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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 16
增持 40
减持 75
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
IWM
ISHARES TR
-$677.2M
774,800
-81%
增持
CNM
CORE & MAIN INC
+$510.8M
15,387,302
+68%
增持
EME
EMCOR GROUP INC
+$415.2M
1,362,139
+375%
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
RVTY
REVVITY INC
-$384.3M
8,075,033
-28%
增持
AOS
SMITH A O CORP
+$264.8M
3,452,163
+546%
增持
LYV
LIVE NATION ENTERTAINMENT IN
+$239.7M
11,525,440
+10%
清仓
J
JACOBS SOLUTIONS INC
-$238.7M
0
-100%
增持
TRMB
TRIMBLE INC
+$236.4M
8,832,694
+41%
减持
PTC
PTC INC
-$189.2M
733,204
-61%
减持
SHOP
SHOPIFY INC
-$184.4M
1,848,581
-56%
减持
MLM
MARTIN MARIETTA MATLS INC
+$177.2M
2,265,279
-7%
减持
ROL
ROLLINS INC
-$175.5M
4,450,996
-49%
减持
BRO
BROWN & BROWN INC
+$173.5M
13,606,390
-5%
减持
IDXX
IDEXX LABS INC
-$164.7M
117,543
-71%
清仓
MSA
MSA SAFETY INC
-$163.6M
0
-100%
增持
MIDD
MIDDLEBY CORP
+$157.4M
5,513,404
+11%
增持
FBIN
FORTUNE BRANDS INNOVATIONS I
+$155.3M
4,251,184
+58%
增持
PWR
QUANTA SVCS INC
+$154.1M
1,854,335
+22%
减持
—
CRH PLC
+$145.9M
14,757,942
-9%
建仓
MMM
3M CO
+$143.2M
1,350,100
减持
ENTG
ENTEGRIS INC
-$140.1M
4,591,433
-30%
减持
TECH
BIO-TECHNE CORP
-$139.9M
3,010,743
-34%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$135.9M
310,797
-48%
增持
—
ON HLDG AG
+$135.2M
10,768,271
+18%
增持
SGI
TEMPUR SEALY INTL INC
+$135.1M
22,738,481
+0%
减持
MTN
VAIL RESORTS INC
-$133.8M
2,008,158
-26%
清仓
—
SENSATA TECHNOLOGIES HLDG PL
-$127.9M
0
-100%
减持
CLH
CLEAN HARBORS INC
-$124.4M
1,945,494
-34%
减持
—
SIGNET JEWELERS LIMITED
-$122.4M
6,755,808
-9%
增持
BIO
BIO RAD LABS INC
+$115.9M
514,666
+167%
减持
APH
AMPHENOL CORP NEW
-$113.1M
2,593,257
-38%
增持
TSCO
TRACTOR SUPPLY CO
+$110.7M
1,912,944
+5%
减持
CDW
CDW CORP
+$108.2M
5,052,512
-3%
增持
INTC
INTEL CORP
+$107.4M
3,567,494
+258%
减持
WAB
WABTEC
+$102.4M
5,981,609
-1%
减持
—
PENTAIR PLC
-$92.8M
526,069
-72%
减持
PAYX
PAYCHEX INC
-$87.3M
1,581,676
-33%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$84.4M
2,636,022
-0%
增持
FTV
FORTIVE CORP
+$84.3M
2,472,946
+42%
减持
DHR
DANAHER CORPORATION
-$83.4M
380,994
-51%
增持
CBZ
CBIZ INC
+$82.5M
1,261,671
+376%
建仓
MKL
MARKEL GROUP INC
+$80.3M
52,788
减持
H
HYATT HOTELS CORP
-$69.3M
1,355,167
-38%
清仓
JPM
JPMORGAN CHASE & CO
-$67.8M
0
-100%
增持
MKC
MCCORMICK & CO INC
+$64.6M
1,337,045
