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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
$16.43B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 13
增持 67
减持 56
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
GDDY
GODADDY INC
-$315.4M
10,153,613
-14%
建仓
—
COUPA SOFTWARE INC
+$306.4M
1,397,881
增持
MRVI
MARAVAI LIFESCIENCES HLDGS I
+$267.6M
12,122,011
+55%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
—
POWERSCHOOL HOLDINGS INC
+$238.0M
9,671,891
增持
—
CERIDIAN HCM HLDG INC
+$237.2M
10,635,776
+6%
增持
—
CLARIVATE PLC
-$225.5M
52,837,364
+5%
建仓
CNM
CORE & MAIN INC
+$215.0M
8,203,633
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$200.3M
1,883,020
+30%
增持
FIS
FIDELITY NATL INFORMATION SV
+$182.9M
9,087,887
+40%
增持
AEO
AMERICAN EAGLE OUTFITTERS IN
-$160.3M
19,621,049
+10%
增持
MORN
MORNINGSTAR INC
+$143.0M
4,162,240
+14%
减持
MTN
VAIL RESORTS INC
-$134.6M
256,866
-63%
清仓
—
LANDCADIA HOLDINGS III INC
-$131.9M
0
-100%
增持
BRO
BROWN & BROWN INC
+$126.5M
17,985,344
+10%
增持
ENTG
ENTEGRIS INC
+$126.1M
7,640,425
+12%
减持
CINF
CINCINNATI FINL CORP
-$124.9M
4,793,771
-17%
增持
CSGP
COSTAR GROUP INC
+$122.8M
1,533,104
+1284%
减持
—
SIGNET JEWELERS LIMITED
-$120.9M
5,230,144
-21%
减持
SCI
SERVICE CORP INTL
-$120.7M
4,272,907
-39%
增持
WAB
WABTEC
+$114.3M
1,974,196
+191%
减持
MIDD
MIDDLEBY CORP
-$113.1M
594,768
-52%
减持
RGEN
REPLIGEN CORP
+$113.1M
1,285,796
-1%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$112.5M
11,664,578
+21%
增持
V
VISA INC
+$97.7M
1,208,734
+65%
减持
ULTA
ULTA BEAUTY INC
-$97.7M
650,058
-32%
增持
PYPL
PAYPAL HLDGS INC
+$96.2M
387,219
+2367%
减持
PINS
PINTEREST INC
-$94.6M
515,932
-66%
减持
ROL
ROLLINS INC
-$92.3M
1,345,324
-67%
增持
MLM
MARTIN MARIETTA MATLS INC
+$89.6M
3,445,720
+11%
增持
AVY
AVERY DENNISON CORP
+$85.5M
3,173,073
+17%
增持
TRMB
TRIMBLE INC
+$80.0M
3,095,056
+45%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$77.9M
5,796,473
+34%
增持
—
EVERBRIDGE INC
+$77.4M
3,800,154
+4%
减持
FRCB
FIRST REP BK SAN FRANCISCO C
-$76.5M
2,790,413
-15%
清仓
EQIX
EQUINIX INC
-$74.9M
0
-100%
减持
QRVO
QORVO INC
-$74.8M
1,216,894
-14%
减持
TTC
TORO CO
-$74.7M
4,594,238
-3%
减持
SHAK
SHAKE SHACK INC
-$74.0M
359,491
-62%
减持
CDW
CDW CORP
-$71.4M
6,838,216
-9%
减持
RVTY
PERKINELMER INC
-$65.5M
7,495,051
-15%
减持
LEVI
LEVI STRAUSS & CO NEW
-$65.0M
933,953
-71%
建仓
TFX
TELEFLEX INCORPORATED
+$64.4M
171,126
减持
—
IHS MARKIT LTD
-$61.1M
574,589
-49%
增持
ANSS
