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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 21
增持 49
减持 60
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
QQQ
INVESCO QQQ TR
-$2.20B
42,400
-99%
减持
IWM
ISHARES TR
-$1.78B
2,081
-100%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$443.6M
0
-100%
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
MRVI
MARAVAI LIFESCIENCES HLDGS I
-$383.9M
2,524,793
-85%
增持
RVTY
PERKINELMER INC
+$317.3M
9,777,698
+12%
减持
ENTG
ENTEGRIS INC
-$315.7M
7,489,928
-23%
增持
MTN
VAIL RESORTS INC
+$310.6M
2,612,048
+81%
清仓
AAPL
APPLE INC
-$283.3M
0
-100%
增持
WAB
WABTEC
+$205.6M
7,334,697
+13%
增持
—
SENSATA TECHNOLOGIES HLDG PL
+$202.7M
9,852,952
+88%
增持
CTAS
CINTAS CORP
+$201.1M
473,448
+1344%
增持
SGI
TEMPUR SEALY INTL INC
+$199.1M
9,639,458
+76%
增持
INTC
INTEL CORP
+$184.4M
8,528,124
+435%
增持
TECH
BIO-TECHNE CORP
+$172.2M
7,153,947
+383%
增持
SCI
SERVICE CORP INTL
+$147.8M
8,379,769
+12%
减持
TTC
TORO CO
+$147.2M
5,839,470
-2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$145.7M
2,527,950
+307%
减持
BRO
BROWN & BROWN INC
-$141.0M
17,261,734
-7%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
-$130.2M
3,151,025
-44%
增持
MSFT
MICROSOFT CORP
+$129.4M
709,036
+306%
增持
INTU
INTUIT
+$124.6M
491,644
+185%
增持
APO
APOLLO GLOBAL MGMT INC
+$120.5M
5,655,884
+9%
减持
CRM
SALESFORCE INC
-$112.8M
452,629
-62%
建仓
ITT
ITT INC
+$106.3M
1,311,067
减持
CDW
CDW CORP
+$104.1M
6,780,830
-4%
减持
TDY
TELEDYNE TECHNOLOGIES INC
+$102.7M
2,265,726
-5%
增持
GOOG
ALPHABET INC
+$99.7M
3,968,102
+51%
建仓
META
META PLATFORMS INC
+$98.3M
816,500
增持
MIDD
MIDDLEBY CORP
+$95.5M
4,536,791
+14%
减持
—
SIGNET JEWELERS LIMITED
+$95.0M
9,739,363
-2%
增持
ILMN
ILLUMINA INC
+$88.9M
1,912,714
+23%
建仓
AMZN
AMAZON COM INC
+$82.7M
985,000
减持
—
CLARIVATE PLC
-$81.1M
11,436,126
-39%
减持
TSCO
TRACTOR SUPPLY CO
+$80.0M
2,191,078
-1%
减持
CNM
CORE & MAIN INC
-$78.8M
9,320,466
-18%
减持
FRCB
FIRST REP BK SAN FRANCISCO C
-$77.0M
5,004,541
-5%
增持
PTC
PTC INC
+$74.0M
3,504,626
+6%
减持
FAST
FASTENAL CO
-$68.9M
1,548,754
-50%
建仓
BN
BROOKFIELD CORP
+$68.8M
2,185,328
建仓
H
HYATT HOTELS CORP
+$67.4M
745,098
增持
ADSK
AUTODESK INC
+$66.9M
587,690
+156%
减持
IDXX
IDEXX LABS INC
+$66.6M
1,025,050
-5%
减持
J
JACOBS SOLUTIONS INC
-$66.2M
4,187,875
-20%
增持
EXPD
EXPEDITORS INTL WASH INC
+$57.5M
670,172
+388%
增持
SPGI
S&P GLOBAL INC
+$56.8M
451,250
+46%
建仓
MMM
3M CO
+$55.0M
458,400
建仓
TYL
TYLER TECHNOLOGIES INC
