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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 20
增持 45
减持 75
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
MLM
MARTIN MARIETTA MATLS INC
-$305.0M
2,480,509
-13%
减持
TDY
TELEDYNE TECHNOLOGIES INC
-$214.1M
1,510,931
-25%
减持
MIDD
MIDDLEBY CORP
-$189.7M
4,637,711
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。
-12%
清仓
—
CLARIVATE PLC
-$183.2M
0
-100%
增持
CLH
CLEAN HARBORS INC
+$174.2M
3,054,725
+49%
减持
ANSS
ANSYS INC
-$168.2M
321,488
-60%
减持
—
SENSATA TECHNOLOGIES HLDG PL
-$163.8M
6,628,029
-28%
减持
POOL
POOL CORP
-$162.5M
647,770
-38%
增持
SHOP
SHOPIFY INC
+$158.5M
4,828,506
+197%
增持
SGI
TEMPUR SEALY INTL INC
+$152.9M
21,943,195
+10%
减持
MTN
VAIL RESORTS INC
-$152.0M
2,826,961
-9%
减持
IDXX
IDEXX LABS INC
-$129.6M
442,959
-31%
减持
SCI
SERVICE CORP INTL
-$122.4M
4,939,811
-21%
减持
WAB
WABTEC
-$116.0M
5,728,268
-13%
建仓
—
PENTAIR PLC
+$115.8M
1,787,716
建仓
—
ON HLDG AG
+$110.8M
3,982,373
增持
ITT
ITT INC
+$108.4M
2,604,098
+66%
减持
COHR
COHERENT CORP
-$106.1M
2,528,773
-32%
减持
FAST
FASTENAL CO
-$106.0M
511,674
-77%
减持
NEOG
NEOGEN CORP
-$105.6M
5,711,329
-41%
减持
RVTY
REVVITY INC
-$104.7M
11,239,468
-1%
减持
LYV
LIVE NATION ENTERTAINMENT IN
-$104.4M
11,125,421
-1%
增持
CDW
CDW CORP
+$104.0M
5,532,606
+0%
减持
ROL
ROLLINS INC
-$101.7M
10,395,079
-9%
清仓
WCC
WESCO INTL INC
-$101.4M
0
-100%
减持
TCOM
TRIP COM GROUP LTD
-$92.9M
2,427,795
-52%
增持
TTC
TORO CO
-$89.7M
5,707,710
+3%
减持
INTU
INTUIT
-$74.7M
141,770
-56%
减持
MORN
MORNINGSTAR INC
+$71.0M
3,598,908
-9%
建仓
EL
LAUDER ESTEE COS INC
+$69.2M
478,781
增持
PWR
QUANTA SVCS INC
+$64.7M
1,071,096
+55%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$63.1M
643,753
+28%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$62.6M
2,071,174
-14%
建仓
BURL
BURLINGTON STORES INC
+$57.6M
426,027
增持
DHR
DANAHER CORPORATION
+$56.7M
1,142,657
+21%
减持
CTAS
CINTAS CORP
-$56.2M
252,589
-29%
增持
ENTG
ENTEGRIS INC
-$55.8M
7,317,625
+9%
减持
VNT
VONTIER CORPORATION
-$55.4M
602,038
-74%
清仓
DOV
DOVER CORP
-$55.4M
0
-100%
增持
—
CERIDIAN HCM HLDG INC
+$51.2M
15,498,118
+4%
减持
BRO
BROWN & BROWN INC
-$51.2M
14,753,756
-6%
增持
ILMN
ILLUMINA INC
-$50.1M
1,674,720
+12%
减持
—
STERIS PLC
-$46.9M
734,362
-21%
建仓
MS
MORGAN STANLEY
+$46.2M
565,262
减持
—
PERIMETER SOLUTIONS SA
-$43.2M
9,007,862
-34%
减持
—
SOUTHSTATE CORPORATION
-$41.2M
218,179
-74%
减持
MBLY
MOBILEYE GLOBAL INC
