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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 15
增持 66
减持 48
清仓 21
方向
标的
Δ市值
现股数(环比)
建仓
QQQ
INVESCO QQQ TR
+$2.43B
8,665,100
建仓
IWM
ISHARES TR
+$1.51B
8,899,000
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$492.2M
10,444,122
-29%
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
CSGP
COSTAR GROUP INC
-$396.4M
454,338
-93%
增持
IDXX
IDEXX LABS INC
+$342.9M
1,215,127
+698%
减持
TDY
TELEDYNE TECHNOLOGIES INC
-$281.8M
2,380,566
-4%
增持
MLM
MARTIN MARIETTA MATLS INC
-$273.6M
3,994,483
+5%
增持
MIDD
MIDDLEBY CORP
+$246.3M
2,867,622
+316%
增持
BRO
BROWN & BROWN INC
-$235.5M
18,929,929
+2%
减持
—
CLARIVATE PLC
-$225.7M
13,834,832
-44%
减持
TRU
TRANSUNION
-$214.7M
4,993,209
-16%
增持
QCOM
QUALCOMM INC
+$203.2M
2,396,852
+256%
清仓
—
BROOKFIELD ASSET MGMT INC
-$200.3M
0
-100%
增持
SCI
SERVICE CORP INTL
+$181.2M
5,092,867
+96%
减持
RGEN
REPLIGEN CORP
-$176.2M
4,418
-100%
增持
ENTG
ENTEGRIS INC
-$171.7M
9,662,561
+19%
减持
AEO
AMERICAN EAGLE OUTFITTERS IN
-$170.1M
17,735,677
-19%
建仓
BHP
BHP GROUP LTD
+$164.3M
2,925,000
增持
TECH
BIO-TECHNE CORP
+$155.6M
1,321,431
+89%
增持
ANSS
ANSYS INC
+$151.9M
1,286,875
+162%
清仓
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$149.0M
0
-100%
减持
MORN
MORNINGSTAR INC
-$139.2M
4,097,822
-1%
减持
PAYX
PAYCHEX INC
-$133.8M
2,139,412
-23%
增持
MRVI
MARAVAI LIFESCIENCES HLDGS I
-$130.6M
19,114,926
+0%
增持
SGI
TEMPUR SEALY INTL INC
+$130.0M
6,806,133
+1133%
清仓
—
COUPA SOFTWARE INC
-$127.7M
0
-100%
增持
CDW
CDW CORP
-$125.0M
7,265,848
+2%
减持
—
JACOBS ENGR GROUP INC
-$121.6M
5,347,135
-8%
增持
PTC
PTC INC
+$121.4M
1,547,821
+286%
减持
SAIA
SAIA INC
-$118.3M
767,389
-29%
减持
TRMB
TRIMBLE INC
-$116.2M
8,157,044
-0%
减持
—
POWERSCHOOL HOLDINGS INC
-$97.4M
10,529,966
-22%
增持
SPGI
S&P GLOBAL INC
+$93.1M
469,247
+196%
减持
WMS
ADVANCED DRAIN SYS INC DEL
-$92.3M
1,853,398
-15%
清仓
SHOP
SHOPIFY INC
-$89.0M
0
-100%
清仓
EQH
EQUITABLE HLDGS INC
-$88.1M
0
-100%
增持
—
SENSATA TECHNOLOGIES HLDG PL
-$87.7M
9,902,793
+1%
减持
INTC
INTEL CORP
-$86.5M
945,844
-62%
建仓
FCX
FREEPORT-MCMORAN INC
+$76.1M
2,600,000
建仓
ECL
ECOLAB INC
+$73.5M
478,262
增持
TSCO
TRACTOR SUPPLY CO
-$73.4M
2,262,752
+3%
减持
CRM
SALESFORCE INC
-$73.1M
675,815
-22%
建仓
SHW
SHERWIN WILLIAMS CO
+$72.7M
324,607
增持
FIS
FIDELITY NATL INFORMATION SV
-$71.8M
9,533,813
+1%
减持
GDDY
GODADDY INC
-$67.6M
2,824,411
-10%
减持
—
STERIS PLC
-$65.9M
1,567,525
-3%
增持
WAB
WABTEC
+$65.6M
4,184,542
+45%
减持
INTU
INTUIT
