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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 18
增持 46
减持 68
清仓 18
方向
标的
Δ市值
现股数(环比)
清仓
QQQ
INVESCO QQQ TR
-$1.29B
0
-100%
减持
INTC
INTEL CORP
-$256.3M
751,583
-91%
增持
MSA
MSA SAFETY INC
+$232.2M
1,570,070
+412%
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
+$227.3M
19,919,341
+38%
增持
CLH
CLEAN HARBORS INC
+$222.8M
2,049,765
+156%
减持
LYV
LIVE NATION ENTERTAINMENT IN
+$222.4M
11,285,600
-2%
减持
—
CERIDIAN HCM HLDG INC
-$207.7M
14,936,853
-9%
减持
ENTG
ENTEGRIS INC
+$184.5M
6,704,968
-2%
增持
COHR
COHERENT CORP
+$176.8M
3,699,530
+1089%
减持
SCI
SERVICE CORP INTL
-$167.2M
6,265,113
-25%
减持
—
SOUTHSTATE CORPORATION
-$162.4M
849,373
-72%
减持
TDY
TELEDYNE TECHNOLOGIES INC
-$160.7M
2,022,383
-9%
减持
ANSS
ANSYS INC
-$157.5M
798,862
-37%
建仓
PWR
QUANTA SVCS INC
+$135.7M
690,705
减持
BRO
BROWN & BROWN INC
+$133.1M
15,711,644
-5%
减持
INTU
INTUIT
-$131.3M
321,156
-49%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$128.5M
503,533
+116%
减持
TRIP
TRIPADVISOR INC
-$128.2M
1,646,245
-79%
减持
MLM
MARTIN MARIETTA MATLS INC
+$120.6M
2,866,054
-15%
减持
—
SIGNET JEWELERS LIMITED
-$118.8M
8,720,978
-1%
清仓
GDDY
GODADDY INC
-$111.0M
0
-100%
建仓
SHOP
SHOPIFY INC
+$105.0M
1,625,307
建仓
WCC
WESCO INTL INC
+$101.4M
566,305
减持
ILMN
ILLUMINA INC
-$93.2M
1,493,522
-7%
增持
DHR
DANAHER CORPORATION
+$90.1M
945,020
+74%
减持
CTAS
CINTAS CORP
-$87.2M
357,468
-38%
清仓
HEI
HEICO CORP NEW
-$85.7M
0
-100%
减持
CDW
CDW CORP
-$85.6M
5,516,174
-2%
建仓
JPM
JPMORGAN CHASE & CO
+$85.2M
585,700
增持
MIDD
MIDDLEBY CORP
+$82.1M
5,298,861
+11%
增持
ENOV
ENOVIS CORPORATION
+$77.3M
2,294,894
+76%
减持
TYL
TYLER TECHNOLOGIES INC
-$76.7M
94,523
-71%
减持
APH
AMPHENOL CORP NEW
-$72.8M
4,342,922
-20%
清仓
—
ACCENTURE PLC IRELAND
-$72.6M
0
-100%
减持
POOL
POOL CORP
-$69.8M
1,049,583
-22%
减持
TSCO
TRACTOR SUPPLY CO
-$66.4M
1,503,978
-11%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$63.9M
0
-100%
增持
NEOG
NEOGEN CORP
+$63.6M
9,721,752
+22%
减持
—
SENSATA TECHNOLOGIES HLDG PL
-$59.1M
9,213,588
-3%
建仓
DOV
DOVER CORP
+$55.4M
375,183
减持
TTC
TORO CO
-$54.6M
5,549,010
-0%
减持
TECH
BIO-TECHNE CORP
-$50.0M
4,514,078
-20%
减持
—
STERIS PLC
-$48.3M
924,487
-31%
增持
MBLY
MOBILEYE GLOBAL INC
+$46.0M
1,425,298
+606%
增持
PTLO
PORTILLOS INC
+$45.8M
3,061,696
+183%
减持
—
PERIMETER SOLUTIONS SA
-$43.9M
13,682,086
-14%
减持
CINF
CINCINNATI FINL CORP