-$36.9M
430,585
-70%
增持
TECH
BIO-TECHNE CORP
-$36.6M
4,876,036
+8%
清仓
HUBB
HUBBELL INC
-$34.9M
0
-100%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
-$34.8M
1,745,169
-22%
清仓
GMED
GLOBUS MED INC
-$32.6M
0
-100%
增持
GOOG
ALPHABET INC
+$32.1M
710,284
+40%
减持
TSCO
TRACTOR SUPPLY CO
-$31.7M
1,481,794
-1%
增持
A
AGILENT TECHNOLOGIES INC
+$30.1M
611,851
+92%
减持
ENOV
ENOVIS CORPORATION
-$29.3M
2,235,109
-3%
减持
—
SIGNET JEWELERS LIMITED
+$29.0M
8,329,880
-4%
减持
ADBE
ADOBE INC
-$28.7M
119,686
-35%
清仓
AME
AMETEK INC
-$28.3M
0
-100%
减持
J
JACOBS SOLUTIONS INC
+$28.2M
4,033,632
-8%
增持
CINF
CINCINNATI FINL CORP
+$27.9M
856,309
+40%
减持
CSGP
COSTAR GROUP INC
-$27.8M
21,105
-94%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$27.2M
513,126
-27%
清仓
TRIP
TRIPADVISOR INC
-$27.1M
0
-100%
建仓
—
WHITE MTNS INS GROUP LTD
+$26.5M
17,702
减持
ADSK
AUTODESK INC
-$26.0M
161,320
-44%
减持
APO
APOLLO GLOBAL MGMT INC
-$25.4M
3,966,148
-20%
建仓
MTX
MINERALS TECHNOLOGIES INC
+$25.3M
461,791
增持
PYPL
PAYPAL HLDGS INC
+$24.2M
2,116,134
+42%
增持
INTC
INTEL CORP
+$24.1M
1,383,875
+84%
减持
BALL
BALL CORP
-$23.4M
86,673
-82%
减持
PTLO
PORTILLOS INC
-$23.1M
2,979,008
-3%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$23.1M
298,835
-35%
减持
STGW
STAGWELL INC
-$22.9M
5,267,199
-20%
清仓
GHC
GRAHAM HLDGS CO
-$22.8M
0
-100%
减持
QCOM
QUALCOMM INC
-$22.7M
252,946
-41%
减持
CW
CURTISS WRIGHT CORP
-$22.1M
565,239
-22%
增持
—
GARMIN LTD
+$21.5M
2,183,324
+9%
建仓
MXL
MAXLINEAR INC
+$20.9M
939,768
减持
LULU
LULULEMON ATHLETICA INC
-$19.2M
81,460
-39%
减持
BIO
BIO RAD LABS INC
-$17.5M
57,626
-43%
减持
NOW
SERVICENOW INC
-$17.4M
73,322
-29%
减持
—
SPOTIFY TECHNOLOGY S A
-$16.8M
327,401
-22%
减持
CNM
CORE & MAIN INC
-$16.6M
4,657,919
-3%
增持
—
BROOKFIELD RENEWABLE PARTNER
-$16.4M
3,377,978
+11%
减持
MSFT
MICROSOFT CORP
-$15.1M
232,395
-11%
建仓
—
NVENT ELECTRIC PLC
+$14.8M
279,789
清仓
ZTS
ZOETIS INC
-$14.4M
0
-100%
增持
CRM
SALESFORCE INC
+$13.7M
664,416
+16%
建仓
PLNT
PLANET FITNESS INC
+$13.5M
275,063
减持
ZIP
ZIPRECRUITER INC
-$12.9M
2,226,477
-0%
减持
PTC
PTC INC
-$12.9M
2,926,587
-3%
建仓
EME
EMCOR GROUP INC
+$12.6M
59,914
减持
V
VISA INC
-$11.4M
1,401,683
-0%
建仓
ENS
ENERSYS
+$11.2M
118,356
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$11.1M
29,396
+80%
减持
LITE
LUMENTUM HLDGS INC
-$10.7M
35,060
-84%
增持
LAMR
LAMAR ADVERTISING CO NEW
-$10.1M
1,592,911
+11%
减持
SPGI
S&P GLOBAL INC
-$9.9M
80,976
-18%
增持