-$63.3M
169,501
-37%
增持
LYV
LIVE NATION ENTERTAINMENT IN
-$62.8M
9,775,997
+32%
增持
ROL
ROLLINS INC
+$62.6M
12,317,919
+17%
建仓
CTAS
CINTAS CORP
+$61.1M
163,648
增持
MTN
VAIL RESORTS INC
+$59.6M
813,147
+80%
建仓
MCO
MOODYS CORP
+$54.7M
200,992
增持
ILMN
ILLUMINA INC
-$54.6M
1,451,574
+57%
清仓
MOS
MOSAIC CO NEW
-$54.3M
0
-100%
清仓
MTB
M & T BK CORP
-$54.0M
0
-100%
增持
RVTY
PERKINELMER INC
+$53.9M
7,409,141
+29%
增持
—
CERIDIAN HCM HLDG INC
-$53.5M
20,634,489
+38%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
-$48.7M
6,350,882
+5%
增持
—
SIGNET JEWELERS LIMITED
-$46.6M
10,115,606
+25%
减持
V
VISA INC
-$45.1M
1,800,139
-0%
增持
APH
AMPHENOL CORP NEW
-$44.2M
6,384,536
+6%
清仓
ZD
ZIFF DAVIS INC
-$44.2M
0
-100%
建仓
TRIP
TRIPADVISOR INC
+$43.4M
2,440,507
增持
APO
APOLLO GLOBAL MGMT INC
-$41.9M
4,913,790
+9%
增持
—
ACCENTURE PLC IRELAND
+$38.3M
346,246
+102%
清仓
CMP
COMPASS MINERALS INTL INC
-$36.9M
0
-100%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$36.1M
1,498,461
+82%
减持
WSM
WILLIAMS SONOMA INC
-$34.5M
937,544
-2%
减持
DLX
DELUXE CORP
-$34.4M
35,675
-97%
清仓
TROW
PRICE T ROWE GROUP INC
-$33.7M
0
-100%
清仓
CINF
CINCINNATI FINL CORP
-$32.9M
0
-100%
减持
LULU
LULULEMON ATHLETICA INC
-$32.8M
323,880
-2%
减持
CNM
CORE & MAIN INC
-$32.5M
11,168,290
-4%
减持
DHR
DANAHER CORPORATION
-$32.4M
740,469
-1%
增持
FAST
FASTENAL CO
-$31.6M
8,122,644
+10%
减持
PTLO
PORTILLOS INC
-$29.3M
1,771,233
-25%
增持
—
WHITE MTNS INS GROUP LTD
+$28.0M
60,022
+46%
增持
—
DUCKHORN PORTFOLIO INC
+$27.4M
6,971,781
+6%
建仓
GPK
GRAPHIC PACKAGING HLDG CO
+$27.3M
1,330,912
增持
CW
CURTISS WRIGHT CORP
+$27.2M
459,459
+106%
减持
—
CARNIVAL CORP
-$27.1M
1,380,000
-28%
增持
PINS
PINTEREST INC
-$26.6M
4,895,449
+4%
减持
—
FRANCHISE GROUP INC
-$26.5M
37,895
-94%
减持
FTV
FORTIVE CORP
-$26.5M
3,564,387
-1%
减持
—
COVETRUS INC
-$24.2M
59,274
-96%
减持
FA
FIRST ADVANTAGE CORP NEW
-$23.9M
58,473
-95%
清仓
—
CAPRI HOLDINGS LIMITED
-$21.3M
0
-100%
减持
—
PERIMETER SOLUTIONS SA
-$21.3M
13,646,198
-2%
减持
—
SOUTHSTATE CORPORATION
-$20.8M
3,325,978
-2%
减持
—
BROOKFIELD RENEWABLE PARTNER
-$17.8M
2,585,985
-1%
减持
MA
MASTERCARD INCORPORATED
-$17.8M
266,827
-6%
减持
LIND
LINDBLAD EXPEDITIONS HLDGS I
-$17.6M
2,481,711
-1%
增持
NEOG
NEOGEN CORP
+$17.2M
5,921,955
+46%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$17.0M
309,414
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$16.7M
786,927
+72%
建仓
SLAB
SILICON LABORATORIES INC
+$16.5M
117,480
增持
WWW
WOLVERINE WORLD WIDE INC
+$15.5M
