Select Equity Group, L.P. Incresed Positions in Q2 2025

Select Equity Group, L.P.

  • $20.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MKL
Markel Corp

Financial Services
145K
+ 75.9%
$1678.5 - $1997.36 $244M - $290M
336K $672M
PWR
Quanta Services, Inc.

Industrials
416K
+ 69.32%
$239.47 - $381.26 $99.7M - $159M
1.02M $385M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
406K
+ 21.92%
$141.37 - $228.57 $57.4M - $92.9M
2.26M $512M
TSCO
Tractor Supply CO

Consumer Cyclical
3.75M
+ 41.89%
$47.86 - $55.77 $180M - $209M
12.7M $671M
SHOP
Shopify Inc.

Technology
1.08M
+ 92.5%
$76.89 - $115.35 $83M - $125M
2.25M $259M
CDW
Cdw Corp

Technology
357K
+ 9.65%
$144.49 - $190.68 $51.6M - $68M
4.05M $724M
IDXX
Idexx Laboratories Inc

Healthcare
110K
+ 23.66%
$361.04 - $536.34 $39.6M - $58.9M
574K $308M
AVGO
Broadcom Inc.

Technology
337K
+ 1445.11%
$146.29 - $275.65 $49.3M - $92.9M
360K $99.3M
ALC
Alcon Inc

Healthcare
1.28M
+ 23.44%
$82.88 - $98.3 $106M - $126M
6.76M $597M
MSFT
Microsoft Corp

Technology
84.9K
+ 53.46%
$354.56 - $497.45 $30.1M - $42.3M
244K $121M
GOOG
Alphabet Inc.

Communication Services
275K
+ 66.95%
$146.58 - $180.01 $40.4M - $49.6M
687K $122M
PAYX
Paychex Inc

Industrials
557K
+ 15.94%
$137.01 - $159.78 $76.3M - $89M
4.05M $589M
ZTS
Zoetis Inc.

Healthcare
338K
+ 95.25%
$144.41 - $170.3 $48.9M - $57.6M
694K $108M
KEX
Kirby Corp

Industrials
211K
+ 10.81%
$87.32 - $114.99 $18.4M - $24.3M
2.17M $246M
ROL
Rollins Inc

Consumer Cyclical
758K
+ 149.57%
$50.65 - $58.58 $38.4M - $44.4M
1.27M $71.4M
META
Meta Platforms, Inc.

Communication Services
44.6K
+ 75.46%
$484.66 - $738.09 $21.6M - $32.9M
104K $76.6M
WDAY
Workday, Inc.

Technology
159K
+ 31.15%
$210.47 - $274.71 $33.4M - $43.6M
669K $161M
DHR
Danaher Corp

Healthcare
205K
+ 96.18%
$174.64 - $205.16 $35.7M - $42M
417K $82.5M
PTC
Ptc Inc.

Technology
163K
+ 26.66%
$136.74 - $173.24 $22.3M - $28.3M
775K $134M
CAE
Cae Inc

Industrials
45.8K
+ 0.58%
$21.06 - $29.27 $964K - $1.34M
7.91M $232M
APO
Apollo Global Management, Inc.

Financial Services
238K
+ 52.86%
$108.68 - $145.07 $25.9M - $34.6M
689K $97.8M
TDY
Teledyne Technologies Inc

Technology
28.4K
+ 7.12%
$435.54 - $512.31 $12.4M - $14.5M
427K $219M
AMZN
Amazon Com Inc

Consumer Cyclical
30.8K
+ 7.65%
$167.32 - $223.3 $5.16M - $6.88M
434K $95.2M
OWL
Blue Owl Capital Inc.

Financial Services
819K
+ 42.28%
$15.9 - $21.16 $13M - $17.3M
2.76M $52.9M
FORM
Formfactor Inc

Technology
272K
+ 78.59%
$23.18 - $35.26 $6.3M - $9.58M
618K $21.2M
CRM
Salesforce, Inc.

Technology
27.4K
+ 7.26%
$236.26 - $291.15 $6.48M - $7.98M
405K $110M
CARG
Car Gurus, Inc.

