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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 21
增持 68
减持 49
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
QQQ
INVESCO QQQ TR
+$2.65B
6,670,800
增持
MORN
MORNINGSTAR INC
+$580.6M
4,850,288
+17%
增持
LYV
LIVE NATION ENTERTAINMENT IN
+$501.1M
6,224,219
+133%
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。
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$480.4M
15,734,073
+35%
增持
MLM
MARTIN MARIETTA MATLS INC
+$367.1M
3,505,954
+2%
增持
FAST
FASTENAL CO
+$337.4M
6,465,002
+335%
减持
—
EVERBRIDGE INC
-$325.5M
3,691,050
-3%
减持
—
CLARIVATE PLC
-$312.0M
35,932,673
-32%
增持
BRO
BROWN & BROWN INC
+$287.1M
18,275,989
+2%
增持
MRVI
MARAVAI LIFESCIENCES HLDGS I
+$265.8M
20,542,503
+69%
增持
TDG
TRANSDIGM GROUP INC
+$259.1M
411,333
+9640%
减持
AVY
AVERY DENNISON CORP
-$231.4M
1,967,250
-38%
增持
—
APOLLO GLOBAL MGMT INC
+$230.5M
3,722,414
+487%
建仓
—
PERIMETER SOLUTIONS SA
+$194.2M
13,978,869
增持
CDW
CDW CORP
+$192.1M
7,016,322
+3%
减持
CINF
CINCINNATI FINL CORP
-$190.7M
3,131,880
-35%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$185.8M
2,276,745
+21%
减持
ULTA
ULTA BEAUTY INC
-$170.4M
155,807
-76%
增持
ILMN
ILLUMINA INC
+$149.0M
749,656
+123%
建仓
PTLO
PORTILLOS INC
+$141.6M
3,771,957
增持
RH
RH
+$122.2M
423,889
+169%
增持
GPN
GLOBAL PMTS INC
+$120.3M
900,000
+10276%
增持
V
VISA INC
+$117.9M
1,786,296
+48%
减持
RGEN
REPLIGEN CORP
-$117.4M
959,670
-25%
增持
FRCB
FIRST REP BK SAN FRANCISCO C
+$113.8M
3,157,085
+13%
建仓
MA
MASTERCARD INCORPORATED
+$109.0M
303,240
增持
FIS
FIDELITY NATL INFORMATION SV
-$104.5M
9,174,122
+1%
增持
QCOM
QUALCOMM INC
+$102.3M
1,475,083
+14%
增持
TRMB
TRIMBLE INC
+$100.8M
4,076,035
+32%
建仓
—
ON HLDG AG
+$100.5M
2,658,563
减持
ACCD
ACCOLADE INC
-$94.4M
1,121,160
-62%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
+$91.8M
5,705,858
-2%
减持
POOL
POOL CORP
+$91.4M
842,687
-5%
增持
—
STERIS PLC
+$89.8M
1,712,380
+7%
增持
—
SENSATA TECHNOLOGIES HLDG PL
+$86.1M
9,318,027
+4%
建仓
ZD
ZIFF DAVIS INC
+$86.0M
775,877
清仓
MTN
VAIL RESORTS INC
-$85.8M
0
-100%
增持
—
JACOBS ENGR GROUP INC
+$85.6M
5,172,939
+8%
增持
ROL
ROLLINS INC
+$85.4M
3,886,476
+189%
增持
—
CERIDIAN HCM HLDG INC
+$83.2M
12,263,210
+15%
减持
APH
AMPHENOL CORP NEW
+$82.3M
7,015,722
-3%
减持
WMS
ADVANCED DRAIN SYS INC DEL
-$81.4M
2,174,840
-38%
增持
PINS
PINTEREST INC
+$80.6M
2,939,500
+470%
建仓
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$76.0M
603,465
