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

Page 8 of 8

Sort by:

ADVANCED ENERGY INDUSTRIES INC

AEIS|007973100

Shares:35.9K

Value:$3.4M

% of Portfolio:0.0% ($3.4M/$23.2B)

Bloom Energy Corp

BE|093712107

Shares:111.3K

Value:$2.2M

% of Portfolio:0.0% ($2.2M/$23.2B)

Tenable Holdings, Inc.

TENB|88025T102

Shares:50.9K

Value:$1.8M

% of Portfolio:0.0% ($1.8M/$23.2B)

V F CORP

VFC|918204108

Shares:112.3K

Value:$1.7M

% of Portfolio:0.0% ($1.7M/$23.2B)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:15.8K

Value:$1.6M

% of Portfolio:0.0% ($1.6M/$23.2B)

Loar Holdings Inc.

LOAR|53947R105

Shares:21.7K

Value:$1.5M

% of Portfolio:0.0% ($1.5M/$23.2B)

Goosehead Insurance, Inc.

GSHD|38267D109

Shares:9.8K

Value:$1.2M

% of Portfolio:0.0% ($1.2M/$23.2B)

464287499

IWR|464287499

Shares:11.7K

Value:$999.5K

% of Portfolio:0.0% ($999.5K/$23.2B)

MERCURY SYSTEMS INC

MRCY|589378108

Shares:18.6K

Value:$799.4K

% of Portfolio:0.0% ($799.4K/$23.2B)

THOMSON REUTERS CORP /CAN/

TRI.TO|884903808

Shares:2.1K

Value:$361.1K

% of Portfolio:0.0% ($361.1K/$23.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
ADVANCED ENERGY INDUSTRIES INC(AEIScusip007973100)	35.9K	QoQ NEW(+35.9K) YoY NEW(+35.9K)	All Managers (Combined)	$3.4M	0.0% ($3.4M/$23.2B)	QoQ NEW(+$3.4M) YoY NEW(+$3.4M)
Bloom Energy Corp(BEcusip093712107)	111.3K	QoQ -60.03% (-167.2K) YoY -92.53% (-1.4M)	All Managers (Combined)	$2.2M	0.0% ($2.2M/$23.2B)	QoQ -64.62% (-$4.0M) YoY -86.93% (-$14.6M)
Tenable Holdings, Inc.(TENBcusip88025T102)	50.9K	QoQ +410.92% (+40.9K) YoY -2.99% (-1.6K)	All Managers (Combined)	$1.8M	0.0% ($1.8M/$23.2B)	QoQ +353.84% (+$1.4M) YoY -31.35% (-$813.3K)
V F CORP(VFCcusip918204108)	112.3K	QoQ -8.32% (-10.2K) YoY -17.78% (-24.3K)	All Managers (Combined)	$1.7M	0.0% ($1.7M/$23.2B)	QoQ -33.70% (-$886.0K) YoY -16.82% (-$352.5K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	15.8K	QoQ NEW(+15.8K) YoY NEW(+15.8K)	All Managers (Combined)	$1.6M	0.0% ($1.6M/$23.2B)	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
Loar Holdings Inc.(LOARcusip53947R105)	21.7K	QoQ +279.64% (+16.0K) YoY NEW(+21.7K)	All Managers (Combined)	$1.5M	0.0% ($1.5M/$23.2B)	QoQ +262.90% (+$1.1M) YoY NEW(+$1.5M)
Goosehead Insurance, Inc.(GSHDcusip38267D109)	9.8K	QoQ NEW(+9.8K) YoY -42.87% (-7.4K)	All Managers (Combined)	$1.2M	0.0% ($1.2M/$23.2B)	QoQ NEW(+$1.2M) YoY +1.23% (-$14.1K)
(IWRcusip464287499)	11.7K	QoQ +16.23% (+1.6K) YoY NEW(+11.7K)	All Managers (Combined)	$999.5K	0.0% ($999.5K/$23.2B)	QoQ +11.85% (+$105.9K) YoY NEW(+$999.5K)
MERCURY SYSTEMS INC(MRCYcusip589378108)	18.6K	QoQ NEW(+18.6K) YoY NEW(+18.6K)	All Managers (Combined)	$799.4K	0.0% ($799.4K/$23.2B)	QoQ NEW(+$799.4K) YoY NEW(+$799.4K)
THOMSON REUTERS CORP /CAN/(TRI.TOcusip884903808)	2.1K	QoQ 0.00% (+0) YoY NEW(+2.1K)	All Managers (Combined)	$361.1K	0.0% ($361.1K/$23.2B)	QoQ +7.50% (+$25.2K) YoY NEW(+$361.1K)