0001592643-22-000004.txt : 20220516 0001592643-22-000004.hdr.sgml : 20220516 20220516160109 ACCESSION NUMBER: 0001592643-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220516 EFFECTIVENESS DATE: 20220516 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Select Equity Group, L.P. CENTRAL INDEX KEY: 0001592643 IRS NUMBER: 463465710 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16000 FILM NUMBER: 22928460 BUSINESS ADDRESS: STREET 1: 380 LAFAYETTE STREET STREET 2: 6TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10003 BUSINESS PHONE: 212 475-8335 MAIL ADDRESS: STREET 1: 380 LAFAYETTE STREET STREET 2: 6TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10003 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001592643 XXXXXXXX 03-31-2022 03-31-2022 Select Equity Group, L.P.

380 LAFAYETTE STREET 6TH FLOOR NEW YORK NY 10003

13F HOLDINGS REPORT 028-16000 N Jennifer Vinsonhaler 212-475-8335 Jennifer Vinsonhaler New York NY 05-16-2022 0 163 30876153 false INFORMATION TABLE 2 seg_infotable_0322.xml PTC INC COM 69370C100 43148 400556 SH SOLE 400556 0 0 PAYCHEX INC COM 704326107 377441 2765743 SH SOLE 2674419 0 91324 PAYMENTUS HOLDINGS INC COM CL A 70439P108 7235 343216 SH SOLE 343216 0 0 PERFICIENT INC COM 71375U101 2131 19358 SH SOLE 19358 0 0 PERKINELMER INC COM 714046109 999863 5731190 SH SOLE 5575478 0 155712 PINTEREST INC CL A 72352L106 76142 3093960 SH SOLE 3093960 0 0 PINTEREST INC CL A 72352L106 39376 1600000 SH Call SOLE 1600000 0 0 POOL CORP COM 73278L105 408571 966232 SH SOLE 934744 0 31488 PORTILLOS INC COM CL A 73642K106 58228 2370856 SH SOLE 2370856 0 0 POWERSCHOOL HOLDINGS INC COM CL A 73939C106 224316 13586678 SH SOLE 13250469 0 336209 PRICE T ROWE GROUP INC COM 74144T108 33689 222824 SH SOLE 222824 0 0 QORVO INC COM 74736K101 82490 664704 SH SOLE 642663 0 22041 QUALCOMM INC COM 747525103 102926 673509 SH SOLE 652263 0 21246 REPLIGEN CORP COM 759916109 176899 940504 SH SOLE 906934 0 33570 REPAY HLDGS CORP COM CL A 76029L100 1729 117033 SH SOLE 117033 0 0 ROCKY BRANDS INC COM 774515100 1561 37524 SH SOLE 37524 0 0 ROLLINS INC COM 775711104 367569 10486980 SH SOLE 10360792 0 126188 S&P GLOBAL INC COM 78409V104 65098 158707 SH SOLE 158707 0 0 SPS COMM INC COM 78463M107 1053 8025 SH SOLE 8025 0 0 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 1098711 14645579 SH SOLE 14054989 0 590590 SAIA INC COM 78709Y105 262542 1076786 SH SOLE 1041127 0 35659 SALESFORCE COM INC COM 79466L302 184619 869532 SH SOLE 855152 0 14380 SERVICE CORP INTL COM 817565104 170845 2595640 SH SOLE 2525852 0 69788 SHOPIFY INC CL A 82509L107 89047 131734 SH SOLE 131734 0 0 SHOTSPOTTER INC COM 82536T107 1938 69911 SH SOLE 69911 0 0 SI-BONE INC COM 825704109 946 41843 SH SOLE 41843 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 81969 615013 SH SOLE 594804 0 20209 SOUTHSTATE CORPORATION COM 840441109 277429 3400278 SH SOLE 3400278 0 0 SPROUT SOCIAL INC COM CL A 85209W109 829 10350 SH SOLE 10350 0 0 STAGWELL INC COM CL A 85256A109 18670 2578776 SH SOLE 2578776 0 0 SUMMIT MATLS