Select Equity Group, L.P.
- SEC CIK
- 0001592643
- 最新申報
- 2026/8/14
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/17 申報。只含多頭部位。
- 持股檔數
- 151
- 2020 年第 4 季沒有 13F 資料
- 總值
- $274.1 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MIMEMimecast Ltd | ORD SHS | 6,187 | $24.9 萬 | <0.1% | – | – | 歷史 |
| Fortress Value Acquisition I349642108 | COM CL A | 28,324 | $28.2 萬 | <0.1% | – | – | – |
| CEVACeva Inc | COM | 6,188 | $34.7 萬 | <0.1% | – | – | 歷史 |
| NVMINova Ltd. | COM | 4,642 | $42.2 萬 | <0.1% | – | – | 歷史 |
| SPTSprout Social, Inc. | COM CL A | 8,204 | $47.4 萬 | <0.1% | – | – | 歷史 |
| ONTOnterris, Inc. | COM | 10,200 | $51.2 萬 | <0.1% | – | – | 歷史 |
| DMRCDigimarc Corp | COM | 17,795 | $52.8 萬 | <0.1% | – | – | 歷史 |
| CWSTCasella Waste Systems Inc | CL A | 8,712 | $55.4 萬 | <0.1% | – | – | 歷史 |
| JYNTJOINT Corp | COM | 12,122 | $58.6 萬 | <0.1% | – | – | 歷史 |
| TFINTriumph Financial, Inc. | COM | 7,744 | $59.9 萬 | <0.1% | – | – | 歷史 |
| Arco Platform LtdG04553106 | COM CL A | 25,102 | $63.6 萬 | <0.1% | – | – | – |
| DAVAEndava plc | ADS | 7,512 | $63.6 萬 | <0.1% | – | – | 歷史 |
| SSTISoundthinking, Inc. | COM | 18,563 | $65.1 萬 | <0.1% | – | – | 歷史 |
| CHEFChefs' Warehouse, Inc. | COM | 21,441 | $65.3 萬 | <0.1% | – | – | 歷史 |
| GSHDGoosehead Insurance, Inc. | COM CL A | 6,365 | $68.2 萬 | <0.1% | – | – | 歷史 |
| HCCIHeritage-Crystal Clean, Inc. | COM | 25,844 | $70.1 萬 | <0.1% | – | – | 歷史 |
| NRCNRC Health | COM NEW | 15,596 | $73.0 萬 | <0.1% | – | – | 歷史 |
| SEMRSEMrush Holdings, Inc. | CL A COM | 63,662 | $75.8 萬 | <0.1% | – | – | 歷史 |
| NVRIEnviri Corp | COM | 44,398 | $76.1 萬 | <0.1% | – | – | 歷史 |
| MODNModel N, Inc. | COM | 21,870 | $77.0 萬 | <0.1% | – | – | 歷史 |
| POSHPoshmark, Inc. | COM CL A | 19,168 | $77.8 萬 | <0.1% | – | – | 歷史 |
| SIBNSI-BONE, Inc. | COM | 24,735 | $78.7 萬 | <0.1% | – | – | 歷史 |
| BIPCBrookfield Infrastructure Corp | COM SB VTG SHS A | 11,265 | $86.0 萬 | <0.1% | – | – | 歷史 |
| HSKAHeska Corp | COM RESTRC NEW | 5,223 | $88.0 萬 | <0.1% | – | – | 歷史 |
| NCNOnCino, Inc. | COM | 13,351 | $89.1 萬 | <0.1% | – | – | 歷史 |
| PRFTPerficient Inc | COM | 17,589 | $103.3 萬 | <0.1% | – | – | 歷史 |
| RPAYRepay Holdings Corp | COM CL A | 44,551 | $104.6 萬 | <0.1% | – | – | 歷史 |
| ERIIEnergy Recovery, Inc. | COM | 57,263 | $105.0 萬 | <0.1% | – | – | 歷史 |
| KAIKadant Inc | COM | 5,762 | $106.6 萬 | <0.1% | – | – | 歷史 |
| EVOPEVO Payments, Inc. | CL A COM | 39,342 | $108.3 萬 | <0.1% | – | – | 歷史 |
| SPSCSPS Commerce Inc | COM | 11,415 | $113.4 萬 | <0.1% | – | – | 歷史 |
| PHRPhreesia, Inc. | COM | 23,934 | $124.7 萬 | <0.1% | – | – | 歷史 |
| ALTRAltair Engineering Inc. | COM CL A | 21,545 | $134.8 萬 | <0.1% | – | – | 歷史 |
