc.(CLFDcusip18482P103)	176.3K	QoQ +770.20% (+156.0K) YoY NEW(+176.3K)	All Managers (Combined)	$5.2M	QoQ +734.27% (+$4.6M) YoY NEW(+$5.2M)
Estee Lauder Companies Inc(ELcusip518439104)	77.4K	QoQ +18.16% (+11.9K) YoY NEW(+77.4K)	All Managers (Combined)	$5.1M	QoQ +4.01% (+$197.2K) YoY NEW(+$5.1M)
Myr Group Inc.(MYRGcusip55405W104)	42.3K	QoQ +487.77% (+35.1K) YoY +300.34% (+31.7K)	All Managers (Combined)	$4.8M	QoQ +346.80% (+$3.7M) YoY +156.15% (+$2.9M)
Blackline, Inc.(BLcusip09239B109)	98.5K	QoQ +350.58% (+76.6K) YoY NEW(+98.5K)	All Managers (Combined)	$4.8M	QoQ +259.07% (+$3.4M) YoY NEW(+$4.8M)
Ciena Corp(CIENcusip171779309)	71.9K	QoQ NEW(+71.9K) YoY NEW(+71.9K)	All Managers (Combined)	$4.3M	QoQ NEW(+$4.3M) YoY NEW(+$4.3M)
Arcosa, Inc.(ACAcusip039653100)	54.0K	QoQ NEW(+54.0K) YoY NEW(+54.0K)	All Managers (Combined)	$4.2M	QoQ NEW(+$4.2M) YoY NEW(+$4.2M)
Marvell Technology, Inc.(MRVLcusip573874104)	65.7K	QoQ +135.70% (+37.8K) YoY NEW(+65.7K)	All Managers (Combined)	$4.0M	QoQ +31.39% (+$966.3K) YoY NEW(+$4.0M)
Broadcom Inc.(AVGOcusip11135F101)	23.3K	QoQ +131.59% (+13.2K) YoY NEW(+23.3K)	All Managers (Combined)	$3.9M	QoQ +67.25% (+$1.6M) YoY NEW(+$3.9M)
Colliers International Group Inc.(CIGIcusip194693107)	31.1K	QoQ NEW(+31.1K) YoY NEW(+31.1K)	All Managers (Combined)	$3.8M	QoQ NEW(+$3.8M) YoY NEW(+$3.8M)
Gogo Inc.(GOGOcusip38046C109)	403.0K	QoQ +68.80% (+164.3K) YoY NEW(+403.0K)	All Managers (Combined)	$3.5M	QoQ +79.86% (+$1.5M) YoY NEW(+$3.5M)