← a los grandes inversores
Select Equity Group LP
inversor institucional · cartera $20.2 mil M · 157 posiciones · informe a 30.06.2026
Posiciones en Acciones informe de 30.06.2026, presentado el 14.08.2026; cambio — frente a 31.03.2026 · 176
| Empresa | Acciones | Valor | % de la cartera | Cambio Trimestral |
|---|---|---|---|---|
| VIKING HOLDINGS LTD CUSIP G93A5A101 | 8 601 393 | $900 M | 4.77% | −2 200 810 |
| Live Nation Entertainment, I… US:LYV | 4 523 826 | $828 M | 4.39% | −820 629 |
| Somnigroup International Inc… US:SGI | 8 892 691 | $697 M | 3.70% | −381 217 |
| ITT Inc US:ITT | 3 466 371 | $686 M | 3.63% | −447 115 |
| Westinghouse Air Brake Techn… US:WAB | 2 421 552 | $653 M | 3.46% | −502 091 |
| Markel Corporation US:MKL | 331 679 | $648 M | 3.43% | −45 964 |
| Martin Marietta Materials In… US:MLM | 1 011 255 | $583 M | 3.09% | −22 165 |
| Laboratory Corporation of Am… US:LH | 1 981 948 | $555 M | 2.94% | −192 837 |
| CRH PLC CUSIP G25508105 | 4 577 115 | $490 M | 2.60% | −280 373 |
| Taiwan Semiconductor Manufac… US:TSM · certificado de depósito | 1 024 189 | $489 M | 2.59% | −3 737 |
| Transdigm Group Incorporated US:TDG | 353 230 | $471 M | 2.49% | +305 287 |
| Entegris Inc US:ENTG | 2 493 913 | $449 M | 2.38% | +1 473 043 |
| NASDAQ, INC. US:NDAQ | 5 646 320 | $445 M | 2.36% | +83 194 |
| Hubbell Inc US:HUBB | 835 260 | $437 M | 2.32% | +460 923 |
| STERIS PLC CUSIP G8473T100 | 1 894 646 | $399 M | 2.11% | −248 733 |
| ALCON AG CUSIP H01301128 | 5 766 342 | $390 M | 2.07% | +90 038 |
| Canadian Pacific Kansas City… US:CP | 4 346 986 | $377 M | 2.00% | −609 038 |
| Visa Inc. Class A US:V | 1 037 159 | $356 M | 1.89% | +273 519 |
| EMCOR Group Inc US:EME | 419 806 | $348 M | 1.85% | −136 043 |
| BWX Technologies Inc US:BWXT | 1 704 008 | $332 M | 1.76% | +977 584 |
| Brown & Brown Inc US:BRO | 4 892 500 | $314 M | 1.66% | −3 129 623 |
| Core & Main Inc US:CNM | 5 840 259 | $282 M | 1.49% | −1 413 948 |
| NVIDIA Corporation US:NVDA | 1 396 937 | $280 M | 1.48% | +493 447 |
| Packaging Corp of America US:PKG | 1 120 539 | $267 M | 1.42% | +97 498 |
| Trimble Inc US:TRMB | 5 080 354 | $260 M | 1.38% | −525 514 |
| Service Corporation Internat… US:SCI | 3 326 683 | $253 M | 1.34% | −2 787 068 |
| SPOTIFY TECHNOLOGY S A CUSIP L8681T102 | 536 831 | $246 M | 1.31% | +170 955 |
| Corpay Inc US:CPAY | 717 626 | $239 M | 1.27% | −346 320 |
| Paychex Inc US:PAYX | 2 320 215 | $228 M | 1.21% | −1 349 858 |
| Amazon.com, Inc. US:AMZN | 932 301 | $222 M | 1.18% | +606 060 |
| Amphenol Corporation US:APH | 1 249 958 | $220 M | 1.17% | +50 015 |
| Clean Harbors Inc US:CLH | 728 374 | $218 M | 1.15% | −403 228 |