ANSYS INC
+$57.8M
183,338
+1288%
减持
TDG
TRANSDIGM GROUP INC
-$56.6M
4,223
-95%
减持
WAT
WATERS CORP
-$55.9M
157,057
-52%
增持
RH
RH
+$54.8M
157,425
+113%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$54.7M
1,217,953
-9%
减持
DHR
DANAHER CORPORATION
-$54.6M
680,354
-30%
减持
PTC
PTC INC
-$54.4M
343,234
-49%
建仓
HLMN
HILLMAN SOLUTIONS CORP
+$49.0M
4,104,702
建仓
MHK
MOHAWK INDS INC
+$48.7M
274,273
增持
FTV
FORTIVE CORP
+$46.4M
3,749,848
+20%
清仓
—
MEREDITH CORP
-$45.6M
0
-100%
增持
—
SENSATA TECHNOLOGIES HLDG PL
+$44.5M
8,931,387
+17%
增持
—
DUCKHORN PORTFOLIO INC
+$44.0M
4,056,034
+83%
建仓
WOOF
PETCO HEALTH & WELLNESS CO I
+$40.5M
1,918,724
增持
SAIA
SAIA INC
+$40.1M
1,284,263
+1%
清仓
CPNG
COUPANG INC
-$38.8M
0
-100%
减持
WMS
ADVANCED DRAIN SYS INC DEL
-$36.9M
3,489,141
-2%
减持
PAYX
PAYCHEX INC
-$36.2M
5,109,955
-10%
清仓
NDSN
NORDSON CORP
-$35.8M
0
-100%
建仓
XRAY
DENTSPLY SIRONA INC
+$35.4M
610,603
增持
WSM
WILLIAMS SONOMA INC
+$35.1M
1,843,338
+1%
增持
IRDM
IRIDIUM COMMUNICATIONS INC
+$34.6M
1,073,703
+426%
减持
LZ
LEGALZOOM COM INC
-$32.4M
2,821,113
-0%
增持
—
NCINO INC
+$31.9M
465,615
+2307%
减持
MS
MORGAN STANLEY
-$28.8M
372,032
-48%
增持
QCOM
QUALCOMM INC
+$28.5M
1,298,353
+34%
减持
—
SOUTHSTATE CORPORATION
-$27.6M
3,287,190
-2%
减持
FAST
FASTENAL CO
-$26.9M
1,487,821
-25%
减持
ADSK
AUTODESK INC
-$26.7M
291,546
-23%
增持
ACCD
ACCOLADE INC
-$26.6M
2,939,865
+6%
清仓
AXP
AMERICAN EXPRESS CO
-$25.8M
0
-100%
清仓
MTB
M & T BK CORP
-$22.8M
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$22.7M
469,118
-19%
减持
META
FACEBOOK INC
-$21.9M
101,102
-37%
减持
LYV
LIVE NATION ENTERTAINMENT IN
-$20.2M
2,676,476
-11%
增持
DLX
DELUXE CORP
-$19.7M
1,821,932
+2%
增持
—
FRANCHISE GROUP INC
+$19.5M
563,833
+3942%
增持
POOL
POOL CORP
-$18.7M
887,636
+1%
减持
AVGO
BROADCOM INC
-$18.4M
206,777
-17%
清仓
UTZ
UTZ BRANDS INC
-$17.8M
0
-100%
清仓
CNXC
CONCENTRIX CORP
-$16.6M
0
-100%
建仓
QTRX
QUANTERIX CORP
+$15.8M
316,902
增持
FA
FIRST ADVANTAGE CORP NEW
+$15.2M
1,474,987
+127%
清仓
MKL
MARKEL CORP
-$14.6M
0
-100%
清仓
MXL
MAXLINEAR INC
-$12.2M
0
-100%
减持
MSFT
MICROSOFT CORP
-$11.4M
139,518
-25%
减持
GFF
GRIFFON CORP
-$11.1M
786,642
-34%
清仓
CGNX
COGNEX CORP
-$11.1M
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$10.7M
64,126
+93%
减持
TRU
TRANSUNION
-$9.9M
6,559,249
-4%
减持
IDXX
IDEXX LABS INC
-$9.7M
106,518
-11%
减持
—
APOLLO GLOBAL MGMT INC
-$9.4M
634,492
-19%
减持
—
BTRS HOLDINGS INC
-$9.4M
4,651,230
-0%
建仓
MKC
MCCORMICK & CO INC
