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Select Equity Group, L.P. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Select Equity Group, L.P.

报告期 2026-03-31 · CIK 0001592643

持仓数

179

前50大市值合计

$16.43B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

LYV LIVE NATION ENTERTAINMENT IN

COM

$815.1M

5,344,455

5.0%

— VIKING HOLDINGS LTD

ORD SHS

$793.7M

10,802,203

4.8%

ITT ITT INC

COM

$745.6M

3,913,486

4.5%

WAB WABTEC

COM

$730.6M

2,923,643

4.4%

MKL MARKEL GROUP INC

COM

$722.8M

377,643

4.4%

SGI SOMNIGROUP INTERNATIONAL INC

COM

$685.5M

9,273,908

4.2%

MLM MARTIN MARIETTA MATLS INC

COM

$608.4M

1,033,420

3.7%

TSCO TRACTOR SUPPLY CO

COM

$602.3M

13,296,464

3.7%

LH LABCORP HOLDINGS INC

COM SHS

$580.3M

2,174,785

3.5%

BRO BROWN & BROWN INC

COM

$523.1M

8,022,123

3.2%

— CRH PLC

ORD

$510.6M

4,857,488

3.1%

SCI SERVICE CORP INTL

COM

$504.4M

6,113,751

3.1%

— STERIS PLC

SHS USD

$474.0M

2,143,379

2.9%

NDAQ NASDAQ INC

COM

$472.3M

5,563,126

2.9%

— ALCON AG

ORD SHS

$418.6M

5,676,304

2.5%

EME EMCOR GROUP INC

COM

$410.4M

555,849

2.5%

CP CANADIAN PACIFIC KANSAS CITY

COM

$388.8M

4,956,024

2.4%

TRMB TRIMBLE INC

COM

$365.7M

5,605,868

2.2%

CNM CORE & MAIN INC

CL A

$358.4M

7,254,207

2.2%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$347.4M

1,027,926

2.1%

PAYX PAYCHEX INC

COM

$338.1M

3,670,073

2.1%

CHRW C H ROBINSON WORLDWIDE IN

COM NEW

$325.9M

1,962,544

2.0%

CLH CLEAN HARBORS INC

COM

$324.5M

1,131,602

2.0%

CPAY CORPAY INC

COM SHS

$309.6M

1,063,946

1.9%

— SIGNET JEWELERS LIMITED

SHS

$277.2M

3,274,816

1.7%

ROL ROLLINS INC

COM

$254.6M

4,767,122

1.6%

V VISA INC

COM CL A

$230.8M

763,640

1.4%

PKG PACKAGING CORP AMER

COM

$217.1M

1,023,041

1.3%

CAE CAE INC

COM

$214.2M

8,251,691

1.3%

MIDD MIDDLEBY CORP

COM

$198.9M

1,500,467

1.2%

HUBB HUBBELL INC

COM

$183.7M

374,337

1.1%

IRM IRON MTN INC DEL

COM · 认沽

$181.8M

1,779,500

1.1%

— SPOTIFY TECHNOLOGY S A

SHS

$177.4M

365,876

1.1%

NET CLOUDFLARE INC

CL A COM

$176.4M

854,924

1.1%

NVDA NVIDIA CORPORATION

COM

$157.6M

903,490

1.0%

APH AMPHENOL CORP

CL A

$151.6M

1,199,943

0.9%

BWXT BWX TECHNOLOGIES INC

COM

$148.5M

726,424

0.9%

TMO THERMO FISHER SCIENTIFIC INC

COM

$147.2M

299,500

0.9%

PWR QUANTA SVCS INC

COM

$144.8M

263,823

0.9%

CDW CDW CORP

COM

$144.7M

1,195,763

0.9%

TDY TELEDYNE TECHNOLOGIES INC

COM

$120.4M

198,956

0.7%

ENTG ENTEGRIS INC

COM

$119.7M

1,020,870

0.7%

DKS DICKS SPORTING GOODS INC

COM

$110.4M

556,913

0.7%

MORN MORNINGSTAR INC

COM

$107.8M

637,723

0.7%

FWONK LIBERTY MEDIA CORP DEL

COM LBTY ONE S C

$107.4M

1,262,695

0.7%

CR CRANE COMPANY

COMMON STOCK

$105.3M

615,821

0.6%

FNV FRANCO NEV CORP

COM

$102.6M

415,524

0.6%

APO APOLLO GLOBAL MGMT INC

COM

$101.8M

913,985

0.6%

FTV FORTIVE CORP

COM

$94.7M

1,712,853

0.6%

CRM SALESFORCE INC

COM

$93.7M

501,790

0.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

27%前 6 大占比

LYV5.0%VIKING HOLDINGS LTD4.8%ITT4.5%WAB4.4%MKL4.4%SGI4.2%