建仓
CRNC
CERENCE INC
+$73.6M
960,149
减持
TSCO
TRACTOR SUPPLY CO
-$72.3M
2,300,395
-25%
增持
MKC
MCCORMICK & CO INC
+$70.3M
819,818
+647%
减持
LZ
LEGALZOOM COM INC
-$69.8M
289,710
-90%
增持
—
SIGNET JEWELERS LIMITED
+$69.3M
5,541,332
+6%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$69.2M
847,787
-30%
减持
SAIA
SAIA INC
+$64.7M
1,098,955
-14%
清仓
TFX
TELEFLEX INCORPORATED
-$64.4M
0
-100%
增持
GOOG
ALPHABET INC
+$58.3M
53,599
+48%
增持
XRAY
DENTSPLY SIRONA INC
+$55.1M
1,622,532
+166%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$53.5M
321,522
-31%
增持
—
DUCKHORN PORTFOLIO INC
+$52.8M
6,241,006
+54%
减持
QRVO
QORVO INC
-$51.6M
971,008
-20%
清仓
HLMN
HILLMAN SOLUTIONS CORP
-$49.0M
0
-100%
减持
—
BTRS HOLDINGS INC
-$48.8M
85,184
-98%
减持
RVTY
PERKINELMER INC
-$47.7M
6,222,710
-17%
增持
CNM
CORE & MAIN INC
+$46.5M
8,620,732
+5%
减持
GDDY
GODADDY INC
-$45.2M
7,806,708
-23%
减持
SCI
SERVICE CORP INTL
-$42.0M
3,034,829
-29%
减持
AVGO
BROADCOM INC
-$41.9M
87,701
-58%
建仓
NEOG
NEOGEN CORP
+$41.5M
914,208
清仓
PTC
PTC INC
-$41.1M
0
-100%
增持
AEO
AMERICAN EAGLE OUTFITTERS IN
+$40.5M
21,593,679
+10%
清仓
WOOF
PETCO HEALTH & WELLNESS CO I
-$40.5M
0
-100%
建仓
AME
AMETEK INC
+$39.7M
270,041
增持
—
BROOKFIELD RENEWABLE PARTNER
+$37.9M
1,134,275
+1466%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$36.7M
840,422
+46%
清仓
MS
MORGAN STANLEY
-$36.2M
0
-100%
减持
WSM
WILLIAMS SONOMA INC
-$34.1M
1,731,187
-6%
建仓
PAY
PAYMENTUS HOLDINGS INC
+$33.7M
963,628
增持
WAB
WABTEC
+$33.5M
2,211,775
+12%
增持
CSGP
COSTAR GROUP INC
+$33.3M
2,090,776
+36%
减持
PYPL
PAYPAL HLDGS INC
-$32.4M
362,677
-6%
减持
MIDD
MIDDLEBY CORP
-$30.6M
359,800
-40%
增持
MHK
MOHAWK INDS INC
+$30.2M
433,096
+58%
增持
—
SOUTHSTATE CORPORATION
+$29.4M
3,430,784
+4%
清仓
SHAK
SHAKE SHACK INC
-$28.2M
0
-100%
减持
WAT
WATERS CORP
-$28.1M
75,087
-52%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$28.1M
1,029,562
-54%
建仓
CMP
COMPASS MINERALS INTL INC
+$27.5M
539,072
减持
META
META PLATFORMS INC
-$25.4M
26,630
-74%
建仓
—
GLOBALFOUNDRIES INC
+$25.1M
385,852
建仓
AZTA
AZENTA INC
+$24.1M
233,344
清仓
EL
LAUDER ESTEE COS INC
-$23.1M
0
-100%
清仓
LEVI
LEVI STRAUSS & CO NEW
-$22.9M
0
-100%
建仓
STGW
STAGWELL INC
+$21.7M
2,507,784
减持
—
GARMIN LTD
-$21.7M
276,155
-28%
减持
TRU
TRANSUNION
+$21.4M
6,393,039
-3%
减持
ANSS
ANSYS INC
-$20.6M
104,190
-43%
增持
—
FRANCHISE GROUP INC
+$20.2M
770,927
+37%
增持
MSFT
MICROSOFT CORP
+$16.5M
165,959
+19%
减持
DLX
DELUXE CORP
-$16.2M
1,533,350
