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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 23
增持 46
减持 61
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
—
DAYFORCE INC
-$290.1M
14,542,543
-5%
减持
MLM
MARTIN MARIETTA MATLS INC
-$254.8M
2,096,559
-7%
减持
SGI
TEMPUR SEALY INTL INC
-$227.4M
22,489,031
-1%
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
CDW
CDW CORP
-$205.9M
4,853,627
-4%
减持
—
CRH PLC
-$177.4M
14,611,718
-1%
增持
SCI
SERVICE CORP INTL
+$165.1M
7,239,783
+54%
清仓
IWM
ISHARES TR
-$162.9M
0
-100%
减持
POOL
POOL CORP
-$148.7M
365,912
-43%
减持
TDY
TELEDYNE TECHNOLOGIES INC
-$146.9M
979,779
-20%
建仓
—
VIKING HOLDINGS LTD
+$146.0M
4,301,372
减持
PWR
QUANTA SVCS INC
-$145.4M
1,323,845
-29%
清仓
MMM
3M CO
-$143.2M
0
-100%
增持
CNM
CORE & MAIN INC
-$125.9M
15,426,777
+0%
减持
INTC
INTEL CORP
-$114.4M
1,394,708
-61%
减持
ROL
ROLLINS INC
-$108.7M
1,992,258
-55%
减持
MTN
VAIL RESORTS INC
-$108.0M
1,884,472
-6%
增持
MIDD
MIDDLEBY CORP
-$106.7M
6,360,288
+15%
减持
ENOV
ENOVIS CORPORATION
-$102.8M
556,638
-73%
清仓
MKC
MCCORMICK & CO INC
-$102.7M
0
-100%
减持
—
ON HLDG AG
-$93.2M
7,417,811
-31%
建仓
GMED
GLOBUS MED INC
+$91.7M
1,339,042
建仓
CVS
CVS HEALTH CORP
+$88.6M
1,500,000
增持
APH
AMPHENOL CORP NEW
-$87.6M
3,139,633
+21%
减持
TRMB
TRIMBLE INC
-$81.6M
8,705,904
-1%
减持
MORN
MORNINGSTAR INC
-$80.0M
2,434,338
-6%
减持
TSCO
TRACTOR SUPPLY CO
-$79.4M
1,560,086
-18%
减持
ENTG
ENTEGRIS INC
-$76.5M
4,200,553
-9%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$75.6M
2,498,069
-5%
减持
RVTY
REVVITY INC
-$74.9M
7,371,097
-9%
建仓
LH
LABCORP HOLDINGS INC
+$73.9M
363,265
减持
SHOP
SHOPIFY INC
-$71.4M
1,079,509
-42%
增持
PINS
PINTEREST INC
+$70.7M
1,732,742
+953%
建仓
KEX
KIRBY CORP
+$65.9M
550,641
清仓
IDXX
IDEXX LABS INC
-$63.5M
0
-100%
减持
H
HYATT HOTELS CORP
-$63.4M
1,006,653
-26%
建仓
CACI
CACI INTL INC
+$62.4M
145,111
建仓
CSGP
COSTAR GROUP INC
+$60.8M
819,550
减持
MKL
MARKEL GROUP INC
-$60.4M
12,662
-76%
清仓
VLTO
VERALTO CORP
-$60.3M
0
-100%
建仓
JLL
JONES LANG LASALLE INC
+$55.2M
268,665
增持
—
SIGNET JEWELERS LIMITED
-$53.5M
6,949,785
+3%
减持
ILMN
ILLUMINA INC