+140%
增持
—
STERIS PLC
+$63.1M
716,356
+61%
增持
MHK
MOHAWK INDS INC
+$60.2M
1,569,561
+12%
建仓
META
META PLATFORMS INC
+$59.2M
121,973
减持
SPGI
S&P GLOBAL INC
-$57.3M
165,580
-43%
减持
ILMN
ILLUMINA INC
-$55.6M
1,105,170
-26%
减持
MORN
MORNINGSTAR INC
-$54.0M
2,594,894
-13%
减持
VFC
V F CORP
-$52.7M
456,377
-86%
清仓
TYL
TYLER TECHNOLOGIES INC
-$49.2M
0
-100%
减持
TDY
TELEDYNE TECHNOLOGIES INC
-$47.8M
1,227,579
-5%
增持
MIR
MIRION TECHNOLOGIES INC
+$45.0M
5,960,533
+168%
减持
CTAS
CINTAS CORP
-$44.8M
115,000
-44%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$44.6M
0
-100%
增持
—
WHITE MTNS INS GROUP LTD
+$44.3M
49,931
+66%
减持
GOOG
ALPHABET INC
-$42.3M
616,055
-36%
增持
MSFT
MICROSOFT CORP
+$38.0M
211,520
+56%
清仓
QCOM
QUALCOMM INC
-$37.3M
0
-100%
减持
TTC
TORO CO
-$35.8M
5,430,871
-2%
减持
PYPL
PAYPAL HLDGS INC
-$35.0M
1,397,405
-33%
建仓
ZD
ZIFF DAVIS INC
+$33.0M
522,897
减持
—
BROOKFIELD RENEWABLE PARTNER
-$31.5M
5,648,503
-9%
增持
—
BROOKFIELD INFRAST PARTNERS
+$31.4M
3,242,722
+46%
增持
NEOG
NEOGEN CORP
+$30.8M
12,615,546
+51%
减持
DOCU
DOCUSIGN INC
-$30.0M
690,262
-42%
建仓
ITRI
ITRON INC
+$30.0M
324,248
减持
LAMR
LAMAR ADVERTISING CO NEW
-$27.5M
1,108,197
-26%
增持
HUBG
HUB GROUP INC
+$25.3M
1,537,964
+244%
增持
—
WOLFSPEED INC
+$25.0M
1,516,783
+235%
减持
ADBE
ADOBE INC
-$24.8M
32,603
-53%
建仓
EBAY
EBAY INC.
+$24.8M
470,000
减持
APO
APOLLO GLOBAL MGMT INC
-$23.9M
2,699,734
-23%
减持
WDAY
WORKDAY INC
-$23.8M
146,835
-36%
清仓
INTU
INTUIT
-$23.7M
0
-100%
减持
LEN
LENNAR CORP
-$23.2M
234,584
-45%
建仓
—
BARNES GROUP INC
+$23.2M
623,367
减持
CINF
CINCINNATI FINL CORP
+$21.7M
1,087,627
-1%
建仓
KKR
KKR & CO INC
+$21.7M
215,782
清仓
NOW
SERVICENOW INC
-$21.0M
0
-100%
清仓
IBKR
INTERACTIVE BROKERS GROUP IN
-$20.1M
0
-100%
增持
CRM
SALESFORCE INC
+$20.0M
515,283
+0%
建仓
BE
BLOOM ENERGY CORP
+$19.1M
1,695,743
减持
WSM
WILLIAMS SONOMA INC
+$18.5M
211,759
-12%
减持
POOL
POOL CORP
-$18.3M
647,246
-8%
减持
MBLY
MOBILEYE GLOBAL INC
-$16.4M
135,787
-72%
增持
BWXT
BWX TECHNOLOGIES INC
+$16.0M
559,368
+4%
增持
AMZN
AMAZON COM INC
+$14.9M
514,519
+0%
减持
—
SPOTIFY TECHNOLOGY S A
-$14.2M
171,275
-46%
建仓
—
HOLOGIC INC
+$14.0M
180,185
减持
SCI
SERVICE CORP INTL
+$13.6M
4,714,988
-4%
减持
MTX
MINERALS TECHNOLOGIES INC
-$13.5M
349,363
-37%
减持
—
ONESPAWORLD HOLDINGS LIMITED
-$13.2M
8,005,945
-5%
减持
—
GARMIN LTD
+$12.8M
1,994,897
-10%
建仓
ESE
ESCO TECHNOLOGIES INC
