Institutional manager
Select Equity Group, L.P.
Holds positions in 62 of the S&P 500, worth $9.83bn as reported for the quarter ended 31-mar-2026.
Positions held62of 488 index companies covered
Reported value$9.83bnS&P 500 positions only
Top ten weight58%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 62 held. The rest are smaller than every one of these.
Live Nation EntertainmentLYV5.3m$815mCommunication ServicesWabtecWAB2.9m$731mIndustrialsMartin Marietta MaterialsMLM1.0m$608mMaterialsTractor SupplyTSCO13.3m$602mConsumer DiscretionaryLabcorpLH2.2m$580mHealth CareBrown & BrownBRO8.0m$523mFinancialsCRH plcCRH4.9m$511mMaterialsSterisSTE2.1m$474mHealth CareNasdaq, Inc.NDAQ5.6m$472mFinancialsTrimble Inc.TRMB5.6m$366mInformation TechnologyPaychexPAYX3.7m$338mIndustrialsC.H. RobinsonCHRW2.0m$326mIndustrialsCorpayCPAY1.1m$310mFinancialsRollins, Inc.ROL4.8m$255mIndustrialsVisa Inc.V763,640$231mFinancialsPackaging Corporation of AmericaPKG1.0m$217mMaterialsHubbell IncorporatedHUBB374,337$184mIndustrialsNvidiaNVDA903,490$158mInformation TechnologyAmphenolAPH1.2m$152mInformation TechnologyThermo Fisher ScientificTMO299,500$147mHealth CareQuanta ServicesPWR263,823$145mIndustrialsCDW CorporationCDW1.2m$145mInformation TechnologyTeledyne TechnologiesTDY198,956$120mInformation TechnologyApollo Global ManagementAPO913,985$102mFinancialsFortiveFTV1.7m$95mIndustrialsSalesforceCRM501,790$94mInformation TechnologyWorkday, Inc.WDAY652,998$85mInformation TechnologyGarminGRMN361,610$84mConsumer DiscretionaryVerisk AnalyticsVRSK420,868$80mIndustrialsMicrosoftMSFT209,575$78mInformation TechnologyAmazonAMZN326,241$68mConsumer DiscretionaryIntelINTC1.4m$64mInformation TechnologyBroadcomAVGO201,484$62mInformation TechnologyIntuitINTU140,671$61mInformation TechnologyTransDigm GroupTDG47,943$56mIndustrialsAlphabet Inc. (Class A)GOOGL183,412$53mCommunication ServicesDanaher CorporationDHR251,578$48mHealth CareS&P GlobalSPGI105,562$45mFinancialsWilliams-Sonoma, Inc.WSM233,063$42mConsumer DiscretionaryBio-TechneTECH709,827$37mHealth CareUnion Pacific CorporationUNP124,427$30mIndustrialsCintasCTAS157,461$27mIndustrialsAgilent TechnologiesA209,294$24mHealth CareNike, Inc.NKE449,862$24mConsumer DiscretionaryServiceNowNOW225,422$24mInformation TechnologyMoody's CorporationMCO49,558$22mFinancialsMSCIMSCI39,250$21mFinancialsCincinnati FinancialCINF125,875$20mFinancialsMeta PlatformsMETA28,803$16mCommunication ServicesAres ManagementARES147,130$16mFinancialsMettler ToledoMTD10,166$13mHealth CareGE AerospaceGE39,265$11mIndustrialsIdexx LaboratoriesIDXX17,126$10mHealth CareUberUBER115,256$8mIndustrialsKKR & Co.KKR26,588$2mFinancialsQualcommQCOM13,325$2mInformation TechnologyVeeva SystemsVEEV8,943$2mHealth CareCoherent Corp.COHR6,484$2mInformation TechnologyCienaCIEN2,608$1mInformation TechnologySkyworks SolutionsSWKS15,351$822,046Information Technology
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.