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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 17
增持 62
减持 64
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
IWM
ISHARES TR
+$309.2M
1,277,800
减持
KEX
KIRBY CORP
-$234.2M
137,047
-94%
减持
CNM
CORE & MAIN INC
-$170.3M
9,691,396
-15%
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
NDAQ
NASDAQ INC
+$152.5M
2,970,652
+141%
减持
—
CRH PLC
+$143.3M
8,620,046
-11%
清仓
—
DAYFORCE INC
-$141.1M
0
-100%
增持
MORN
MORNINGSTAR INC
+$138.6M
2,103,702
+89%
增持
PKG
PACKAGING CORP AMER
+$137.8M
997,334
+136%
建仓
CSX
CSX CORP
+$135.7M
3,822,600
减持
IDXX
IDEXX LABS INC
-$127.5M
282,018
-51%
减持
LYV
LIVE NATION ENTERTAINMENT IN
-$126.1M
5,571,318
-19%
减持
MIDD
MIDDLEBY CORP
-$122.9M
4,196,399
-11%
增持
NVDA
NVIDIA CORPORATION
+$117.2M
1,554,241
+42%
减持
WAB
WABTEC
-$110.4M
3,688,625
-9%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$107.6M
2,218,165
-2%
减持
ENTG
ENTEGRIS INC
-$106.7M
1,392,575
-52%
增持
JLL
JONES LANG LASALLE INC
+$101.9M
1,142,066
+22%
增持
PTC
PTC INC
+$99.5M
1,148,097
+48%
减持
—
ALCON AG
-$95.3M
6,727,682
-1%
减持
PWR
QUANTA SVCS INC
-$75.7M
745,180
-27%
减持
SHOP
SHOPIFY INC
+$69.4M
2,210,771
-2%
增持
BRO
BROWN & BROWN INC
-$67.1M
6,076,399
+6%
减持
ZTS
ZOETIS INC
-$66.9M
281,933
-59%
建仓
OC
OWENS CORNING NEW
+$66.8M
472,495
增持
CDW
CDW CORP
-$61.9M
4,155,629
+3%
清仓
BIO
BIO RAD LABS INC
-$61.8M
0
-100%
增持
BWXT
BWX TECHNOLOGIES INC
+$61.5M
707,115
+48%
增持
MKL
MARKEL GROUP INC
+$59.7M
382,732
+14%
减持
—
SIGNET JEWELERS LIMITED
+$57.4M
3,845,496
-2%
减持
NEM
NEWMONT CORP
-$52.9M
3,534,478
-41%
建仓
SSB
SOUTHSTATE BK CORP
+$49.8M
503,341
增持
FTV
FORTIVE CORP
+$48.4M
2,656,362
+69%
增持
APH
AMPHENOL CORP NEW
+$48.3M
930,118
+37%
增持
DKS
DICKS SPORTING GOODS INC
+$47.7M
289,735
+243%
建仓
TER
TERADYNE INC
+$46.8M
340,300
清仓
KKR
KKR & CO INC
-$46.1M
0
-100%
减持
SGI
SOMNIGROUP INTERNATIONAL INC
+$46.1M
11,712,040
-15%
建仓
—
ON HLDG AG
+$45.1M
1,066,000
增持
JOE
ST JOE CO
+$44.3M
1,023,600
+669%
减持
ITT
ITT INC
+$41.5M
3,940,989
-7%
增持
CPAY
CORPAY INC
-$40.2M
1,157,534
+3%
建仓
VCTR
VICTORY CAP HLDGS INC
+$39.9M
616,742
减持
CLH
CLEAN HARBORS INC
-$39.3M
773,380
-18%
减持
GOOG
ALPHABET INC
+$38.7M
658,921
-4%
增持
PAYX
PAYCHEX INC
-$36.9M
4,357,641
+8%
减持
BN
BROOKFIELD CORP
-$36.7M
791,924
-46%
减持
FBIN
FORTUNE BRANDS INNOVATIONS I
-$34.7M
4,357,853
