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 |
|---|---|---|---|---|---|---|---|
| MIMEMimecast Ltd | ORD SHS | 6,187 | $248.8K | <0.1% | – | – | History |
| Fortress Value Acquisition I349642108 | COM CL A | 28,324 | $282.4K | <0.1% | – | – | – |
| CEVACeva Inc | COM | 6,188 | $347.5K | <0.1% | – | – | History |
| NVMINova Ltd. | COM | 4,642 | $422.5K | <0.1% | – | – | History |
| SPTSprout Social, Inc. | COM CL A | 8,204 | $473.9K | <0.1% | – | – | History |
| ONTOnterris, Inc. | COM | 10,200 | $511.9K | <0.1% | – | – | History |
| DMRCDigimarc Corp | COM | 17,795 | $527.8K | <0.1% | – | – | History |
| CWSTCasella Waste Systems Inc | CL A | 8,712 | $553.8K | <0.1% | – | – | History |
| JYNTJOINT Corp | COM | 12,122 | $586.3K | <0.1% | – | – | History |
| TFINTriumph Financial, Inc. | COM | 7,744 | $599.3K | <0.1% | – | – | History |
| Arco Platform LtdG04553106 | COM CL A | 25,102 | $636.1K | <0.1% | – | – | – |
| DAVAEndava plc | ADS | 7,512 | $636.2K | <0.1% | – | – | History |
| SSTISoundthinking, Inc. | COM | 18,563 | $651.0K | <0.1% | – | – | History |
| CHEFChefs' Warehouse, Inc. | COM | 21,441 | $653.1K | <0.1% | – | – | History |
| GSHDGoosehead Insurance, Inc. | COM CL A | 6,365 | $682.2K | <0.1% | – | – | History |
| HCCIHeritage-Crystal Clean, Inc. | COM | 25,844 | $701.1K | <0.1% | – | – | History |
| NRCNRC Health | COM NEW | 15,596 | $730.4K | <0.1% | – | – | History |
| SEMRSEMrush Holdings, Inc. | CL A COM | 63,662 | $758.2K | <0.1% | – | – | History |
| NVRIEnviri Corp | COM | 44,398 | $761.4K | <0.1% | – | – | History |
| MODNModel N, Inc. | COM | 21,870 | $770.5K | <0.1% | – | – | History |
| POSHPoshmark, Inc. | COM CL A | 19,168 | $778.2K | <0.1% | – | – | History |
| SIBNSI-BONE, Inc. | COM | 24,735 | $786.8K | <0.1% | – | – | History |
| BIPCBrookfield Infrastructure Corp | COM SB VTG SHS A | 11,265 | $860.3K | <0.1% | – | – | History |
| HSKAHeska Corp | COM RESTRC NEW | 5,223 | $879.9K | <0.1% | – | – | History |
| NCNOnCino, Inc. | COM | 13,351 | $890.8K | <0.1% | – | – | History |
| PRFTPerficient Inc | COM | 17,589 | $1.03M | <0.1% | – | – | History |
| RPAYRepay Holdings Corp | COM CL A | 44,551 | $1.05M | <0.1% | – | – | History |
| ERIIEnergy Recovery, Inc. | COM | 57,263 | $1.05M | <0.1% | – | – | History |
| KAIKadant Inc | COM | 5,762 | $1.07M | <0.1% | – | – | History |
| EVOPEVO Payments, Inc. | CL A COM | 39,342 | $1.08M | <0.1% | – | – | History |
| SPSCSPS Commerce Inc | COM | 11,415 | $1.13M | <0.1% | – | – | History |
| PHRPhreesia, Inc. | COM | 23,934 | $1.25M | <0.1% | – | – | History |
| ALTRAltair Engineering Inc. | COM CL A | 21,545 | $1.35M | <0.1% | – | – | History |
| TENBTenable Holdings, Inc. | COM | 43,081 | $1.56M | <0.1% | – | – | History |
| KNSLKinsale Capital Group, Inc. | Stock | 12,153 | $2.00M | <0.1% | – | – | History |
| TDGTransDigm Group INC | COM | 3,842 | $2.26M | <0.1% | – | – | History |
| MCOMoodys Corp | Stock | 11,618 | $3.47M | <0.1% | – | – | History |
| SUMSummit Materials, Inc. | CL A | 127,948 | $3.59M | <0.1% | – | – | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 8,409 | $4.00M | <0.1% | – | – | History |
| OSWOnespaworld Holdings Ltd | COM | 388,015 | $4.13M | <0.1% | – | – | History |
| WOLFWolfspeed, Inc. | COM | 60,509 | $6.54M | <0.1% | – | – | History |
| CPNGCoupang, Inc. | CL A | 166,320 | $8.21M | <0.1% | – | – | History |
| Ushg Acquisition Corp91748P209 | UNIT 99/99/9999 | 1,005,785 | $10.1M | <0.1% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 35,890 | $10.6M | <0.1% | – | – | History |
| SPGIS&P Global Inc. | Stock | 30,066 | $10.6M | <0.1% | – | – | History |
| AMZNAmazon Com Inc | Stock | 3,753 | $11.6M | <0.1% | – | – | History |
| JAMFJamf Holding Corp. | COM | 385,768 | $13.6M | <0.1% | – | – | History |
| TJXTJX Companies Inc | Stock | 225,300 | $14.9M | 0.1% | – | – | History |
| UTZUtz Brands, Inc. | COM CL A | 631,306 | $15.7M | 0.1% | – | – | History |
