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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 19
增持 41
减持 65
清仓 25
方向
标的
Δ市值
现股数(环比)
建仓
—
ALCON AG
+$538.2M
5,384,201
建仓
BN
BROOKFIELD CORP
+$517.0M
9,723,279
增持
FBIN
FORTUNE BRANDS INNOVATIONS I
+$355.5M
8,559,466
+35%
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
—
VIKING HOLDINGS LTD
+$329.3M
13,621,686
+217%
建仓
RMD
RESMED INC
+$257.8M
1,056,200
减持
MTN
VAIL RESORTS INC
-$232.0M
616,355
-67%
增持
SCI
SERVICE CORP INTL
+$205.2M
9,123,512
+26%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$204.9M
1,320,298
-47%
增持
ITT
ITT INC
+$202.1M
4,237,979
+27%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$198.7M
2,320,785
减持
MLM
MARTIN MARIETTA MATLS INC
-$194.2M
1,749,668
-17%
增持
JLL
JONES LANG LASALLE INC
+$191.5M
914,307
+240%
减持
BRO
BROWN & BROWN INC
-$182.5M
9,573,280
-27%
减持
LYV
LIVE NATION ENTERTAINMENT IN
+$163.6M
12,573,719
-3%
减持
APH
AMPHENOL CORP NEW
-$162.5M
752,835
-76%
减持
MORN
MORNINGSTAR INC
-$158.8M
1,759,321
-28%
增持
SHOP
SHOPIFY INC
+$155.7M
2,832,118
+162%
建仓
DVA
DAVITA INC
+$154.7M
943,700
减持
—
DAYFORCE INC
+$145.2M
14,146,656
-3%
增持
WAB
WABTEC
+$138.0M
5,682,539
+0%
减持
TDY
TELEDYNE TECHNOLOGIES INC
-$136.5M
556,714
-43%
增持
MIDD
MIDDLEBY CORP
+$133.0M
6,561,001
+3%
增持
PII
POLARIS INC
+$131.7M
1,988,089
+360%
减持
SGI
TEMPUR SEALY INTL INC
+$125.3M
21,792,857
-3%
清仓
POOL
POOL CORP
-$112.5M
0
-100%
减持
RVTY
REVVITY INC
-$111.9M
5,174,224
-30%
减持
ENTG
ENTEGRIS INC
-$108.7M
4,088,683
-3%
增持
—
SIGNET JEWELERS LIMITED
+$106.7M
7,071,011
+2%
增持
CACI
CACI INTL INC
+$104.4M
330,674
+128%
清仓
ROL
ROLLINS INC
-$97.2M
0
-100%
清仓
CVS
CVS HEALTH CORP
-$88.6M
0
-100%
增持
FTV
FORTIVE CORP
+$86.6M
3,577,323
+35%
清仓
CBZ
CBIZ INC
-$83.8M
0
-100%
增持
—
STERIS PLC
+$76.8M
979,934
+34%
清仓
PINS
PINTEREST INC
-$76.4M
0
-100%
建仓
EL
LAUDER ESTEE COS INC
+$76.2M
764,540
增持
—
BROOKFIELD INFRAST PARTNERS
+$74.9M
5,428,366
+29%
增持
CR
CRANE COMPANY
+$74.2M
602,453
+313%
增持
CRM
SALESFORCE INC
+$71.0M
784,295
+40%
增持
LH
LABCORP HOLDINGS INC
+$68.2M
635,976
+75%
减持
—
ON HLDG AG
-$68.0M
4,383,273
-41%
增持
PWR
QUANTA SVCS INC
+$67.2M
1,353,708
+2%
建仓
TRU
TRANSUNION
+$67.1M
641,267
增持
WDAY
WORKDAY INC
+$65.5M
400,685
+176%
减持
H
HYATT HOTELS CORP
-$64.5M
581,115
-42%
增持
AOS
SMITH A O CORP
+$64.1M
4,220,787
+10%
减持
—
CRH PLC
+$63.7M