INC CL A 86614U100 5875 189142 SH SOLE 189142 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 47653 457062 SH SOLE 457062 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 1174747 2485554 SH SOLE 2412464 0 73090 TEMPUR SEALY INTL INC COM 88023U101 15416 552158 SH SOLE 552158 0 0 TENABLE HLDGS INC COM 88025T102 1934 33461 SH SOLE 33461 0 0 10X GENOMICS INC CL A COM 88025U109 10411 136867 SH SOLE 128221 0 8646 THERMO FISHER SCIENTIFIC INC COM 883556102 185055 313308 SH SOLE 295032 0 18276 TORO CO COM 891092108 450499 5269614 SH SOLE 5089038 0 180576 TRACTOR SUPPLY CO COM 892356106 512062 2194208 SH SOLE 2118805 0 75403 TRANSDIGM GROUP INC COM 893641100 83107 127555 SH SOLE 123927 0 3628 TRANSUNION COM 89400J107 614113 5942643 SH SOLE 5701514 0 241129 TRIMBLE INC COM 896239100 591158 8194587 SH SOLE 8039305 0 155282 TRUIST FINL CORP COM 89832Q109 13811 243575 SH SOLE 243575 0 0 II-VI INC COM 902104108 32945 454479 SH SOLE 454479 0 0 USHG ACQUISITION CORP UNIT 99/99/9999 91748P209 10471 1002032 SH SOLE 1002032 0 0 V F CORP COM 918204108 50416 886674 SH SOLE 886674 0 0 VAIL RESORTS INC COM 91879Q109 117740 452376 SH SOLE 452376 0 0 VISA INC COM CL A 92826C839 399544 1801613 SH SOLE 1697437 0 104176 WABTEC COM 929740108 277819 2888829 SH SOLE 2888829 0 0 WILLIAMS SONOMA INC COM 969904101 138525 955342 SH SOLE 917406 0 37936 WOLFSPEED INC COM 977852102 24917 218843 SH SOLE 218843 0 0 WOLVERINE WORLD WIDE INC COM 978097103 16264 720934 SH SOLE 720934 0 0 XOMETRY INC CLASS A COM 98423F109 1259 34253 SH SOLE 34253 0 0 ZUMIEZ INC COM 989817101 1697 44408 SH SOLE 44408 0 0 ARCO PLATFORM LTD COM CL A G04553106 943 44698 SH SOLE 44698 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 57813 171434 SH SOLE 171434 0 0 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 22665 342224 SH SOLE 342224 0 0 BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 107764 2623915 SH SOLE 2532801 0 91114 CAMBIUM NETWORKS CORP SHS G17766109 5183 219231 SH SOLE 219231 0 0 CAPRI HOLDINGS LIMITED SHS G1890L107 21338 415226 SH SOLE 415226 0 0 CLARIVATE PLC ORD SHS G21810109 417436 24906686 SH SOLE 23797331 0 1109355 GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 15612 250111 SH SOLE 250111 0 0 SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 496784 9769589 SH SOLE 9200589 0 569000 SIGNET JEWELERS LIMITED SHS G81276100 587386 8079589 SH SOLE 7932947 0 146642 STERIS PLC SHS USD G8473T100 389020 1609050 SH SOLE 1523363 0 85687 WHITE MTNS INS GROUP LTD COM G9618E107 46821 41207 SH SOLE 41207 0 0 GARMIN LTD SHS H2906T109 276 2325 SH SOLE 2325 0 0 PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 169197 13971691 SH SOLE 13971691 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 18563 122916 SH SOLE 122916 0 0 NOVA LTD COM M7516K103 870 7991 SH SOLE 7991 0 0 ONESPAWORLD HOLDINGS LIMITED COM P73684113 51033 5003277 SH SOLE 5003277 0 0 ACCOLADE INC COM 00437E102 460 26186 SH SOLE 26186 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 57922 127128 SH SOLE 120700 0 6428 ADVANCED