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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 21
增持 54
减持 52
清仓 23
方向
标的
Δ市值
现股数(环比)
清仓
IWM
ISHARES TR
-$604.3M
0
-100%
建仓
NEM
NEWMONT CORP
+$350.9M
6,022,740
增持
MKL
MARKEL GROUP INC
+$314.3M
336,369
+76%
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
FTV
FORTIVE CORP
-$248.3M
1,567,511
-65%
减持
FBIN
FORTUNE BRANDS INNOVATIONS I
-$247.6M
5,194,296
-39%
增持
PWR
QUANTA SVCS INC
+$231.9M
1,017,123
+69%
减持
—
VIKING HOLDINGS LTD
+$211.3M
17,880,920
-4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$204.2M
2,259,985
+22%
增持
TSCO
TRACTOR SUPPLY CO
+$177.2M
12,713,409
+42%
减持
—
DAYFORCE INC
-$175.8M
2,547,880
-53%
建仓
NVDA
NVIDIA CORPORATION
+$172.8M
1,093,914
清仓
TTC
TORO CO
-$169.3M
0
-100%
清仓
SAIA
SAIA INC
-$167.9M
0
-100%
减持
TECH
BIO-TECHNE CORP
-$164.4M
2,919,495
-46%
减持
MIDD
MIDDLEBY CORP
-$157.3M
4,727,504
-14%
增持
SHOP
SHOPIFY INC
+$147.7M
2,246,473
+93%
减持
BRO
BROWN & BROWN INC
-$143.5M
5,745,705
-8%
增持
CDW
CDW CORP
+$131.5M
4,052,710
+10%
清仓
MKC
MCCORMICK & CO INC
-$128.5M
0
-100%
减持
ENTG
ENTEGRIS INC
-$121.0M
2,919,435
-28%
减持
MHK
MOHAWK INDS INC
-$119.3M
547,845
-65%
增持
IDXX
IDEXX LABS INC
+$112.9M
573,713
+24%
减持
LYV
LIVE NATION ENTERTAINMENT IN
+$110.9M
6,851,369
-3%
建仓
NDAQ
NASDAQ INC
+$110.3M
1,233,044
减持
BN
BROOKFIELD CORP
-$109.9M
1,474,154
-62%
减持
EME
EMCOR GROUP INC
+$103.2M
906,855
-12%
清仓
RMD
RESMED INC
-$97.2M
0
-100%
增持
AVGO
BROADCOM INC
+$95.4M
360,274
+1445%
增持
—
ALCON AG
+$81.1M
6,762,406
+23%
减持
MLM
MARTIN MARIETTA MATLS INC
+$79.9M
1,183,267
-1%
减持
—
SIGNET JEWELERS LIMITED
+$77.6M
3,915,353
-3%
减持
V
VISA INC
-$77.5M
540,316
-30%
建仓
QXO
QXO INC
+$70.0M
3,250,235
减持
CNM
CORE & MAIN INC
+$69.6M
11,465,694
-11%
建仓
BWXT
BWX TECHNOLOGIES INC
+$68.9M
478,290
减持
—
BROOKFIELD INFRAST PARTNERS
-$68.5M
309,830
-88%
减持
APG
API GROUP CORP
-$66.5M
1,864,112
-59%
增持
MSFT
MICROSOFT CORP
+$61.6M
243,855
+53%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$61.6M
2,411,459
+39%
增持
GOOG
ALPHABET INC
+$57.6M
686,780
+67%
减持
PKG
PACKAGING CORP AMER
-$56.9M
422,246
-39%
减持
ADBE
ADOBE INC
-$56.5M
363,838
-29%
清仓
AOS
SMITH A O CORP
-$52.9M
0
-100%
减持
CPAY
CORPAY INC
-$51.5M
1,125,916
-8%
减持
TRMB
TRIMBLE INC
+$50.9M
8,644,586
-6%
增持
PAYX
PAYCHEX INC
+$50.2M
4,051,413
+16%
增持
