0001592643-23-000008.txt : 20231114 0001592643-23-000008.hdr.sgml : 20231114 20231114160503 ACCESSION NUMBER: 0001592643-23-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 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: 231405813 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 09-30-2023 09-30-2023 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 11-14-2023 0 171 24406087422 false
INFORMATION TABLE 2 Form13FInfoTable.xml ADEIA INC COM 00676P107 1490725 139581 SH SOLE N/A 139581 0 0 ADOBE INC COM 00724F101 61027891 119686 SH SOLE N/A 111491 0 8195 ADTRAN HOLDINGS INC COM 00486H105 2434994 295868 SH SOLE N/A 295868 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 68417179 611851 SH SOLE N/A 508682 0 103169 ALARM COM HLDGS INC COM 011642105 564322 9230 SH SOLE N/A 9230 0 0 ALBANY INTL CORP CL A 012348108 1718094 19913 SH SOLE N/A 19913 0 0 ALKAMI TECHNOLOGY INC COM 01644J108 1914029 105051 SH SOLE N/A 105051 0 0 ALPHABET INC CAP STK CL C 02079K107 93650945 710284 SH SOLE N/A 647930 0 62354 ALTAIR ENGR INC COM CL A 021369103 2803126 44807 SH SOLE N/A 44807 0 0 AMPHENOL CORP NEW CL A 032095101 366676319 4365714 SH SOLE N/A 4129137 0 236577 ANSYS INC COM 03662Q105 95658754 321488 SH SOLE N/A 321488 0 0 APOLLO GLOBAL MGMT INC COM 03769M106 356001444 3966148 SH SOLE N/A 3350521 0 615627 AUTODESK INC COM 052769106 33378721 161320 SH SOLE N/A 147017 0 14303 AVIAT NETWORKS INC COM NEW 05366Y201 12835368 411390 SH SOLE N/A 411390 0 0 BADGER METER INC COM 056525108 2849201 19804 SH SOLE N/A 19804 0 0 BALL CORP COM 058498106 4314582 86673 SH SOLE N/A 86673 0 0 BIO RAD LABS INC CL A 090572207 20656040 57626 SH SOLE N/A 57626 0 0 BIO-TECHNE CORP COM 09073M104 331911771 4876036 SH SOLE N/A 4738095 0 137941 BOOT BARN HLDGS INC COM 099406100 2535726 31232 SH SOLE N/A 31232 0 0 BROADCOM INC COM 11135F101 8626404 10386 SH SOLE N/A 10386 0 0 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 53506407 298835 SH SOLE N/A 298835 0 0 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 14231599 484068 SH SOLE N/A 484068 0 0 BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 73437242 3377978 SH SOLE N/A 3105997 0 271981 BROWN & BROWN INC COM 115236101 1030402319 14753756 SH SOLE N/A 14291297 0 462459 BURLINGTON STORES INC COM 122017106 57641453 426027 SH SOLE N/A 426027 0 0 CAMBIUM NETWORKS CORP SHS G17766109 2537345 346159 SH SOLE N/A 346159 0 0 CARGURUS INC COM CL A 141788109 6370044 363587 SH SOLE N/A 363587 0 0 CASELLA WASTE SYS INC CL A 147448104 2039041 26724 SH SOLE N/A 26724 0 0 CDW CORP COM 12514G108 1116258587 5532606 SH SOLE N/A 5345533 0 187073 CERIDIAN HCM HLDG INC COM 15677J108 1051547306 15498118 SH SOLE N/A 15051782 0 446336 CERTARA INC COM 15687V109 1609811 110716 SH SOLE N/A 110716 0 0 CHEFS WHSE INC COM 163086101 2246563 106070 SH SOLE N/A 106070 0 0 CINCINNATI FINL CORP COM 172062101 87591848 856309 SH SOLE N/A 856309 0 0 CINTAS CORP COM 172908105 121497835 252589 SH SOLE N/A 252589 0 0 CLEAN HARBORS INC COM 184496107 511238776 3054725 SH SOLE N/A 2957738 0 96987 CLOUDFLARE INC CL A COM 18915M107 819520 13000 SH Call SOLE N/A 13000 0 0 COHERENT CORP COM 19247G107 52037071 1594273 SH SOLE N/A 1594273 0 0 COHERENT CORP COM 19247G107 30502080 934500 SH Call SOLE N/A 934500 0 0 COMPASS MINERALS INTL INC