Select Equity Group, L.P. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Select Equity Group, L.P. held in its portfolio 172 assets valued at $23,198,654,927 (i.e. $23.20B).

The most valuable assets in the portfolio included: INVESCO QQQ TR ($1.06B), VIKING HOLDINGS LTD ($993.09M), and SOMNIGROUP INTERNATIONAL INC ($931.11M).

The chart below shows the top 10 valuable assets, and the table below shows the top 172 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Select Equity Group, L.P. Portfolio
INVESCO QQQ TR
VIKING HOLDINGS LTD
SOMNIGROUP INTERNATIONAL INC
MARKEL GROUP INC
CRH PLC
LIVE NATION ENTERTAINMENT IN
WABTEC
BROWN & BROWN INC
MARTIN MARIETTA MATLS INC
PAYCHEX INC
Select Equity Group, L.P. - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
INVESCO QQQ TR 1720000 1056613200 UNIT SER 1
VIKING HOLDINGS LTD 13906877 993090087 ORD SHS
SOMNIGROUP INTERNATIONAL INC 10429043 931104959 COM
MARKEL GROUP INC 427882 919796541 COM
CRH PLC 6779428 846072614 ORD
LIVE NATION ENTERTAINMENT IN 5586172 796029510 COM
WABTEC 3559419 759757986 COM
BROWN & BROWN INC 9434802 751953719 COM
MARTIN MARIETTA MATLS INC 1067530 664708230 COM
PAYCHEX INC 5716237 641247467 COM
ITT INC 3625271 629020771 COM
TRACTOR SUPPLY CO 12544591 627354996 COM
TRIMBLE INC 7298271 571819533 COM
LABCORP HOLDINGS INC 2110779 529552236 COM SHS
SERVICE CORP INTL 6426585 501080832 COM
ALCON AG 6218304 496679429 ORD SHS
STERIS PLC 1928033 488794926 SHS USD
MIDDLEBY CORP 3199689 475697764 COM
CORE & MAIN INC 7778376 404242201 CL A
NASDAQ INC 3752757 364505287 COM
CORPAY INC 1121925 337620890 COM SHS
MORNINGSTAR INC 1522492 330852737 COM
CANADIAN PACIFIC KANSAS CITY 4444219 327622345 COM
CDW CORP 2277495 310194819 COM
TAIWAN SEMICONDUCTOR MFG LTD 1013739 308065145 SPONSORED ADS
JONES LANG LASALLE INC 911723 306767438 COM
SIGNET JEWELERS LIMITED 3556612 294772003 SHS
EMCOR GROUP INC 462505 282955934 COM
VISA INC 745424 261427651 COM CL A
BJS WHSL CLUB HLDGS INC 2692084 242368323 COM
CAE INC 7586679 231018042 COM
FORTIVE CORP 3862464 213246637 COM
CLEAN HARBORS INC 849499 199190526 COM
THERMO FISHER SCIENTIFIC INC 315032 182545292 COM
C H ROBINSON WORLDWIDE INC 1127837 181311076 COM NEW
BIO-TECHNE CORP 2837142 166852321 COM
INTUIT 250397 165867981 COM
WORKDAY INC 727709 156297339 CL A
ALPHABET INC 476878 149644316 CAP STK CL C
FORTUNE BRANDS INNOVATIONS I 2856019 142858070 COM
SALESFORCE INC 530725 140594360 COM
ON HLDG AG 2925518 135978077 NAMEN AKT A
NVIDIA CORPORATION 700870 130712255 COM
AMAZON COM INC 565297 130481854 COM
QUANTA SVCS INC 304355 128456071 COM
NIKE INC 1834317 116864336 CL B
ROBINHOOD MKTS INC 1032000 116719200 COM CL A
ENTEGRIS INC 1356842 114313939 COM
GARMIN LTD 534056 108333260 SHS
APOLLO GLOBAL MGMT INC 727557 105321151 COM
DICKS SPORTING GOODS INC 529756 104875795 COM
MICROSOFT CORP 212372 102707347 COM
CRANE COMPANY 551194 101656709 COMMON STOCK
TELEDYNE TECHNOLOGIES INC 198189 101221068 COM
PACKAGING CORP AMER 487098 100454221 COM
PTC INC 568572 99050928 COM
ADOBE INC 279098 97681509 COM
SPOTIFY TECHNOLOGY S A 167366 97191110 SHS
SHOPIFY INC 598647 96365012 CL A SUB VTG SHS
NEWMONT CORP 940702 93929095 COM
AMPHENOL CORP NEW 665251 89902020 CL A
ROLLINS INC 1494681 89710754 COM
IDEXX LABS INC 131386 88886571 COM
ASSURANT INC 348607 83961996 COM
DANAHER CORPORATION 342933 78504222 COM
BWX TECHNOLOGIES INC 430113 74340731 COM
ST JOE CO 1181452 70142805 COM
QXO INC 3462708 66795637 COM NEW
API GROUP CORP 1727924 66110372 COM STK
COREWEAVE INC 687000 49196070 COM CL A
META PLATFORMS INC 71111 46939660 CL A
OKLO INC 640600 45969456 COM CL A
BROOKFIELD CORP 996111 45796035 CL A LTD VT SH
LAMAR ADVERTISING CO NEW 354586 44883496 CL A
UNITED STS LIME & MINERALS I 367305 43981101 COM
OWENS CORNING NEW 385757 43170066 COM
