Select Equity Group, L.P. Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$36.7T
Holdings
162
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (162 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | WATWATERS CORP | 75,087 | $28.0B | 0.08% | |
| 102 | SPOTSPOTIFY TECHNOLOGY S A | 117,722 | $27.6B | 0.08% | |
| 103 | CMPCOMPASS MINERALS INTL INC | 539,072 | $27.5B | 0.08% | |
| 104 | NCNO*NCINO INC | 488,091 | $26.8B | 0.07% | |
| 105 | GFSGLOBALFOUNDRIES INC | 385,852 | $25.1B | 0.07% | |
| 106 | AZTAAZENTA INC | 233,344 | $24.1B | 0.07% | |
| 107 | ODFLOLD DOMINION FREIGHT LINE IN | 63,258 | $22.7B | 0.06% | |
| 108 | STGWSTAGWELL INC | 2,507,784 | $21.7B | 0.06% | |
| 109 | TTMITTM TECHNOLOGIES INC | 1,079,921 | $16.1B | 0.04% | |
| 110 | WOLF*WOLFSPEED INC | 138,576 | $15.5B | 0.04% | |
| 111 | QTRXQUANTERIX CORP | 322,720 | $13.7B | 0.04% | |
| 112 | GFFGRIFFON CORP | 429,605 | $12.2B | 0.03% | |
| 113 | —USHG ACQUISITION CORP | 1,044,272 | $11.4B | 0.03% | |
| 114 | METAMETA PLATFORMS INC | 26,630 | $9.0B | 0.02% | |
| 115 | OMCLOMNICELL COM | 49,184 | $8.9B | 0.02% | |
| 116 | 7SUSUMMIT MATLS INC | 170,525 | $6.8B | 0.02% | |
| 117 | BXBLACKSTONE INC | 52,236 | $6.8B | 0.02% | |
| 118 | AMZNAMAZON COM INC | 1,418 | $4.7B | 0.01% | |
| 119 | LZLEGALZOOM COM INC | 289,710 | $4.7B | 0.01% | |
| 120 | MDYSPDR S&P MIDCAP 400 ETF TR | 7,319 | $3.8B | 0.01% | |
| 121 | KAIKADANT INC | 14,362 | $3.3B | 0.01% | |
| 122 | KNSLKINSALE CAP GROUP INC | 10,161 | $2.4B | 0.01% | |
| 123 | EVOP1EUREVO PMTS INC | 92,556 | $2.4B | 0.01% | |
| 124 | PRFTUSDPERFICIENT INC | 17,862 | $2.3B | 0.01% | |
| 125 | ERIIENERGY RECOVERY INC | 107,144 | $2.3B | 0.01% | |
| 126 | ALTREURALTAIR ENGR INC | 28,937 | $2.2B | 0.01% | |
| 127 | RPAYREPAY HLDGS CORP | 105,438 | $1.9B | 0.01% | |
| 128 | XMTRXOMETRY INC | 34,796 | $1.8B | 0.00% | |
| 129 | NRCNATIONAL RESH CORP | 42,908 | $1.8B | 0.00% | |
| 130 | SSTISHOTSPOTTER INC | 58,466 | $1.7B | 0.00% | |
| 131 | SEMRSEMRUSH HLDGS INC | 82,130 | $1.7B | 0.00% | |
| 132 | TENBTENABLE HLDGS INC | 30,446 | $1.7B | 0.00% | |
| 133 | ZM3ZUMIEZ INC | 32,321 | $1.6B | 0.00% | |
| 134 | CYRXCRYOPORT INC | 24,924 | $1.5B | 0.00% | |
| 135 | SPGIS&P GLOBAL INC | 2,952 | $1.4B | 0.00% | |
| 136 | SPSCSPS COMM INC | 9,753 | $1.4B | 0.00% | |
| 137 | —DUCK CREEK TECHNOLOGIES INC | 42,829 | $1.3B | 0.00% | |
| 138 | MODNEURMODEL N INC | 42,412 | $1.3B | 0.00% | |
| 139 | PHRPHREESIA INC | 29,057 | $1.2B | 0.00% | |
| 140 | RCKYROCKY BRANDS INC | 30,433 | $1.2B | 0.00% | |
| 141 | DAVAENDAVA PLC | 6,692 | $1.1B | 0.00% | |
| 142 | HCCIUSDHERITAGE CRYSTAL CLEAN INC | 35,110 | $1.1B | 0.00% | |
| 143 | ALKTALKAMI TECHNOLOGY INC | 54,528 | $1.1B | 0.00% | |
| 144 | AVNWAVIAT NETWORKS INC | 33,984 | $1.1B | 0.00% | |
| 145 | GSHDGOOSEHEAD INS INC | 8,332 | $1.1B | 0.00% | |
| 146 | NVMINOVA LTD | 7,255 | $1.1B | 0.00% | |
| 147 | CWSTCASELLA WASTE SYS INC | 12,332 | $1.1B | 0.00% | |
| 148 | SWIMLATHAM GROUP INC | 41,859 | $1.0B | 0.00% | |
| 149 | SIBNSI-BONE INC | 42,056 | $934.0M | 0.00% | |
| 150 | SPTSPROUT SOCIAL INC | 9,411 | $853.0M | 0.00% | |
| 151 | —ARCO PLATFORM LTD | 40,261 | $841.0M | 0.00% | |
| 152 | CVETUSDCOVETRUS INC | 39,447 | $788.0M | 0.00% | |
| 153 | 1939900DBROOKFIELD INFRASTRUCTURE CO | 10,947 | $747.0M | 0.00% | |
| 154 | —BTRS HOLDINGS INC | 85,184 | $666.0M | 0.00% | |
| 155 | POSHEURPOSHMARK INC | 38,272 | $652.0M | 0.00% | |
| 156 | HSKAEURHESKA CORP | 3,253 | $594.0M | 0.00% | |
| 157 | TFINTRIUMPH BANCORP INC | 4,421 | $526.0M | 0.00% | |
| 158 | IWMISHARES TR | 1,609 | $358.0M | 0.00% | |
| 159 | CEVACEVA INC | 8,064 | $349.0M | 0.00% | |
| 160 | IWRISHARES TR | 3,809 | $316.0M | 0.00% | |
| 161 | BMIBADGER METER INC | 2,523 | $269.0M | 0.00% | |
| 162 | IJHISHARES TR | 775 | $219.0M | 0.00% |
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