+$52.5M
162,827
增持
V
VISA INC
+$52.3M
1,526,778
+2%
清仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$51.1M
0
-100%
建仓
IART
INTEGRA LIFESCIENCES HLDGS C
+$47.2M
841,793
增持
CINF
CINCINNATI FINL CORP
+$47.0M
589,409
+295%
增持
FBIN
FORTUNE BRANDS INNOVATIONS I
+$46.1M
2,154,670
+50%
增持
ZTS
ZOETIS INC
+$45.5M
444,462
+236%
建仓
WST
WEST PHARMACEUTICAL SVSC INC
+$44.6M
189,548
减持
MLM
MARTIN MARIETTA MATLS INC
-$44.2M
3,610,893
-8%
清仓
ELAN
ELANCO ANIMAL HEALTH INC
-$43.7M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$42.0M
51,905
-70%
清仓
WMS
ADVANCED DRAIN SYS INC DEL
-$41.9M
0
-100%
减持
APH
AMPHENOL CORP NEW
+$41.6M
5,568,587
-3%
减持
QCOM
QUALCOMM INC
-$41.3M
556,030
-39%
清仓
TRU
TRANSUNION
-$41.1M
0
-100%
建仓
ENOV
ENOVIS CORPORATION
+$38.5M
720,223
增持
LYV
LIVE NATION ENTERTAINMENT IN
-$36.5M
10,650,078
+4%
增持
—
PERIMETER SOLUTIONS SA
+$35.4M
16,039,616
+16%
增持
NOW
SERVICENOW INC
+$35.2M
102,747
+728%
减持
—
POWERSCHOOL HOLDINGS INC
-$34.7M
3,385,574
-50%
清仓
CMP
COMPASS MINERALS INTL INC
-$34.4M
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$32.7M
0
-100%
增持
CW
CURTISS WRIGHT CORP
+$32.1M
594,123
+23%
建仓
WDAY
WORKDAY INC
+$32.0M
191,509
增持
—
GARMIN LTD
+$31.4M
898,013
+40%
清仓
ALV
AUTOLIV INC
-$31.2M
0
-100%
增持
—
ALLEGION PLC
+$30.4M
462,787
+126%
建仓
FAF
FIRST AMERN FINL CORP
+$29.6M
566,137
增持
TRMB
TRIMBLE INC
-$28.6M
8,088,186
+0%
增持
ROL
ROLLINS INC
+$28.1M
12,732,331
+1%
减持
—
STERIS PLC
+$26.5M
1,528,424
-1%
减持
IRDM
IRIDIUM COMMUNICATIONS INC
-$25.7M
1,205,006
-39%
清仓
GPK
GRAPHIC PACKAGING HLDG CO
-$25.6M
0
-100%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$23.7M
403,255
-43%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$23.1M
295,115
+7%
减持
VFC
V F CORP
-$21.6M
117,200
-86%
增持
POOL
POOL CORP
+$20.7M
1,502,159
+10%
减持
—
SOUTHSTATE CORPORATION
-$20.5M
3,134,421
-5%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$20.5M
1,602,008
+1%
增持
TFX
TELEFLEX INCORPORATED
+$20.1M
111,887
+188%
清仓
SOXX
ISHARES TR
-$19.0M
0
-100%
建仓
SHOP
SHOPIFY INC
+$18.7M
537,600
减持
WWW
WOLVERINE WORLD WIDE INC
-$18.3M
61,092
-95%
清仓
FISV
FISERV INC
-$18.1M
0
-100%
清仓
BLDR
BUILDERS FIRSTSOURCE INC
-$18.0M
0
-100%
清仓
—
WHITE MTNS INS GROUP LTD
-$17.1M
0
-100%
清仓
GPN
GLOBAL PMTS INC
-$16.9M
0
-100%
减持
—
CERIDIAN HCM HLDG INC
-$16.6M
18,469,873
-14%
建仓
NPO
ENPRO INDS INC
+$16.3M
150,130
建仓
MBC
MASTERBRAND INC
+$16.3M
2,154,670
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$16.1M