-$52.0M
955,950
-14%
减持
CTAS
CINTAS CORP
-$51.2M
39,683
-65%
减持
EME
EMCOR GROUP INC
-$50.9M
1,167,140
-14%
增持
FBIN
FORTUNE BRANDS INNOVATIONS I
+$50.9M
6,326,857
+49%
减持
COHR
COHERENT CORP
-$49.7M
798,764
-55%
减持
LAMR
LAMAR ADVERTISING CO NEW
-$49.5M
693,374
-37%
建仓
MCO
MOODYS CORP
+$49.1M
116,580
清仓
—
PENTAIR PLC
-$44.9M
0
-100%
增持
NEOG
NEOGEN CORP
+$43.7M
15,530,439
+23%
清仓
LEN
LENNAR CORP
-$40.3M
0
-100%
增持
SPGI
S&P GLOBAL INC
+$35.5M
237,500
+43%
减持
—
DUCKHORN PORTFOLIO INC
-$34.8M
5,916,709
-28%
建仓
MSCI
MSCI INC
+$34.2M
70,919
建仓
PII
POLARIS INC
+$33.8M
432,080
清仓
ZD
ZIFF DAVIS INC
-$33.0M
0
-100%
减持
V
VISA INC
-$32.0M
1,036,198
-5%
减持
TECH
BIO-TECHNE CORP
-$31.7M
2,516,033
-16%
增持
ESE
ESCO TECHNOLOGIES INC
+$30.3M
395,460
+278%
增持
—
GARMIN LTD
+$29.9M
2,006,563
+1%
增持
ITRI
ITRON INC
+$29.8M
603,877
+86%
增持
ADBE
ADOBE INC
+$29.6M
82,924
+154%
减持
—
SOUTHSTATE CORPORATION
-$28.3M
155,579
-67%
清仓
MTX
MINERALS TECHNOLOGIES INC
-$26.3M
0
-100%
建仓
FXI
ISHARES TR
+$25.5M
980,000
减持
WSM
WILLIAMS SONOMA INC
-$25.0M
149,514
-29%
建仓
SPXC
SPX TECHNOLOGIES INC
+$24.9M
175,208
增持
ITT
ITT INC
+$24.9M
3,340,392
+12%
增持
ADSK
AUTODESK INC
+$24.8M
177,958
+140%
减持
MATW
MATTHEWS INTL CORP
-$24.5M
183,609
-80%
减持
WAB
WABTEC
+$23.5M
5,662,441
-5%
减持
—
WOLFSPEED INC
-$21.9M
1,003,689
-34%
清仓
KKR
KKR & CO INC
-$21.7M
0
-100%
建仓
CR
CRANE COMPANY
+$21.2M
145,943
减持
IRDM
IRIDIUM COMMUNICATIONS INC
-$21.0M
1,268,943
-39%
减持
CLH
CLEAN HARBORS INC
+$20.9M
1,824,366
-6%
增持
GOOG
ALPHABET INC
+$20.8M
624,862
+1%
减持
PTC
PTC INC
-$19.5M
655,113
-11%
清仓
VNT
VONTIER CORPORATION
-$18.7M
0
-100%
增持
TTC
TORO CO
+$18.5M
5,519,407
+2%
增持
—
WHITE MTNS INS GROUP LTD
+$18.3M
59,361
+19%
增持
FTV
FORTIVE CORP
-$17.0M
2,641,314
+7%
减持
BRO
BROWN & BROWN INC
-$16.8M
13,133,796
-3%
减持
PAYX
PAYCHEX INC
-$16.6M
1,498,466
-5%
减持
CMP
COMPASS MINERALS INTL INC
-$16.2M
2,916,457
-1%
减持
CBZ
CBIZ INC
-$15.3M
1,130,568
-10%
建仓
ZTS
ZOETIS INC
+$15.0M
86,505
减持
WWW
WOLVERINE WORLD WIDE INC
-$14.8M
776,523
-66%
增持
—
BROOKFIELD INFRAST PARTNERS
+$14.1M
4,202,842
+30%
减持
EBAY
EBAY INC.