1,575,080
+118%
建仓
ZTS
ZOETIS INC
+$15.3M
88,904
减持
—
II-VI INC
-$14.9M
353,805
-22%
清仓
TFC
TRUIST FINL CORP
-$13.8M
0
-100%
增持
FRCB
FIRST REP BK SAN FRANCISCO C
-$13.5M
5,531,945
+11%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$13.4M
5,085
-98%
增持
—
ONESPAWORLD HOLDINGS LIMITED
-$12.9M
5,324,062
+6%
增持
POOL
POOL CORP
+$12.7M
1,199,504
+24%
增持
VFC
V F CORP
+$12.7M
1,428,110
+61%
增持
DOCU
DOCUSIGN INC
-$12.6M
491,936
+29%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$12.4M
0
-100%
增持
QRVO
QORVO INC
-$11.6M
752,114
+13%
增持
SWKS
SKYWORKS SOLUTIONS INC
-$11.2M
764,113
+24%
清仓
TXG
10X GENOMICS INC
-$10.4M
0
-100%
增持
MSFT
MICROSOFT CORP
-$9.4M
219,574
+3%
增持
STGW
STAGWELL INC
+$8.8M
5,065,885
+96%
建仓
A
AGILENT TECHNOLOGIES INC
+$8.4M
70,429
清仓
PAY
PAYMENTUS HOLDINGS INC
-$7.2M
0
-100%
减持
—
SPOTIFY TECHNOLOGY S A
-$7.2M
121,032
-2%
增持
TTC
TORO CO
+$6.9M
6,034,637
+15%
增持
—
BROOKFIELD INFRAST PARTNERS
-$6.7M
418,087
+22%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$6.1M
140,581
增持
GOOG
ALPHABET INC
-$5.5M
82,801
+24%
清仓
—
CAMBIUM NETWORKS CORP
-$5.2M
0
-100%
增持
IRDM
IRIDIUM COMMUNICATIONS INC
-$5.1M
2,194,964
+1%
清仓
AMZN
AMAZON COM INC
-$4.9M
0
-100%
增持
—
WOLFSPEED INC
-$4.2M
326,551
+49%
增持
—
GLOBALFOUNDRIES INC
-$4.1M
285,615
+14%
增持
AVGO
BROADCOM INC
+$3.4M
77,176
+42%
增持
AVNW
AVIAT NETWORKS INC
+$3.2M
391,281
+83%
增持
TDG
TRANSDIGM GROUP INC
-$2.9M
149,369
+17%
清仓
AVY
AVERY DENNISON CORP
-$2.0M
0
-100%
增持
BX
BLACKSTONE INC
-$1.8M
52,104
+1%
增持
FORM
FORMFACTOR INC
-$1.7M
699,691
+2%
建仓
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$1.7M
36,414
增持
BOOT
BOOT BARN HLDGS INC
+$958.0K
21,161
+301%
增持
—
SUMMIT MATLS INC
-$794.0K
218,142
+15%
减持
SWIM
LATHAM GROUP INC
-$782.0K
14,636
-78%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$774.0K
160,346
+26%
清仓
—
DUCK CREEK TECHNOLOGIES INC
-$730.0K
0
-100%
增持
ADSK
AUTODESK INC
+$699.0K
266,446
+27%
减持
GFF
GRIFFON CORP
-$695.0K
25,465
-64%
减持
ZUMZ
ZUMIEZ INC
-$660.0K
39,878
-10%
减持
—
USHG ACQUISITION CORP
-$631.0K
991,953
-1%
增持
CYRX
CRYOPORT INC
+$566.0K
60,526
+61%
减持
SPT
SPROUT SOCIAL INC
-$533.0K
5,102
-51%
减持
—
ALTAIR ENGR INC
-$483.0K
27,857
-8%
减持
CWST
CASELLA WASTE SYS INC
-$470.0K
11,021
-24%
增持
CHEF
CHEFS WHSE INC
+$464.0K
36,516
+25%
清仓
ACCD
ACCOLADE INC
-$460.0K
0
-100%
增持
KNSL
KINSALE CAP GROUP INC
+$406.0K
11,478
+17%
增持
TENB
TENABLE HLDGS INC
-$401.0K
33,761
+1%
减持
SIBN
SI-BONE INC
-$394.0K
41,841
-0%