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:

Search and click to pin securities to the top

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WINMARK CORP

WINA|974250102

Shares:23.4K

Value:$7.5M

% of Portfolio:0.0% ($7.5M/$23.2B)

nCino, Inc.

NCNO|63947X101

Shares:265.2K

Value:$7.3M

% of Portfolio:0.0% ($7.3M/$23.2B)

05589G102

Shares:161.2K

Value:$7.2M

% of Portfolio:0.0% ($7.2M/$23.2B)

BADGER METER INC

BMI|056525108

Shares:37.5K

Value:$7.1M

% of Portfolio:0.0% ($7.1M/$23.2B)

Adeia Inc.

ADEA|00676P107

Shares:509.5K

Value:$6.7M

% of Portfolio:0.0% ($6.7M/$23.2B)

ELI LILLY & Co

LLY|532457108

Shares:8.1K

Value:$6.7M

% of Portfolio:0.0% ($6.7M/$23.2B)

485924104

Shares:196.0K

Value:$6.6M

% of Portfolio:0.0% ($6.6M/$23.2B)

SPS COMMERCE INC

SPSC|78463M107

Shares:48.0K

Value:$6.4M

% of Portfolio:0.0% ($6.4M/$23.2B)

ATS Corp /ATS

ATS|00217Y104

Shares:242.6K

Value:$6.0M

% of Portfolio:0.0% ($6.0M/$23.2B)

MeridianLink, Inc.

MLNK|58985J105

Shares:307.3K

Value:$5.7M

% of Portfolio:0.0% ($5.7M/$23.2B)

Clearfield, Inc.

CLFD|18482P103

Shares:176.3K

Value:$5.2M

% of Portfolio:0.0% ($5.2M/$23.2B)

ESTEE LAUDER COMPANIES INC

EL|518439104

Shares:77.4K

Value:$5.1M

% of Portfolio:0.0% ($5.1M/$23.2B)

MYR GROUP INC.

MYRG|55405W104

Shares:42.3K

Value:$4.8M

% of Portfolio:0.0% ($4.8M/$23.2B)

BLACKLINE, INC.

BL|09239B109

Shares:98.5K

Value:$4.8M

% of Portfolio:0.0% ($4.8M/$23.2B)

CIENA CORP

CIEN|171779309

Shares:71.9K

Value:$4.3M

% of Portfolio:0.0% ($4.3M/$23.2B)

Arcosa, Inc.

ACA|039653100

Shares:54.0K

Value:$4.2M

% of Portfolio:0.0% ($4.2M/$23.2B)

Marvell Technology, Inc.

MRVL|573874104

Shares:65.7K

Value:$4.0M

% of Portfolio:0.0% ($4.0M/$23.2B)

Broadcom Inc.

AVGO|11135F101

Shares:23.3K

Value:$3.9M

% of Portfolio:0.0% ($3.9M/$23.2B)

Colliers International Group Inc.

CIGI|194693107

Shares:31.1K

Value:$3.8M

% of Portfolio:0.0% ($3.8M/$23.2B)

Gogo Inc.

GOGO|38046C109

Shares:403.0K

Value:$3.5M

% of Portfolio:0.0% ($3.5M/$23.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
WINMARK CORP(WINAcusip974250102)	23.4K	QoQ +765.95% (+20.7K) YoY NEW(+23.4K)	All Managers (Combined)	$7.5M	0.0% ($7.5M/$23.2B)	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	0.0% ($7.3M/$23.2B)	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	0.0% ($7.2M/$23.2B)	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	0.0% ($7.1M/$23.2B)	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	0.0% ($6.7M/$23.2B)	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	0.0% ($6.7M/$23.2B)	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	0.0% ($6.6M/$23.2B)	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	0.0% ($6.4M/$23.2B)	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	0.0% ($6.0M/$23.2B)	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	0.0% ($5.7M/$23.2B)	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	0.0% ($5.2M/$23.2B)	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	0.0% ($5.1M/$23.2B)	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	0.0% ($4.8M/$23.2B)	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	0.0% ($4.8M/$23.2B)	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	0.0% ($4.3M/$23.2B)	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	0.0% ($4.2M/$23.2B)	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	0.0% ($4.0M/$23.2B)	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	0.0% ($3.9M/$23.2B)	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	0.0% ($3.8M/$23.2B)	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	0.0% ($3.5M/$23.2B)	QoQ +79.86% (+$1.5M) YoY NEW(+$3.5M)