| TENBTenable Holdings, Inc. | COM | 43,081 | $155.9 萬 | <0.1% | – | – | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 12,153 | $200.3 萬 | <0.1% | – | – | 歷史 |
| TDGTransDigm Group INC | COM | 3,842 | $225.9 萬 | <0.1% | – | – | 歷史 |
| MCOMoodys Corp | Stock | 11,618 | $346.9 萬 | <0.1% | – | – | 歷史 |
| SUMSummit Materials, Inc. | CL A | 127,948 | $358.5 萬 | <0.1% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 8,409 | $400.3 萬 | <0.1% | – | – | 歷史 |
| OSWOnespaworld Holdings Ltd | COM | 388,015 | $413.2 萬 | <0.1% | – | – | 歷史 |
| WOLFWolfspeed, Inc. | COM | 60,509 | $654.3 萬 | <0.1% | – | – | 歷史 |
| CPNGCoupang, Inc. | CL A | 166,320 | $820.8 萬 | <0.1% | – | – | 歷史 |
| Ushg Acquisition Corp91748P209 | UNIT 99/99/9999 | 1,005,785 | $1,011 萬 | <0.1% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 35,890 | $1,057 萬 | <0.1% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 30,066 | $1,061 萬 | <0.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,753 | $1,161 萬 | <0.1% | – | – | 歷史 |
| JAMFJamf Holding Corp. | COM | 385,768 | $1,363 萬 | <0.1% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 225,300 | $1,490 萬 | 0.1% | – | – | 歷史 |
| UTZUtz Brands, Inc. | COM CL A | 631,306 | $1,565 萬 | 0.1% | – | – | 歷史 |
| TTMITTM Technologies Inc | COM | 1,097,148 | $1,591 萬 | 0.1% | – | – | 歷史 |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 308,282 | $1,642 萬 | 0.1% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 228,362 | $1,702 萬 | 0.1% | – | – | 歷史 |
| FORMFormfactor Inc | COM | 414,295 | $1,869 萬 | 0.1% | – | – | 歷史 |
| LINDLindblad Expeditions Holdings, Inc. | Stock | 1,014,005 | $1,916 萬 | 0.1% | – | – | 歷史 |
| Churchill Cap Corp II17143G106 | CL A | 1,967,874 | $1,968 萬 | 0.1% | – | – | – |
| ACNAccenture plc | Stock | 71,492 | $1,975 萬 | 0.1% | – | – | 歷史 |
| LULUlululemon athletica inc. | Stock | 65,495 | $2,009 萬 | 0.1% | – | – | 歷史 |
| CSTLCastle Biosciences Inc | COM | 360,085 | $2,465 萬 | 0.1% | – | – | 歷史 |
| NAPADuckhorn Portfolio, Inc. | COM | 1,472,142 | $2,470 萬 | 0.1% | – | – | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 93,414 | $2,717 萬 | 0.1% | – | – | 歷史 |
| CNXCConcentrix Corp | Stock | 199,629 | $2,989 萬 | 0.1% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 64,850 | $3,007 萬 | 0.1% | – | – | 歷史 |
| COHRCoherent Corp. | COM | 445,201 | $3,044 萬 | 0.1% | – | – | 歷史 |
| FMXMexican Economic Development Inc | SPON ADR UNITS | 423,386 | $3,189 萬 | 0.1% | – | – | 歷史 |
| GPKGraphic Packaging Holding Co | COM | 1,792,299 | $3,255 萬 | 0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 511,967 | $3,277 萬 | 0.1% | – | – | 歷史 |
