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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 20
增持 36
减持 77
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
CDW
CDW CORP
-$475.2M
3,500,426
-27%
减持
RVTY
REVVITY INC
-$394.9M
2,384,467
-54%
增持
—
STERIS PLC
+$296.7M
2,599,730
+165%
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
+$286.1M
17,279,911
+27%
减持
LYV
LIVE NATION ENTERTAINMENT IN
-$283.4M
8,442,456
-33%
减持
—
SIGNET JEWELERS LIMITED
-$280.5M
5,560,915
-21%
增持
DVA
DAVITA INC
+$229.7M
2,570,600
+172%
增持
LH
LABCORP HOLDINGS INC
+$223.9M
1,595,957
+151%
减持
MLM
MARTIN MARIETTA MATLS INC
-$214.1M
1,408,743
-19%
增持
TRMB
TRIMBLE INC
+$202.4M
10,154,341
+22%
减持
FBIN
FORTUNE BRANDS INNOVATIONS I
-$182.7M
8,541,844
-0%
减持
BRO
BROWN & BROWN INC
-$177.8M
7,978,907
-17%
减持
PWR
QUANTA SVCS INC
-$173.1M
729,376
-46%
减持
AOS
SMITH A O CORP
-$151.1M
3,342,818
-21%
增持
SHOP
SHOPIFY INC
+$151.1M
3,555,487
+26%
减持
RMD
RESMED INC
-$147.7M
481,700
-54%
增持
CAE
CAE INC
+$147.1M
6,741,514
+427%
减持
—
CRH PLC
-$140.0M
11,017,423
-12%
减持
—
ON HLDG AG
-$138.2M
1,491,157
-66%
建仓
SAIA
SAIA INC
+$137.2M
301,054
减持
APO
APOLLO GLOBAL MGMT INC
-$136.7M
944,125
-60%
建仓
QCOM
QUALCOMM INC
+$130.2M
847,800
减持
PII
POLARIS INC
-$126.9M
669,370
-66%
减持
SGI
TEMPUR SEALY INTL INC
-$125.8M
18,770,274
-14%
减持
NEOG
NEOGEN CORP
-$108.5M
9,396,150
-29%
清仓
MTN
VAIL RESORTS INC
-$107.4M
0
-100%
建仓
MKC
MCCORMICK & CO INC
+$104.9M
1,375,432
减持
MORN
MORNINGSTAR INC
-$98.6M
1,374,435
-22%
减持
BIO
BIO RAD LABS INC
-$85.7M
460,658
-35%
减持
ENTG
ENTEGRIS INC
-$82.6M
3,811,064
-7%
建仓
RJF
RAYMOND JAMES FINL INC
+$81.6M
525,404
减持
TTC
TORO CO
-$74.9M
4,905,975
-9%
建仓
PKG
PACKAGING CORP AMER
+$72.3M
321,320
减持
EL
LAUDER ESTEE COS INC
-$71.3M
65,500
-91%
减持
MHK
MOHAWK INDS INC
-$71.2M
1,497,419
-4%
减持
ILMN
ILLUMINA INC
-$70.3M
137,839
-80%
减持
JLL
JONES LANG LASALLE INC
-$68.3M
704,600
-23%
清仓
TRU
TRANSUNION
-$67.1M
0
-100%
减持
—
BROOKFIELD RENEWABLE PARTNER
-$64.6M
523,114
-81%
减持
CACI
CACI INTL INC
-$63.8M
255,079
-23%
减持
MIDD
MIDDLEBY CORP
-$60.9M
6,289,468
-4%
增持
ADBE
ADOBE INC
+$60.7M
235,068
+178%
减持
—
GARMIN LTD
-$60.1M
1,009,024
-34%
减持
WAB
WABTEC
-$58.7M
5,138,706
-10%
减持
SCI
SERVICE CORP INTL
-$57.5M
8,301,898
-9%
减持
CNM
CORE & MAIN INC
-$55.9M
13,182,779
-19%
建仓
RGLD
ROYAL GOLD INC
