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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 27
增持 44
减持 67
清仓 12
方向
标的
Δ市值
现股数(环比)
清仓
—
JACOBS ENGR GROUP INC
-$679.8M
0
-100%
建仓
J
JACOBS SOLUTIONS INC
+$569.1M
5,245,205
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$555.4M
1,070,765
-90%
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
FIS
FIDELITY NATL INFORMATION SV
-$430.4M
5,869,789
-38%
减持
TRU
TRANSUNION
-$358.3M
690,769
-86%
建仓
AAPL
APPLE INC
+$283.3M
2,050,000
增持
IWM
ISHARES TR
+$268.7M
10,767,800
+21%
减持
FAST
FASTENAL CO
-$263.3M
3,087,523
-62%
增持
—
CERIDIAN HCM HLDG INC
+$230.0M
21,500,521
+4%
减持
QQQ
INVESCO QQQ TR
-$218.5M
8,269,500
-5%
减持
—
SENSATA TECHNOLOGIES HLDG PL
-$213.9M
5,236,010
-47%
减持
QCOM
QUALCOMM INC
-$203.7M
906,590
-62%
减持
AEO
AMERICAN EAGLE OUTFITTERS IN
-$198.0M
26,619
-100%
增持
WAB
WABTEC
+$183.1M
6,472,333
+55%
增持
PTC
PTC INC
+$182.1M
3,314,278
+114%
清仓
BHP
BHP GROUP LTD
-$164.3M
0
-100%
增持
MIDD
MIDDLEBY CORP
+$152.5M
3,994,835
+39%
清仓
SAIA
SAIA INC
-$144.3M
0
-100%
减持
MORN
MORNINGSTAR INC
-$140.6M
4,005,018
-2%
增持
MTN
VAIL RESORTS INC
+$134.7M
1,446,837
+78%
减持
WMS
ADVANCED DRAIN SYS INC DEL
-$125.0M
336,817
-82%
减持
MRVI
MARAVAI LIFESCIENCES HLDGS I
-$123.1M
16,450,838
-14%
减持
FRCB
FIRST REP BK SAN FRANCISCO C
-$110.7M
5,262,136
-5%
减持
ANSS
ANSYS INC
-$106.8M
907,395
-29%
增持
TDY
TELEDYNE TECHNOLOGIES INC
-$89.6M
2,380,646
+0%
减持
V
VISA INC
-$89.5M
1,491,383
-17%
清仓
PINS
PINTEREST INC
-$88.9M
0
-100%
增持
ENTG
ENTEGRIS INC
-$83.3M
9,719,660
+1%
增持
SCI
SERVICE CORP INTL
+$79.5M
7,473,850
+47%
建仓
FBIN
FORTUNE BRANDS HOME & SEC IN
+$77.0M
1,433,890
清仓
FCX
FREEPORT-MCMORAN INC
-$76.1M
0
-100%
减持
IDXX
IDEXX LABS INC
-$74.6M
1,079,130
-11%
清仓
ECL
ECOLAB INC
-$73.5M
0
-100%
增持
GOOG
ALPHABET INC
+$71.2M
2,624,536
+3070%
减持
WSM
WILLIAMS SONOMA INC
-$69.6M
292,454
-69%
减持
MLM
MARTIN MARIETTA MATLS INC
+$69.3M
3,926,190
-2%
减持
—
STERIS PLC
-$67.3M
1,538,343
-2%
减持
PAYX
PAYCHEX INC
-$66.3M
1,579,878
-26%
减持
SPGI
S&P GLOBAL INC
-$63.8M
308,916
-34%
建仓
SPY
SPDR S&P 500 ETF TR
+$61.8M
173,100
增持
TRIP
TRIPADVISOR INC
+$61.8M
4,765,650
+95%
增持
CRM
SALESFORCE INC
+$61.3M
1,201,450
+78%
减持
—
WHITE MTNS INS GROUP LTD
-$57.7M
13,099
-78%
减持
QRVO
QORVO INC
-$56.7M
178,804
-76%
减持
TTC
TORO CO
+$56.5M
5,942,003
-2%
增持
—
GARMIN LTD
+$51.2M
640,648
+27455%
减持
FTV
FORTIVE CORP
-$50.2M
2,463,223
-31%
减持
CTAS
CINTAS CORP