-$43.3M
613,659
-33%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$42.3M
462,674
+97%
减持
IRDM
IRIDIUM COMMUNICATIONS INC
-$41.3M
362,351
-65%
减持
MTN
VAIL RESORTS INC
+$39.6M
3,095,283
-2%
减持
TRMB
TRIMBLE INC
-$39.5M
4,826,108
-14%
建仓
A
AGILENT TECHNOLOGIES INC
+$38.3M
318,314
建仓
BIO
BIO RAD LABS INC
+$38.1M
100,580
建仓
HUBB
HUBBELL INC
+$34.9M
105,366
建仓
GMED
GLOBUS MED INC
+$32.6M
547,335
减持
J
JACOBS SOLUTIONS INC
-$32.0M
4,393,602
-7%
减持
ZTS
ZOETIS INC
-$31.5M
83,652
-70%
减持
ITT
ITT INC
-$30.7M
1,572,396
-23%
建仓
TRUP
TRUPANION INC
+$30.5M
1,549,184
清仓
BX
BLACKSTONE INC
-$30.4M
0
-100%
增持
GOOG
ALPHABET INC
+$29.9M
509,079
+67%
减持
WAB
WABTEC
-$29.1M
6,608,122
-11%
减持
PYPL
PAYPAL HLDGS INC
-$28.4M
1,491,499
-11%
建仓
AME
AMETEK INC
+$28.3M
174,788
建仓
BALL
BALL CORP
+$27.7M
476,583
建仓
CMP
COMPASS MINERALS INTL INC
+$26.7M
785,035
减持
IDXX
IDEXX LABS INC
-$25.6M
643,747
-8%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$25.5M
702,608
+59%
增持
RVTY
REVVITY INC
+$24.8M
11,355,727
+14%
清仓
—
POWERSCHOOL HOLDINGS INC
-$24.1M
0
-100%
增持
VNT
VONTIER CORPORATION
+$24.0M
2,299,005
+26%
增持
FTV
FORTIVE CORP
+$22.7M
2,109,083
+6%
清仓
NPO
ENPRO INDS INC
-$22.2M
0
-100%
减持
APO
APOLLO GLOBAL MGMT INC
+$21.9M
4,965,069
-13%
减持
PTC
PTC INC
-$20.6M
3,004,590
-14%
增持
—
ONESPAWORLD HOLDINGS LIMITED
+$20.6M
9,006,157
+22%
减持
—
DUCKHORN PORTFOLIO INC
-$20.5M
6,408,624
-2%
增持
MORN
MORNINGSTAR INC
-$19.8M
3,937,634
+1%
增持
—
GARMIN LTD
+$19.6M
1,996,008
+7%
增持
VFC
V F CORP
+$18.9M
4,208,229
+57%
清仓
PINS
PINTEREST INC
-$18.5M
0
-100%
清仓
IART
INTEGRA LIFESCIENCES HLDGS C
-$18.4M
0
-100%
增持
PAYX
PAYCHEX INC
+$18.3M
2,346,204
+10%
减持
MSFT
MICROSOFT CORP
-$18.0M
259,899
-30%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$17.9M
2,404,161
-0%
减持
ZIP
ZIPRECRUITER INC
-$15.3M
2,231,182
-35%
减持
CNM
CORE & MAIN INC
+$15.0M
4,817,760
-18%
增持
—
BROOKFIELD RENEWABLE PARTNER
+$15.0M
3,044,733
+28%
增持
MATW
MATTHEWS INTL CORP
+$13.2M
782,223
+40%
减持
SPGI
S&P GLOBAL INC
-$13.0M
98,529
-35%
增持
WDAY
WORKDAY INC
+$13.0M
322,962
+11%
增持
NOW
SERVICENOW INC
+$11.2M
103,862
+2%
建仓
CARG
CARGURUS INC
+$10.7M
471,432
增持
MHK
MOHAWK INDS INC
+$10.7M
561,576
+19%
减持
—
SPOTIFY TECHNOLOGY S A
+$10.4M
419,726
-2%
增持
LITE
LUMENTUM HLDGS INC
+$10.1M
216,597
+430%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$9.9M
2,237,176
+5%
减持
CSGP
COSTAR GROUP INC