+$55.8M
423,397
减持
CRM
SALESFORCE INC
-$54.3M
479,703
-39%
减持
COHR
COHERENT CORP
-$54.1M
153,309
-80%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$54.0M
201,019
-22%
减持
CINF
CINCINNATI FINL CORP
-$52.5M
695,104
-38%
减持
BN
BROOKFIELD CORP
-$51.8M
8,097,315
-17%
清仓
RH
RH
-$48.5M
0
-100%
减持
DHR
DANAHER CORPORATION
-$48.2M
154,281
-49%
增持
KEX
KIRBY CORP
+$45.1M
1,565,693
+59%
清仓
HLNE
HAMILTON LANE INC
-$44.1M
0
-100%
清仓
BURL
BURLINGTON STORES INC
-$43.5M
0
-100%
减持
—
ONESPAWORLD HOLDINGS LIMITED
-$41.0M
2,225,569
-57%
增持
FTV
FORTIVE CORP
+$40.0M
4,297,573
+20%
减持
GMED
GLOBUS MED INC
-$39.9M
626,640
-51%
减持
—
DAYFORCE INC
-$38.3M
11,400,740
-19%
增持
TSCO
TRACTOR SUPPLY CO
-$34.4M
7,669,224
+406%
增持
PTC
PTC INC
+$33.3M
961,582
+21%
增持
GOOG
ALPHABET INC
+$33.2M
584,478
+25%
增持
EME
EMCOR GROUP INC
+$32.0M
1,064,003
+2%
减持
H
HYATT HOTELS CORP
-$30.2M
371,000
-36%
增持
WDAY
WORKDAY INC
+$29.7M
494,643
+23%
建仓
CPAY
CORPAY INC
+$29.4M
86,923
减持
ADSK
AUTODESK INC
-$29.2M
124,774
-48%
增持
PAYX
PAYCHEX INC
+$28.1M
1,755,940
+8%
减持
PYPL
PAYPAL HLDGS INC
-$28.1M
752,879
-36%
减持
—
BROOKFIELD INFRAST PARTNERS
-$27.3M
5,124,291
-6%
减持
CW
CURTISS WRIGHT CORP
-$26.8M
80,371
-52%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$24.2M
3,080,078
+33%
增持
AMZN
AMAZON COM INC
+$22.0M
508,307
+6%
增持
USLM
UNITED STS LIME & MINERALS I
+$21.7M
328,354
+46%
增持
TECH
BIO-TECHNE CORP
+$21.1M
2,335,359
+27%
建仓
LEN
LENNAR CORP
+$20.1M
147,583
增持
CR
CRANE COMPANY
+$19.1M
754,170
+25%
增持
ITT
ITT INC
+$18.6M
4,564,926
+8%
减持
CARG
CARGURUS INC
-$18.3M
442,284
-61%
减持
—
SPOTIFY TECHNOLOGY S A
-$18.2M
46,794
-56%
清仓
CMP
COMPASS MINERALS INTL INC
-$18.0M
0
-100%
清仓
—
WOLFSPEED INC
-$15.7M
0
-100%
减持
SPGI
S&P GLOBAL INC
-$15.5M
97,574
-21%
增持
—
ALCON AG
+$14.9M
6,518,462
+21%
建仓
CSGP
COSTAR GROUP INC
+$14.9M
207,951
增持
ZTS
ZOETIS INC
+$14.8M
189,703
+131%
减持
HUBG
HUB GROUP INC
-$12.4M
1,701,418
-12%
减持
V
VISA INC
+$12.0M
1,086,310
-10%
建仓
CASY
CASEYS GEN STORES INC
+$11.9M
30,144
建仓
BJ
BJS WHSL CLUB HLDGS INC
+$11.7M
130,766
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$9.3M
1,208,011
-9%
减持
TDY
TELEDYNE TECHNOLOGIES INC
-$9.1M
505,375
-9%
减持
APG
API GROUP CORP
-$8.7M
3,303,798
-14%
减持
WSM
WILLIAMS SONOMA INC
+$8.4M
296,722
-1%
减持
IRDM
IRIDIUM COMMUNICATIONS INC
-$8.0M
751,188
-23%
增持