DRAIN SYS INC DEL COM 00790R104 259211 2181725 SH SOLE 2054806 0 126919 ALKAMI TECHNOLOGY INC COM 01644J108 864 60390 SH SOLE 60390 0 0 ALPHABET INC CAP STK CL C 02079K107 186664 66833 SH SOLE 63876 0 2957 ALTAIR ENGR INC COM CL A 021369103 1945 30195 SH SOLE 30195 0 0 AMAZON COM INC COM 023135106 4942 1516 SH SOLE 1236 0 280 AMERICAN EAGLE OUTFITTERS IN COM 02553E106 368414 21929395 SH SOLE 21162087 0 767308 AMPHENOL CORP NEW CL A 032095101 455252 6041830 SH SOLE 5806324 0 235506 ANSYS INC COM 03662Q105 156082 491364 SH SOLE 491364 0 0 APOLLO GLOBAL MGMT INC COM 03769M106 280088 4518277 SH SOLE 4266022 0 252255 AUTODESK INC COM 052769106 45119 210492 SH SOLE 199337 0 11155 AVERY DENNISON CORP COM 053611109 1989 11435 SH SOLE 0 0 11435 AVIAT NETWORKS INC COM NEW 05366Y201 6566 213394 SH SOLE 213394 0 0 BADGER METER INC COM 056525108 1174 11777 SH SOLE 11777 0 0 BIO-TECHNE CORP COM 09073M104 302472 698486 SH SOLE 690321 0 8165 BLACKSTONE INC COM 09260D107 6532 51456 SH SOLE 48213 0 3243 BOOT BARN HLDGS INC COM 099406100 500 5275 SH SOLE 5275 0 0 BRIGHT HORIZONS FAM SOL IN D COM 109194100 148973 1122717 SH SOLE 1122717 0 0 BROADCOM INC COM 11135F101 34124 54192 SH SOLE 54192 0 0 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 200315 3541010 SH SOLE 3541010 0 0 BROWN & BROWN INC COM 115236101 1339845 18539433 SH SOLE 17909887 0 629546 BTRS HOLDINGS INC COM CL 1 11778X104 693 92668 SH SOLE 92668 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 13722 212617 SH SOLE 212617 0 0 CDW CORP COM 12514G108 1269852 7098510 SH SOLE 6868133 0 230377 CARNIVAL CORP COMMON STOCK 143658300 39025 1930000 SH Call SOLE 1930000 0 0 CASELLA WASTE SYS INC CL A 147448104 1271 14506 SH SOLE 14506 0 0 CERIDIAN HCM HLDG INC COM 15677J108 1025021 14994453 SH SOLE 14586935 0 407518 CEVA INC COM 157210105 350 8604 SH SOLE 8604 0 0 CHEFS WHSE INC COM 163086101 956 29329 SH SOLE 29329 0 0 CINCINNATI FINL CORP COM 172062101 32914 242087 SH SOLE 218677 0 23410 COMPASS MINERALS INTL INC COM 20451N101 36932 588175 SH SOLE 588175 0 0 CORE & MAIN INC CL A 21874C102 281549 11639083 SH SOLE 11290864 0 348219 COSTAR GROUP INC COM 22160N109 423814 6362625 SH SOLE 6214167 0 148458 COUPA SOFTWARE INC COM 22266L106 127695 1256466 SH SOLE 1192178 0 64288 COVETRUS INC COM 22304C100 25417 1513820 SH SOLE 1513820 0 0 CRYOPORT INC COM PAR $0.001 229050307 1309 37496 SH SOLE 37496 0 0 CURTISS WRIGHT CORP COM 231561101 33468 222883 SH SOLE 222883 0 0 DANAHER CORPORATION COM 235851102 220117 750407 SH SOLE 708162 0 42245 DELUXE CORP COM 248019101 35192 1163741 SH SOLE 1163741 0 0 DOCUSIGN INC COM 256163106 40829 381151 SH SOLE 364697 0 16454 DUCK CREEK TECHNOLOGIES INC SHS 264120106 730 32992 SH SOLE 32992 0 0 DUCKHORN PORTFOLIO INC COM 26414D106 119452 6566913 SH SOLE 6415980 0 150933 EVO PMTS INC CL A COM 26927E104 1959 84845 SH SOLE 84845 0 0 ENDAVA PLC ADS 29260V105 943 7086 SH SOLE 7086 0 0 ENERGY RECOVERY INC COM 29270J100 2594 128799 SH SOLE 128799 0 0 ENTEGRIS INC COM 29362U104 1061937 8090333 SH SOLE 7848458 0 241875 