0001592643-23-000004.txt : 20230515
0001592643-23-000004.hdr.sgml : 20230515
20230515160200
ACCESSION NUMBER: 0001592643-23-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230515
DATE AS OF CHANGE: 20230515
EFFECTIVENESS DATE: 20230515
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: 23921809
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
X0202
13F-HR
LIVE
false
true
false
0001592643
XXXXXXXX
03-31-2023
03-31-2023
Select Equity Group, L.P.
380 LAFAYETTE STREET
6TH FLOOR
NEW YORK
NY
10003
13F HOLDINGS REPORT
028-16000
N
Jennifer Vinsonhaler
Chief Compliance Officer
212-475-8335
Jennifer Vinsonhaler
New York
NY
05-15-2023
0
162
28102492510
false
INFORMATION TABLE
2
Form13FInfoTable.xml
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
72580878
253948
SH
SOLE
N/A
247885
0
6063
ADOBE SYSTEMS INCORPORATED
COM
00724F101
89872138
233210
SH
SOLE
N/A
220974
0
12236
ALKAMI TECHNOLOGY INC
COM
01644J108
1478511
116786
SH
SOLE
N/A
116786
0
0
ALPHABET INC
CAP STK CL C
02079K107
31730816
305104
SH
SOLE
N/A
289082
0
16022
ALTAIR ENGR INC
COM CL A
021369103
3913265
54268
SH
SOLE
N/A
54268
0
0
AMPHENOL CORP NEW
CL A
032095101
441775296
5405963
SH
SOLE
N/A
5161594
0
244369
ANSYS INC
COM
03662Q105
421323802
1265997
SH
SOLE
N/A
1265997
0
0
APOLLO GLOBAL MGMT INC
COM
03769M106
359426949
5690737
SH
SOLE
N/A
4925895
0
764842
ARCO PLATFORM LTD
COM CL A
G04553106
637839
58197
SH
SOLE
N/A
58197
0
0
AUTODESK INC
COM
052769106
65556245
314932
SH
SOLE
N/A
282550
0
32382
AVIAT NETWORKS INC
COM NEW
05366Y201
13366965
387898
SH
SOLE
N/A
387898
0
0
BADGER METER INC
COM
056525108
2656772
21809
SH
SOLE
N/A
21809
0
0
BIO-TECHNE CORP
COM
09073M104
418498148
5640897
SH
SOLE
N/A
5483084
0
157813
BLACKSTONE INC
COM
09260D107
12808829
145820
SH
SOLE
N/A
121242
0
24578
BLACKSTONE INC
COM
09260D107
17568000
200000
SH
Put
SOLE
N/A
200000
0
0
BOOT BARN HLDGS INC
COM
099406100
2744019
35804
SH
SOLE
N/A
35804
0
0
BROADCOM INC
COM
11135F101
12386213
19307
SH
SOLE
N/A
19307
0
0
BROADRIDGE FINL SOLUTIONS IN
COM
11133T103
34382537
234581
SH
SOLE
N/A
234581
0
0
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
G16252101
11025973
326502
SH
SOLE
N/A
326502
0
0
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
G16258108
74824591
2374630
SH
SOLE
N/A
2263253
0
111377
BROWN & BROWN INC
COM
115236101
948476365
16518223
SH
SOLE
N/A
16032295
0
485928
BWX TECHNOLOGIES INC
COM
05605H100
5052026
80140
SH
SOLE
N/A
80140
0
0
CASELLA WASTE SYS INC
CL A
147448104
871650
10545
SH
SOLE
N/A
10545
0
0
CDW CORP
COM
12514G108
1097790814