+$8.9M
109,714
减持
AMZN
AMAZON COM INC
-$8.9M
1,351
-65%
增持
—
BROOKFIELD INFRAST PARTNERS
+$8.6M
565,523
+36%
增持
ILMN
ILLUMINA INC
+$6.9M
335,885
+23%
减持
—
SKILLSOFT CORP
-$6.7M
911,203
-48%
增持
LIND
LINDBLAD EXPEDITIONS HLDGS I
+$6.4M
2,424,475
+34%
增持
GOOG
ALPHABET INC
+$6.3M
36,317
+1%
减持
LAMR
LAMAR ADVERTISING CO NEW
-$6.2M
491,041
-17%
减持
TSCO
TRACTOR SUPPLY CO
+$5.9M
3,065,991
-7%
减持
—
JACOBS ENGR GROUP INC
-$5.4M
4,788,311
-0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$5.3M
576,848
+17%
增持
—
II-VI INC
-$5.3M
642,577
+7%
增持
LULU
LULULEMON ATHLETICA INC
+$5.0M
76,598
+8%
减持
—
GARMIN LTD
-$4.8M
381,571
-14%
增持
—
ONESPAWORLD HOLDINGS LIMITED
+$4.7M
2,427,421
+20%
增持
FORM
FORMFACTOR INC
+$4.1M
1,065,714
+9%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$3.8M
86,346
-23%
减持
SPGI
S&P GLOBAL INC
-$3.7M
2,952
-76%
增持
—
STERIS PLC
-$3.2M
1,600,894
+0%
建仓
—
BROOKFIELD RENEWABLE PARTNER
+$2.7M
72,425
增持
INTC
INTEL CORP
+$2.5M
725,516
+13%
减持
EL
LAUDER ESTEE COS INC
-$2.2M
76,883
-3%
增持
—
SPOTIFY TECHNOLOGY S A
-$2.1M
115,627
+13%
清仓
DOCS
DOXIMITY INC
-$1.7M
0
-100%
减持
APH
AMPHENOL CORP NEW
-$1.6M
7,255,762
-7%
增持
—
CREE INC
+$1.4M
112,123
+43%
建仓
GPN
GLOBAL PMTS INC
+$1.4M
8,674
建仓
ZUMZ
ZUMIEZ INC
+$1.3M
33,541
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.3M
3,835
+269%
减持
BX
BLACKSTONE INC
+$1.2M
83,304
-4%
减持
PHR
PHREESIA INC
-$923.0K
28,059
-35%
增持
SPSC
SPS COMM INC
+$876.1K
13,542
+3%
增持
—
PERFICIENT INC
+$769.9K
20,085
+4%
增持
KAI
KADANT INC
+$621.5K
13,796
+11%
增持
—
ATI PHYSICAL THERAPY INC
-$590.7K
117,514
+8%
增持
—
USHG ACQUISITION CORP
+$583.3K
1,024,841
+7%
增持
GSHD
GOOSEHEAD INS INC
+$441.4K
13,109
+7%
增持
—
POSHMARK INC
-$428.1K
36,733
+35%
增持
RPAY
REPAY HLDGS CORP
+$362.8K
83,436
+29%
增持
TFIN
TRIUMPH BANCORP INC
+$329.4K
10,724
+7%
增持
TTMI
TTM TECHNOLOGIES INC
+$328.8K
2,042,857
+15%
增持
SSTI
SHOTSPOTTER INC
-$320.2K
47,130
+13%
增持
SIBN
SI-BONE INC
-$318.5K
40,329
+7%
减持
—
DIGIMARC CORP NEW
-$302.3K
13,663
-41%
增持
—
ARCO PLATFORM LTD
-$263.7K
38,567
+7%
增持
—
HESKA CORP
+$248.9K
7,747
+1%
减持
CEVA
CEVA INC
-$217.4K
8,064
-32%
增持
—
ALTAIR ENGR INC
+$208.1K
27,123
+13%
增持
CYRX
CRYOPORT INC
+$200.4K
25,656
+7%
清仓
PRLB
PROTO LABS INC
-$200.2K
0
-100%
增持
CWST
CASELLA WASTE SYS INC
+$199.0K
11,824
+7%
增持
—
DUCK CREEK TECHNOLOGIES INC
+$186.8K
42,712
+9%
减持
DAVA
ENDAVA PLC
-$159.1K
6,417
-29%
减持
TENB
TENABLE HLDGS INC
-$158.6K
23,063
-22%