—
DUCKHORN PORTFOLIO INC
-$9.2M
7,208,711
+12%
减持
—
ONESPAWORLD HOLDINGS LIMITED
-$8.7M
8,940,099
-1%
建仓
ONTO
ONTO INNOVATION INC
+$8.5M
66,352
增持
FTV
FORTIVE CORP
+$8.4M
2,239,671
+6%
增持
PAYX
PAYCHEX INC
+$8.3M
2,348,201
+0%
减持
TYL
TYLER TECHNOLOGIES INC
-$8.3M
80,511
-15%
增持
FBIN
FORTUNE BRANDS INNOVATIONS I
-$8.2M
1,950,589
+8%
增持
H
HYATT HOTELS CORP
-$8.0M
2,324,200
+5%
增持
WWW
WOLVERINE WORLD WIDE INC
+$7.8M
1,078,606
+1623%
减持
JOE
ST JOE CO
-$7.5M
407,831
-33%
减持
WSM
WILLIAMS SONOMA INC
+$7.2M
258,918
-2%
增持
MSA
MSA SAFETY INC
+$7.0M
1,776,796
+13%
增持
DOCU
DOCUSIGN INC
-$6.8M
798,471
+1%
减持
TDG
TRANSDIGM GROUP INC
-$6.8M
2,895
-72%
清仓
—
GLOBALFOUNDRIES INC
-$6.7M
0
-100%
减持
AVGO
BROADCOM INC
-$6.1M
10,386
-39%
增持
IRDM
IRIDIUM COMMUNICATIONS INC
-$5.3M
378,325
+4%
增持
—
ROVER GROUP INC
+$5.1M
3,271,030
+4%
减持
JPM
JPMORGAN CHASE & CO
-$4.8M
554,500
-5%
减持
WDAY
WORKDAY INC
-$4.7M
317,662
-2%
减持
CARG
CARGURUS INC
-$4.3M
363,587
-23%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$4.2M
24,103
增持
VFC
V F CORP
+$3.8M
4,759,625
+13%
减持
QRVO
QORVO INC
-$3.6M
125,026
-18%
增持
MATW
MATTHEWS INTL CORP
+$3.1M
935,974
+20%
增持
MHK
MOHAWK INDS INC
+$3.0M
709,766
+26%
减持
TRUP
TRUPANION INC
+$2.6M
1,174,260
-24%
建仓
—
CAMBIUM NETWORKS CORP
+$2.5M
346,159
建仓
ADTN
ADTRAN HOLDINGS INC
+$2.4M
295,868
增持
CMP
COMPASS MINERALS INTL INC
+$2.4M
1,039,073
+32%
减持
AVNW
AVIAT NETWORKS INC
-$2.3M
411,390
-9%
增持
APH
AMPHENOL CORP NEW
-$2.3M
4,365,714
+1%
减持
TRMB
TRIMBLE INC
-$1.9M
4,708,197
-2%
减持
—
SUMMIT MATLS INC
-$1.7M
155,843
-10%
增持
MA
MASTERCARD INCORPORATED
+$1.7M
162,275
+2%
增持
—
WOLFSPEED INC
+$1.6M
165,273
+97%
建仓
PLUG
PLUG POWER INC
+$1.6M
206,977
建仓
ADEA
ADEIA INC
+$1.5M
139,581
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$1.5M
97,584
增持
CHEF
CHEFS WHSE INC
-$1.4M
106,070
+3%
减持
—
OUTFRONT MEDIA INC
-$1.2M
121,953
-22%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$873.6K
7,547
+40%
减持
CYRX
CRYOPORT INC
-$860.4K
49,129
-45%
建仓
NET
CLOUDFLARE INC
+$819.5K
13,000
增持
VRRM
VERRA MOBILITY CORP
+$776.8K
84,702
+107%
增持
ERII
ENERGY RECOVERY INC
-$756.0K
121,133
+2%
减持
BOOT
BOOT BARN HLDGS INC
-$740.6K
31,232
-19%
减持
CERT
CERTARA INC
-$707.0K
110,716
-13%
减持
FORM
FORMFACTOR INC
-$698.0K
51,165
-30%
减持
DZSIQ
DZS INC
-$657.3K
161,054
-36%
增持
—
HERITAGE CRYSTAL CLEAN INC
+$652.7K
79,451
+2%
减持
MLAB
MESA LABS INC
-$614.1K
9,653
-24%