| CH Robinson Worldwide Inc US:CHRW | 1 145 388 | $216 M | 1.14% | −817 156 |
| SIGNET JEWELERS LIMITED CUSIP G81276100 | 2 436 873 | $210 M | 1.11% | −837 943 |
| Intel Corporation US:INTC | 1 503 056 | $210 M | 1.11% | +63 832 |
| Rollins Inc US:ROL | 4 283 955 | $179 M | 0.95% | −483 167 |
| Thermo Fisher Scientific Inc US:TMO | 352 700 | $177 M | 0.94% | +53 200 |
| CAE Inc. US:CAE | 7 018 338 | $176 M | 0.93% | −1 233 353 |
| Workday, Inc. US:WDAY | 1 331 948 | $163 M | 0.86% | +678 950 |
| Verisk Analytics Inc US:VRSK | 879 881 | $158 M | 0.84% | +459 013 |
| Liberty Media Corporation Se… US:FWONK | 1 598 060 | $152 M | 0.81% | +335 365 |
| Tractor Supply Company US:TSCO | 4 336 775 | $137 M | 0.73% | −8 959 689 |
| Apollo Global Management LLC… US:APO | 1 154 448 | $137 M | 0.72% | +240 463 |
| Salesforce.com Inc US:CRM | 828 563 | $130 M | 0.69% | +326 773 |
| Microsoft Corporation US:MSFT | 345 152 | $129 M | 0.68% | +135 577 |
| Crane Company US:CR | 571 432 | $127 M | 0.68% | −44 389 |
| S&P Global Inc US:SPGI | 244 596 | $99.6 M | 0.53% | +139 034 |
| Alphabet Inc. US:GOOG | 279 019 | $98.6 M | 0.52% | +95 633 |
| Middleby Corp US:MIDD | 568 621 | $97.8 M | 0.52% | −931 846 |
| Teledyne Technologies Incorp… US:TDY | 146 635 | $97.8 M | 0.52% | −52 321 |
| Broadcom Inc. US:AVGO | 257 148 | $97.1 M | 0.51% | +55 664 |
| Descartes Systems Group Inc US:DSGX | 1 290 947 | $89.4 M | 0.47% | +210 792 |
| Franco-Nevada Corporation US:FNV | 416 544 | $86.9 M | 0.46% | +1 020 |
| St Joe Company US:JOE | 1 341 063 | $84.0 M | 0.45% | +66 075 |
| DICK'S SPORTING GOODS, INC. US:DKS | 351 353 | $79.7 M | 0.42% | −205 560 |
| Ecolab Inc US:ECL | 276 003 | $76.9 M | 0.41% | nueva |
| Fortive Corp US:FTV | 1 215 882 | $74.3 M | 0.39% | −496 971 |
| The Chefs Warehouse Inc US:CHEF | 765 435 | $73.6 M | 0.39% | +213 749 |
| Life Time Group Holdings Inc US:LTH | 1 729 280 | $70.6 M | 0.37% | nueva |
| Agilent Technologies Inc US:A | 515 094 | $68.4 M | 0.36% | +305 800 |
| QXO, Inc. US:QXO | 3 860 354 | $66.7 M | 0.35% | +1 263 368 |
| ONESPAWORLD HOLDINGS LIMITED CUSIP P73684113 | 2 154 478 | $60.8 M | 0.32% | +490 212 |
| Casella Waste Systems Inc US:CWST | 563 031 | $54.6 M | 0.29% | +171 057 |
| Danaher Corporation US:DHR | 267 153 | $50.9 M | 0.27% | +15 575 |
| ESCO Technologies Inc US:ESE | 137 044 | $48.0 M | 0.25% | +89 789 |
| CSW Industrials, Inc. US:CSW | 171 599 | $47.8 M | 0.25% | +58 148 |
| FormFactor Inc US:FORM | 285 686 | $45.7 M | 0.24% | +28 272 |
| CDW Corp US:CDW | 314 460 | $44.2 M | 0.23% | −881 303 |
| Moog Inc US:MOG-A | 100 313 | $42.5 M | 0.23% | −461 |