ZTS
ZOETIS INC
+$49.7M
693,776
+95%
增持
KEX
KIRBY CORP
+$48.2M
2,165,929
+11%
减持
ITT
ITT INC
+$47.5M
4,227,752
-11%
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$46.3M
39,441
建仓
KKR
KKR & CO INC
+$46.1M
346,427
增持
ROL
ROLLINS INC
+$44.0M
1,265,543
+150%
减持
LH
LABCORP HOLDINGS INC
+$43.2M
2,132,792
-4%
增持
META
META PLATFORMS INC
+$42.5M
103,756
+75%
减持
PII
POLARIS INC
-$42.1M
596,925
-63%
增持
WDAY
WORKDAY INC
+$41.4M
669,007
+31%
减持
FAST
FASTENAL CO
-$39.7M
471,918
-39%
增持
COO
COOPER COS INC
+$39.4M
1,441,840
+92%
增持
DHR
DANAHER CORPORATION
+$38.8M
417,407
+96%
增持
PTC
PTC INC
+$38.8M
775,077
+27%
增持
CAE
CAE INC
+$38.0M
7,909,738
+1%
清仓
H
HYATT HOTELS CORP
-$37.2M
0
-100%
建仓
NOW
SERVICENOW INC
+$37.2M
36,161
增持
APO
APOLLO GLOBAL MGMT INC
+$36.0M
689,212
+53%
减持
SGI
SOMNIGROUP INTERNATIONAL INC
+$36.0M
13,836,763
-9%
清仓
—
SOUTHSTATE CORPORATION
-$34.2M
0
-100%
减持
—
GARMIN LTD
-$33.0M
434,417
-24%
减持
NET
CLOUDFLARE INC
+$29.8M
532,250
-19%
清仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$28.5M
0
-100%
增持
CR
CRANE COMPANY
+$28.3M
736,943
+1%
建仓
GDDY
GODADDY INC
+$25.8M
143,092
减持
JLL
JONES LANG LASALLE INC
-$24.5M
933,490
-12%
建仓
RAL
RALLIANT CORP
+$23.7M
488,046
减持
LAMR
LAMAR ADVERTISING CO NEW
-$22.4M
88,085
-70%
减持
—
CRH PLC
-$22.0M
9,697,157
-6%
减持
—
WHITE MTNS INS GROUP LTD
-$21.8M
17,872
-36%
减持
CINF
CINCINNATI FINL CORP
-$20.4M
175,921
-44%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$20.4M
426,837
+7%
清仓
—
SPOTIFY TECHNOLOGY S A
-$20.2M
0
-100%
减持
WAB
WABTEC
+$20.2M
4,059,498
-11%
清仓
TYL
TYLER TECHNOLOGIES INC
-$19.0M
0
-100%
增持
AMZN
AMAZON COM INC
+$18.5M
434,011
+8%
建仓
—
AMRIZE LTD
+$17.2M
345,508
建仓
DKS
DICKS SPORTING GOODS INC
+$16.7M
84,555
清仓
NKE
NIKE INC
-$14.9M
0
-100%
增持
OWL
BLUE OWL CAPITAL INC
+$14.1M
2,755,368
+42%
清仓
CACI
CACI INTL INC
-$13.8M
0
-100%
减持
KAI
KADANT INC
-$13.0M
44,649
-45%
减持
CASY
CASEYS GEN STORES INC
-$12.8M
59,177
-40%
减持
SPGI
S&P GLOBAL INC
-$12.1M
51,486
-33%
建仓
ROST
ROSS STORES INC
+$11.9M
93,121
清仓
POOL
POOL CORP
-$11.9M
0
-100%
增持
FORM
FORMFACTOR INC
+$11.5M
617,542
+79%
建仓
WAY
WAYSTAR HLDG CORP
+$11.2M
275,166
建仓
GE
GE AEROSPACE
+$10.9M
42,240
减持
MIR
MIRION TECHNOLOGIES INC
+$10.4M
2,027,559
-12%
建仓
—
AON PLC
+$10.0M
28,041
清仓
LNTH
LANTHEUS HLDGS INC
-$9.8M
0
-100%
清仓
NEOG
NEOGEN CORP