COM 20451N101 29042090 1039073 SH SOLE N/A 1039073 0 0 CORE & MAIN INC CL A 21874C102 134380963 4657919 SH SOLE N/A 4372128 0 285791 COSTAR GROUP INC COM 22160N109 1622763 21105 SH SOLE N/A 15145 0 5960 CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 1488156 97584 SH SOLE N/A 97584 0 0 CRYOPORT INC COM PAR $0.001 229050307 673559 49129 SH SOLE N/A 49129 0 0 CURTISS WRIGHT CORP COM 231561101 110577706 565239 SH SOLE N/A 565239 0 0 DANAHER CORPORATION COM 235851102 283493202 1142657 SH SOLE N/A 946861 0 195796 DELUXE CORP COM 248019101 1445859 76541 SH SOLE N/A 76541 0 0 DOCUSIGN INC COM 256163106 33535782 798471 SH SOLE N/A 677708 0 120763 DUCKHORN PORTFOLIO INC COM 26414D106 73961375 7208711 SH SOLE N/A 6974196 0 234515 DZS INC COM 268211109 338213 161054 SH SOLE N/A 161054 0 0 EMCOR GROUP INC COM 29084Q100 12605306 59914 SH SOLE N/A 59914 0 0 ENERGY RECOVERY INC COM 29270J100 2569231 121133 SH SOLE N/A 121133 0 0 ENERSYS COM 29275Y102 11204763 118356 SH SOLE N/A 118356 0 0 ENOVIS CORPORATION COM 194014502 117857298 2235109 SH SOLE N/A 2235109 0 0 ENTEGRIS INC COM 29362U104 687198164 7317625 SH SOLE N/A 7099938 0 217687 EVERI HLDGS INC COM 30034T103 2394816 181151 SH SOLE N/A 181151 0 0 FASTENAL CO COM 311900104 27957867 511674 SH SOLE N/A 511674 0 0 FORMFACTOR INC COM 346375108 1787705 51165 SH SOLE N/A 51165 0 0 FORTIVE CORP COM 34959J108 166094001 2239671 SH SOLE N/A 1824791 0 414880 FORTUNE BRANDS INNOVATIONS I COM 34964C106 121248612 1950589 SH SOLE N/A 1950589 0 0 GARMIN LTD SHS H2906T109 229685685 2183324 SH SOLE N/A 2183324 0 0 GLOBAL WTR RES INC COM 379463102 924924 94864 SH SOLE N/A 94864 0 0 GOGO INC COM 38046C109 155806 13060 SH SOLE N/A 13060 0 0 GOOSEHEAD INS INC COM CL A 38267D109 2406574 32290 SH SOLE N/A 32290 0 0 HERITAGE CRYSTAL CLEAN INC COM 42726M106 3603103 79451 SH SOLE N/A 79451 0 0 HYATT HOTELS CORP COM CL A 448579102 246551136 2324200 SH SOLE N/A 2324200 0 0 I3 VERTICALS INC COM CL A 46571Y107 1494809 70710 SH SOLE N/A 70710 0 0 IDEXX LABS INC COM 45168D104 193692682 442959 SH SOLE N/A 418359 0 24600 ILLUMINA INC COM 452327109 229260346 1670020 SH SOLE N/A 1357626 0 312394 ILLUMINA INC COM 452327109 645216 4700 SH Call SOLE N/A 4700 0 0 INTEL CORP COM 458140100 40415906 1136875 SH SOLE N/A 1136875 0 0 INTEL CORP COM 458140100 8780850 247000 SH Call SOLE N/A 247000 0 0 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 151061829 1745169 SH SOLE N/A 1483116 0 262053 INTUIT COM 461202103 72435964 141770 SH SOLE N/A 139068 0 2702 IRIDIUM COMMUNICATIONS INC COM 46269C102 17210004 378325 SH SOLE N/A 378325 0 0 ITT INC COM 45073V108 254967235 2604098 SH SOLE N/A 2531344 0 72754 JACOBS SOLUTIONS INC COM 46982L108 550590768 4033632 SH SOLE N/A 3890898 0 142734 JPMORGAN CHASE & CO COM 46625H100 80413590 554500 SH Call SOLE N/A 554500 0 0 KADANT INC COM 48282T104 4258158 18879 SH SOLE N/A 18879 0 0 KINSALE CAP GROUP INC COM 49714P108 1636228 3951 SH SOLE N/A 3951 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 4196814 24103 SH SOLE N/A 24103 0 0 LAMAR ADVERTISING CO NEW CL A 512816109 132960281 1592911 SH SOLE N/A 1592911 0 0 LAUDER ESTEE COS INC CL A 518439104 27866494 192781 SH SOLE N/A 149968 0 42813 LAUDER ESTEE COS INC CL A 518439104 41341300 286000 SH Call SOLE N/A 286000 