小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 14
增持 55
减持 55
清仓 26
方向
标的
Δ市值
现股数(环比)
增持
QQQ
INVESCO QQQ TR
+$1.28B
4,020,000
+9381%
清仓
FRCB
FIRST REP BK SAN FRANCISCO C
-$610.0M
0
-100%
减持
GOOG
ALPHABET INC
-$320.4M
305,104
-92%
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
SGI
TEMPUR SEALY INTL INC
+$239.9M
14,455,108
+50%
增持
ANSS
ANSYS INC
+$234.3M
1,265,997
+64%
增持
H
HYATT HOTELS CORP
+$179.3M
2,206,791
+196%
减持
TECH
BIO-TECHNE CORP
-$174.4M
5,640,897
-21%
建仓
TCOM
TRIP COM GROUP LTD
+$168.3M
4,467,477
增持
PYPL
PAYPAL HLDGS INC
+$121.6M
1,684,962
+1800%
增持
MTN
VAIL RESORTS INC
+$117.1M
3,165,296
+21%
建仓
CLH
CLEAN HARBORS INC
+$114.2M
801,404
减持
TRMB
TRIMBLE INC
-$114.0M
5,626,668
-30%
减持
CDW
CDW CORP
-$113.1M
5,632,874
-17%
增持
—
GARMIN LTD
+$105.7M
1,868,540
+108%
减持
SPGI
S&P GLOBAL INC
-$98.6M
152,372
-66%
清仓
META
META PLATFORMS INC
-$98.3M
0
-100%
减持
TSCO
TRACTOR SUPPLY CO
-$94.0M
1,697,210
-23%
增持
MIDD
MIDDLEBY CORP
+$93.8M
4,782,965
+5%
增持
—
CLARIVATE PLC
+$87.3M
19,454,805
+70%
增持
INTU
INTUIT
+$87.1M
624,576
+27%
减持
TDY
TELEDYNE TECHNOLOGIES INC
+$86.0M
2,217,641
-2%
建仓
HEI
HEICO CORP NEW
+$85.7M
501,111
清仓
AMZN
AMAZON COM INC
-$82.7M
0
-100%
减持
—
SENSATA TECHNOLOGIES HLDG PL
+$75.7M
9,467,745
-4%
增持
ITT
ITT INC
+$70.9M
2,053,675
+57%
清仓
EXPD
EXPEDITORS INTL WASH INC
-$69.6M
0
-100%
减持
IDXX
IDEXX LABS INC
-$69.3M
697,616
-32%
清仓
BN
BROOKFIELD CORP
-$68.8M
0
-100%
减持
ENTG
ENTEGRIS INC
+$67.3M
6,810,838
-9%
增持
TYL
TYLER TECHNOLOGIES INC
+$63.6M
327,305
+101%
减持
MSFT
MICROSOFT CORP
-$63.5M
369,401
-48%
增持
CRM
SALESFORCE INC
+$63.4M
617,698
+36%
增持
LYV
LIVE NATION ENTERTAINMENT IN
+$63.1M
11,512,128
+8%
减持
MORN
MORNINGSTAR INC
-$62.8M
3,900,090
-1%
增持
FAST
FASTENAL CO
+$60.6M
2,481,822
+60%
减持
TDG
TRANSDIGM GROUP INC
-$59.8M
10,425
-90%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$58.4M
325,815
+1116%
增持
VFC
V F CORP
+$58.2M
2,679,757
+2186%
增持
PAYX
PAYCHEX INC
+$56.4M
2,130,610
+31%
增持
INTC
INTEL CORP
+$56.0M
8,613,971
+1%
清仓
MMM
3M CO
-$55.0M
0
-100%
建仓
ZIP
ZIPRECRUITER INC
+$54.9M
3,445,453
减持
—
POWERSCHOOL HOLDINGS INC
-$54.1M
1,214,116
-64%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
-$52.0M
2,131,174
-32%
增持
J
JACOBS SOLUTIONS INC
+$51.5M
4,717,432
+13%
增持
CTAS
CINTAS CORP
+$51.1M
572,613
+21%
建仓
VNT
VONTIER CORPORATION
+$50.0M
1,829,153
清仓
—
ALLEGION PLC
-$48.7M
