Select Equity Group, L.P.
- SEC CIK
- 0001592643
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 151
- No 13F data for Q4 2020
- Portfolio value
- $27.4B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CDWCDW Corp | COM | 8,298,003 | $1.38B | 5.0% | – | – | History |
| CLVTClarivate PLC | ORD SHS | 47,899,006 | $1.26B | 4.6% | – | – | History |
| RVTYRevvity, Inc. | COM | 9,329,205 | $1.20B | 4.4% | – | – | History |
| MLMMartin Marietta Materials Inc | COM | 2,999,056 | $1.01B | 3.7% | – | – | History |
| FISFidelity National Information Services, Inc. | Stock | 6,953,868 | $977.8M | 3.6% | – | – | History |
| GDDYGoDaddy Inc. | CL A | 11,774,597 | $913.9M | 3.3% | – | – | History |
| CINFCincinnati Financial Corp | COM | 7,918,789 | $816.3M | 3.0% | – | – | History |
| SSNCSS&C Technologies Holdings Inc | COM | 11,656,770 | $814.5M | 3.0% | – | – | History |
| ENTGEntegris Inc | COM | 6,680,173 | $746.8M | 2.7% | – | – | History |
| ULTAUlta Beauty, Inc. | Stock | 2,363,712 | $730.8M | 2.7% | – | – | History |
| MORNMorningstar, Inc. | COM | 3,069,099 | $690.7M | 2.5% | – | – | History |
| BROBrown & Brown, Inc. | Stock | 14,730,245 | $673.3M | 2.5% | – | – | History |
| First Rep BK San Francisco C33616C100 | COM | 3,933,876 | $656.0M | 2.4% | – | – | – |
| JJacobs Solutions Inc. | COM | 5,033,529 | $650.7M | 2.4% | – | – | History |
| TSCOTractor Supply Co | COM | 3,559,706 | $630.4M | 2.3% | – | – | History |
| PAYXPaychex Inc | Stock | 6,408,374 | $628.1M | 2.3% | – | – | History |
| DAYDayforce, Inc. | COM | 7,216,175 | $608.1M | 2.2% | – | – | History |
| APHAmphenol Corp | CL A | 9,140,006 | $603.0M | 2.2% | – | – | History |
| INFOIHS Markit Ltd. | SHS | 6,060,507 | $586.5M | 2.1% | – | – | History |
| SCIService Corp International | COM | 11,384,446 | $581.2M | 2.1% | – | – | History |
| TTCToro Co | COM | 5,400,739 | $557.0M | 2.0% | – | – | History |
| STSensata Technologies Holding plc | SHS | 7,752,597 | $449.3M | 1.6% | – | – | History |
| EVBGEverbridge, Inc. | COM | 3,683,119 | $446.3M | 1.6% | – | – | History |
| SIGSignet Jewelers Ltd | SHS | 6,796,221 | $394.0M | 1.4% | – | – | History |
| TRUTransUnion | COM | 4,346,747 | $391.2M | 1.4% | – | – | History |
| MTNVail Resorts Inc | COM | 1,334,625 | $389.3M | 1.4% | – | – | History |
| WSMWilliams Sonoma Inc | COM | 2,033,541 | $364.4M | 1.3% | – | – | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 3,472,669 | $359.0M | 1.3% | – | – | History |
| LYVLive Nation Entertainment, Inc. | COM | 3,771,942 | $319.3M | 1.2% | – | – | History |
| POOLPool Corp | COM | 871,981 | $301.0M | 1.1% | – | – | History |
| SAIASaia Inc | COM | 1,264,143 | $291.5M | 1.1% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 558,355 | $254.8M | 0.9% | – | – | History |
| BLDRBuilders FirstSource, Inc. | Stock | 5,305,728 | $246.0M | 0.9% | – | – | History |
| RGENRepligen Corp | COM | 1,251,604 | $243.3M | 0.9% | – | – | History |
| QRVOQorvo, Inc. | Stock | 1,266,503 | $231.4M | 0.8% | – | – | History |
| TDYTeledyne Technologies Inc | COM | 557,589 | $230.6M | 0.8% | – | – | History |
| DHRDanaher Corp | Stock | 1,009,235 | $227.2M | 0.8% | – | – | History |
| STESTERIS plc | SHS USD | 1,141,468 | $217.4M | 0.8% | – | – | History |
| ROLRollins Inc | COM | 6,023,543 | $207.3M | 0.8% | – | – | History |
| SSBSouthState Bank Corp | COM | 2,635,660 | $206.9M | 0.8% | – | – | History |
| FTVFortive Corp | Stock | 2,918,978 | $206.2M | 0.8% | – | – | History |
| MSMorgan Stanley | Stock | 2,428,249 | $188.6M | 0.7% | – | – | History |
| WATWaters Corp | COM | 617,670 | $175.5M | 0.6% | – | – | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 2,369,842 | $173.1M | 0.6% | – | – | History |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 4,602,349 | $164.0M | 0.6% | – | – | History |
| QCOMQualcomm Inc | Stock | 1,226,722 | $162.7M | 0.6% | – | – | History |
| SHAKShake Shack Inc. | CL A | 1,428,686 | $161.1M | 0.6% | – | – | History |
| LEVILevi Strauss & Co | CL A COM STK | 6,707,795 | $160.4M | 0.6% | – | – | History |
