SELECT EQUITY GROUP, L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BJ | 2.93M | $273.05M |
 | FTV | 2.66M | $130.14M |
 | APG | 2.46M | $84.48M |
 | WT | 2.31M | $32.13M |
 | TECH | 2.25M | $125.26M |
 | TSM | 2.22M | $619.51M |
 | SHOP | 2.21M | $328.54M |
 | MORN | 2.10M | $488.08M |
 | STE | 1.98M | $489.14M |
 | LH | 1.84M | $527.34M |
 | NIQ | 1.69M | $26.52M |
 | OSW | 1.64M | $34.74M |
 | ENTG | 1.39M | $128.76M |
 | NEM | 1.38M | $116.09M |
 | COO | 1.27M | $86.74M |
 | CARG | 1.20M | $44.81M |
 | ROL | 1.19M | $69.83M |
 | CPAY | 1.16M | $333.44M |
 | PTC | 1.15M | $233.09M |
 | JLL | 1.14M | $340.66M |
BJ's Wholesale Club Holdings, Inc.
BJ
Shares Held
2.93M
Value
$273.05M
Fortive Corporation
FTV
Shares Held
2.66M
Value
$130.14M
APi Group Corporation
APG
Shares Held
2.46M
Value
$84.48M
WisdomTree, Inc.
WT
Shares Held
2.31M
Value
$32.13M
Bio-Techne Corporation
TECH
Shares Held
2.25M
Value
$125.26M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
2.22M
Value
$619.51M
Shopify Inc.
SHOP
Shares Held
2.21M
Value
$328.54M
Morningstar, Inc.
MORN
Shares Held
2.10M
Value
$488.08M
STERIS plc
STE
Shares Held
1.98M
Value
$489.14M
Labcorp Holdings Inc.
LH
Shares Held
1.84M
Value
$527.34M
NIQ Global Intelligence Plc
NIQ
Shares Held
1.69M
Value
$26.52M
OneSpaWorld Holdings Limited
OSW
Shares Held
1.64M
Value
$34.74M
Entegris, Inc.
ENTG
Shares Held
1.39M
Value
$128.76M
Newmont Corporation
NEM
Shares Held
1.38M
Value
$116.09M
The Cooper Companies, Inc.
COO
Shares Held
1.27M
Value
$86.74M
CarGurus, Inc.
CARG
Shares Held
1.20M
Value
$44.81M
Rollins, Inc.
ROL
Shares Held
1.19M
Value
$69.83M
Corpay, Inc.
CPAY
Shares Held
1.16M
Value
$333.44M
PTC Inc.
PTC
Shares Held
1.15M
Value
$233.09M
Jones Lang LaSalle Incorporated
JLL
Shares Held
1.14M
Value
$340.66M