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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 33
增持 42
减持 58
清仓 17
方向
标的
Δ市值
现股数(环比)
建仓
QQQ
INVESCO QQQ TR
+$1.06B
1,720,000
减持
CDW
CDW CORP
-$351.7M
2,277,495
-45%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$311.4M
1,013,739
-54%
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
IWM
ISHARES TR
-$308.9M
1,251
-100%
减持
SHOP
SHOPIFY INC
-$232.2M
598,647
-73%
减持
NEM
NEWMONT CORP
-$204.1M
940,702
-73%
减持
EME
EMCOR GROUP INC
-$195.0M
462,505
-37%
增持
MKL
MARKEL GROUP INC
+$188.3M
427,882
+12%
减持
—
CRH PLC
-$187.5M
6,779,428
-21%
增持
BRO
BROWN & BROWN INC
+$182.0M
9,434,802
+55%
建仓
CHRW
C H ROBINSON WORLDWIDE INC
+$181.3M
1,127,837
减持
PWR
QUANTA SVCS INC
-$180.4M
304,355
-59%
减持
NVDA
NVIDIA CORPORATION
-$159.3M
700,870
-55%
减持
MORN
MORNINGSTAR INC
-$157.2M
1,522,492
-28%
清仓
CSX
CSX CORP
-$135.7M
0
-100%
减持
PTC
PTC INC
-$134.0M
568,572
-50%
减持
TDY
TELEDYNE TECHNOLOGIES INC
-$127.8M
198,189
-49%
减持
CNM
CORE & MAIN INC
-$117.4M
7,778,376
-20%
减持
PKG
PACKAGING CORP AMER
-$116.9M
487,098
-51%
建仓
NKE
NIKE INC
+$116.9M
1,834,317
建仓
HOOD
ROBINHOOD MKTS INC
+$116.7M
1,032,000
增持
LYV
LIVE NATION ENTERTAINMENT IN
-$114.3M
5,586,172
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$104.2M
315,032
+95%
增持
NDAQ
NASDAQ INC
+$101.8M
3,752,757
+26%
建仓
—
SPOTIFY TECHNOLOGY S A
+$97.2M
167,366
减持
IDXX
IDEXX LABS INC
-$91.3M
131,386
-53%
增持
—
ON HLDG AG
+$90.8M
2,925,518
+174%
减持
FBIN
FORTUNE BRANDS INNOVATIONS I
-$89.8M
2,856,019
-34%
增持
PAYX
PAYCHEX INC
+$88.9M
5,716,237
+31%
清仓
COO
COOPER COS INC
-$86.7M
0
-100%
增持
V
VISA INC
+$84.3M
745,424
+44%
建仓
AIZ
ASSURANT INC
+$84.0M
348,607
减持
AVGO
BROADCOM INC
-$83.4M
82,374
-76%
增持
FTV
FORTIVE CORP
+$83.1M
3,862,464
+45%
减持
MIDD
MIDDLEBY CORP
-$82.1M
3,199,689
-24%
减持
NET
CLOUDFLARE INC
-$76.8M
130,773
-73%
减持
ITT
ITT INC
-$75.5M
3,625,271
-8%
减持
—
SIGNET JEWELERS LIMITED
-$74.1M
3,556,612
-8%
增持
INTU
INTUIT
+$63.6M
250,397
+67%
清仓
OWL
BLUE OWL CAPITAL INC
-$63.3M
0
-100%
增持
TSCO
TRACTOR SUPPLY CO
-$62.7M
12,544,591
+3%
增持
CRM
SALESFORCE INC
+$62.7M
530,725
+62%
减持
META
META PLATFORMS INC
-$59.6M
71,111
-51%
减持
SGI
SOMNIGROUP INTERNATIONAL INC
-$56.6M
10,429,043
-11%
减持
BWXT
BWX TECHNOLOGIES INC
-$56.0M
430,113
-39%
减持
TRMB
TRIMBLE INC
-$52.4M
7,298,271
-5%
建仓
CRWV
COREWEAVE INC
+$49.2M
687,000
减持
SCI
SERVICE CORP INTL
-$49.0M
6,426,585
-3%
清仓
PYPL
PAYPAL HLDGS INC
-$48.4M
0
-100%
清仓
TER
TERADYNE INC
-$46.8M
0
-100%
建仓
OKLO
OKLO INC
+$46.0M
640,600
清仓
MHK
MOHAWK INDS INC
-$41.8M
0
-100%
增持
TECH
BIO-TECHNE CORP
+$41.6M
2,837,142
+26%
建仓
UNP
UNION PAC CORP
+$41.5M
179,275
清仓
ZTS
ZOETIS INC
-$41.3M
0
-100%
减持
—
VIKING HOLDINGS LTD
+$40.9M
13,906,877
-9%
增持
DKS
DICKS SPORTING GOODS INC
+$40.5M
529,756
+83%
建仓
ACWX
ISHARES TR
+$40.3M
600,269
建仓
SPDW
SPDR INDEX SHS FDS
+$40.3M
907,211
建仓
VXUS
VANGUARD STAR FDS
+$40.2M
533,471
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$40.2M
546,590
建仓
IXUS
ISHARES TR
+$40.2M
474,760
清仓