-16%
减持
CR
CRANE COMPANY
-$34.5M
572,744
-22%
减持
INTU
INTUIT
-$33.9M
149,782
-13%
减持
TRMB
TRIMBLE INC
-$32.6M
7,644,739
-12%
减持
CRM
SALESFORCE INC
-$32.6M
328,551
-19%
减持
LH
LABCORP HOLDINGS INC
-$32.5M
1,837,035
-14%
建仓
WT
WISDOMTREE INC
+$32.1M
2,311,611
增持
META
META PLATFORMS INC
+$30.0M
145,095
+40%
减持
ADBE
ADOBE INC
-$28.4M
318,624
-12%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$27.2M
3,963,928
+17%
建仓
—
NIQ GLOBAL INTELLIGENCE PLC
+$26.5M
1,689,467
减持
CAE
CAE INC
-$26.1M
6,931,545
-12%
减持
TECH
BIO-TECHNE CORP
-$25.0M
2,251,593
-23%
增持
—
GARMIN LTD
+$24.6M
468,244
+8%
清仓
RAL
RALLIANT CORP
-$23.7M
0
-100%
减持
GDDY
GODADDY INC
-$21.0M
34,716
-76%
清仓
FAST
FASTENAL CO
-$19.8M
0
-100%
增持
USLM
UNITED STS LIME & MINERALS I
+$19.5M
418,728
+18%
减持
TSCO
TRACTOR SUPPLY CO
+$19.2M
12,134,768
-5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$18.9M
161,479
+10%
建仓
LQDT
LIQUIDITY SVCS INC
+$17.9M
650,986
减持
FXI
ISHARES TR
-$17.3M
397,200
-57%
减持
MIR
MIRION TECHNOLOGIES INC
-$17.1M
1,141,264
-44%
减持
COO
COOPER COS INC
-$15.9M
1,265,211
-12%
减持
MHK
MOHAWK INDS INC
-$15.6M
324,409
-41%
增持
WDAY
WORKDAY INC
+$14.8M
728,298
+9%
减持
V
VISA INC
-$14.7M
518,983
-4%
建仓
ZWS
ZURN ELKAY WATER SOLNS CORP
+$13.9M
294,840
减持
SCI
SERVICE CORP INTL
-$13.6M
6,609,399
-5%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$13.0M
2,928,120
+21%
建仓
ECG
EVERUS CONSTR GROUP
+$12.7M
148,518
减持
AVGO
BROADCOM INC
+$12.6M
339,334
-6%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$12.2M
186,630
+112%
增持
IRDM
IRIDIUM COMMUNICATIONS INC
-$11.7M
1,061,453
+6%
增持
CDRE
CADRE HLDGS INC
+$11.3M
733,852
+51%
减持
LLY
ELI LILLY & CO
-$10.7M
3,700
-79%
增持
APG
API GROUP CORP
-$10.7M
2,457,941
+32%
增持
PII
POLARIS INC
+$10.5M
597,877
+0%
减持
TDY
TELEDYNE TECHNOLOGIES INC
+$10.4M
390,876
-8%
增持
OWL
BLUE OWL CAPITAL INC
+$10.4M
3,739,246
+36%
建仓
MTN
VAIL RESORTS INC
+$10.3M
68,636
清仓
—
AON PLC
-$10.0M
0
-100%
增持
CARG
CARGURUS INC
+$9.7M
1,203,723
+15%
增持
WAY
WAYSTAR HLDG CORP
+$9.4M
545,413
+98%
减持
PYPL
PAYPAL HLDGS INC
-$9.4M
721,641
-7%
增持
LOAR
LOAR HOLDINGS INC
+$8.0M
167,826
+165%
增持
DOO
BRP INC
+$7.9M
160,037
+332%
增持
CSW
CSW INDUSTRIALS INC
+$7.6M
83,045
+89%
减持
EME
EMCOR GROUP INC
-$7.2M
735,769
-19%
建仓
SAIA
SAIA INC
+$7.1M
23,693
增持
—
CELLEBRITE DI LTD
+$6.8M
666,650
+92%
建仓
ITRI