-$48.4M
32,786
-80%
减持
—
DUCKHORN PORTFOLIO INC
-$47.3M
6,894,446
-1%
建仓
ELAN
ELANCO ANIMAL HEALTH INC
+$43.7M
3,520,000
减持
MCO
MOODYS CORP
-$40.4M
58,594
-71%
减持
GDDY
GODADDY INC
-$40.1M
2,206,209
-22%
减持
VFC
V F CORP
-$38.3M
829,070
-42%
减持
CDW
CDW CORP
-$38.0M
7,091,511
-2%
减持
TRMB
TRIMBLE INC
-$37.5M
8,061,516
-1%
增持
TECH
BIO-TECHNE CORP
-$37.4M
1,481,360
+12%
增持
—
PERIMETER SOLUTIONS SA
-$36.8M
13,877,265
+2%
建仓
CMP
COMPASS MINERALS INTL INC
+$34.4M
891,967
建仓
XRAY
DENTSPLY SIRONA INC
+$33.9M
1,194,845
减持
MA
MASTERCARD INCORPORATED
-$33.8M
177,298
-34%
建仓
TXN
TEXAS INSTRS INC
+$32.7M
211,322
建仓
ALV
AUTOLIV INC
+$31.2M
467,552
增持
ILMN
ILLUMINA INC
+$30.2M
1,561,013
+8%
减持
SHW
SHERWIN WILLIAMS CO
-$29.9M
208,865
-36%
建仓
AME
AMETEK INC
+$29.4M
259,092
增持
NEOG
NEOGEN CORP
-$29.2M
8,120,559
+37%
建仓
MHK
MOHAWK INDS INC
+$29.0M
318,301
减持
—
BROOKFIELD RENEWABLE PARTNER
-$28.7M
1,956,659
-24%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$28.7M
274,925
-11%
减持
APH
AMPHENOL CORP NEW
-$28.6M
5,711,456
-11%
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$28.3M
26,132
增持
LYV
LIVE NATION ENTERTAINMENT IN
-$28.0M
10,248,035
+5%
减持
—
SIGNET JEWELERS LIMITED
+$26.5M
9,918,908
-2%
减持
TSCO
TRACTOR SUPPLY CO
-$25.7M
2,221,384
-2%
增持
—
SPOTIFY TECHNOLOGY S A
+$22.4M
391,507
+223%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$22.4M
294,727
+84%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$21.7M
621,711
-21%
增持
DOCU
DOCUSIGN INC
+$21.4M
929,036
+89%
建仓
FICO
FAIR ISAAC CORP
+$20.5M
49,729
减持
BRO
BROWN & BROWN INC
+$20.0M
18,591,100
-2%
减持
AVGO
BROADCOM INC
-$19.9M
39,579
-49%
建仓
SOXX
ISHARES TR
+$19.0M
59,600
建仓
PYPL
PAYPAL HLDGS INC
+$18.6M
216,662
建仓
—
ALLEGION PLC
+$18.3M
204,486
建仓
FISV
FISERV INC
+$18.1M
193,871
清仓
—
II-VI INC
-$18.0M
0
-100%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$17.7M
305,742
+5913%
建仓
GPN
GLOBAL PMTS INC
+$16.9M
155,949
清仓
SLAB
SILICON LABORATORIES INC
-$16.5M
0
-100%
建仓
DOCS
DOXIMITY INC
+$16.0M
530,609
增持
—
ONESPAWORLD HOLDINGS LIMITED
+$16.0M
6,450,724
+21%
减持
MSFT
MICROSOFT CORP
-$15.8M
174,485
-21%
增持
—
CLARIVATE PLC
-$15.3M
18,795,941
+36%
增持
STGW
STAGWELL INC
+$15.1M
6,128,011
+21%
增持
NCNO
NCINO INC
+$14.9M
453,511
+2356%
建仓
CHD
CHURCH & DWIGHT CO INC
+$14.3M
200,098
减持
—
POWERSCHOOL HOLDINGS INC
-$14.1M
6,759,642
-36%
减持
SGI
TEMPUR SEALY INTL INC
-$13.6M
5,462,379
-20%
建仓
CINF
CINCINNATI FINL CORP