5632874
SH
SOLE
N/A
5456817
0
176057
CERIDIAN HCM HLDG INC
COM
15677J108
1208061393
16499063
SH
SOLE
N/A
16009296
0
489767
CERTARA INC
COM
15687V109
3110455
129011
SH
SOLE
N/A
129011
0
0
CHEFS WHSE INC
COM
163086101
2809023
82497
SH
SOLE
N/A
82497
0
0
CINCINNATI FINL CORP
COM
172062101
103032006
919272
SH
SOLE
N/A
919272
0
0
CINTAS CORP
COM
172908105
264936583
572613
SH
SOLE
N/A
572613
0
0
CLARIVATE PLC
ORD SHS
G21810109
182680619
19454805
SH
SOLE
N/A
18411394
0
1043411
CLEAN HARBORS INC
COM
184496107
114248154
801404
SH
SOLE
N/A
801404
0
0
COHERENT CORP
COM
19247G107
11847678
311126
SH
SOLE
N/A
311126
0
0
CORE & MAIN INC
CL A
21874C102
136004415
5887637
SH
SOLE
N/A
5533643
0
353994
COSTAR GROUP INC
COM
22160N109
38922833
565328
SH
SOLE
N/A
558527
0
6801
CRYOPORT INC
COM PAR $0.001
229050307
1916640
79860
SH
SOLE
N/A
79860
0
0
CURTISS WRIGHT CORP
COM
231561101
133371536
756675
SH
SOLE
N/A
756675
0
0
DANAHER CORPORATION
COM
235851102
136707252
542403
SH
SOLE
N/A
468086
0
74317
DELUXE CORP
COM
248019101
1212944
75809
SH
SOLE
N/A
75809
0
0
DOCUSIGN INC
COM
256163106
45848228
786419
SH
SOLE
N/A
696058
0
90361
DUCKHORN PORTFOLIO INC
COM
26414D106
103578769
6514388
SH
SOLE
N/A
6365809
0
148579
DZS INC
COM
268211109
110279
13977
SH
SOLE
N/A
13977
0
0
ENDAVA PLC
ADS
29260V105
513994
7651
SH
SOLE
N/A
7651
0
0
ENERGY RECOVERY INC
COM
29270J100
2440465
105877
SH
SOLE
N/A
105877
0
0
ENOVIS CORPORATION
COM
194014502
69800866
1304933
SH
SOLE
N/A
1304933
0
0
ENPRO INDS INC
COM
29355X107
22205864
213744
SH
SOLE
N/A
213744
0
0
ENTEGRIS INC
COM
29362U104
558556824
6810838
SH
SOLE
N/A
6559863
0
250975
ENVESTNET INC
COM
29404K106
644079
10978
SH
SOLE
N/A
10978
0
0
EVERI HLDGS INC
COM
30034T103
2834775
165293
SH
SOLE
N/A
165293
0
0
F5 INC
COM
315616102
4170231
28624
SH
SOLE
N/A
28624
0
0
FASTENAL CO
COM
311900104
133869479
2481822
SH
SOLE
N/A
2481822
0
0
FIRST AMERN FINL CORP
COM
31847R102
8995881
161622
SH
SOLE
N/A
161622
0
0
FORMFACTOR INC
COM
346375108
6671811
209476
SH
SOLE
N/A
209476
0
0
FORTIVE CORP
COM
34959J108
135004277
1980406
SH
SOLE
N/A
1671960
0
308446
FORTUNE BRANDS INNOVATIONS I
COM
34964C106
127704979
2174442
SH
SOLE
N/A
2174442
0
0
GARMIN LTD
SHS
H2906T109
188573057
1868540
SH
SOLE
N/A
1868540
0
0
GLOBAL WTR RES INC
COM
379463102
1037060
83432
SH
SOLE
N/A
83432
0
0
GLOBALFOUNDRIES INC
ORDINARY SHARES
G39387108
6870886
95191
SH
SOLE
N/A
95191
0
0
GODADDY INC
CL A
380237107
110967373
1427784
SH
SOLE
N/A
1405804
0
21980
GOOSEHEAD INS INC
COM CL A
38267D109
1146730
21968
SH
SOLE
N/A
21968
0
0
GRAHAM HLDGS CO