ITRON INC
+$6.5M
52,500
增持
CIEN
CIENA CORP
+$6.5M
83,538
+20%
增持
PTON
PELOTON INTERACTIVE INC
+$6.4M
1,102,811
+115%
减持
WSM
WILLIAMS SONOMA INC
+$5.9M
253,021
-5%
增持
—
ONESPAWORLD HOLDINGS LIMITED
+$5.8M
1,643,411
+16%
减持
PTLO
PORTILLOS INC
-$5.8M
975,619
-6%
增持
WINA
WINMARK CORP
+$5.4M
31,422
+16%
增持
INTC
INTEL CORP
+$5.3M
176,381
+585%
增持
APO
APOLLO GLOBAL MGMT INC
-$4.8M
697,358
+1%
增持
BOOT
BOOT BARN HLDGS INC
+$4.7M
86,366
+36%
减持
NOW
SERVICENOW INC
-$4.6M
35,361
-2%
减持
KRMN
KARMAN HLDGS INC
+$4.3M
217,458
-4%
增持
ALRM
ALARM COM HLDGS INC
+$4.2M
312,109
+43%
减持
BWIN
THE BALDWIN INSURANCE GRP IN
-$4.2M
220,141
-9%
增持
CERT
CERTARA INC
+$4.0M
1,120,096
+35%
增持
ALKT
ALKAMI TECHNOLOGY INC
+$4.0M
858,667
+49%
增持
KAI
KADANT INC
+$3.9M
60,843
+36%
减持
—
STERIS PLC
-$3.9M
1,976,784
-4%
减持
—
WHITE MTNS INS GROUP LTD
-$3.8M
16,946
-5%
减持
MLM
MARTIN MARIETTA MATLS INC
+$3.8M
1,036,563
-12%
减持
CINF
CINCINNATI FINL CORP
-$3.7M
142,363
-19%
增持
ADEA
ADEIA INC
+$3.6M
669,059
+23%
增持
MRCY
MERCURY SYS INC
+$3.5M
103,848
+24%
清仓
AIN
ALBANY INTL CORP
-$3.4M
0
-100%
减持
DOCU
DOCUSIGN INC
-$3.4M
444,621
-2%
增持
AMZN
AMAZON COM INC
+$3.2M
448,321
+3%
增持
FORM
FORMFACTOR INC
+$3.1M
667,412
+8%
增持
DHR
DANAHER CORPORATION
+$2.9M
430,671
+3%
增持
CWST
CASELLA WASTE SYS INC
+$2.9M
312,780
+35%
减持
SPGI
S&P GLOBAL INC
-$2.9M
49,873
-3%
增持
BMI
BADGER METER INC
+$2.8M
83,186
+69%
增持
COHR
COHERENT CORP
+$2.8M
113,699
+7%
建仓
PRLB
PROTO LABS INC
+$2.6M
52,446
减持
MSFT
MICROSOFT CORP
+$2.6M
239,171
-2%
增持
FMC
FMC CORP
+$2.6M
813,100
+37%
增持
ACA
ARCOSA INC
+$2.6M
104,702
+25%
增持
GOGO
GOGO INC
+$2.4M
1,130,279
+126%
增持
BL
BLACKLINE INC
+$2.3M
267,022
+27%
建仓
HGV
HILTON GRAND VACATIONS INC
+$2.2M
51,904
减持
CLFD
CLEARFIELD INC
-$2.1M
154,271
-10%
减持
FNV
FRANCO NEV CORP
+$2.0M
43,562
-7%
增持
VRRM
VERRA MOBILITY CORP
+$2.0M
500,906
+22%
增持
—
GLOBALFOUNDRIES INC
+$1.9M
69,800
+368%
减持
MCO
MOODYS CORP
-$1.9M
52,400
-2%
减持
—
MERIDIANLINK INC
-$1.8M
168,583
-47%
增持
FELE
FRANKLIN ELEC INC
+$1.8M
141,715
+9%
减持
ERII
ENERGY RECOVERY INC
+$1.7M
751,042
-2%
增持
MYRG
MYR GROUP INC DEL
+$1.6M
57,614
+1%
减持
EL
LAUDER ESTEE COS INC
-$1.6M
25,336
-47%
减持
NET
CLOUDFLARE INC
-$1.6M
478,125
-10%
减持
ROL
ROLLINS INC
-$1.6M
1,188,856
-6%
减持
OUT
OUTFRONT MEDIA INC
-$1.4M
455,914
-24%
减持
CASY
CASEYS GEN STORES INC
+$1.3M
55,737
-6%