-$9.7M
0
-100%
增持
CRM
SALESFORCE INC
+$9.1M
405,093
+7%
减持
—
STERIS PLC
-$9.0M
2,052,433
-7%
增持
CARG
CARGURUS INC
+$8.5M
1,050,244
+15%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$8.2M
146,462
+8%
建仓
FNV
FRANCO NEV CORP
+$7.7M
46,762
清仓
NCNO
NCINO INC
-$7.3M
0
-100%
增持
BL
BLACKLINE INC
+$7.1M
209,711
+113%
增持
LLY
ELI LILLY & CO
+$6.9M
17,400
+115%
增持
MCO
MOODYS CORP
+$6.8M
53,574
+24%
减持
APH
AMPHENOL CORP NEW
+$6.4M
676,886
-27%
建仓
JOE
ST JOE CO
+$6.3M
133,059
增持
—
ONESPAWORLD HOLDINGS LIMITED
+$6.1M
1,418,757
+4%
清仓
ATS
ATS CORPORATION
-$6.0M
0
-100%
增持
IRDM
IRIDIUM COMMUNICATIONS INC
+$6.0M
1,001,350
+13%
增持
MYRG
MYR GROUP INC DEL
+$5.6M
57,007
+35%
建仓
—
CELLEBRITE DI LTD
+$5.6M
347,366
增持
USLM
UNITED STS LIME & MINERALS I
+$5.5M
356,190
+5%
减持
INTU
INTUIT
-$5.5M
172,885
-25%
减持
AIN
ALBANY INTL CORP
-$5.3M
49,071
-61%
增持
BMI
BADGER METER INC
+$4.9M
49,124
+31%
增持
KRMN
KARMAN HLDGS INC
+$4.9M
227,129
+16%
减持
DOCU
DOCUSIGN INC
-$4.4M
455,471
-7%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$4.0M
0
-100%
增持
LOAR
LOAR HOLDINGS INC
+$3.9M
63,306
+192%
增持
GOGO
GOGO INC
+$3.9M
500,007
+24%
减持
UBER
UBER TECHNOLOGIES INC
-$3.9M
58,242
-54%
增持
CWST
CASELLA WASTE SYS INC
+$3.8M
231,994
+13%
清仓
CIGI
COLLIERS INTL GROUP INC
-$3.8M
0
-100%
增持
MRCY
MERCURY SYS INC
+$3.7M
83,770
+352%
减持
CLH
CLEAN HARBORS INC
+$3.7M
946,958
-13%
增持
ALKT
ALKAMI TECHNOLOGY INC
+$3.6M
576,253
+10%
建仓
PTON
PELOTON INTERACTIVE INC
+$3.6M
512,914
清仓
AEIS
ADVANCED ENERGY INDS
-$3.4M
0
-100%
增持
GSHD
GOOSEHEAD INS INC
+$3.4M
43,332
+342%
增持
BWIN
THE BALDWIN INSURANCE GRP IN
+$3.2M
242,910
+51%
增持
ACA
ARCOSA INC
+$3.1M
83,702
+55%
增持
FELE
FRANKLIN ELEC INC
+$3.0M
130,160
+41%
增持
WINA
WINMARK CORP
+$2.8M
27,204
+16%
减持
BIO
BIO RAD LABS INC
-$2.8M
255,989
-3%
增持
MSCI
MSCI INC
+$2.7M
42,582
+10%
减持
PYPL
PAYPAL HLDGS INC
-$2.4M
777,948
-16%
减持
COHR
COHERENT CORP
-$2.3M
105,778
-41%
增持
CDRE
CADRE HLDGS INC
+$2.2M
485,365
+9%
清仓
BE
BLOOM ENERGY CORP
-$2.2M
0
-100%
减持
CLFD
CLEARFIELD INC
+$2.2M
170,781
-3%
减持
MORN
MORNINGSTAR INC
-$2.1M
1,113,301
-5%
增持
OUT
OUTFRONT MEDIA INC
+$1.9M
596,322
+23%
建仓
DOO
BRP INC
+$1.8M
37,016
增持
FXI
ISHARES TR
+$1.7M
915,000
+3%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$1.6M
0
-100%
减持
VRRM
VERRA MOBILITY CORP
-$1.6M
409,441
-23%