COM CL B
384637104
24766685
41566
SH
SOLE
N/A
41566
0
0
GRIFFON CORP
COM
398433102
288282
9006
SH
SOLE
N/A
9006
0
0
HEICO CORP NEW
COM
422806109
85710025
501111
SH
SOLE
N/A
501111
0
0
HERITAGE CRYSTAL CLEAN INC
COM
42726M106
2859803
80309
SH
SOLE
N/A
80309
0
0
HESKA CORP
COM RESTRC NEW
42805E306
205881
2109
SH
SOLE
N/A
2109
0
0
HYATT HOTELS CORP
COM CL A
448579102
246697166
2206791
SH
SOLE
N/A
2206791
0
0
I3 VERTICALS INC
COM CL A
46571Y107
1095780
44671
SH
SOLE
N/A
44671
0
0
IDEXX LABS INC
COM
45168D104
348863809
697616
SH
SOLE
N/A
670072
0
27544
ILLUMINA INC
COM
452327109
373175078
1604709
SH
SOLE
N/A
1377879
0
226830
INTEGRA LIFESCIENCES HLDGS C
COM NEW
457985208
18363794
319871
SH
SOLE
N/A
319871
0
0
INTEL CORP
COM
458140100
11325742
346671
SH
SOLE
N/A
346671
0
0
INTEL CORP
COM
458140100
270092691
8267300
SH
Call
SOLE
N/A
8267300
0
0
INTERACTIVE BROKERS GROUP IN
COM CL A
45841N107
175949725
2131174
SH
SOLE
N/A
1845890
0
285284
INTUIT
COM
461202103
278454718
624576
SH
SOLE
N/A
621514
0
3062
INVESCO QQQ TR
UNIT SER 1
46090E103
1290138600
4020000
SH
Put
SOLE
N/A
4020000
0
0
IRIDIUM COMMUNICATIONS INC
COM
46269C102
63831499
1030704
SH
SOLE
N/A
1030704
0
0
ITT INC
COM
45073V108
177232153
2053675
SH
SOLE
N/A
2053675
0
0
JACOBS SOLUTIONS INC
COM
46982L108
554345434
4717432
SH
SOLE
N/A
4561707
0
155725
KADANT INC
COM
48282T104
4592653
22025
SH
SOLE
N/A
22025
0
0
KINSALE CAP GROUP INC
COM
49714P108
1274137
4245
SH
SOLE
N/A
4245
0
0
L3HARRIS TECHNOLOGIES INC
COM
502431109
63937936
325815
SH
SOLE
N/A
325815
0
0
LAMAR ADVERTISING CO NEW
CL A
512816109
150157545
1503229
SH
SOLE
N/A
1503229
0
0
LIVE NATION ENTERTAINMENT IN
COM
538034109
805848960
11512128
SH
SOLE
N/A
11139282
0
372846
LULULEMON ATHLETICA INC
COM
550021109
57381048
157558
SH
SOLE
N/A
154734
0
2824
LUMENTUM HLDGS INC
COM
55024U109
2205228
40830
SH
SOLE
N/A
40830
0
0
MARTIN MARIETTA MATLS INC
COM
573284106
1202650000
3387174
SH
SOLE
N/A
3283883
0
103291
MARVELL TECHNOLOGY INC
COM
573874104
5067096
117023
SH
SOLE
N/A
117023
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
55926619
153894
SH
SOLE
N/A
144961
0
8933
MATTHEWS INTL CORP
CL A
577128101
20183359
559716
SH
SOLE
N/A
559716
0
0
MERCURY SYS INC
COM
589378108
496835
9719
SH
SOLE
N/A
9719
0
0
MESA LABS INC
COM
59064R109
438747
2511
SH
SOLE
N/A
2511
0
0
METTLER TOLEDO INTERNATIONAL
COM
592688105
30200225
19736
SH
SOLE
N/A
18765
0
971
MICROSOFT CORP
COM
594918104
106498308
369401
SH
SOLE
N/A
350333
0
19068
MIDDLEBY CORP
COM
596278101
701230499
4782965
SH
SOLE
N/A
4623346
0
159619