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 923854960 11125421 SH SOLE N/A 10726941 0 398480 LULULEMON ATHLETICA INC COM 550021109 31411791 81460 SH SOLE N/A 80116 0 1344 LUMENTUM HLDGS INC COM 55024U109 1584011 35060 SH SOLE N/A 35060 0 0 MARTIN MARIETTA MATLS INC COM 573284106 1018199334 2480509 SH SOLE N/A 2405816 0 74693 MASTERCARD INCORPORATED CL A 57636Q104 64246295 162275 SH SOLE N/A 147586 0 14689 MATTHEWS INTL CORP CL A 577128101 36418748 935974 SH SOLE N/A 935974 0 0 MAXLINEAR INC COM 57776J100 20909838 939768 SH SOLE N/A 939768 0 0 MESA LABS INC COM 59064R109 1014241 9653 SH SOLE N/A 9653 0 0 METTLER TOLEDO INTERNATIONAL COM 592688105 32572826 29396 SH SOLE N/A 26925 0 2471 MICROSOFT CORP COM 594918104 73378721 232395 SH SOLE N/A 218787 0 13608 MIDDLEBY CORP COM 596278101 593627008 4637711 SH SOLE N/A 4489719 0 147992 MINERALS TECHNOLOGIES INC COM 603158106 25287675 461791 SH SOLE N/A 461791 0 0 MIRION TECHNOLOGIES INC COM CL A 60471A101 2466303 330161 SH SOLE N/A 330161 0 0 MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 17890807 430585 SH SOLE N/A 430585 0 0 MODEL N INC COM 607525102 1294487 53031 SH SOLE N/A 53031 0 0 MOHAWK INDS INC COM 608190104 60905020 709766 SH SOLE N/A 709766 0 0 MORGAN STANLEY COM NEW 617446448 46164948 565262 SH SOLE N/A 565262 0 0 MORNINGSTAR INC COM 617700109 843008210 3598908 SH SOLE N/A 3390884 0 208024 MSA SAFETY INC COM 553498106 280111889 1776796 SH SOLE N/A 1724937 0 51859 MYR GROUP INC DEL COM 55405W104 1391667 10327 SH SOLE N/A 10327 0 0 NATIONAL RESH CORP COM NEW 637372202 1989018 44828 SH SOLE N/A 44828 0 0 NEOGEN CORP COM 640491106 105888040 5711329 SH SOLE N/A 5341817 0 369512 NVENT ELECTRIC PLC SHS G6700G107 14826019 279789 SH SOLE N/A 279789 0 0 ON HLDG AG NAMEN AKT A H5919C104 110789617 3982373 SH SOLE N/A 3982373 0 0 ONESPAWORLD HOLDINGS LIMITED COM P73684113 100307911 8940099 SH SOLE N/A 8940099 0 0 ONTO INNOVATION INC COM 683344105 8461207 66352 SH SOLE N/A 66352 0 0 OUTFRONT MEDIA INC COM 69007J106 1231725 121953 SH SOLE N/A 121953 0 0 PAYCHEX INC COM 704326107 270818021 2348201 SH SOLE N/A 2214973 0 133228 PAYPAL HLDGS INC COM 70450Y103 122680298 2098534 SH SOLE N/A 1716491 0 382043 PAYPAL HLDGS INC COM 70450Y103 1028896 17600 SH Call SOLE N/A 17600 0 0 PENTAIR PLC SHS G7S00T104 115754611 1787716 SH SOLE N/A 1787716 0 0 PERFICIENT INC COM 71375U101 999358 17272 SH SOLE N/A 17272 0 0 PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 40895693 9007862 SH SOLE N/A 9007862 0 0 PLANET FITNESS INC CL A 72703H101 13527598 275063 SH SOLE N/A 275063 0 0 PLUG POWER INC COM NEW 72919P202 1573025 206977 SH SOLE N/A 206977 0 0 POOL CORP COM 73278L105 230670897 647770 SH SOLE N/A 631192 0 16578 PORTILLOS INC COM CL A 73642K106 45846933 2979008 SH SOLE N/A 2979008 0 0 PTC INC COM 69370C100 414638846 2926587 SH SOLE N/A 2897028 0 29559 QORVO INC COM 74736K101 11936232 125026 SH SOLE N/A 125026 0 0 QUALCOMM INC COM 747525103 28092183 252946 SH SOLE N/A 240205 0 12741 QUANTA SVCS INC COM 74762E102 200369929 1071096 SH SOLE N/A 1071096 0 0 REVVITY INC COM 714046109 1244209108 11239468 SH SOLE N/A 10863767 0 375701 ROCKY BRANDS INC COM 774515100 832887 56659 SH SOLE N/A 56659 0 0 ROLLINS INC COM 775711104 388048299 10395079 SH SOLE N/A 10121335 0 273744 ROVER GROUP INC COM CL A 77936F103 