-16%
建仓
—
WOLFSPEED INC
+$15.5M
138,576
减持
DHR
DANAHER CORPORATION
-$15.4M
582,811
-14%
减持
FTV
FORTIVE CORP
+$15.2M
3,667,472
-2%
增持
TTC
TORO CO
+$14.8M
4,626,911
+1%
清仓
—
SKILLSOFT CORP
-$10.7M
0
-100%
增持
—
II-VI INC
+$9.8M
701,077
+9%
减持
TTMI
TTM TECHNOLOGIES INC
-$9.6M
1,079,921
-47%
清仓
—
CREE INC
-$9.1M
0
-100%
增持
—
ONESPAWORLD HOLDINGS LIMITED
+$8.9M
3,307,902
+36%
建仓
OMCL
OMNICELL COM
+$8.9M
49,184
增持
—
BROOKFIELD INFRAST PARTNERS
+$8.1M
655,599
+16%
增持
—
ACCENTURE PLC IRELAND
+$7.5M
67,610
+5%
减持
GFF
GRIFFON CORP
-$7.1M
429,605
-45%
增持
IRDM
IRIDIUM COMMUNICATIONS INC
+$7.1M
1,208,248
+13%
增持
—
NCINO INC
-$6.3M
488,091
+5%
增持
LULU
LULULEMON ATHLETICA INC
+$5.9M
94,230
+23%
减持
INTC
INTEL CORP
-$4.6M
661,419
-9%
增持
—
COUPA SOFTWARE INC
+$4.0M
1,963,876
+40%
减持
IDXX
IDEXX LABS INC
+$3.4M
105,823
-1%
减持
—
IHS MARKIT LTD
+$3.3M
529,084
-8%
减持
PAYX
PAYCHEX INC
-$3.1M
4,186,625
-18%
减持
LAMR
LAMAR ADVERTISING CO NEW
-$3.1M
433,713
-12%
减持
BX
BLACKSTONE INC
-$2.9M
52,236
-37%
增持
LIND
LINDBLAD EXPEDITIONS HLDGS I
+$2.5M
2,427,145
+0%
增持
QTRX
QUANTERIX CORP
-$2.1M
322,720
+2%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$2.0M
63,258
-27%
增持
—
POWERSCHOOL HOLDINGS INC
-$1.9M
14,333,927
+48%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.9M
7,319
+91%
增持
—
SUMMIT MATLS INC
+$1.6M
170,525
+5%
增持
—
SPOTIFY TECHNOLOGY S A
+$1.5M
117,722
+2%
增持
XMTR
XOMETRY INC
+$1.4M
34,796
+501%
减持
—
HESKA CORP
-$1.4M
3,253
-58%
增持
—
USHG ACQUISITION CORP
+$1.2M
1,044,272
+2%
建仓
ALKT
ALKAMI TECHNOLOGY INC
+$1.1M
54,528
建仓
AVNW
AVIAT NETWORKS INC
+$1.1M
33,984
建仓
SWIM
LATHAM GROUP INC
+$1.0M
41,859
增持
—
SEMRUSH HLDGS INC
+$994.6K
82,130
+164%
增持
—
EVO PMTS INC
+$921.7K
92,556
+51%
减持
GSHD
GOOSEHEAD INS INC
-$912.4K
8,332
-36%
增持
KNSL
KINSALE CAP GROUP INC
+$839.1K
10,161
+4%
减持
RCKY
ROCKY BRANDS INC
-$835.5K
30,433
-29%
增持
NRC
NATIONAL RESH CORP
+$798.3K
42,908
+84%
减持
SPSC
SPS COMM INC
-$796.5K
9,753
-28%
建仓
—
COVETRUS INC
+$788.0K
39,447
减持
ENTG
ENTEGRIS INC
+$739.5K
6,946,667
-9%
增持
FA
FIRST ADVANTAGE CORP NEW
+$735.5K
1,514,375
+3%
增持
TENB
TENABLE HLDGS INC
+$612.9K
30,446
+32%
增持
ADSK
AUTODESK INC
+$601.8K
297,812
+2%
增持
—
DUCK CREEK TECHNOLOGIES INC
-$599.6K
42,829
+0%
减持
TFIN
TRIUMPH BANCORP INC
-$547.8K
4,421
-59%
增持
PHR
PHREESIA INC
-$520.2K
29,057
+4%
增持
KAI
KADANT INC
+$494.2K
14,362
+4%
增持
—
NOVA LTD
+$485.0K
7,255
+28%
清仓
—
DIGIMARC CORP NEW
-$470.6K
0
-100%