+$13.4M
149,251
建仓
COHR
COHERENT CORP
+$13.1M
375,921
减持
WWW
WOLVERINE WORLD WIDE INC
-$12.8M
1,232,679
-22%
减持
DHR
DANAHER CORPORATION
-$12.7M
677,610
-8%
增持
POOL
POOL CORP
+$12.2M
1,362,213
+14%
建仓
EXPD
EXPEDITORS INTL WASH INC
+$12.1M
137,337
减持
SWKS
SKYWORKS SOLUTIONS INC
-$10.3M
708,936
-7%
减持
FORM
FORMFACTOR INC
-$9.8M
689,231
-1%
增持
CNM
CORE & MAIN INC
+$9.7M
11,379,436
+2%
减持
LIND
LINDBLAD EXPEDITIONS HLDGS I
-$9.2M
1,616,385
-35%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
+$8.8M
5,604,283
-12%
建仓
TFX
TELEFLEX INCORPORATED
+$7.8M
38,796
增持
ROL
ROLLINS INC
+$7.0M
12,606,332
+2%
减持
CSGP
COSTAR GROUP INC
-$6.9M
295,331
-35%
减持
TDG
TRANSDIGM GROUP INC
-$6.6M
140,235
-6%
增持
—
ACCENTURE PLC IRELAND
-$6.5M
348,444
+1%
增持
CW
CURTISS WRIGHT CORP
+$6.5M
482,476
+5%
减持
LULU
LULULEMON ATHLETICA INC
-$6.2M
293,726
-9%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$6.1M
0
-100%
增持
INTC
INTEL CORP
+$5.7M
1,592,571
+68%
减持
IRDM
IRIDIUM COMMUNICATIONS INC
+$5.2M
1,974,688
-10%
建仓
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$5.0M
85,863
建仓
NOW
SERVICENOW INC
+$4.7M
12,412
增持
ZTS
ZOETIS INC
+$4.3M
132,333
+49%
减持
PTLO
PORTILLOS INC
-$4.0M
1,267,203
-28%
减持
—
GLOBALFOUNDRIES INC
-$3.4M
167,091
-41%
减持
—
SOUTHSTATE CORPORATION
+$3.3M
3,284,607
-1%
减持
ADSK
AUTODESK INC
-$2.9M
229,577
-14%
减持
—
BROOKFIELD INFRAST PARTNERS
-$2.7M
368,527
-12%
增持
APO
APOLLO GLOBAL MGMT INC
+$2.1M
5,167,858
+5%
减持
GPK
GRAPHIC PACKAGING HLDG CO
-$1.7M
1,295,212
-3%
清仓
MTSI
MACOM TECH SOLUTIONS HLDGS I
-$1.7M
0
-100%
增持
INTU
INTUIT
+$1.4M
172,274
+2%
增持
XMTR
XOMETRY INC
+$1.2M
41,239
+22%
增持
LAMR
LAMAR ADVERTISING CO NEW
-$1.1M
1,584,962
+6%
减持
RPAY
REPAY HLDGS CORP
-$1.0M
100,003
-26%
增持
—
EVO PMTS INC
+$1.0M
99,631
+2%
减持
RCKY
ROCKY BRANDS INC
-$848.0K
41,731
-15%
增持
ALKT
ALKAMI TECHNOLOGY INC
+$816.0K
99,355
+103%
清仓
RGEN
REPLIGEN CORP
-$717.0K
0
-100%
减持
—
FRANCHISE GROUP INC
-$597.0K
30,118
-21%
增持
—
PERFICIENT INC
-$571.0K
23,308
+2%
增持
—
MODEL N INC
+$570.0K
56,626
+6%
减持
KAI
KADANT INC
-$467.0K
17,975
-5%
减持
NRC
NATIONAL RESH CORP
-$458.0K
43,183
-24%
增持
A
AGILENT TECHNOLOGIES INC
+$391.0K
72,038
+2%
建仓
ENVX
ENOVIX CORPORATION
+$375.0K
20,455
增持
CYRX
CRYOPORT INC
-$368.0K
61,858
+2%
减持
—
USHG ACQUISITION CORP
-$364.0K
960,567
-3%
增持
BX
BLACKSTONE INC
-$362.0K
52,467
+1%
清仓
—
BTRS HOLDINGS INC
-$353.0K
0
-100%
减持
—
COVETRUS INC
-$347.0K
42,310
-29%