WILLIAMS SONOMA INC 232307 41487707 COM
UNION PAC CORP 179275 41469893 COM
WHITE MTNS INS GROUP LTD 19713 40964205 COM
ISHARES TR 600269 40296058 MSCI ACWI EX US
SPDR INDEX SHS FDS 907211 40289241 PORTFOLIO DEVLPD
VANGUARD STAR FDS 533471 40245052 VG TL INTL STK F
VANGUARD INTL EQUITY INDEX F 546590 40207160 ALLWRLD EX US
ISHARES TR 474760 40183686 CORE MSCI TOTAL
CASEYS GEN STORES INC 71749 39656390 COM
S&P GLOBAL INC 74946 39166030 COM
BLOOM ENERGY CORP 441600 38370624 COM CL A
CASELLA WASTE SYS INC 374229 36651988 CL A
CARGURUS INC 919189 35250898 COM CL A
METTLER TOLEDO INTERNATIONAL 24664 34386302 COM
POLARIS INC 538628 34068221 COM
DESCARTES SYS GROUP INC 382354 33586901 COM
ONESPAWORLD HOLDINGS LIMITED 1600177 33187671 COM
CSW INDUSTRIALS INC 108194 31758185 COM
NIQ GLOBAL INTELLIGENCE PLC 1903982 31396663 ORDINARY SHARES
MCCORMICK & CO INC 460106 31337820 COM NON VTG
CHEFS WHSE INC 502188 31301378 COM
SOUTHSTATE BK CORP 323140 30410705 COM
HAMILTON LANE INC 219322 29457138 CL A
CADRE HLDGS INC 719024 29364940 COM
BROADCOM INC 82374 28509641 COM
SERVICENOW INC 171131 26215558 COM
MOODYS CORP 51267 26189747 COM
CLOUDFLARE INC 130773 25781897 CL A COM
SIMPSON MFG INC 159549 25762377 COM
CINCINNATI FINL CORP 151908 24809615 COM
ISHARES TR 270412 24191058 CORE MSCI EAFE
FORMFACTOR INC 426819 23807964 COM
MSCI INC 40591 23288274 COM
KADANT INC 76175 21711399 COM
WAYSTAR HLDG CORP 634610 20783478 COM
ALKAMI TECHNOLOGY INC 892343 20586353 COM
ZURN ELKAY WATER SOLNS CORP 404805 18819384 COM
BADGER METER INC 107870 18813607 COM
KIRBY CORP 163731 18039882 COM
MIRION TECHNOLOGIES INC 769033 18010753 COM CL A
ALARM COM HLDGS INC 344031 17552462 COM
FRANKLIN ELEC INC 180821 17273830 COM
LIQUIDITY SVCS INC 567434 17198925 COM
BOOT BARN HLDGS INC 94981 16761297 COM
VERRA MOBILITY CORP 729528 16348722 CL A COM STK
MESA LABS INC 206435 16205148 COM
BLACKLINE INC 274540 15179317 COM
AMRIZE LTD 273393 15035321 SHS
IRIDIUM COMMUNICATIONS INC 835881 14527612 COM
STRATEGY INC 90100 13690695 CL A NEW
CERTARA INC 1491161 13137128 COM
ARCOSA INC 118082 12554478 COM
LOAR HOLDINGS INC 182530 12412040 COM SHS
BUILDERS FIRSTSOURCE INC 120100 12357089 COM
WINMARK CORP 30355 12291954 COM
GE AEROSPACE 39205 12076316 COM NEW
ROSS STORES INC 64807 11674333 COM
EVERUS CONSTR GROUP 133897 11456227 COM
CELLEBRITE DI LTD 620142 11181160 ORDINARY SHARES
OUTFRONT MEDIA INC 452806 10912625 COM NEW
MYR GROUP INC DEL 48919 10688802 COM
ENERGY RECOVERY INC 773577 10435554 COM
ALLIANCE LAUNDRY HLDGS INC 481916 9806991 COM
FRANCO NEV CORP 42377 8795681 COM
VANGUARD INDEX FDS 29726 8627080 MID CAP ETF
GOOSEHEAD INS INC 112809 8308383 COM CL A
ADEIA INC 475156 8196441 COM
LYONDELLBASELL INDUSTRIES N 187677 8126414 SHS - A -
HUNTSMAN CORP 772685 7726850 COM
PELOTON INTERACTIVE INC 1250631 7703887 CL A COM
DOW INC 324082 7577037 COM
MEDLINE INC 170000 7140000 COM CL A
AMERICAN CENTY ETF TR 96535 6290221 MID CAP GRW IMP
INTEL CORP 167817 6192447 COM
SPS COMM INC 66972 5969214 COM
ESCO TECHNOLOGIES INC 29629 5789210 COM
MERCURY SYS INC 77821 5681711 COM
WESTLAKE CORPORATION 74997 5545278 COM
COHERENT CORP 29590 5461426 COM
PORTILLOS INC 1139916 5175219 COM CL A
V F CORP 277400 5015392 COM
KARMAN HLDGS INC 65096 4763074 COMMON STOCK
UBER TECHNOLOGIES INC 51729 4226777 COM
GLOBALFOUNDRIES INC 119027 4156423 ORDINARY SHARES
NEPTUNE INS HLDGS INC 140961 4110423 CL A
THE BALDWIN INSURANCE GRP IN 153228 3682069 COM CL A
ELI LILLY & CO 3300 3546444 COM
CIENA CORP 15098 3530969 COM NEW
BRP INC 48397 3426539 COM SUN VTG
CLEARFIELD INC 106407 3101764 COM
PERIMETER SOLUTIONS INC 102072 2810042 COMMON STOCK
BROOKFIELD INFRAST PARTNERS 62951 2186918 LP INT UNIT
GOGO INC 297731 1387426 COM
ISHARES TR 11633 1119909 RUS MID CAP ETF
PROTO LABS INC 11919 602982 COM
ISHARES TR 1251 307946 RUSSELL 2000 ETF