12,500,767
-14%
清仓
CSGP
COSTAR GROUP INC
-$60.8M
0
-100%
清仓
ITRI
ITRON INC
-$59.8M
0
-100%
增持
BIO
BIO RAD LABS INC
+$59.6M
708,452
+9%
增持
V
VISA INC
+$59.3M
1,205,019
+16%
减持
—
GARMIN LTD
-$58.7M
1,523,878
-24%
减持
MHK
MOHAWK INDS INC
+$56.2M
1,553,286
-9%
增持
KEX
KIRBY CORP
+$54.6M
984,478
+79%
减持
—
WHITE MTNS INS GROUP LTD
-$49.1M
34,663
-42%
建仓
RH
RH
+$48.5M
144,966
减持
TTC
TORO CO
-$48.2M
5,394,621
-2%
减持
—
BROOKFIELD RENEWABLE PARTNER
-$46.8M
2,714,571
-45%
建仓
HLNE
HAMILTON LANE INC
+$44.1M
262,140
减持
SPGI
S&P GLOBAL INC
-$41.8M
124,105
-48%
清仓
ESE
ESCO TECHNOLOGIES INC
-$41.5M
0
-100%
减持
—
DUCKHORN PORTFOLIO INC
-$41.0M
176,255
-97%
减持
INTC
INTEL CORP
-$40.8M
103,754
-93%
减持
LAMR
LAMAR ADVERTISING CO NEW
-$40.7M
315,737
-54%
减持
CW
CURTISS WRIGHT CORP
-$40.5M
168,430
-52%
增持
PAYX
PAYCHEX INC
+$40.5M
1,625,591
+8%
减持
GOOG
ALPHABET INC
-$36.5M
467,289
-25%
增持
APG
API GROUP CORP
+$34.8M
3,862,422
+57%
减持
TECH
BIO-TECHNE CORP
-$33.2M
1,839,955
-27%
减持
TRMB
TRIMBLE INC
+$28.3M
8,296,824
-5%
增持
CNM
CORE & MAIN INC
-$27.9M
16,375,022
+6%
清仓
CTAS
CINTAS CORP
-$27.8M
0
-100%
增持
CINF
CINCINNATI FINL CORP
+$27.6M
1,119,346
+6%
清仓
—
HOLOGIC INC
-$25.1M
0
-100%
清仓
SPXC
SPX TECHNOLOGIES INC
-$24.9M
0
-100%
减持
EME
EMCOR GROUP INC
+$24.9M
1,047,440
-10%
减持
ENOV
ENOVIS CORPORATION
-$24.6M
14,073
-97%
增持
PTC
PTC INC
+$24.5M
794,165
+21%
建仓
CAE
CAE INC
+$24.0M
1,279,059
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$23.3M
256,385
-22%
增持
ADSK
AUTODESK INC
+$22.1M
240,005
+35%
建仓
USLM
UNITED STS LIME & MINERALS I
+$21.9M
224,406
减持
NEOG
NEOGEN CORP
-$20.2M
13,241,197
-15%
减持
TSCO
TRACTOR SUPPLY CO
+$20.1M
1,516,891
-3%
清仓
MKL
MARKEL GROUP INC
-$20.0M
0
-100%
减持
—
ONESPAWORLD HOLDINGS LIMITED
-$19.4M
5,165,163
-24%
建仓
COO
COOPER COS INC
+$18.6M
168,343
减持
MCO
MOODYS CORP
-$18.5M
64,440
-45%
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$18.0M
0
-100%
减持
DHR
DANAHER CORPORATION
-$16.8M
300,884
-25%
减持
APO
APOLLO GLOBAL MGMT INC
-$15.1M
2,342,972
-10%
减持
BWXT
BWX TECHNOLOGIES INC
-$14.4M
495,158
-31%
减持
MIR
MIRION TECHNOLOGIES INC
-$14.3M
4,317,704
-25%
减持
CMP
COMPASS MINERALS INTL INC
-$12.2M
1,495,474
-49%
减持
AMZN
AMAZON COM INC
-$11.9M
480,197
-8%
清仓
—
SOUTHSTATE CORPORATION
-$11.9M
0
-100%
清仓
—
BARNES GROUP INC
-$11.8M
0
-100%
减持
DOCU
DOCUSIGN INC
-$11.5M
382,684
-42%
清仓
EBAY
EBAY INC.
