Select Equity Group, L.P. Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$24.4B
Holdings
137
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (137 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | MCOMOODYS CORP | 4,059 | $1.2M | 0.00% | |
| 102 | AXPAMERICAN EXPRESS CO | 9,671 | $1.2M | 0.00% | |
| 103 | METAFACEBOOK INC | 3,818 | $1.0M | 0.00% | |
| 104 | 1939900DBROOKFIELD INFRASTRUCTURE CO | 11,618 | $839K | 0.00% | |
| 105 | —CANTEL MED CORP | 10,050 | $792K | 0.00% | |
| 106 | DAIODATA I O CORP | 185,500 | $764K | 0.00% | |
| 107 | 7SUSUMMIT MATLS INC | 34,776 | $698K | 0.00% | |
| 108 | VERXVERTEX INC | 17,642 | $614K | 0.00% | |
| 109 | —MIMECAST LTD | 10,710 | $608K | 0.00% | |
| 110 | KNSLKINSALE CAP GROUP INC | 2,930 | $586K | 0.00% | |
| 111 | SPSCSPS COMMERCE INC | 4,866 | $528K | 0.00% | |
| 112 | EVOP1EUREVO PMTS INC | 15,278 | $412K | 0.00% | |
| 113 | JYNTJOINT CORP | 15,601 | $409K | 0.00% | |
| 114 | ERIIENERGY RECOVERY INC | 29,116 | $397K | 0.00% | |
| 115 | RPAYREPAY HLDGS CORP | 14,259 | $388K | 0.00% | |
| 116 | PHRPHREESIA INC | 7,163 | $388K | 0.00% | |
| 117 | ALTREURALTAIR ENGR INC | 6,260 | $364K | 0.00% | |
| 118 | —DUCK CREEK TECHNOLOGIES INC | 8,344 | $361K | 0.00% | |
| 119 | GSHDGOOSEHEAD INS INC | 2,830 | $353K | 0.00% | |
| 120 | PRFTUSDPERFICIENT INC | 7,039 | $335K | 0.00% | |
| 121 | BMIBADGER METER INC | 3,416 | $321K | 0.00% | |
| 122 | AGYSAGILYSYS INC | 8,299 | $318K | 0.00% | |
| 123 | SIBNSI BONE INC | 10,235 | $306K | 0.00% | |
| 124 | MODNEURMODEL N INC | 8,561 | $305K | 0.00% | |
| 125 | SSTISHOTSPOTTER INC | 7,950 | $299K | 0.00% | |
| 126 | PRLBPROTO LABS INC | 1,946 | $298K | 0.00% | |
| 127 | CEVACEVA INC | 6,465 | $294K | 0.00% | |
| 128 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 10,666 | $292K | 0.00% | |
| 129 | HCCIUSDHERITAGE CRYSTAL CLEAN INC | 13,695 | $288K | 0.00% | |
| 130 | NRCNATIONAL RESH CORP | 6,660 | $284K | 0.00% | |
| 131 | NCNO*NCINO INC | 3,843 | $278K | 0.00% | |
| 132 | HSKAEURHESKA CORP | 1,816 | $264K | 0.00% | |
| 133 | DAVAENDAVA PLC | 3,399 | $260K | 0.00% | |
| 134 | KAIKADANT INC | 1,816 | $256K | 0.00% | |
| 135 | NVMINOVA MEASURING INSTRUMENTS L | 3,470 | $244K | 0.00% | |
| 136 | BLFSBIOLIFE SOLUTIONS INC | 5,688 | $226K | 0.00% | |
| 137 | SPTSPROUT SOCIAL INC | 4,858 | $220K | 0.00% |
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