0
-100%
增持
RVTY
PERKINELMER INC
-$46.9M
9,936,414
+2%
清仓
AME
AMETEK INC
-$44.8M
0
-100%
增持
NEOG
NEOGEN CORP
+$44.8M
7,983,217
+18%
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$44.6M
0
-100%
减持
ADSK
AUTODESK INC
-$44.3M
314,932
-46%
减持
CNM
CORE & MAIN INC
-$44.0M
5,887,637
-37%
清仓
XRAY
DENTSPLY SIRONA INC
-$43.3M
0
-100%
增持
CINF
CINCINNATI FINL CORP
+$42.7M
919,272
+56%
减持
TTC
TORO CO
-$42.4M
5,565,209
-5%
增持
TRIP
TRIPADVISOR INC
+$41.7M
7,822,394
+24%
建仓
MSA
MSA SAFETY INC
+$41.0M
306,927
减持
GDDY
GODADDY INC
-$40.3M
1,427,784
-29%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$36.4M
2,416,220
-4%
清仓
MRVI
MARAVAI LIFESCIENCES HLDGS I
-$36.1M
0
-100%
减持
DHR
DANAHER CORPORATION
-$35.6M
542,403
-16%
减持
BRO
BROWN & BROWN INC
-$34.9M
16,518,223
-4%
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$34.4M
234,581
增持
CW
CURTISS WRIGHT CORP
+$34.2M
756,675
+27%
增持
ENOV
ENOVIS CORPORATION
+$31.3M
1,304,933
+81%
清仓
SHW
SHERWIN WILLIAMS CO
-$29.7M
0
-100%
减持
IART
INTEGRA LIFESCIENCES HLDGS C
-$28.8M
319,871
-62%
增持
—
BROOKFIELD RENEWABLE PARTNER
+$28.7M
2,374,630
+30%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$28.3M
232,872
-21%
清仓
TFX
TELEFLEX INCORPORATED
-$27.9M
0
-100%
增持
WDAY
WORKDAY INC
+$27.9M
290,368
+52%
减持
PTC
PTC INC
+$27.5M
3,495,002
-0%
增持
BX
BLACKSTONE INC
+$26.6M
345,820
+578%
建仓
JOE
ST JOE CO
+$26.0M
625,508
减持
—
STERIS PLC
-$26.0M
1,339,724
-12%
减持
—
SIGNET JEWELERS LIMITED
+$25.6M
8,844,070
-9%
增持
CSGP
COSTAR GROUP INC
+$25.1M
565,328
+215%
建仓
GHC
GRAHAM HLDGS CO
+$24.8M
41,566
增持
—
ONESPAWORLD HOLDINGS LIMITED
+$23.3M
7,372,571
+6%
减持
—
CERIDIAN HCM HLDG INC
+$23.2M
16,499,063
-11%
减持
LULU
LULULEMON ATHLETICA INC
-$21.9M
157,558
-36%
增持
WAB
WABTEC
+$21.7M
7,459,190
+2%
减持
—
SOUTHSTATE CORPORATION
-$21.0M
3,063,903
-2%
减持
FAF
FIRST AMERN FINL CORP
-$20.6M
161,622
-71%
清仓
SPY
SPDR S&P 500 ETF TR
-$19.9M
0
-100%
增持
ROL
ROLLINS INC
+$19.7M
12,922,308
+1%
减持
V
VISA INC
+$19.7M
1,494,223
-2%
减持
—
ACCENTURE PLC IRELAND
-$19.4M
253,948
-26%
减持
ZTS
ZOETIS INC
-$19.2M
275,832
-38%
清仓
SHOP
SHOPIFY INC
-$18.7M
0
-100%
减持
—
PERIMETER SOLUTIONS SA
-$18.6M
15,843,400
-1%
建仓
PINS
PINTEREST INC
+$18.5M
678,775
增持
MATW
MATTHEWS INTL CORP
+$18.4M
559,716
+843%
减持
APH
AMPHENOL CORP NEW
+$17.8M
5,405,963
-3%
减持
MLM
MARTIN MARIETTA MATLS INC
-$17.7M
3,387,174
-6%
清仓
MBC
MASTERBRAND INC