| Kirby Corporation US:KEX | 304 102 | $41.3 M | 0.22% | −71 795 |
| Lindblad Expeditions Holding… US:LIND | 1 452 792 | $41.0 M | 0.22% | +394 737 |
| United States Lime & Mineral… US:USLM | 380 570 | $39.8 M | 0.21% | −25 111 |
| Williams-Sonoma Inc US:WSM | 161 830 | $37.7 M | 0.20% | −71 233 |
| MCCORMICK & CO INC US:MKC | 735 626 | $37.1 M | 0.20% | nueva |
| POOL CORP US:POOL | 159 803 | $34.3 M | 0.18% | nueva |
| Solstice Advanced Materials,… US:SOLS | 384 351 | $34.1 M | 0.18% | nueva |
| Cadre Holdings Inc US:CDRE | 1 181 921 | $33.7 M | 0.18% | +433 423 |
| Shopify Inc US:SHOP | 291 826 | $33.3 M | 0.18% | +56 112 |
| Zurn Elkay Water Solutions C… US:ZWS | 653 188 | $33.0 M | 0.17% | +224 003 |
| Franklin Electric Co Inc US:FELE | 302 669 | $32.4 M | 0.17% | +91 442 |
| MYR Group Inc US:MYRG | 64 563 | $32.3 M | 0.17% | +13 401 |
| Kadant Inc US:KAI | 101 551 | $31.9 M | 0.17% | +12 939 |
| Forgent Power Solutions, Inc… US:FPS | 544 263 | $30.4 M | 0.16% | +175 936 |
| Badger Meter Inc US:BMI | 199 278 | $29.6 M | 0.16% | +107 454 |
| Arcosa Inc US:ACA | 201 450 | $29.3 M | 0.16% | +55 069 |
| Mirion Technologies Inc US:MIR | 1 576 023 | $28.3 M | 0.15% | +520 555 |
| Everus Construction Group In… US:ECG | 168 221 | $27.9 M | 0.15% | +54 315 |
| Loar Holdings Inc. US:LOAR | 339 976 | $27.4 M | 0.15% | +136 339 |
| ADEIA CORP US:ADEA | 803 196 | $26.4 M | 0.14% | +289 771 |
| Alkami Technology Inc US:ALKT | 1 450 006 | $26.3 M | 0.14% | +466 056 |
| Alliance Laundry Holdings In… US:ALH | 898 085 | $23.8 M | 0.13% | +331 900 |
| Api Group Corp US:APG | 560 842 | $23.8 M | 0.13% | −167 183 |
| Boot Barn Holdings Inc US:BOOT | 144 492 | $23.7 M | 0.13% | +52 166 |
| Moodys Corporation US:MCO | 52 073 | $23.6 M | 0.13% | +2 515 |
| MSCI Inc US:MSCI | 42 048 | $23.5 M | 0.12% | +2 798 |
| Outfront Media Inc US:OUT | 680 906 | $22.3 M | 0.12% | +220 140 |
| Lamar Advertising Company US:LAMR | 140 364 | $21.9 M | 0.12% | −331 215 |
| Alarm.com Holdings Inc US:ALRM | 462 015 | $21.6 M | 0.11% | +69 658 |
| Winmark Corporation US:WINA | 50 929 | $21.5 M | 0.11% | +20 520 |
| Union Pacific Corporation US:UNP | 79 100 | $21.5 M | 0.11% | −45 327 |
| CarGurus US:CARG | 606 281 | $20.7 M | 0.11% | +147 015 |
| Waystar Holding Corp. US:WAY | 1 003 417 | $20.6 M | 0.11% | +80 176 |
| Mercury Systems Inc US:MRCY | 165 257 | $20.2 M | 0.11% | +81 791 |
| Nike Inc US:NKE | 475 410 | $19.5 M | 0.10% | +25 548 |
| GLOBALFOUNDRIES INC CUSIP G39387108 | 231 783 | $19.1 M | 0.10% | +39 804 |
| Liquidity Services Inc US:LQDT | 484 791 | $19.0 M | 0.10% | +22 524 |
| Neptune Insurance Holdings I… US:NP | 588 809 | $18.5 M | 0.10% | +330 085 |