-$9.5M
330,100
-42%
增持
TCOM
TRIP COM GROUP LTD
+$9.5M
5,080,122
+14%
清仓
FAF
FIRST AMERN FINL CORP
-$9.0M
0
-100%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$8.7M
16,355
-17%
减持
QCOM
QUALCOMM INC
-$8.4M
426,523
-8%
增持
H
HYATT HOTELS CORP
+$7.8M
2,221,460
+1%
增持
—
ROVER GROUP INC
+$7.3M
3,130,757
+75%
减持
LAMR
LAMAR ADVERTISING CO NEW
-$7.1M
1,441,457
-4%
减持
LULU
LULULEMON ATHLETICA INC
-$6.7M
133,836
-15%
增持
MA
MASTERCARD INCORPORATED
+$6.7M
159,132
+3%
增持
—
BROOKFIELD INFRAST PARTNERS
+$6.6M
484,068
+48%
减持
ADSK
AUTODESK INC
-$6.1M
290,432
-8%
增持
DOCU
DOCUSIGN INC
-$5.5M
790,361
+1%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$5.1M
0
-100%
清仓
BWXT
BWX TECHNOLOGIES INC
-$5.1M
0
-100%
减持
ROL
ROLLINS INC
+$4.7M
11,433,554
-12%
减持
FORM
FORMFACTOR INC
-$4.2M
72,638
-65%
清仓
FFIV
F5 INC
-$4.2M
0
-100%
减持
JOE
ST JOE CO
+$3.6M
612,840
-2%
减持
V
VISA INC
-$3.1M
1,405,671
-6%
减持
—
WOLFSPEED INC
-$2.8M
83,743
-27%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$2.6M
5,372
减持
SSTI
SOUNDTHINKING INC
-$2.5M
49,029
-46%
减持
CRM
SALESFORCE INC
-$2.4M
572,924
-7%
减持
AVGO
BROADCOM INC
+$2.4M
16,999
-12%
减持
STGW
STAGWELL INC
-$2.2M
6,598,066
-2%
增持
QRVO
QORVO INC
+$1.9M
151,844
+14%
减持
GHC
GRAHAM HLDGS CO
-$1.9M
39,982
-4%
增持
—
SUMMIT MATLS INC
+$1.9M
173,624
+5%
减持
FBIN
FORTUNE BRANDS INNOVATIONS I
+$1.8M
1,799,761
-17%
增持
AVNW
AVIAT NETWORKS INC
+$1.7M
452,357
+17%
减持
TDG
TRANSDIGM GROUP INC
+$1.6M
10,359
-1%
建仓
AIN
ALBANY INTL CORP
+$1.4M
15,110
减持
SPT
SPROUT SOCIAL INC
-$1.2M
5,474
-77%
增持
MLAB
MESA LABS INC
+$1.2M
12,672
+405%
增持
MIR
MIRION TECHNOLOGIES INC
+$1.0M
283,298
+78%
增持
DZSIQ
DZS INC
+$885.2K
250,757
+1694%
增持
ERII
ENERGY RECOVERY INC
+$884.7K
118,970
+12%
增持
GSHD
GOOSEHEAD INS INC
+$884.0K
32,290
+47%
增持
CHEF
CHEFS WHSE INC
+$879.3K
103,142
+25%
减持
WSM
WILLIAMS SONOMA INC
+$849.1K
264,383
-0%
增持
CWST
CASELLA WASTE SYS INC
+$835.7K
18,876
+79%
建仓
MYRG
MYR GROUP INC DEL
+$833.8K
6,027
建仓
VRRM
VERRA MOBILITY CORP
+$807.1K
40,929
减持
CERT
CERTARA INC
-$793.7K
127,225
-1%
清仓
SIBN
SI-BONE INC
-$692.6K
0
-100%
减持
—
PERFICIENT INC
-$670.8K
17,272
-41%
减持
CW
CURTISS WRIGHT CORP
-$667.6K
722,552
-5%
清仓
—
ENVESTNET INC
-$644.1K
0
-100%
清仓
—
ARCO PLATFORM LTD
-$637.8K
0
-100%
增持
BOOT
BOOT BARN HLDGS INC
+$532.3K
38,686
+8%
减持
—
ALTAIR ENGR INC
-$515.1K
44,807
-17%
清仓
DAVA
ENDAVA PLC
-$514.0K
0
-100%
