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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 27
增持 50
减持 47
清仓 26
方向
标的
Δ市值
现股数(环比)
清仓
QQQ
INVESCO QQQ TR
-$2.65B
0
-100%
减持
MORN
MORNINGSTAR INC
-$528.6M
4,137,319
-15%
减持
—
CLARIVATE PLC
-$427.7M
24,906,686
-31%
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。
减持
AVY
AVERY DENNISON CORP
-$424.1M
11,435
-99%
减持
GDDY
GODADDY INC
-$398.4M
3,154,520
-60%
减持
CINF
CINCINNATI FINL CORP
-$323.9M
242,087
-92%
建仓
TECH
BIO-TECHNE CORP
+$302.5M
698,486
建仓
APO
APOLLO GLOBAL MGMT INC
+$280.1M
4,518,277
清仓
—
APOLLO GLOBAL MGMT INC
-$269.6M
0
-100%
增持
CSGP
COSTAR GROUP INC
+$258.6M
6,362,625
+204%
增持
—
CERIDIAN HCM HLDG INC
-$256.0M
14,994,453
+22%
减持
RVTY
PERKINELMER INC
-$251.3M
5,731,190
-8%
清仓
—
EVERBRIDGE INC
-$248.5M
0
-100%
增持
TRMB
TRIMBLE INC
+$235.8M
8,194,587
+101%
增持
ROL
ROLLINS INC
+$234.6M
10,486,980
+170%
清仓
RH
RH
-$227.2M
0
-100%
建仓
—
BROOKFIELD ASSET MGMT INC
+$200.3M
3,541,010
减持
PAYX
PAYCHEX INC
-$194.0M
2,765,743
-34%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$191.2M
14,645,579
-7%
减持
MRVI
MARAVAI LIFESCIENCES HLDGS I
-$187.1M
19,100,056
-7%
建仓
CRM
SALESFORCE COM INC
+$184.6M
869,532
减持
—
COUPA SOFTWARE INC
-$182.7M
1,256,466
-36%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$180.1M
2,485,554
+9%
减持
TDG
TRANSDIGM GROUP INC
-$178.6M
127,555
-69%
增持
AEO
AMERICAN EAGLE OUTFITTERS IN
-$178.3M
21,929,395
+2%
增持
CDW
CDW CORP
-$166.9M
7,098,510
+1%
减持
QCOM
QUALCOMM INC
-$166.8M
673,509
-54%
增持
FRCB
FIRST REP BK SAN FRANCISCO C
+$159.3M
5,004,573
+59%
减持
APH
AMPHENOL CORP NEW
-$158.3M
6,041,830
-14%
减持
WSM
WILLIAMS SONOMA INC
-$154.3M
955,342
-45%
减持
TRU
TRANSUNION
-$144.0M
5,942,643
-7%
建仓
INTU
INTUIT
+$128.6M
267,471
增持
LYV
LIVE NATION ENTERTAINMENT IN
+$125.2M
7,396,714
+19%
清仓
GPN
GLOBAL PMTS INC
-$121.7M
0
-100%
建仓
MTN
VAIL RESORTS INC
+$117.7M
452,376
增持
ANSS
ANSYS INC
+$114.3M
491,364
+372%
减持
SAIA
SAIA INC
-$107.8M
1,076,786
-2%
增持
—
SIGNET JEWELERS LIMITED
+$105.1M
8,079,589
+46%
清仓
—
ON HLDG AG
-$100.5M
0
-100%
增持
ENTG
ENTEGRIS INC
+$99.3M
8,090,333
+16%
清仓
XRAY
DENTSPLY SIRONA INC
-$90.5M
0
-100%
建仓
SHOP
SHOPIFY INC
+$89.0M
131,734
建仓
EQH
EQUITABLE HLDGS INC
+$88.1M
2,850,430
增持
INTC
INTEL CORP
+$87.9M
2,459,998
+272%
增持
LULU
LULULEMON ATHLETICA INC
+$84.2M
331,612
+252%
增持
NEOG
NEOGEN CORP
+$83.9M
4,068,056
+345%
减持
PTLO