30,747
+18%
增持
AME
AMETEK INC
+$15.5M
320,910
+24%
减持
—
BROOKFIELD RENEWABLE PARTNER
-$15.1M
1,820,442
-7%
减持
DOCS
DOXIMITY INC
-$15.1M
28,617
-95%
增持
MHK
MOHAWK INDS INC
+$14.6M
426,314
+34%
清仓
CHD
CHURCH & DWIGHT CO INC
-$14.3M
0
-100%
减持
ANSS
ANSYS INC
-$14.2M
774,062
-15%
减持
NCNO
NCINO INC
-$14.1M
52,494
-88%
减持
SHW
SHERWIN WILLIAMS CO
-$13.0M
125,224
-40%
减持
DOCU
DOCUSIGN INC
-$12.9M
663,134
-29%
增持
MA
MASTERCARD INCORPORATED
+$12.8M
181,770
+3%
减持
PYPL
PAYPAL HLDGS INC
-$12.3M
88,700
-59%
减持
PTLO
PORTILLOS INC
-$12.0M
796,348
-37%
减持
—
WOLFSPEED INC
-$11.2M
141,818
-30%
减持
FTV
FORTIVE CORP
-$11.1M
2,062,753
-16%
增持
—
ONESPAWORLD HOLDINGS LIMITED
+$10.9M
6,979,327
+8%
清仓
LIND
LINDBLAD EXPEDITIONS HLDGS I
-$10.9M
0
-100%
增持
PAYX
PAYCHEX INC
+$10.5M
1,624,798
+3%
减持
NEOG
NEOGEN CORP
-$10.4M
6,767,455
-17%
清仓
—
USHG ACQUISITION CORP
-$9.5M
0
-100%
增持
XRAY
DENTSPLY SIRONA INC
+$9.5M
1,361,204
+14%
增持
—
SPOTIFY TECHNOLOGY S A
+$9.0M
542,394
+39%
减持
—
DUCKHORN PORTFOLIO INC
+$8.7M
6,527,103
-5%
增持
TRIP
TRIPADVISOR INC
+$8.5M
6,323,501
+33%
减持
FORM
FORMFACTOR INC
-$8.4M
400,606
-42%
建仓
IVV
ISHARES TR
+$8.3M
21,492
减持
STGW
STAGWELL INC
-$7.6M
5,630,269
-8%
减持
A
AGILENT TECHNOLOGIES INC
-$7.2M
10,656
-85%
减持
FICO
FAIR ISAAC CORP
-$6.7M
22,985
-54%
减持
CSGP
COSTAR GROUP INC
-$6.7M
179,250
-39%
建仓
MBLY
MOBILEYE GLOBAL INC
+$6.6M
189,646
减持
AVGO
BROADCOM INC
-$6.3M
20,094
-49%
减持
TDG
TRANSDIGM GROUP INC
-$6.1M
107,249
-24%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$5.6M
26,800
增持
—
ROVER GROUP INC
+$5.3M
1,480,726
+3225%
减持
GDDY
GODADDY INC
-$5.1M
2,022,371
-8%
清仓
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$5.0M
0
-100%
减持
—
GLOBALFOUNDRIES INC
-$4.7M
62,743
-62%
减持
MORN
MORNINGSTAR INC
+$4.3M
3,945,781
-1%
增持
IWR
ISHARES TR
+$4.3M
67,863
+1211%
减持
—
BROOKFIELD INFRAST PARTNERS
-$3.7M
306,121
-17%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$3.4M
251,202
-15%
减持
QRVO
QORVO INC
-$3.3M
119,897
-33%
清仓
—
EVO PMTS INC
-$3.3M
0
-100%
减持
WSM
WILLIAMS SONOMA INC
-$3.1M
273,035
-7%
减持
LULU
LULULEMON ATHLETICA INC
-$2.9M
247,346
-16%
减持
DHR
DANAHER CORPORATION
-$2.7M
649,226
-4%
减持
—
ACCENTURE PLC IRELAND
+$2.3M
344,772
-1%
减持
COHR
COHERENT CORP
-$2.3M
308,796
-18%
建仓
—
OUTFRONT MEDIA INC
+$1.8M
110,841
建仓
FFIV
F5 INC
+$1.8M
12,629
增持
NKE
NIKE INC
+$1.6M
20,274
+111%
建仓
MRCY
MERCURY SYS INC
+$1.6M
34,834
增持
MATW
MATTHEWS INTL CORP
+$1.5M
59,353
+410%