Select Equity

Latest statistics and disclosures from Select Equity Group's latest quarterly 13F-HR filing:

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Portfolio Holdings for Select Equity Group

Select Equity Group holds 157 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
PerkinElmer (RVTY) 5.0 $1.3B +14% 11M 118.79
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Martin Marietta Materials (MLM) 4.9 $1.3B -15% 2.9M 461.69
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Brown & Brown (BRO) 4.0 $1.1B -4% 16M 68.84
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Live Nation Entertainment (LYV) 3.8 $1.0B 11M 91.11
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Cdw (CDW) 3.8 $1.0B -2% 5.5M 183.50
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Ceridian Hcm Hldg (CDAY) 3.7 $1.0B -9% 15M 66.97
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Teledyne Technologies Incorporated (TDY) 3.1 $831M -8% 2.0M 411.11
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Tempur-Pedic International (TPX) 3.0 $798M +37% 20M 40.07
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Middleby Corporation (MIDD) 2.9 $783M +10% 5.3M 147.83
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Vail Resorts (MTN) 2.9 $779M -2% 3.1M 251.76
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Morningstar (MORN) 2.9 $772M 3.9M 196.07
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Entegris (ENTG) 2.8 $743M 6.7M 110.82
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Wabtec Corporation (WAB) 2.7 $725M -11% 6.6M 109.67
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Signet Jewelers SHS (SIG) 2.1 $569M 8.7M 65.26
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Toro Company (TTC) 2.1 $564M 5.5M 101.65
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Jacobs Engineering Group (J) 1.9 $522M -6% 4.4M 118.89
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Rollins (ROL) 1.8 $490M -11% 11M 42.83
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Ptc (PTC) 1.6 $428M -14% 3.0M 142.30
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Sensata Technologies Hldg Pl SHS (ST) 1.5 $415M -2% 9.2M 44.99
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Service Corporation International (SCI) 1.5 $405M -24% 6.3M 64.59
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Pool Corporation (POOL) 1.5 $393M -22% 1.0M 374.64
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Apollo Global Mgmt (APO) 1.4 $381M -12% 5.0M 76.81
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Amphenol Corp Cl A (APH) 1.4 $369M -19% 4.3M 84.95
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Bio-techne Corporation (TECH) 1.4 $369M -19% 4.5M 81.63
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Clean Harbors (CLH) 1.3 $337M +155% 2.0M 164.43
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Visa Com Cl A (V) 1.2 $334M -5% 1.4M 237.48
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Tractor Supply Company (TSCO) 1.2 $333M -11% 1.5M 221.10
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IDEXX Laboratories (IDXX) 1.2 $323M -7% 644k 502.23
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Illumina (ILMN) 1.0 $280M -6% 1.5M 187.49
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Msa Safety Inc equity (MSA) 1.0 $273M +411% 1.6M 173.96
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Ansys (ANSS) 1.0 $264M -36% 799k 330.27
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Thermo Fisher Scientific (TMO) 1.0 $263M +116% 504k 521.75
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Paychex (PAYX) 1.0 $263M +10% 2.3M 111.87
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Trimble Navigation (TRMB) 1.0 $256M -14% 4.8M 52.94
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Hyatt Hotels Corp Com Cl A (H) 0.9 $255M 2.2M 114.58
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.9 $243M 2.4M 100.92
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Danaher Corporation (DHR) 0.8 $227M +74% 945k 240.00
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Neogen Corporation (NEOG) 0.8 $211M +21% 9.7M 21.75
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Garmin SHS (GRMN) 0.8 $208M +6% 2.0M 104.29
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Steris Shs Usd (STE) 0.8 $208M -30% 925k 224.98
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Coherent Corp (COHR) 0.7 $189M +1089% 3.7M 50.98
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Interactive Brokers Group In Com Cl A (IBKR) 0.7 $186M +4% 2.2M 83.07
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Clarivate Ord Shs (CLVT) 0.7 $183M 19M 9.53
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Trip Com Group Ads (TCOM) 0.7 $178M +13% 5.1M 35.00
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Cintas Corporation (CTAS) 0.7 $178M -37% 358k 497.08
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Fortive (FTV) 0.6 $158M +6% 2.1M 74.77
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Core & Main Cl A (CNM) 0.6 $151M -18% 4.8M 31.34
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Intuit (INTU) 0.5 $147M -48% 321k 458.19
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Colfax Corp (ENOV) 0.5 $147M +75% 2.3M 64.12
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Itt (ITT) 0.5 $147M -23% 1.6M 93.21
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Lamar Advertising Cl A (LAMR) 0.5 $143M -4% 1.4M 99.25
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Quanta Services (PWR) 0.5 $136M NEW 691k 196.45