-$11.2M
0
-100%
减持
ILMN
ILLUMINA INC
-$11.1M
680,126
-29%
减持
COHR
COHERENT CORP
+$10.8M
771,977
-3%
清仓
WWW
WOLVERINE WORLD WIDE INC
-$10.5M
0
-100%
减持
MSFT
MICROSOFT CORP
-$10.0M
181,362
-8%
减持
FXI
ISHARES TR
-$9.7M
496,000
-49%
增持
HUBG
HUB GROUP INC
+$9.2M
1,941,020
+6%
减持
AVNW
AVIAT NETWORKS INC
-$8.7M
100,659
-74%
减持
CLH
CLEAN HARBORS INC
-$8.7M
1,671,042
-8%
减持
BURL
BURLINGTON STORES INC
-$8.5M
165,283
-24%
增持
—
WOLFSPEED INC
-$7.2M
1,614,004
+61%
减持
—
GLOBALFOUNDRIES INC
-$6.9M
64,096
-66%
清仓
MBLY
MOBILEYE GLOBAL INC
-$6.7M
0
-100%
清仓
TNET
TRINET GROUP INC
-$6.7M
0
-100%
建仓
AVGO
BROADCOM INC
+$5.1M
29,465
减持
—
SPOTIFY TECHNOLOGY S A
-$5.0M
106,125
-25%
建仓
PFE
PFIZER INC
+$5.0M
173,600
减持
BE
BLOOM ENERGY CORP
-$4.9M
123,522
-76%
增持
CARG
CARGURUS INC
+$4.4M
1,147,187
+0%
增持
WSM
WILLIAMS SONOMA INC
+$4.4M
300,775
+101%
减持
IRDM
IRIDIUM COMMUNICATIONS INC
-$4.0M
978,494
-23%
减持
MATW
MATTHEWS INTL CORP
-$3.7M
39,597
-78%
清仓
GRAL
GRAIL INC
-$2.4M
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$2.4M
14,697
增持
ADBE
ADOBE INC
-$2.3M
84,621
+2%
减持
META
META PLATFORMS INC
-$2.2M
97,118
-15%
减持
CDW
CDW CORP
-$2.0M
4,792,093
-1%
减持
TENB
TENABLE HLDGS INC
-$1.7M
13,083
-74%
减持
PTON
PELOTON INTERACTIVE INC
-$1.6M
41,733
-92%
增持
BWIN
THE BALDWIN INSURANCE GRP IN
+$1.6M
53,431
+81%
减持
MSCI
MSCI INC
-$1.6M
55,863
-21%
减持
GOGO
GOGO INC
-$1.5M
178,243
-38%
建仓
CDRE
CADRE HLDGS INC
+$1.5M
38,323
清仓
IIIV
I3 VERTICALS INC
-$1.5M
0
-100%
清仓
UFPT
UFP TECHNOLOGIES INC
-$1.4M
0
-100%
清仓
HIMS
HIMS & HERS HEALTH INC
-$1.4M
0
-100%
减持
BMI
BADGER METER INC
-$1.3M
4,287
-65%
减持
PYPL
PAYPAL HLDGS INC
+$1.3M
1,183,240
-25%
增持
ADEA
ADEIA INC
+$1.3M
721,945
+10%
减持
LITE
LUMENTUM HLDGS INC
-$1.3M
25,730
-55%
增持
CSW
CSW INDUSTRIALS INC
+$1.2M
8,111
+19%
减持
ZTS
ZOETIS INC
+$1.1M
82,248
-5%
建仓
WINA
WINMARK CORP
+$1.1M
2,774
增持
ERII
ENERGY RECOVERY INC
+$1.0M
121,144
+48%
增持
MLAB
MESA LABS INC
+$973.8K
13,027
+57%
清仓
—
ENVESTNET INC
-$967.5K
0
-100%
减持
MYRG
MYR GROUP INC DEL
-$943.3K
6,522
-45%
增持
NCNO
NCINO INC
+$825.5K
51,454
+102%
清仓
FORM
FORMFACTOR INC
-$818.0K
0
-100%
建仓
STRL
STERLING INFRASTRUCTURE INC
+$795.6K
5,486
增持
—
SUMMIT MATLS INC
+$556.8K
84,734
+13%
建仓
—
MERIDIANLINK INC
+$507.0K
24,648