BWXT
BWX TECHNOLOGIES INC
+$7.7M
551,878
+11%
减持
MCO
MOODYS CORP
-$7.5M
48,845
-24%
减持
MIR
MIRION TECHNOLOGIES INC
-$7.4M
2,313,419
-46%
减持
MSCI
MSCI INC
-$7.0M
42,676
-24%
减持
DOCU
DOCUSIGN INC
+$6.0M
330,678
-14%
减持
LAMR
LAMAR ADVERTISING CO NEW
-$5.8M
298,853
-5%
增持
COO
COOPER COS INC
+$5.6M
262,809
+56%
减持
—
WHITE MTNS INS GROUP LTD
-$5.1M
27,599
-20%
清仓
PFE
PFIZER INC
-$5.0M
0
-100%
增持
BE
BLOOM ENERGY CORP
+$4.9M
278,515
+125%
减持
META
META PLATFORMS INC
-$4.8M
86,688
-11%
建仓
PRM
PERIMETER SOLUTIONS INC
+$3.4M
269,041
建仓
EFX
EQUIFAX INC
+$3.4M
13,410
建仓
MRVL
MARVELL TECHNOLOGY INC
+$3.1M
27,868
减持
MSFT
MICROSOFT CORP
-$3.0M
177,923
-2%
减持
AVGO
BROADCOM INC
-$2.7M
10,068
-66%
建仓
FORM
FORMFACTOR INC
+$2.7M
61,799
增持
FXI
ISHARES TR
+$2.5M
599,800
+21%
减持
APH
AMPHENOL CORP NEW
+$2.5M
742,025
-1%
清仓
INTC
INTEL CORP
-$2.4M
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$2.4M
0
-100%
清仓
AVNW
AVIAT NETWORKS INC
-$2.2M
0
-100%
清仓
LITE
LUMENTUM HLDGS INC
-$1.6M
0
-100%
减持
—
GLOBALFOUNDRIES INC
-$1.5M
24,904
-61%
减持
BWIN
THE BALDWIN INSURANCE GRP IN
-$1.4M
33,741
-37%
建仓
BL
BLACKLINE INC
+$1.3M
21,862
增持
—
SUMMIT MATLS INC
+$1.3M
91,439
+8%
清仓
CFG
CITIZENS FINL GROUP INC
-$1.2M
0
-100%
减持
AIN
ALBANY INTL CORP
-$1.2M
14,279
-46%
减持
CSW
CSW INDUSTRIALS INC
-$1.1M
5,298
-35%
清仓
—
DUCKHORN PORTFOLIO INC
-$1.0M
0
-100%
减持
ADEA
ADEIA INC
+$1.0M
688,064
-5%
清仓
MATW
MATTHEWS INTL CORP
-$918.6K
0
-100%
建仓
LNTH
LANTHEUS HLDGS INC
+$902.8K
10,092
建仓
IWR
ISHARES TR
+$893.5K
10,108
增持
CLH
CLEAN HARBORS INC
-$822.4K
1,751,478
+5%
减持
LOAR
LOAR HOLDINGS INC
-$741.7K
5,714
-63%
增持
GOGO
GOGO INC
+$651.5K
238,730
+34%
减持
VFC
V F CORP
-$643.0K
122,500
-25%
清仓
ENOV
ENOVIS CORPORATION
-$605.8K
0
-100%
减持
—
ALTAIR ENGR INC
-$495.9K
14,140
-34%
增持
—
MERIDIANLINK INC
+$482.6K
47,922
+94%
减持
CERT
CERTARA INC
-$449.3K
172,488
-12%
增持
MYRG
MYR GROUP INC DEL
+$403.8K
7,196
+10%
减持
VRRM
VERRA MOBILITY CORP
-$362.1K
86,263
-2%
增持
STRL
STERLING INFRASTRUCTURE INC
+$321.2K
6,630
+21%
减持
CHEF
CHEFS WHSE INC
+$321.0K
72,487
-6%
增持
CDRE
CADRE HLDGS INC
+$293.7K
54,119
+41%
增持
PTLO
PORTILLOS INC
-$259.7K
138,150
+19%
建仓
IJH
ISHARES TR
+$226.9K
3,641
清仓
PTON
PELOTON INTERACTIVE INC
-$195.3K
0
-100%
减持
NRC
NATIONAL RESH CORP
-$188.4K
33,175
-2%
建仓
LIND
LINDBLAD EXPEDITIONS HLDGS I
+$181.6K
15,313