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Fastenal Company (FAST) 0.5 $134M -8% 2.3M 58.99
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Curtiss-Wright (CW) 0.5 $133M -4% 723k 183.66
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Fortune Brands (FBIN) 0.5 $130M -17% 1.8M 71.95
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salesforce (CRM) 0.5 $121M -7% 573k 211.26
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Onespaworld Holdings Ltd onespaworld hold (OSW) 0.4 $109M +22% 9.0M 12.10
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Shopify Cl A (SHOP) 0.4 $105M NEW 1.6M 64.60
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WESCO International (WCC) 0.4 $101M NEW 566k 179.06
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Paypal Holdings (PYPL) 0.4 $100M -11% 1.5M 66.73
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Brookfield Renewable Partner Partnership Unit (BEP) 0.3 $90M +28% 3.0M 29.49
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Adobe Systems Incorporated (ADBE) 0.3 $90M -21% 184k 488.99
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Microsoft Corporation (MSFT) 0.3 $89M -29% 260k 340.54
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JPMorgan Chase & Co. Call Option (JPM) 0.3 $85M NEW 586k 145.44
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Perimeter Solutions Sa Common Stock (PRM) 0.3 $84M -13% 14M 6.15
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Duckhorn Portfolio (NAPA) 0.3 $83M 6.4M 12.97
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V.F. Corporation (VFC) 0.3 $80M +57% 4.2M 19.09
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Skyworks Solutions (SWKS) 0.3 $78M +58% 703k 110.69
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Broadridge Financial Solutions (BR) 0.3 $77M +97% 463k 165.63
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Vontier Corporation (VNT) 0.3 $74M +25% 2.3M 32.21
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Workday Cl A (WDAY) 0.3 $73M +11% 323k 225.89
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Portillos Com Cl A (PTLO) 0.3 $69M +182% 3.1M 22.53
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Spotify Technology S A SHS (SPOT) 0.3 $67M 420k 160.55
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Mastercard Incorporated Cl A (MA) 0.2 $63M +3% 159k 393.30
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Alphabet Cap Stk Cl C (GOOG) 0.2 $62M +66% 509k 120.97
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Cincinnati Financial Corporation (CINF) 0.2 $60M -33% 614k 97.32
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Autodesk (ADSK) 0.2 $59M -7% 290k 204.61
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Servicenow (NOW) 0.2 $58M +2% 104k 561.97
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Mohawk Industries (MHK) 0.2 $58M +19% 562k 103.16
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South State Corporation (SSB) 0.2 $56M -72% 849k 65.80
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Dover Corporation (DOV) 0.2 $55M NEW 375k 147.65
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Mobileye Global Common Class A (MBLY) 0.2 $55M +605% 1.4M 38.42
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Qualcomm (QCOM) 0.2 $51M -8% 427k 119.04
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Lululemon Athletica (LULU) 0.2 $51M -15% 134k 378.50
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Stagwell Com Cl A (STGW) 0.2 $48M 6.6M 7.21
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Docusign (DOCU) 0.2 $40M 790k 51.09
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Ziprecruiter Cl A (ZIP) 0.1 $40M -35% 2.2M 17.76
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S&p Global (SPGI) 0.1 $40M -35% 99k 400.89
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Tyler Technologies (TYL) 0.1 $39M -71% 95k 416.47
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Agilent Technologies Inc C ommon (A) 0.1 $38M NEW 318k 120.25
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Bio Rad Labs Cl A (BIO) 0.1 $38M NEW 101k 379.12
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Hubbell (HUBB) 0.1 $35M NEW 105k 331.56
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Matthews Intl Corp Cl A (MATW) 0.1 $33M +39% 782k 42.62
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Williams-Sonoma (WSM) 0.1 $33M 264k 125.14
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Globus Med Cl A (GMED) 0.1 $33M NEW 547k 59.54
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Trupanion (TRUP) 0.1 $31M NEW 1.5M 19.68
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St. Joe Company (JOE) 0.1 $30M -2% 613k 48.34
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CoStar (CSGP) 0.1 $29M -41% 330k 89.00
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Ametek (AME) 0.1 $28M NEW 175k 161.88
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Ball Corporation (BALL) 0.1 $28M NEW 477k 58.21
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Tripadvisor (TRIP) 0.1 $27M -78% 1.6M 16.49
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Compass Minerals International (CMP) 0.1 $27M NEW 785k 34.00
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Intel Corporation (INTC) 0.1 $25M -91% 752k 33.44
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Graham Hldgs Com Cl B (GHC) 0.1 $23M -3% 40k 571.48
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Iridium Communications (IRDM) 0.1 $23M -64% 362k 62.12