MIRION TECHNOLOGIES INC
COM CL A
60471A101
1361840
159466
SH
SOLE
N/A
159466
0
0
MOBILEYE GLOBAL INC
COMMON CLASS A
60741F104
8737208
201923
SH
SOLE
N/A
201923
0
0
MODEL N INC
COM
607525102
1450590
43340
SH
SOLE
N/A
43340
0
0
MOHAWK INDS INC
COM
608190104
47278985
471752
SH
SOLE
N/A
471752
0
0
MORNINGSTAR INC
COM
617700109
791835273
3900090
SH
SOLE
N/A
3699039
0
201051
MSA SAFETY INC
COM
553498106
40974755
306927
SH
SOLE
N/A
306927
0
0
NATIONAL RESH CORP
COM NEW
637372202
2079734
47799
SH
SOLE
N/A
47799
0
0
NCINO INC
COM
63947X101
432213
17442
SH
SOLE
N/A
17442
0
0
NEOGEN CORP
COM
640491106
147849179
7983217
SH
SOLE
N/A
7739345
0
243872
ONESPAWORLD HOLDINGS LIMITED
COM
P73684113
88397126
7372571
SH
SOLE
N/A
7372571
0
0
OUTFRONT MEDIA INC
COM
69007J106
2225961
137151
SH
SOLE
N/A
137151
0
0
PAYCHEX INC
COM
704326107
244146600
2130610
SH
SOLE
N/A
2058282
0
72328
PAYPAL HLDGS INC
COM
70450Y103
127956014
1684962
SH
SOLE
N/A
1512338
0
172624
PERFICIENT INC
COM
71375U101
2110114
29230
SH
SOLE
N/A
29230
0
0
PERIMETER SOLUTIONS SA
COMMON STOCK
L7579L106
128014672
15843400
SH
SOLE
N/A
15843400
0
0
PERKINELMER INC
COM
714046109
1324126530
9936414
SH
SOLE
N/A
9640677
0
295737
PINTEREST INC
CL A
72352L106
18510194
678775
SH
SOLE
N/A
678775
0
0
POOL CORP
COM
73278L105
463019973
1352120
SH
SOLE
N/A
1298322
0
53798
PORTILLOS INC
COM CL A
73642K106
23131636
1082435
SH
SOLE
N/A
1082435
0
0
POWERSCHOOL HOLDINGS INC
COM CL A
73939C106
24063779
1214116
SH
SOLE
N/A
1200619
0
13497
PTC INC
COM
69370C100
448164106
3495002
SH
SOLE
N/A
3495002
0
0
QORVO INC
COM
74736K101
13545070
133357
SH
SOLE
N/A
133357
0
0
QUALCOMM INC
COM
747525103
59197120
464000
SH
SOLE
N/A
450309
0
13691
ROCKY BRANDS INC
COM
774515100
1319443
57193
SH
SOLE
N/A
57193
0
0
ROLLINS INC
COM
775711104
484974219
12922308
SH
SOLE
N/A
12629827
0
292481
ROVER GROUP INC
COM CL A
77936F103
8111237
1790560
SH
SOLE
N/A
1790560
0
0
S&P GLOBAL INC
COM
78409V104
52533294
152372
SH
SOLE
N/A
148693
0
3679
SALESFORCE INC
COM
79466L302
123403706
617698
SH
SOLE
N/A
588387
0
29311
SENSATA TECHNOLOGIES HLDG PL
SHS
G8060N102
473576605
9467745
SH
SOLE
N/A
8957346
0
510399
SERVICE CORP INTL
COM
817565104
571866771
8314434
SH
SOLE
N/A
8064378
0
250056
SERVICENOW INC
COM
81762P102
47216481
101602
SH
SOLE
N/A
96330
0
5272
SHOTSPOTTER INC
COM
82536T107
3600454
91568
SH
SOLE
N/A
91568
0
0
SI-BONE INC
COM
825704109
692620
35212
SH
SOLE
N/A
35212
0
0
SIGNET JEWELERS LIMITED
SHS
G81276100
687891765
8844070
SH
SOLE
N/A
8643771
0
200299
SKYWORKS SOLUTIONS INC
COM
83088M102
52292275
443230