| DCTDuck Creek Technologies, Inc. | SHS | 845,456 | $3,816 萬 | 0.1% | – | – | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 174,369 | $4,192 萬 | 0.2% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 297,310 | $4,205 萬 | 0.2% | – | – | 歷史 |
| MKLMarkel Group Inc. | COM | 38,260 | $4,360 萬 | 0.2% | – | – | 歷史 |
| WEXWEX Inc. | COM | 209,089 | $4,375 萬 | 0.2% | – | – | 歷史 |
| APOApollo Global Management, Inc. | COM CL A | 973,941 | $4,578 萬 | 0.2% | – | – | 歷史 |
| VRSNVerisign Inc | COM | 234,748 | $4,666 萬 | 0.2% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 203,634 | $4,801 萬 | 0.2% | – | – | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 473,521 | $5,099 萬 | 0.2% | – | – | 歷史 |
| GFFGriffon Corp | COM | 1,915,921 | $5,206 萬 | 0.2% | – | – | 歷史 |
| CGNXCognex Corp | COM | 655,553 | $5,440 萬 | 0.2% | – | – | 歷史 |
| MOSMosaic Co | COM | 1,732,092 | $5,475 萬 | 0.2% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 481,402 | $5,694 萬 | 0.2% | – | – | 歷史 |
| MKCMcCormick & Co Inc | Stock | 645,227 | $5,753 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 28,594 | $5,915 萬 | 0.2% | – | – | 歷史 |
| BTRSBTRS Holdings Inc. | COM CL 1 | 4,114,770 | $5,954 萬 | 0.2% | – | – | 歷史 |
| EQIXEquinix Inc | COM | 95,165 | $6,467 萬 | 0.2% | – | – | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 135,310 | $6,621 萬 | 0.2% | – | – | 歷史 |
| TECHBIO-TECHNE Corp | COM | 186,301 | $7,115 萬 | 0.3% | – | – | 歷史 |
| PTCPTC Inc. | Stock | 573,523 | $7,895 萬 | 0.3% | – | – | 歷史 |
| TRMBTrimble Inc. | COM | 1,043,687 | $8,119 萬 | 0.3% | – | – | 歷史 |
| MDPHawkeye Acquisition, Inc. | COM | 2,754,365 | $8,202 萬 | 0.3% | – | – | 歷史 |
| GRMNGarmin Ltd | SHS | 646,494 | $8,524 萬 | 0.3% | – | – | 歷史 |
| PINSPinterest, Inc. | CL A | 1,167,772 | $8,645 萬 | 0.3% | – | – | 歷史 |
| LAMRLamar Advertising Co | REIT | 933,947 | $8,772 萬 | 0.3% | – | – | 歷史 |
| ACCDAccolade, Inc. | COM | 2,034,551 | $9,231 萬 | 0.3% | – | – | 歷史 |
| ADSKAutodesk, Inc. | COM | 337,923 | $9,366 萬 | 0.3% | – | – | 歷史 |
| Landcadia Holdings III Inc51476H100 | COM CL A | 10,868,072 | $1.09 億 | 0.4% | – | – | – |
| MHKMohawk Industries Inc | COM | 579,126 | $1.11 億 | 0.4% | – | – | 歷史 |
| ILMNIllumina, Inc. | COM | 296,219 | $1.14 億 | 0.4% | – | – | 歷史 |
| AVYAvery Dennison Corp | COM | 654,604 | $1.20 億 | 0.4% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 2,143,059 | $1.25 億 | 0.5% | – | – | 歷史 |
| VVisa Inc. | Stock | 631,211 | $1.34 億 | 0.5% | – | – | 歷史 |
| AEOAmerican Eagle Outfitters Inc | COM | 4,858,761 | $1.42 億 | 0.5% | – | – | 歷史 |
選擇權（2 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。