-$16.3M
0
-100%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$15.5M
443,230
+10%
增持
STGW
STAGWELL INC
+$14.8M
6,706,120
+19%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$14.2M
19,736
-36%
减持
—
SPOTIFY TECHNOLOGY S A
+$14.1M
426,313
-21%
清仓
MCO
MOODYS CORP
-$14.1M
0
-100%
清仓
FICO
FAIR ISAAC CORP
-$13.8M
0
-100%
减持
ILMN
ILLUMINA INC
-$13.6M
1,604,709
-16%
清仓
—
CARNIVAL CORP
-$11.1M
0
-100%
增持
PTLO
PORTILLOS INC
+$10.1M
1,082,435
+36%
增持
DOCU
DOCUSIGN INC
+$9.1M
786,419
+19%
减持
POOL
POOL CORP
+$8.9M
1,352,120
-10%
清仓
IVV
ISHARES TR
-$8.3M
0
-100%
减持
SCI
SERVICE CORP INTL
-$7.5M
8,314,434
-1%
减持
NOW
SERVICENOW INC
+$7.3M
101,602
-1%
减持
MA
MASTERCARD INCORPORATED
-$7.3M
153,894
-15%
增持
NPO
ENPRO INDS INC
+$5.9M
213,744
+42%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$5.3M
233,210
-7%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$5.1M
117,023
建仓
BWXT
BWX TECHNOLOGIES INC
+$5.1M
80,140
增持
FBIN
FORTUNE BRANDS INNOVATIONS I
+$4.7M
2,174,442
+1%
清仓
IWR
ISHARES TR
-$4.6M
0
-100%
减持
—
DUCKHORN PORTFOLIO INC
-$4.6M
6,514,388
-0%
增持
MHK
MOHAWK INDS INC
+$3.7M
471,752
+11%
增持
—
GLOBALFOUNDRIES INC
+$3.5M
95,191
+52%
增持
QRVO
QORVO INC
+$2.7M
133,357
+11%
增持
—
ROVER GROUP INC
+$2.7M
1,790,560
+21%
减持
FTV
FORTIVE CORP
+$2.5M
1,980,406
-4%
清仓
NKE
NIKE INC
-$2.4M
0
-100%
增持
FFIV
F5 INC
+$2.4M
28,624
+127%
减持
—
WOLFSPEED INC
-$2.3M
114,719
-19%
减持
FORM
FORMFACTOR INC
-$2.2M
209,476
-48%
增持
MBLY
MOBILEYE GLOBAL INC
+$2.1M
201,923
+6%
减持
QCOM
QUALCOMM INC
-$1.9M
464,000
-17%
减持
IRDM
IRIDIUM COMMUNICATIONS INC
+$1.9M
1,030,704
-14%
增持
—
ALTAIR ENGR INC
+$1.7M
54,268
+13%
清仓
EL
LAUDER ESTEE COS INC
-$1.6M
0
-100%
清仓
A
AGILENT TECHNOLOGIES INC
-$1.6M
0
-100%
增持
CERT
CERTARA INC
+$1.6M
129,011
+35%
增持
—
BROOKFIELD INFRAST PARTNERS
+$1.5M
326,502
+7%
增持
—
EVERI HLDGS INC
+$1.5M
165,293
+82%
增持
AVNW
AVIAT NETWORKS INC
+$1.4M
387,898
+1%
增持
APO
APOLLO GLOBAL MGMT INC
-$1.4M
5,690,737
+1%
建仓
MIR
MIRION TECHNOLOGIES INC
+$1.4M
159,466
增持
LITE
LUMENTUM HLDGS INC
+$1.3M
40,830
+133%
减持
AVGO
BROADCOM INC
+$1.2M
19,307
-4%
建仓
GSHD
GOOSEHEAD INS INC
+$1.1M
21,968
减持
LAMR
LAMAR ADVERTISING CO NEW
-$1.1M
1,503,229
-6%
减持
MRCY
MERCURY SYS INC
-$1.1M
9,719
-72%
增持
COHR
COHERENT CORP
+$1.0M
311,126
+1%
清仓
—
UDEMY INC
-$1.0M
0
-100%
减持
—
SUMMIT MATLS INC
-$975.7K
165,208
-17%
清仓
DOCS
DOXIMITY INC
-$960.4K
0
-100%