Communication Services
136K
+ 14.91%
$25.19 - $33.64 $3.43M - $4.58M
1.05M $35.2M
BL
Blackline, Inc.

Technology
111K
+ 112.89%
$42.27 - $58.22 $4.7M - $6.47M
210K $11.9M
MCO
Moodys Corp

Financial Services
10.5K
+ 24.25%
$396.7 - $501.59 $4.15M - $5.25M
53.6K $26.9M
OSW
Onespaworld Holdings LTD

Consumer Cyclical
59.8K
+ 4.4%
$15.0 - $20.49 $897K - $1.23M
1.42M $28.9M
IRDM
Iridium Communications Inc.

Communication Services
114K
+ 12.87%
$21.57 - $30.17 $2.46M - $3.44M
1M $30.2M
MYRG
Myr Group Inc.

Industrials
14.7K
+ 34.78%
$101.85 - $182.61 $1.5M - $2.69M
57K $10.3M
USLM
United States Lime & Minerals Inc

Basic Materials
16.4K
+ 4.83%
$85.25 - $107.02 $1.4M - $1.76M
356K $35.5M
BMI
Badger Meter Inc

Technology
11.6K
+ 30.86%
$170.72 - $254.17 $1.98M - $2.94M
49.1K $12M
GOGO
Gogo Inc.

Communication Services
97K
+ 24.08%
$6.62 - $14.79 $642K - $1.43M
500K $7.34M
CWST
Casella Waste Systems Inc

Industrials
26.2K
+ 12.73%
$103.78 - $120.37 $2.72M - $3.15M
232K $26.8M
MRCY
Mercury Systems Inc

Industrials
65.2K
+ 351.57%
$41.52 - $53.87 $2.71M - $3.51M
83.8K $4.51M
ALKT
Alkami Technology, Inc.

Technology
50.2K
+ 9.55%
$22.54 - $31.19 $1.13M - $1.57M
576K $17.4M
GSHD
Goosehead Insurance, Inc.

Financial Services
33.5K
+ 342.34%
$93.19 - $121.83 $3.13M - $4.09M
43.3K $4.57M
BRP
Brp Group, Inc.

Financial Services
81.7K
+ 50.66%
N/A
243K $9.72M
ACA
Arcosa, Inc.

Industrials
29.7K
+ 54.87%
$70.66 - $90.53 $2.1M - $2.68M
83.7K $7.26M
FELE
Franklin Electric CO Inc

Industrials
37.5K
+ 40.51%
$84.21 - $95.87 $3.16M - $3.6M
130K $11.7M
WINA
Winmark Corp

Consumer Cyclical
3.75K
+ 16.01%
$318.43 - $450.34 $1.2M - $1.69M
27.2K $10.3M
MSCI
Msci Inc.

Financial Services
3.99K
+ 10.34%
$506.56 - $576.74 $2.02M - $2.3M
42.6K $24.6M
CDRE
Cadre Holdings, Inc.

Industrials
38K
+ 8.5%
$28.17 - $36.48 $1.07M - $1.39M
485K $15.5M
CSWI
Csw Industrials, Inc.

Industrials
5.66K
+ 14.83%
$254.34 - $336.43 $1.44M - $1.9M
43.8K $12.6M
ALRM
Alarm.Com Holdings, Inc.

Technology
18.2K
+ 9.08%
$49.34 - $60.68 $898K - $1.1M
219K $12.4M
SPSC
Sps Commerce Inc

Technology
7.33K
+ 15.28%
$121.61 - $152.67 $892K - $1.12M
55.3K $7.53M
ADEA
Adeia Inc.

Technology
32.4K
+ 6.37%
$11.23 - $14.24 $364K - $462K
542K $7.66M
Activity Summary
Buys All Purchases 83 New Holdings 23 Increased Positions 60 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 7 Puts 1
Track This Portfolio

Track Select Equity Group, L.P. Portfolio

Follow Select Equity Group, L.P. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Select Equity Group, L.P., based on Form 13F filings with the SEC.

News

Stay updated on Select Equity Group, L.P. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email