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Mettler-Toledo International (MTD) 0.1 $22M -17% 16k 1311.64
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Brookfield Infrast Partners Lp Int Unit (BIP) 0.1 $18M +48% 484k 36.50
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Qorvo (QRVO) 0.1 $16M +13% 152k 102.03
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Rover Group Com Cl A (ROVR) 0.1 $15M +74% 3.1M 4.91
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Aviat Networks Com New (AVNW) 0.1 $15M +16% 452k 33.37
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Broadcom (AVGO) 0.1 $15M -11% 17k 867.43
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Zoetis Cl A (ZTS) 0.1 $14M -69% 84k 172.21
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Lumentum Hldgs (LITE) 0.0 $12M +430% 217k 56.73
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Cargurus Com Cl A (CARG) 0.0 $11M NEW 471k 22.63
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TransDigm Group Incorporated (TDG) 0.0 $9.3M 10k 894.17
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Globalfoundries Ordinary Shares (GFS) 0.0 $6.7M +9% 104k 64.58
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Summit Matls Cl A (SUM) 0.0 $6.6M +5% 174k 37.85
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Wolfspeed (WOLF) 0.0 $4.7M -27% 84k 55.59
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Kadant (KAI) 0.0 $4.2M -14% 19k 222.10
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Chefs Whse (CHEF) 0.0 $3.7M +25% 103k 35.76
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Altair Engr Com Cl A (ALTR) 0.0 $3.4M -17% 45k 75.84
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Energy Recovery (ERII) 0.0 $3.3M +12% 119k 27.95
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Boot Barn Hldgs (BOOT) 0.0 $3.3M +8% 39k 84.69
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Badger Meter (BMI) 0.0 $3.1M -4% 21k 147.56
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Heritage-Crystal Clean (HCCI) 0.0 $3.0M -2% 78k 37.79
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Tenable Hldgs (TENB) 0.0 $2.8M 64k 43.55
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Everi Hldgs (EVRI) 0.0 $2.6M +9% 181k 14.46
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $2.6M NEW 5.4k 478.91
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FormFactor (FORM) 0.0 $2.5M -65% 73k 34.22
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Outfront Media (OUT) 0.0 $2.5M +14% 157k 15.72
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Mirion Technologies Com Cl A (MIR) 0.0 $2.4M +77% 283k 8.45
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Certara Ord (CERT) 0.0 $2.3M 127k 18.21
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Goosehead Ins Com Cl A (GSHD) 0.0 $2.0M +46% 32k 62.89
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National Resh Corp Com New (NRC) 0.0 $2.0M -6% 45k 43.51
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Alkami Technology (ALKT) 0.0 $1.7M -10% 105k 16.39
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Casella Waste Sys Cl A (CWST) 0.0 $1.7M +79% 19k 90.45
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SPS Commerce (SPSC) 0.0 $1.7M +6% 8.6k 192.06
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Mesa Laboratories (MLAB) 0.0 $1.6M +404% 13k 128.50
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Model N (MODN) 0.0 $1.6M +5% 46k 35.36
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Cryoport Com Par $0.001 (CYRX) 0.0 $1.5M +11% 89k 17.25
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Kinsale Cap Group (KNSL) 0.0 $1.5M -6% 4.0k 374.20
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Perficient (PRFT) 0.0 $1.4M -40% 17k 83.33
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Albany Intl Corp Cl A (AIN) 0.0 $1.4M NEW 15k 93.28
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I3 Verticals Com Cl A (IIIV) 0.0 $1.4M +37% 62k 22.86
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Deluxe Corporation (DLX) 0.0 $1.3M 77k 17.48
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Global Wtr Res (GWRS) 0.0 $1.2M +13% 95k 12.68
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Rocky Brands (RCKY) 0.0 $1.2M 57k 21.00
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Shotspotter (SSTI) 0.0 $1.1M -46% 49k 21.86
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DZS (DZSI) 0.0 $996k +1694% 251k 3.97
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Wolverine World Wide (WWW) 0.0 $919k 63k 14.69
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Myr (MYRG) 0.0 $834k NEW 6.0k 138.34
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Verra Mobility Corp Cl A Com Stk (VRRM) 0.0 $807k NEW 41k 19.72
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Zumiez (ZUMZ) 0.0 $449k -25% 27k 16.66
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Amphastar Pharmaceuticals (AMPH) 0.0 $414k NEW 7.2k 57.47
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Mercury Computer Systems (MRCY) 0.0 $381k +13% 11k 34.59
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Xometry Class A Com (XMTR) 0.0 $306k 14k 21.18
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Sprout Social Com Cl A (SPT) 0.0 $253k -77% 5.5k 46.16
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Past Filings by Select Equity Group

SEC 13F filings are viewable for Select Equity Group going back to 2013

View all past filings