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Select Equity Group, L.P.

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
BIO-TECHNE Corp TECHCOM4,514,078-2,639,869368,484,187,000-224,434,940,0001.372.87 Hist 06/30/2023
INTEL CORP INTCCall294,100-7,990,2009,834,704,000-209,119,345,0000.04  Hist 06/30/2023
CDW Corp CDWCOM5,516,174-1,264,6561,012,217,929,000-198,702,692,0003.774.09 Hist 06/30/2023
Ceridian HCM Holding Inc. CDAYCOM14,936,853-3,533,0201,000,321,045,000-184,521,308,0003.729.69 Hist 06/30/2023
SouthState Corp SSBCOM849,373-2,285,04855,888,743,000-183,455,645,0000.211.12 Hist 06/30/2023
SERVICE CORP INTERNATIONAL SCICommon6,265,113-2,114,656404,663,649,000-174,713,580,0001.51  Hist 06/30/2023
TRACTOR SUPPLY CO /DE/ TSCOCommon1,503,978-687,100332,529,536,000-160,397,282,0001.241.37 Hist 06/30/2023
TRIMBLE INC. TRMBCommon4,826,108-3,262,078255,494,158,000-153,444,526,0000.95  Hist 06/30/2023
S&P Global Inc. SPGICOM98,529-352,72139,499,291,000-111,642,384,0000.150.03 Hist 06/30/2023
ILLUMINA, INC. ILMNCommon1,493,522-419,192280,020,440,000-106,730,331,0001.04  Hist 06/30/2023
TORO CO TTCCommon5,549,010-290,460564,056,867,000-96,971,137,0002.105.34 Hist 06/30/2023
IDEXX LABORATORIES INC /DE IDXXCommon643,747-381,303323,309,056,000-94,870,342,0001.20  Hist 06/30/2023
SIGNET JEWELERS LTD SIGCommon8,720,978-1,018,385569,131,024,000-93,145,660,0002.12  Hist 06/30/2023
TripAdvisor, Inc. TRIPCommon1,646,245-4,677,25627,146,580,000-86,549,968,0000.10  Hist 06/30/2023
Morningstar, Inc. MORNCommon3,937,634-8,147772,051,898,000-82,564,809,0002.879.27 Hist 06/30/2023
TELEDYNE TECHNOLOGIES INC TDYCommon2,022,383-243,343831,421,875,000-74,664,610,0003.094.30 Hist 06/30/2023
STERIS Ltd STECommon924,487-603,937207,991,085,000-74,293,544,0000.77  Hist 06/30/2023
Alphabet Inc. GOOGCOM509,079-923,52361,583,287,000-65,531,488,0000.23  Hist 06/30/2023
Perimeter Solutions, SA PRMCommon13,682,086-2,357,53084,144,829,000-62,457,261,0000.318.71 Hist 06/30/2023
POOL CORP POOLCommon1,049,583-452,576393,215,775,000-60,931,955,0001.462.68 Hist 06/30/2023
TransDigm Group INC TDGCommon10,359-96,8909,262,707,000-58,266,626,0000.030.02 Hist 06/30/2023
AMPHENOL CORP /DE/ APHCl A4,342,922-1,225,665368,931,224,000-55,060,990,0001.37  Hist 06/30/2023
Zoetis Inc. ZTSCOM83,652-360,81014,405,711,000-50,730,195,0000.05  Hist 06/30/2023
Autodesk, Inc. ADSKCommon290,432-297,25859,425,292,000-50,396,338,0000.220.14 Hist 06/30/2023
INTUIT INC. INTUCommon321,156-170,488147,150,468,000-44,207,210,0000.550.11 Hist 06/30/2023
Interactive Brokers Group, Inc. IBKRCl A2,237,176-913,849185,842,210,000-42,134,449,0000.69  Hist 06/30/2023
Iridium Communications Inc. IRDMCOM362,351-842,65522,509,244,000-39,428,064,0000.08  Hist 06/30/2023
CINTAS CORP CTASCommon357,468-115,980177,690,193,000-36,128,393,0000.660.35 Hist 06/30/2023
Core & Main, Inc. CNMCOMMON STOCK4,817,760-4,502,706150,988,598,000-28,989,600,0000.56  Hist 06/30/2023
lululemon athletica inc. LULUCommon133,836-113,51050,656,926,000-28,587,785,0000.190.11 Hist 06/30/2023
Duckhorn Portfolio, Inc. NAPACOM6,408,624-118,47983,119,853,000-25,034,244,0000.315.56 Hist 06/30/2023
METTLER TOLEDO INTERNATIONAL INC/ MTDCommon16,355-14,39221,451,872,000-22,991,379,0000.080.07 Hist 06/30/2023
AMETEK INC/ AMECommon174,788-146,12228,294,681,000-16,542,864,0000.110.08 Hist 06/30/2023
TYLER TECHNOLOGIES INC TYLCommon94,523-68,30439,365,994,000-13,131,059,0000.150.23 Hist 06/30/2023
QUALCOMM INC/DE QCOMCommon426,523-129,50750,773,298,000-10,356,640,0000.19  Hist 06/30/2023
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