PORTILLOS INC
-$83.4M
2,370,856
-37%
增持
—
JACOBS ENGR GROUP INC
+$81.1M
5,814,904
+12%
清仓
MKC
MCCORMICK & CO INC
-$79.2M
0
-100%
清仓
MHK
MOHAWK INDS INC
-$78.9M
0
-100%
增持
—
SENSATA TECHNOLOGIES HLDG PL
-$78.0M
9,769,589
+5%
减持
RGEN
REPLIGEN CORP
-$77.3M
940,504
-2%
增持
MLM
MARTIN MARIETTA MATLS INC
-$75.5M
3,816,405
+9%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$74.5M
212,617
-79%
增持
WAB
WABTEC
+$74.1M
2,888,829
+31%
清仓
CRNC
CERENCE INC
-$73.6M
0
-100%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$73.0M
1,122,717
+86%
清仓
—
IHS MARKIT LTD
-$70.3M
0
-100%
减持
QRVO
QORVO INC
-$69.4M
664,704
-32%
清仓
PYPL
PAYPAL HLDGS INC
-$68.4M
0
-100%
增持
POOL
POOL CORP
-$68.4M
966,232
+15%
增持
—
BROOKFIELD RENEWABLE PARTNER
+$67.2M
2,623,915
+131%
清仓
ULTA
ULTA BEAUTY INC
-$64.2M
0
-100%
增持
SPGI
S&P GLOBAL INC
+$63.7M
158,707
+5276%
减持
FTV
FORTIVE CORP
-$59.5M
3,615,524
-1%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$57.9M
127,128
增持
FIS
FIDELITY NATL INFORMATION SV
-$55.6M
9,418,149
+3%
增持
BRO
BROWN & BROWN INC
+$55.4M
18,539,433
+1%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
-$55.1M
6,038,789
+6%
建仓
MOS
MOSAIC CO NEW
+$54.3M
816,497
建仓
MTB
M & T BK CORP
+$54.0M
318,559
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$53.5M
457,062
-46%
建仓
VFC
V F CORP
+$50.4M
886,674
减持
SWKS
SKYWORKS SOLUTIONS INC
-$49.6M
615,013
-27%
建仓
—
WHITE MTNS INS GROUP LTD
+$46.8M
41,207
减持
SCI
SERVICE CORP INTL
-$44.6M
2,595,640
-14%
建仓
PTC
PTC INC
+$43.1M
400,556
增持
LAMR
LAMAR ADVERTISING CO NEW
+$43.1M
823,950
+90%
增持
MIDD
MIDDLEBY CORP
+$42.4M
690,159
+92%
减持
ZD
ZIFF DAVIS INC
-$41.8M
456,686
-41%
建仓
DOCU
DOCUSIGN INC
+$40.8M
381,151
清仓
AME
AMETEK INC
-$39.7M
0
-100%
建仓
—
CARNIVAL CORP
+$39.0M
1,930,000
减持
ADSK
AUTODESK INC
-$38.6M
210,492
-29%
增持
IRDM
IRIDIUM COMMUNICATIONS INC
+$37.7M
2,171,634
+80%
减持
—
GARMIN LTD
-$37.3M
2,325
-99%
增持
ILMN
ILLUMINA INC
+$37.0M
922,187
+23%
增持
WMS
ADVANCED DRAIN SYS INC DEL
-$36.9M
2,181,725
+0%
减持
TSCO
TRACTOR SUPPLY CO
-$36.8M
2,194,208
-5%
建仓
TROW
PRICE T ROWE GROUP INC
+$33.7M
222,824
建仓
CW
CURTISS WRIGHT CORP
+$33.5M
222,883
增持
GOOG
ALPHABET INC
+$31.6M
66,833
+25%
增持
—
ACCENTURE PLC IRELAND
+$29.8M
171,434
+154%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$29.5M
313,308
-3%
减持
ACCD
ACCOLADE INC
-$29.1M
26,186
-98%
增持
DHR
DANAHER CORPORATION
+$28.4M
750,407
+29%
清仓
WAT
WATERS CORP