| Meta Platforms, Inc. US:META | 31 322 | $17.6 M | 0.09% | +2 519 |
| LeMaitre Vascular Inc US:LMAT | 181 015 | $17.4 M | 0.09% | +80 545 |
| Teleflex Incorporated US:TFX | 136 796 | $17.3 M | 0.09% | +123 787 |
| NIQ GLOBAL INTELLIGENCE PLC CUSIP G63755105 | 1 782 894 | $16.7 M | 0.09% | −609 200 |
| Cardinal Infrastructure Grou… US:CDNL | 174 683 | $16.5 M | 0.09% | nueva |
| CELLEBRITE DI LTD CUSIP M2197Q107 | 1 105 877 | $16.1 M | 0.09% | +301 484 |
| Ares Capital Corporation US:ARCC | 128 741 | $14.3 M | 0.08% | −18 389 |
| GE Aerospace US:GE | 37 562 | $14.0 M | 0.07% | −1 703 |
| ALLEGION PLC CUSIP G0176J109 | 97 198 | $13.7 M | 0.07% | nueva |
| OCTAVE INTELLIGENCE PLC CUSIP G22845104 | 784 917 | $12.8 M | 0.07% | nueva |
| First American Corporation US:FAF | 168 238 | $11.5 M | 0.06% | nueva |
| Uber Technologies Inc US:UBER | 158 066 | $11.4 M | 0.06% | +42 810 |
| Mettler-Toledo International… US:MTD | 8 480 | $10.8 M | 0.06% | −1 686 |
| Coherent Inc US:COHR | 27 408 | $10.8 M | 0.06% | +20 924 |
| Honeywell Aerospace Inc US:HONA | 48 763 | $10.8 M | 0.06% | nueva |
| Enpro Industries US:NPO | 27 863 | $10.5 M | 0.06% | nueva |
| Arxis, Inc. Class A US:ARXS | 216 695 | $10.00 M | 0.05% | nueva |
| Novanta Inc US:NOVT | 60 724 | $9.85 M | 0.05% | nueva |
| Mohawk Industries Inc US:MHK | 74 123 | $8.99 M | 0.05% | nueva |
| Brookfield Corporation US:BN | 206 886 | $8.82 M | 0.05% | −558 955 |
| TransUnion US:TRU | 110 466 | $7.97 M | 0.04% | −15 708 |
| Archrock Inc US:AROC | 184 340 | $7.50 M | 0.04% | nueva |
| Karman Holdings Inc. US:KRMN | 128 543 | $6.42 M | 0.03% | +92 238 |
| Peloton Interactive Inc US:PTON | 998 069 | $5.90 M | 0.03% | −810 405 |
| DPC HOLDINGS PLC CUSIP G2R11M108 | 75 000 | $3.68 M | 0.02% | nueva |
| Roper Technologies Inc US:ROP | 8 109 | $2.74 M | 0.01% | nueva |
| BROOKFIELD INFRASTRUCTURE PA CUSIP G16252101 | 19 213 | $701 mil | 0.00% | −43 738 |
| Portillo's Inc US:PTLO | 140 035 | $664 mil | 0.00% | −1 013 365 |
| Fortune Brands Innovations I… US:FBIN | 718 | $39.4 mil | 0.00% | −893 676 |
| Alphabet Inc. US:GOOGL | 36 | $12.9 mil | 0.00% | +10 |
| Roblox Corp US:RBLX | 206 | $11.2 mil | 0.00% | +193 |
| Polaris Industries Inc US:PII | 149 | $10.2 mil | 0.00% | −162 |
| Cloudflare Inc US:NET | 38 | $9.32 mil | 0.00% | −854 886 |
| VF Corporation US:VFC | 325 | $5.42 mil | 0.00% | −173 |
| Bloom Energy Corp US:BE | 10 | $3.03 mil | 0.00% | −8 |
| ON HLDG AG CUSIP H5919C104 | 64 | $2.27 mil | 0.00% | −2 466 227 |
| Verra Mobility Corp US:VRRM | 0 (era 951 159) | — | — | vendida |
| Intuit Inc US:INTU | 0 (era 140 671) | — | — | vendida |
