Titelia

Holdings of Select Equity Group, L.P.

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Net assets
-
Positions
136 in 3 countries
Top ten
43.5 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Outfront Media Inc 460,76612.2M $
102Alliance Laundry Holdings Inc 566,18511.7M $
103Loar Holdings Inc 203,63711.7M $
104General Electric Co 39,26511.1M $
105LeMaitre Vascular Inc 100,47011M $
106Forgent Power Solutions Inc 368,32710.8M $
107IDEXX Laboratories Inc 17,1269.6M $
108TransUnion 126,1748.7M $
109Uber Technologies Inc 115,2568.3M $
110Peloton Interactive Inc 1,808,4747.8M $
111Neptune Insurance Holdings Inc 258,7246.3M $
112Portillo's Inc 1,153,4006.1M $
113Mercury Systems Inc 83,4666.1M $
114Casey's General Stores Inc 6,9565.1M $
115BlackLine Inc 112,2524.2M $
116Energy Recovery Inc 394,2084M $
117Certara Inc 613,9353.5M $
118Karman Holdings Inc 36,3052.9M $
119SAP SE 15,3932.6M $
120KKR & Co Inc 26,5882.5M $
121SPS Commerce Inc 41,9232.3M $
122QUALCOMM Inc 13,3251.7M $
123Veeva Systems Inc 8,9431.6M $
124Teleflex Inc 13,0091.6M $
125Coherent Corp 6,4841.5M $
126Lattice Semiconductor Corp 11,2811M $
127Ciena Corp 2,6081M $
128Skyworks Solutions Inc 15,351822K $
129iShares Trust 75373.2K $
130CoStar Group Inc 76730.9K $
131Polaris Inc 31117K $
132Eli Lilly & Co 1412.9K $
133VF Corp 4988.5K $
134Alphabet Inc 267.5K $
135Bloom Energy Corp 182.4K $
136ROBLOX Corp 13735 $

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Sector breakdown

  • Industrials 26.1 %
  • Technology 10.5 %
  • Financials 8.3 %
  • Communication 5.9 %
  • Materials 5.5 %
  • Consumer discretionary 5.0 %
  • Consumer staples 4.6 %
  • Health care 1.6 %
  • Unattributed 32.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 97.7 %
  • Taiwan 2.3 %
  • Germany 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States13414.6B $97.66 %
2Taiwan1347.4M $2.32 %
3Germany12.6M $0.02 %
Cite this page

Titelia. "Holdings of Select Equity Group, L.P.". https://titelia.com/en/funds/US13F1592643