EQUITABLE HLDGS INC COM 29452E101 88107 2850430 SH SOLE 2850430 0 0 FASTENAL CO COM 311900104 437130 7359094 SH SOLE 7359094 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 945771 9418149 SH SOLE 9063035 0 355114 FIRST ADVANTAGE CORP NEW COM 31846B108 24595 1218178 SH SOLE 1218178 0 0 FIRST REP BK SAN FRANCISCO C COM 33616C100 811241 5004573 SH SOLE 4822585 0 181988 FORMFACTOR INC COM 346375108 28787 684917 SH SOLE 684917 0 0 FORTIVE CORP COM 34959J108 220294 3615524 SH SOLE 3397164 0 218360 FRANCHISE GROUP INC COM 35180X105 27844 672076 SH SOLE 672076 0 0 GLOBAL WTR RES INC COM 379463102 358 21533 SH SOLE 21533 0 0 GODADDY INC CL A 380237107 264033 3154520 SH SOLE 3014060 0 140460 GRIFFON CORP COM 398433102 1409 70324 SH SOLE 70324 0 0 HERITAGE CRYSTAL CLEAN INC COM 42726M106 1244 42014 SH SOLE 42014 0 0 HESKA CORP COM RESTRC NEW 42805E306 385 2783 SH SOLE 2783 0 0 IDEXX LABS INC COM 45168D104 83308 152283 SH SOLE 152283 0 0 ILLUMINA INC COM 452327109 322212 922187 SH SOLE 867234 0 54953 INTEL CORP COM 458140100 32710 659998 SH SOLE 659998 0 0 INTEL CORP COM 458140100 89208 1800000 SH Call SOLE 1800000 0 0 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 398017 6038789 SH SOLE 5718673 0 320116 INTUIT COM 461202103 128611 267471 SH SOLE 267471 0 0 IRIDIUM COMMUNICATIONS INC COM 46269C102 87560 2171634 SH SOLE 2171634 0 0 JACOBS ENGR GROUP INC COM 469814107 801352 5814904 SH SOLE 5675661 0 139243 ZIFF DAVIS INC COM 48123V102 44198 456686 SH SOLE 456686 0 0 KADANT INC COM 48282T104 3162 16281 SH SOLE 16281 0 0 KINSALE CAP GROUP INC COM 49714P108 2230 9778 SH SOLE 9778 0 0 LAMAR ADVERTISING CO NEW CL A 512816109 95727 823950 SH SOLE 823950 0 0 LATHAM GROUP INC COM 51819L107 883 66662 SH SOLE 66662 0 0 LAUDER ESTEE COS INC CL A 518439104 1153 4234 SH SOLE 4234 0 0 LINDBLAD EXPEDITIONS HLDGS I COM 535219109 37745 2503015 SH SOLE 2503015 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 870149 7396714 SH SOLE 7188481 0 208233 LIVE OAK BANCSHARES INC COM 53803X105 275 5406 SH SOLE 5406 0 0 LULULEMON ATHLETICA INC COM 550021109 121115 331612 SH SOLE 327110 0 4502 M & T BK CORP COM 55261F104 53996 318559 SH SOLE 318559 0 0 MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107 673659 19100056 SH SOLE 18499074 0 600982 MARTIN MARIETTA MATLS INC COM 573284106 1468896 3816405 SH SOLE 3698275 0 118130 MASTERCARD INCORPORATED CL A 57636Q104 101942 285248 SH SOLE 272084 0 13164 MICROSOFT CORP COM 594918104 65796 213410 SH SOLE 205593 0 7817 MIDDLEBY CORP COM 596278101 113145 690159 SH SOLE 690159 0 0 MODEL N INC COM 607525102 1252 46537 SH SOLE 46537 0 0 MORNINGSTAR INC COM 617700109 1130191 4137319 SH SOLE 3956535 0 180784 MOSAIC CO NEW COM 61945C103 54297 816497 SH SOLE 816497 0 0 NATIONAL RESH CORP COM NEW 637372202 1951 49208 SH SOLE 49208 0 0 NCINO INC COM 63947X101 739 18036 SH SOLE 18036 0 0 NEOGEN CORP COM 640491106 125459 4068056 SH SOLE 4068056 0 0 NIKE INC CL B 654106103 1237 9192 SH SOLE 9192 0 0 OLD DOMINION FREIGHT LINE IN COM 679580100 12434 41630 SH SOLE 39375 0 2255