Stock Taper 
SELECT EQUITY GROUP, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Bloom Energy Corporation | BE | 10 | $3.03K |
 Alphabet Inc. | GOOGL | 36 | $12.87K |
 Cloudflare, Inc. | NET | 38 | $9.32K |
 On Holding AG | ONON | 64 | $2.27K |
 Polaris Inc. | PII | 149 | $10.2K |
 Roblox Corporation | RBLX | 206 | $11.2K |
 V.F. Corporation | VFC | 325 | $5.42K |
 Roper Technologies, Inc. | ROP | 8.11K | $2.74M |
 Mettler-Toledo International Inc. | MTD | 8.48K | $10.83M |
 Brookfield Infrastructure Partners L.P. | BIP | 19.21K | $701.08K |
 Coherent, Inc. | COHR | 27.41K | $10.81M |
 EnPro Industries, Inc. | NPO | 27.86K | $10.5M |
 Meta Platforms, Inc. | META | 31.32K | $17.64M |
 GE Aerospace | GE | 37.56K | $14.04M |
 MSCI Inc. | MSCI | 42.05K | $23.55M |
 Winmark Corporation | WINA | 50.93K | $21.55M |
 Moody's Corporation | MCO | 52.07K | $23.58M |
 Novanta Inc. | NOVT | 60.72K | $9.85M |
 MYR Group Inc. | MYRG | 64.56K | $32.31M |
 Mohawk Industries, Inc. | MHK | 74.12K | $8.99M |