+$11.2M
104,749
清仓
—
ROVER GROUP INC
-$10.4M
0
-100%
减持
ENOV
ENOVIS CORPORATION
-$9.5M
2,048,387
-17%
减持
APG
API GROUP CORP
+$8.9M
2,291,053
-2%
清仓
QRVO
QORVO INC
-$8.6M
0
-100%
增持
BURL
BURLINGTON STORES INC
+$8.5M
191,995
+3%
清仓
AVGO
BROADCOM INC
-$8.4M
0
-100%
增持
WWW
WOLVERINE WORLD WIDE INC
+$8.4M
2,254,707
+18%
增持
IRDM
IRIDIUM COMMUNICATIONS INC
+$8.1M
2,095,823
+85%
建仓
LLY
ELI LILLY & CO
+$7.4M
9,500
减持
V
VISA INC
+$6.6M
1,089,100
-5%
减持
PTLO
PORTILLOS INC
-$6.4M
109,527
-78%
减持
—
DUCKHORN PORTFOLIO INC
-$6.0M
8,249,088
-2%
增持
MATW
MATTHEWS INTL CORP
-$4.7M
934,901
+1%
清仓
IWR
ISHARES TR
-$4.3M
0
-100%
增持
—
DAYFORCE INC
+$3.9M
15,275,849
+2%
减持
CW
CURTISS WRIGHT CORP
-$3.8M
412,445
-16%
增持
CARG
CARGURUS INC
+$3.8M
1,114,261
+23%
清仓
ZIP
ZIPRECRUITER INC
-$3.6M
0
-100%
增持
CMP
COMPASS MINERALS INTL INC
+$3.3M
2,944,721
+73%
减持
LITE
LUMENTUM HLDGS INC
-$3.1M
83,884
-38%
增持
PINS
PINTEREST INC
+$3.0M
164,500
+127%
减持
ITT
ITT INC
-$2.9M
2,989,186
-13%
减持
—
SOUTHSTATE CORPORATION
-$2.4M
472,201
-6%
减持
—
GLOBALFOUNDRIES INC
-$2.1M
60,972
-30%
减持
—
ALTAIR ENGR INC
-$1.5M
21,294
-47%
清仓
DLX
DELUXE CORP
-$1.3M
0
-100%
清仓
RCKY
ROCKY BRANDS INC
-$1.3M
0
-100%
建仓
CFG
CITIZENS FINL GROUP INC
+$1.2M
32,600
建仓
—
PERIMETER SOLUTIONS SA
+$1.2M
155,000
清仓
GWRS
GLOBAL WTR RES INC
-$1.1M
0
-100%
减持
GSHD
GOOSEHEAD INS INC
-$991.7K
17,148
-39%
减持
SSTI
SOUNDTHINKING INC
-$887.5K
31,897
-42%
减持
FORM
FORMFACTOR INC
-$869.6K
20,884
-52%
增持
ADEA
ADEIA INC
+$835.5K
580,221
+31%
减持
COHR
COHERENT CORP
-$818.5K
1,775,015
-29%
减持
ADSK
AUTODESK INC
-$762.5K
74,027
-10%
减持
AVNW
AVIAT NETWORKS INC
-$753.1K
349,602
-19%
清仓
—
CAMBIUM NETWORKS CORP
-$686.6K
0
-100%
增持
—
MODEL N INC
+$682.2K
89,943
+29%
减持
BMI
BADGER METER INC
-$556.1K
13,190
-24%
减持
—
EVERI HLDGS INC
-$553.9K
121,100
-23%
增持
UFPT
UFP TECHNOLOGIES INC
+$501.2K
3,816
+42%
减持
BOOT
BOOT BARN HLDGS INC
-$449.9K
16,593
-37%
减持
ALKT
ALKAMI TECHNOLOGY INC
-$449.5K
80,267
-20%
增持
—
SUMMIT MATLS INC
+$439.5K
54,897
+5%
减持
ERII
ENERGY RECOVERY INC
-$356.2K
67,390
-11%
减持
SPSC
SPS COMM INC
-$354.1K
8,077
-15%
减持
VLTO
VERALTO CORP
+$353.7K
680,369
-7%
减持
CWST
CASELLA WASTE SYS INC
+$345.5K
27,343
-1%
建仓
NCNO
NCINO INC
+$337.2K
9,020
建仓
PHR
PHREESIA INC
+$331.0K
13,830
减持
VNT
VONTIER CORPORATION
+$329.3K
413,131
-22%
减持
CHEF
CHEFS WHSE INC
+$320.5K
84,347
-13%