| MTBM&T Bank Corp | COM | 1,021,650 | $154.9M | 0.6% | – | – | History |
| FASTFastenal Co | Stock | 2,860,593 | $143.8M | 0.5% | – | – | History |
| SWKSSkyworks Solutions, Inc. | Stock | 777,712 | $142.7M | 0.5% | – | – | History |
| AEOAmerican Eagle Outfitters Inc | COM | 4,858,761 | $142.1M | 0.5% | – | – | History |
| VVisa Inc. | Stock | 631,211 | $133.6M | 0.5% | – | – | History |
| TFCTruist Financial Corp | COM | 2,143,059 | $125.0M | 0.5% | – | – | History |
| AVYAvery Dennison Corp | COM | 654,604 | $120.2M | 0.4% | – | – | History |
| ILMNIllumina, Inc. | COM | 296,219 | $113.8M | 0.4% | – | – | History |
| MHKMohawk Industries Inc | COM | 579,126 | $111.4M | 0.4% | – | – | History |
| Landcadia Holdings III Inc51476H100 | COM CL A | 10,868,072 | $108.8M | 0.4% | – | – | – |
| ADSKAutodesk, Inc. | COM | 337,923 | $93.7M | 0.3% | – | – | History |
| ACCDAccolade, Inc. | COM | 2,034,551 | $92.3M | 0.3% | – | – | History |
| LAMRLamar Advertising Co | REIT | 933,947 | $87.7M | 0.3% | – | – | History |
| PINSPinterest, Inc. | CL A | 1,167,772 | $86.5M | 0.3% | – | – | History |
| GRMNGarmin Ltd | SHS | 646,494 | $85.2M | 0.3% | – | – | History |
| MDPHawkeye Acquisition, Inc. | COM | 2,754,365 | $82.0M | 0.3% | – | – | History |
| TRMBTrimble Inc. | COM | 1,043,687 | $81.2M | 0.3% | – | – | History |
| PTCPTC Inc. | Stock | 573,523 | $78.9M | 0.3% | – | – | History |
| TECHBIO-TECHNE Corp | COM | 186,301 | $71.2M | 0.3% | – | – | History |
| IDXXIDEXX Laboratories Inc | COM | 135,310 | $66.2M | 0.2% | – | – | History |
| EQIXEquinix Inc | COM | 95,165 | $64.7M | 0.2% | – | – | History |
| BTRSBTRS Holdings Inc. | COM CL 1 | 4,114,770 | $59.5M | 0.2% | – | – | History |
| GOOGAlphabet Inc. | Stock | 28,594 | $59.2M | 0.2% | – | – | History |
| MKCMcCormick & Co Inc | Stock | 645,227 | $57.5M | 0.2% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 481,402 | $56.9M | 0.2% | – | – | History |
| MOSMosaic Co | COM | 1,732,092 | $54.8M | 0.2% | – | – | History |
| CGNXCognex Corp | COM | 655,553 | $54.4M | 0.2% | – | – | History |
| GFFGriffon Corp | COM | 1,915,921 | $52.1M | 0.2% | – | – | History |
| EXPDExpeditors International of Washington Inc | COM | 473,521 | $51.0M | 0.2% | – | – | History |
| MSFTMicrosoft Corp | Stock | 203,634 | $48.0M | 0.2% | – | – | History |
| VRSNVerisign Inc | COM | 234,748 | $46.7M | 0.2% | – | – | History |
| APOApollo Global Management, Inc. | COM CL A | 973,941 | $45.8M | 0.2% | – | – | History |
| WEXWEX Inc. | COM | 209,089 | $43.7M | 0.2% | – | – | History |
| MKLMarkel Group Inc. | COM | 38,260 | $43.6M | 0.2% | – | – | History |
| AXPAmerican Express Co | Stock | 297,310 | $42.1M | 0.2% | – | – | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 174,369 | $41.9M | 0.2% | – | – | History |
| DCTDuck Creek Technologies, Inc. | SHS | 845,456 | $38.2M | 0.1% | – | – | History |
| INTCIntel Corp | Stock | 511,967 | $32.8M | 0.1% | – | – | History |
| GPKGraphic Packaging Holding Co | COM | 1,792,299 | $32.5M | 0.1% | – | – | History |
| FMXMexican Economic Development Inc | SPON ADR UNITS | 423,386 | $31.9M | 0.1% | – | – | History |
| COHRCoherent Corp. | COM | 445,201 | $30.4M | 0.1% | – | – | History |
| AVGOBroadcom Inc. | Stock | 64,850 | $30.1M | 0.1% | – | – | History |
| CNXCConcentrix Corp | Stock | 199,629 | $29.9M | 0.1% | – | – | History |
| ELEstee Lauder Companies Inc | CL A | 93,414 | $27.2M | 0.1% | – | – | History |
| NAPADuckhorn Portfolio, Inc. | COM | 1,472,142 | $24.7M | 0.1% | – | – | History |
| CSTLCastle Biosciences Inc | COM | 360,085 | $24.7M | 0.1% | – | – | History |
| LULUlululemon athletica inc. | Stock | 65,495 | $20.1M | 0.1% | – | – | History |
| ACNAccenture plc | Stock | 71,492 | $19.7M | 0.1% | – | – | History |
| Churchill Cap Corp II17143G106 | CL A | 1,967,874 | $19.7M | 0.1% | – | – | – |
| LINDLindblad Expeditions Holdings, Inc. | Stock | 1,014,005 | $19.2M | 0.1% | – | – | History |
| FORMFormfactor Inc | COM | 414,295 | $18.7M | 0.1% | – | – | History |
| BXBlackstone Inc. | COM | 228,362 | $17.0M | 0.1% | – | – | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.