| TTMITTM Technologies Inc | COM | 1,097,148 | $15.9M | 0.1% | – | – | History |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 308,282 | $16.4M | 0.1% | – | – | History |
| BXBlackstone Inc. | COM | 228,362 | $17.0M | 0.1% | – | – | History |
| FORMFormfactor Inc | COM | 414,295 | $18.7M | 0.1% | – | – | History |
| LINDLindblad Expeditions Holdings, Inc. | Stock | 1,014,005 | $19.2M | 0.1% | – | – | History |
| Churchill Cap Corp II17143G106 | CL A | 1,967,874 | $19.7M | 0.1% | – | – | – |
| ACNAccenture plc | Stock | 71,492 | $19.7M | 0.1% | – | – | History |
| LULUlululemon athletica inc. | Stock | 65,495 | $20.1M | 0.1% | – | – | History |
| CSTLCastle Biosciences Inc | COM | 360,085 | $24.7M | 0.1% | – | – | History |
| NAPADuckhorn Portfolio, Inc. | COM | 1,472,142 | $24.7M | 0.1% | – | – | History |
| ELEstee Lauder Companies Inc | CL A | 93,414 | $27.2M | 0.1% | – | – | History |
| CNXCConcentrix Corp | Stock | 199,629 | $29.9M | 0.1% | – | – | History |
| AVGOBroadcom Inc. | Stock | 64,850 | $30.1M | 0.1% | – | – | History |
| COHRCoherent Corp. | COM | 445,201 | $30.4M | 0.1% | – | – | History |
| FMXMexican Economic Development Inc | SPON ADR UNITS | 423,386 | $31.9M | 0.1% | – | – | History |
| GPKGraphic Packaging Holding Co | COM | 1,792,299 | $32.5M | 0.1% | – | – | History |
| INTCIntel Corp | Stock | 511,967 | $32.8M | 0.1% | – | – | History |
| DCTDuck Creek Technologies, Inc. | SHS | 845,456 | $38.2M | 0.1% | – | – | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 174,369 | $41.9M | 0.2% | – | – | History |
| AXPAmerican Express Co | Stock | 297,310 | $42.1M | 0.2% | – | – | History |
| MKLMarkel Group Inc. | COM | 38,260 | $43.6M | 0.2% | – | – | History |
| WEXWEX Inc. | COM | 209,089 | $43.7M | 0.2% | – | – | History |
| APOApollo Global Management, Inc. | COM CL A | 973,941 | $45.8M | 0.2% | – | – | History |
| VRSNVerisign Inc | COM | 234,748 | $46.7M | 0.2% | – | – | History |
| MSFTMicrosoft Corp | Stock | 203,634 | $48.0M | 0.2% | – | – | History |
| EXPDExpeditors International of Washington Inc | COM | 473,521 | $51.0M | 0.2% | – | – | History |
| GFFGriffon Corp | COM | 1,915,921 | $52.1M | 0.2% | – | – | History |
| CGNXCognex Corp | COM | 655,553 | $54.4M | 0.2% | – | – | History |
| MOSMosaic Co | COM | 1,732,092 | $54.8M | 0.2% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 481,402 | $56.9M | 0.2% | – | – | History |
| MKCMcCormick & Co Inc | Stock | 645,227 | $57.5M | 0.2% | – | – | History |
| GOOGAlphabet Inc. | Stock | 28,594 | $59.2M | 0.2% | – | – | History |
| BTRSBTRS Holdings Inc. | COM CL 1 | 4,114,770 | $59.5M | 0.2% | – | – | History |
| EQIXEquinix Inc | COM | 95,165 | $64.7M | 0.2% | – | – | History |
| IDXXIDEXX Laboratories Inc | COM | 135,310 | $66.2M | 0.2% | – | – | History |
| TECHBIO-TECHNE Corp | COM | 186,301 | $71.2M | 0.3% | – | – | History |
| PTCPTC Inc. | Stock | 573,523 | $78.9M | 0.3% | – | – | History |
| TRMBTrimble Inc. | COM | 1,043,687 | $81.2M | 0.3% | – | – | History |
| MDPHawkeye Acquisition, Inc. | COM | 2,754,365 | $82.0M | 0.3% | – | – | History |
| GRMNGarmin Ltd | SHS | 646,494 | $85.2M | 0.3% | – | – | History |
| PINSPinterest, Inc. | CL A | 1,167,772 | $86.5M | 0.3% | – | – | History |
| LAMRLamar Advertising Co | REIT | 933,947 | $87.7M | 0.3% | – | – | History |
| ACCDAccolade, Inc. | COM | 2,034,551 | $92.3M | 0.3% | – | – | History |
| ADSKAutodesk, Inc. | COM | 337,923 | $93.7M | 0.3% | – | – | History |
| Landcadia Holdings III Inc51476H100 | COM CL A | 10,868,072 | $108.8M | 0.4% | – | – | – |
| MHKMohawk Industries Inc | COM | 579,126 | $111.4M | 0.4% | – | – | History |
| ILMNIllumina, Inc. | COM | 296,219 | $113.8M | 0.4% | – | – | History |
| AVYAvery Dennison Corp | COM | 654,604 | $120.2M | 0.4% | – | – | History |
| TFCTruist Financial Corp | COM | 2,143,059 | $125.0M | 0.5% | – | – | History |
| VVisa Inc. | Stock | 631,211 | $133.6M | 0.5% | – | – | History |
| AEOAmerican Eagle Outfitters Inc | COM | 4,858,761 | $142.1M | 0.5% | – | – | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.