-$28.0M
0
-100%
减持
—
STERIS PLC
-$27.8M
1,609,050
-6%
清仓
—
NCINO INC
-$26.8M
0
-100%
减持
PAY
PAYMENTUS HOLDINGS INC
-$26.5M
343,216
-64%
增持
—
DUCKHORN PORTFOLIO INC
-$26.2M
6,566,913
+5%
减持
—
PERIMETER SOLUTIONS SA
-$25.0M
13,971,691
-0%
增持
—
COVETRUS INC
+$24.6M
1,513,820
+3738%
减持
AVGO
BROADCOM INC
-$24.2M
54,192
-38%
清仓
AZTA
AZENTA INC
-$24.1M
0
-100%
增持
FAST
FASTENAL CO
+$23.0M
7,359,094
+14%
建仓
—
CAPRI HOLDINGS LIMITED
+$21.3M
415,226
增持
CNM
CORE & MAIN INC
+$20.0M
11,639,083
+35%
增持
—
ONESPAWORLD HOLDINGS LIMITED
+$17.9M
5,003,277
+51%
减持
—
BROOKFIELD INFRAST PARTNERS
-$17.2M
342,224
-48%
建仓
WWW
WOLVERINE WORLD WIDE INC
+$16.3M
720,934
清仓
TTMI
TTM TECHNOLOGIES INC
-$16.1M
0
-100%
建仓
SGI
TEMPUR SEALY INTL INC
+$15.4M
552,158
减持
—
II-VI INC
-$15.0M
454,479
-35%
减持
DLX
DELUXE CORP
-$14.0M
1,163,741
-24%
建仓
TFC
TRUIST FINL CORP
+$13.8M
243,575
清仓
QTRX
QUANTERIX CORP
-$13.7M
0
-100%
增持
IDXX
IDEXX LABS INC
+$13.6M
152,283
+44%
增持
V
VISA INC
+$12.4M
1,801,613
+1%
减持
—
FRANCHISE GROUP INC
-$12.4M
672,076
-13%
增持
TTC
TORO CO
-$11.8M
5,269,614
+14%
减持
—
POWERSCHOOL HOLDINGS INC
-$11.8M
13,586,678
-5%
减持
GFF
GRIFFON CORP
-$10.8M
70,324
-84%
减持
FORM
FORMFACTOR INC
-$10.7M
684,917
-21%
建仓
TXG
10X GENOMICS INC
+$10.4M
136,867
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$10.2M
41,630
-34%
增持
MSFT
MICROSOFT CORP
+$10.0M
213,410
+29%
减持
—
GLOBALFOUNDRIES INC
-$9.5M
250,111
-35%
增持
—
WOLFSPEED INC
+$9.4M
218,843
+58%
增持
CMP
COMPASS MINERALS INTL INC
+$9.4M
588,175
+9%
增持
—
SPOTIFY TECHNOLOGY S A
-$9.0M
122,916
+4%
清仓
META
META PLATFORMS INC
-$9.0M
0
-100%
清仓
OMCL
OMNICELL COM
-$8.9M
0
-100%
增持
PINS
PINTEREST INC
+$8.7M
4,693,960
+60%
减持
MA
MASTERCARD INCORPORATED
-$7.0M
285,248
-6%
增持
AVNW
AVIAT NETWORKS INC
+$5.5M
213,394
+528%
建仓
—
CAMBIUM NETWORKS CORP
+$5.2M
219,231
清仓
LZ
LEGALZOOM COM INC
-$4.7M
0
-100%
减持
FA
FIRST ADVANTAGE CORP NEW
-$4.2M
1,218,178
-20%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$3.8M
0
-100%
增持
STGW
STAGWELL INC
-$3.1M
2,578,776
+3%
减持
—
SOUTHSTATE CORPORATION
+$2.6M
3,400,278
-1%
清仓
—
SEMRUSH HLDGS INC
-$1.7M
0
-100%
建仓
NKE
NIKE INC
+$1.2M
9,192
清仓
PHR
PHREESIA INC
-$1.2M
0
-100%
建仓
EL
LAUDER ESTEE COS INC
+$1.2M
4,234
清仓
GSHD
GOOSEHEAD INS INC
-$1.1M
0
-100%
增持
—
SUMMIT MATLS INC
-$970.0K
189,142
+11%
建仓
CHEF
CHEFS WHSE INC
+$956.0K
29,329
减持
—
USHG ACQUISITION CORP
-$922.0K
1,002,032
-4%