20476648 3271030 SH SOLE N/A 3271030 0 0 S&P GLOBAL INC COM 78409V104 29589440 80976 SH SOLE N/A 78417 0 2559 SALESFORCE INC COM 79466L302 134730277 664416 SH SOLE N/A 625134 0 39282 SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 250672057 6628029 SH SOLE N/A 6330478 0 297551 SERVICE CORP INTL COM 817565104 282260801 4939811 SH SOLE N/A 4765902 0 173909 SERVICENOW INC COM 81762P102 40984065 73322 SH SOLE N/A 67175 0 6147 SHOPIFY INC CL A 82509L107 263491572 4828506 SH SOLE N/A 4828506 0 0 SIGNET JEWELERS LIMITED SHS G81276100 598168683 8329880 SH SOLE N/A 8117420 0 212460 SKYWORKS SOLUTIONS INC COM 83088M102 50589092 513126 SH SOLE N/A 492486 0 20640 SOUNDTHINKING INC COM 82536T107 877619 49029 SH SOLE N/A 49029 0 0 SOUTHSTATE CORPORATION COM 840441109 14696537 218179 SH SOLE N/A 218179 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 3446262 7547 SH SOLE N/A 7547 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 50629291 327401 SH SOLE N/A 327401 0 0 SPS COMM INC COM 78463M107 1471682 8626 SH SOLE N/A 8626 0 0 ST JOE CO COM 790148100 22157458 407831 SH SOLE N/A 407831 0 0 STAGWELL INC COM CL A 85256A109 24703163 5267199 SH SOLE N/A 5267199 0 0 STERIS PLC SHS USD G8473T100 161133710 734362 SH SOLE N/A 676237 0 58125 SUMMIT MATLS INC CL A 86614U100 4852951 155843 SH SOLE N/A 155843 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 179985021 2071174 SH SOLE N/A 2026177 0 44997 TELEDYNE TECHNOLOGIES INC COM 879360105 617336188 1510931 SH SOLE N/A 1460745 0 50186 TEMPUR SEALY INTL INC COM 88023U101 951018071 21943195 SH SOLE N/A 21245059 0 698136 TENABLE HLDGS INC COM 88025T102 2870560 64075 SH SOLE N/A 64075 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 325848456 643753 SH SOLE N/A 542359 0 101394 TORO CO COM 891092108 474310701 5707710 SH SOLE N/A 5534192 0 173518 TRACTOR SUPPLY CO COM 892356106 300878272 1481794 SH SOLE N/A 1438521 0 43273 TRANSDIGM GROUP INC COM 893641100 2440861 2895 SH SOLE N/A 2089 0 806 TRIMBLE INC COM 896239100 253583490 4708197 SH SOLE N/A 4519370 0 188827 TRIP COM GROUP LTD ADS 89677Q107 84899991 2427795 SH SOLE N/A 2354469 0 73326 TRUPANION INC COM 898202106 33114132 1174260 SH SOLE N/A 1174260 0 0 TYLER TECHNOLOGIES INC COM 902252105 31088518 80511 SH SOLE N/A 75166 0 5345 V F CORP COM 918204108 81238267 4597525 SH SOLE N/A 4597525 0 0 V F CORP COM 918204108 2864307 162100 SH Call SOLE N/A 162100 0 0 VAIL RESORTS INC COM 91879Q109 627274376 2826961 SH SOLE N/A 2730776 0 96185 VERRA MOBILITY CORP CL A COM STK 92511U102 1583927 84702 SH SOLE N/A 84702 0 0 VISA INC COM CL A 92826C839 322401107 1401683 SH SOLE N/A 1206339 0 195344 VONTIER CORPORATION COM 928881101 18615015 602038 SH SOLE N/A 475788 0 126250 WABTEC COM 929740108 608743040 5728268 SH SOLE N/A 5541474 0 186794 WHITE MTNS INS GROUP LTD COM G9618E107 26476704 17702 SH SOLE N/A 17702 0 0 WILLIAMS SONOMA INC COM 969904101 40235857 258918 SH SOLE N/A 258918 0 0 WOLFSPEED INC COM 977852102 6296901 165273 SH SOLE N/A 165273 0 0 WOLVERINE WORLD WIDE INC COM 978097103 8693564 1078606 SH SOLE N/A 1078606 0 0 WORKDAY INC CL A 98138H101 68249681 317662 SH SOLE N/A 293841 0 23821 XOMETRY INC CLASS A COM 98423F109 244903 14423 SH SOLE N/A 14423 0 0 ZIPRECRUITER INC CL A 98980B103 26695459 2226477 SH SOLE N/A 1890351 0 336126