| CREDO TECHNOLOGY GROUP HOLDI CUSIP G25457105 | 0 (era 19 970) | — | — | vendida |
| Iridium Communications Inc. US:IRDM | 0 (era 942 519) | — | — | vendida |
| WHITE MTNS INS GROUP LTD CUSIP G9618E107 | 0 (era 10 560) | — | — | vendida |
| iShares Russell Mid-Cap ETF US:IWR · ETF | 0 (era 753) | — | — | vendida |
| KKR & Co. Inc. US:KKR | 0 (era 26 588) | — | — | vendida |
| GARMIN LTD CUSIP H2906T109 | 0 (era 361 610) | — | — | vendida |
| Lattice Semiconductor Corpor… US:LSCC | 0 (era 11 281) | — | — | vendida |
| CNH INDL N V CUSIP N20944109 | 0 (era 787 075) | — | — | vendida |
| Bio-Rad Laboratories Inc US:BIO | 0 (era 48 436) | — | — | vendida |
| Eli Lilly and Company US:LLY | 0 (era 14) | — | — | vendida |
| BIO-TECHNE Corp US:TECH | 0 (era 709 827) | — | — | vendida |
| Mesa Laboratories Inc US:MLAB | 0 (era 235 885) | — | — | vendida |
| Blackline Inc US:BL | 0 (era 112 252) | — | — | vendida |
| Morningstar, Inc. US:MORN | 0 (era 637 723) | — | — | vendida |
| Caseys General Stores Inc US:CASY | 0 (era 6 956) | — | — | vendida |
| QUALCOMM INC/DE US:QCOM | 0 (era 13 325) | — | — | vendida |
| Certara Inc US:CERT | 0 (era 613 935) | — | — | vendida |
| Quanta Services Inc US:PWR | 0 (era 263 823) | — | — | vendida |
| CIENA CORP US:CIEN | 0 (era 2 608) | — | — | vendida |
| SPS Commerce Inc US:SPSC | 0 (era 41 923) | — | — | vendida |
| Cincinnati Financial Corpora… US:CINF | 0 (era 125 875) | — | — | vendida |
| SAP SE ADR US:SAP · certificado de depósito | 0 (era 15 393) | — | — | vendida |
| Cintas Corporation US:CTAS | 0 (era 157 461) | — | — | vendida |
| ServiceNow Inc US:NOW | 0 (era 225 422) | — | — | vendida |
| CoStar Group Inc US:CSGP | 0 (era 767) | — | — | vendida |
| Simpson Manufacturing Compan… US:SSD | 0 (era 122 468) | — | — | vendida |
| Energy Recovery Inc US:ERII | 0 (era 394 208) | — | — | vendida |
| Skyworks Solutions Inc US:SWKS | 0 (era 15 351) | — | — | vendida |
| Gfl Environmental Holdings I… US:GFL | 0 (era 270 689) | — | — | vendida |
| Veeva Systems Inc Class A US:VEEV | 0 (era 8 943) | — | — | vendida |
| IDEXX Laboratories Inc US:IDXX | 0 (era 17 126) | — | — | vendida |
En las empresas de nuestra base de datos 6
| Empresa | Participación | Acciones | Fecha del Informe |
|---|---|---|---|
| Signet Jewelers Ltd | 6.36% | 2 436 873 | 2026-06-30 |
| Somnigroup International Inc… | 4.23% | 8 892 691 | 2026-06-30 |
| Markel Corporation | 2.68% | 331 679 | 2026-06-30 |
| Laboratory Corporation of Am… | 2.44% | 1 981 948 | 2026-06-30 |
| CAE Inc. | 2.19% | 7 018 338 | 2026-06-30 |
| Trimble Inc | 2.18% | 5 080 354 | 2026-06-30 |
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