-$13.6M
209,200
-55%
减持
BE
BLOOM ENERGY CORP
-$12.9M
504,693
-70%
增持
HUBG
HUB GROUP INC
+$12.6M
1,836,354
+19%
增持
MHK
MOHAWK INDS INC
-$12.1M
1,702,440
+8%
增持
CRM
SALESFORCE INC
-$11.5M
558,923
+8%
减持
—
BARNES GROUP INC
-$11.4M
284,093
-54%
清仓
A
AGILENT TECHNOLOGIES INC
-$11.2M
0
-100%
增持
—
HOLOGIC INC
+$11.1M
338,020
+88%
增持
BWXT
BWX TECHNOLOGIES INC
+$10.8M
718,198
+28%
减持
CINF
CINCINNATI FINL CORP
-$10.3M
1,056,672
-3%
减持
CW
CURTISS WRIGHT CORP
-$9.7M
353,768
-14%
增持
AMZN
AMAZON COM INC
+$8.6M
524,754
+2%
减持
—
BROOKFIELD RENEWABLE PARTNER
-$7.9M
4,978,602
-12%
减持
WDAY
WORKDAY INC
-$7.7M
144,917
-1%
增持
BURL
BURLINGTON STORES INC
+$7.5M
216,802
+13%
建仓
TNET
TRINET GROUP INC
+$6.7M
66,523
增持
—
GLOBALFOUNDRIES INC
+$6.3M
187,238
+207%
增持
AOS
SMITH A O CORP
+$6.2M
3,852,467
+12%
增持
LYV
LIVE NATION ENTERTAINMENT IN
-$6.0M
12,940,613
+12%
减持
DOCU
DOCUSIGN INC
-$5.8M
659,432
-4%
减持
MIR
MIRION TECHNOLOGIES INC
-$5.7M
5,783,888
-3%
增持
DHR
DANAHER CORPORATION
+$5.3M
402,017
+6%
增持
CARG
CARGURUS INC
+$4.3M
1,145,692
+3%
减持
APO
APOLLO GLOBAL MGMT INC
+$4.2M
2,606,481
-3%
减持
VFC
V F CORP
-$3.9M
229,100
-50%
增持
APG
API GROUP CORP
+$2.8M
2,464,597
+8%
建仓
GOGO
GOGO INC
+$2.8M
287,306
增持
PYPL
PAYPAL HLDGS INC
-$2.6M
1,568,805
+12%
清仓
—
MODEL N INC
-$2.6M
0
-100%
增持
AVNW
AVIAT NETWORKS INC
-$2.5M
380,184
+9%
建仓
GRAL
GRAIL INC
+$2.4M
159,320
增持
MBLY
MOBILEYE GLOBAL INC
+$2.3M
237,137
+75%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$2.2M
12,850
-15%
建仓
PTON
PELOTON INTERACTIVE INC
+$1.8M
541,937
减持
META
META PLATFORMS INC
-$1.4M
114,707
-6%
建仓
HIMS
HIMS & HERS HEALTH INC
+$1.4M
67,500
清仓
VSTS
VESTIS CORPORATION
-$1.3M
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.2M
328,904
+6%
减持
—
ONESPAWORLD HOLDINGS LIMITED
-$1.2M
6,811,247
-15%
清仓
—
EVERI HLDGS INC
-$1.2M
0
-100%
清仓
—
PERFICIENT INC
-$1.2M
0
-100%
清仓
—
PERIMETER SOLUTIONS SA
-$1.2M
0
-100%
清仓
GSHD
GOOSEHEAD INS INC
-$1.1M
0
-100%
减持
LITE
LUMENTUM HLDGS INC
-$1.1M
57,229
-32%
减持
—
SPOTIFY TECHNOLOGY S A
-$1.1M
140,689
-18%
建仓
BWIN
THE BALDWIN INSURANCE GRP IN
+$1.0M
29,462
增持
ADEA
ADEIA INC
+$972.5K
653,425
+13%
减持
MSFT
MICROSOFT CORP
-$964.8K
196,948
-7%
建仓
LOAR
LOAR HOLDINGS INC
+$911.3K
17,062
清仓
KNSL
KINSALE CAP GROUP INC
-$842.2K
0
-100%
增持
CSW
CSW INDUSTRIALS INC
+$652.3K
6,842
+38%
增持
BIO
BIO RAD LABS INC
-$616.6K
649,522
+26%
增持
ALKT
ALKAMI TECHNOLOGY INC
+$575.4K
89,451
+11%
清仓
SSTI
SOUNDTHINKING INC
-$506.5K
0
-100%
增持
NRC
NATIONAL RESH CORP
-$496.7K
35,537
+7%
增持
NCNO
NCINO INC
+$462.8K
25,436
+182%
增持
PTLO
PORTILLOS INC
-$460.3K
112,424
+3%
建仓
CLFD
CLEARFIELD INC
+$453.1K
11,750
增持
KAI
KADANT INC
-$434.3K
13,525
+1%
增持
UFPT
UFP TECHNOLOGIES INC
+$421.9K
5,246
+37%
减持
BOOT
BOOT BARN HLDGS INC
+$418.3K
15,490
-7%