SH
SOLE
N/A
434089
0
9141
SOUTHSTATE CORPORATION
COM
840441109
218333728
3063903
SH
SOLE
N/A
2961692
0
102211
SPOTIFY TECHNOLOGY S A
SHS
L8681T102
56963943
426313
SH
SOLE
N/A
426313
0
0
SPROUT SOCIAL INC
COM CL A
85209W109
1464834
24061
SH
SOLE
N/A
24061
0
0
SPS COMM INC
COM
78463M107
1238808
8134
SH
SOLE
N/A
8134
0
0
ST JOE CO
COM
790148100
26027388
625508
SH
SOLE
N/A
625508
0
0
STAGWELL INC
COM CL A
85256A109
49759410
6706120
SH
SOLE
N/A
6706120
0
0
STERIS PLC
SHS USD
G8473T100
256262407
1339724
SH
SOLE
N/A
1258996
0
80728
SUMMIT MATLS INC
CL A
86614U100
4706776
165208
SH
SOLE
N/A
165208
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
224756784
2416220
SH
SOLE
N/A
2379115
0
37105
TELEDYNE TECHNOLOGIES INC
COM
879360105
992083878
2217641
SH
SOLE
N/A
2146567
0
71074
TEMPUR SEALY INTL INC
COM
88023U101
570832215
14455108
SH
SOLE
N/A
14118315
0
336793
TENABLE HLDGS INC
COM
88025T102
3008951
63333
SH
SOLE
N/A
63333
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
134220435
232872
SH
SOLE
N/A
199338
0
33534
TORO CO
COM
891092108
618628632
5565209
SH
SOLE
N/A
5396388
0
168821
TRACTOR SUPPLY CO
COM
892356106
398912238
1697210
SH
SOLE
N/A
1649048
0
48162
TRANSDIGM GROUP INC
COM
893641100
7683746
10425
SH
SOLE
N/A
9833
0
592
TRIMBLE INC
COM
896239100
294949937
5626668
SH
SOLE
N/A
5454994
0
171674
TRIP COM GROUP LTD
ADS
89677Q107
168289859
4467477
SH
SOLE
N/A
4296456
0
171021
TRIPADVISOR INC
COM
896945201
155352745
7822394
SH
SOLE
N/A
7822394
0
0
TYLER TECHNOLOGIES INC
COM
902252105
116075445
327305
SH
SOLE
N/A
322110
0
5195
V F CORP
COM
918204108
57367946
2504057
SH
SOLE
N/A
2504057
0
0
V F CORP
COM
918204108
4025287
175700
SH
Call
SOLE
N/A
175700
0
0
VAIL RESORTS INC
COM
91879Q109
739666369
3165296
SH
SOLE
N/A
3062900
0
102396
VISA INC
COM CL A
92826C839
336887518
1494223
SH
SOLE
N/A
1308115
0
186108
VONTIER CORPORATION
COM
928881101
50009043
1829153
SH
SOLE
N/A
1744473
0
84680
WABTEC
COM
929740108
753825741
7459190
SH
SOLE
N/A
7218734
0
240456
WILLIAMS SONOMA INC
COM
969904101
32235764
264966
SH
SOLE
N/A
264966
0
0
WOLFSPEED INC
COM
977852102
7450999
114719
SH
SOLE
N/A
114719
0
0
WOLVERINE WORLD WIDE INC
COM
978097103
1057100
62000
SH
SOLE
N/A
62000
0
0
WORKDAY INC
CL A
98138H101
59972607
290368
SH
SOLE
N/A
273111
0
17257
XOMETRY INC
CLASS A COM
98423F109
215912
14423
SH
SOLE
N/A
14423
0
0
ZIPRECRUITER INC
CL A
98980B103
54920521
3445453
SH
SOLE
N/A
3179670
0
265783
ZOETIS INC
CL A
98978V103
45909478
275832
SH
SOLE
N/A
229254
0
46578
ZUMIEZ INC
COM
989817101
666385
36138
SH
SOLE
N/A
36138
0
0