VCTR
VICTORY CAP HLDGS INC
-$39.9M
0
-100%
建仓
BE
BLOOM ENERGY CORP
+$38.4M
441,600
减持
JLL
JONES LANG LASALLE INC
-$33.9M
911,723
-20%
建仓
DSGX
DESCARTES SYS GROUP INC
+$33.6M
382,354
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$32.3M
4,444,219
+12%
清仓
WT
WISDOMTREE INC
-$32.1M
0
-100%
清仓
DOCU
DOCUSIGN INC
-$32.1M
0
-100%
增持
AMZN
AMAZON COM INC
+$32.0M
565,297
+26%
建仓
MKC
MCCORMICK & CO INC
+$31.3M
460,106
减持
BJ
BJS WHSL CLUB HLDGS INC
-$30.7M
2,692,084
-8%
建仓
HLNE
HAMILTON LANE INC
+$29.5M
219,322
清仓
FMC
FMC CORP
-$27.3M
0
-100%
建仓
SSD
SIMPSON MFG INC
+$25.8M
159,549
增持
CAE
CAE INC
+$25.7M
7,586,679
+9%
减持
APH
AMPHENOL CORP NEW
-$25.2M
665,251
-28%
建仓
IEFA
ISHARES TR
+$24.2M
270,412
减持
OC
OWENS CORNING NEW
-$23.7M
385,757
-18%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$22.0M
354,586
+90%
减持
MSFT
MICROSOFT CORP
-$21.2M
212,372
-11%
减持
WAB
WABTEC
+$20.3M
3,559,419
-4%
增持
ROL
ROLLINS INC
+$19.9M
1,494,681
+26%
增持
CLH
CLEAN HARBORS INC
+$19.6M
849,499
+10%
增持
JOE
ST JOE CO
+$19.5M
1,181,452
+15%
减持
SSB
SOUTHSTATE BK CORP
-$19.4M
323,140
-36%
减持
WDAY
WORKDAY INC
-$19.0M
727,709
-0%
减持
APG
API GROUP CORP
-$18.4M
1,727,924
-30%
清仓
FXI
ISHARES TR
-$16.3M
0
-100%
增持
SPGI
S&P GLOBAL INC
+$14.9M
74,946
+50%
减持
ADBE
ADOBE INC
-$14.7M
279,098
-12%
减持
ENTG
ENTEGRIS INC
-$14.4M
1,356,842
-3%
建仓
MSTR
STRATEGY INC
+$13.7M
90,100
增持
—
WHITE MTNS INS GROUP LTD
+$12.6M
19,713
+16%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$12.6M
24,664
-36%
增持
APO
APOLLO GLOBAL MGMT INC
+$12.4M
727,557
+4%
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$12.4M
120,100
增持
CSW
CSW INDUSTRIALS INC
+$11.6M
108,194
+30%
增持
MLM
MARTIN MARIETTA MATLS INC
+$11.4M
1,067,530
+3%
减持
USLM
UNITED STS LIME & MINERALS I
-$11.1M
367,305
-12%
减持
KRMN
KARMAN HLDGS INC
-$10.9M
65,096
-70%
减持
GOOG
ALPHABET INC
-$10.8M
476,878
-28%
清仓
MTN
VAIL RESORTS INC
-$10.3M
0
-100%
建仓
ALH
ALLIANCE LAUNDRY HLDGS INC
+$9.8M
481,916
减持
CARG
CARGURUS INC
-$9.6M
919,189
-24%
减持
CIEN
CIENA CORP
-$8.6M
15,098
-82%
建仓
VO
VANGUARD INDEX FDS
+$8.6M
29,726
增持
BN
BROOKFIELD CORP
-$8.6M
996,111
+26%
减持
MIR
MIRION TECHNOLOGIES INC
-$8.5M
769,033
-33%
减持
GOGO
GOGO INC
-$8.3M
297,731
-74%
增持
CASY
CASEYS GEN STORES INC
+$8.1M
71,749
+29%
建仓
—
LYONDELLBASELL INDUSTRIES N
+$8.1M
187,677
减持
WSM
WILLIAMS SONOMA INC
-$8.0M
232,307
-8%
建仓
HUN
HUNTSMAN CORP
+$7.7M
772,685
增持
MLAB
MESA LABS INC
+$7.7M
206,435
+63%
建仓
DOW
DOW INC
+$7.6M
324,082
减持
—
BROOKFIELD INFRAST PARTNERS
-$7.3M
62,951
-78%
建仓
MDLN
MEDLINE INC
+$7.1M
170,000
清仓
SAIA
SAIA INC
-$7.1M
0
-100%
增持
CWST
CASELLA WASTE SYS INC
+$7.0M
374,229
+20%
增持
—
GARMIN LTD
-$7.0M
534,056
+14%
减持
DHR
DANAHER CORPORATION
-$6.9M
342,933
-20%
减持
COHR
COHERENT CORP
-$6.8M
29,590
-74%
增持
KEX
KIRBY CORP
+$6.6M
163,731
+19%
清仓
ITRI
ITRON INC
-$6.5M
0
-100%
增持
NOW
SERVICENOW INC
-$6.3M
171,131
+384%
减持
DOO
BRP INC
-$6.3M
48,397
-70%
建仓
MID
AMERICAN CENTY ETF TR
+$6.3M
96,535
增持
CHEF
CHEFS WHSE INC
+$6.0M
502,188
+16%
建仓
ESE
ESCO TECHNOLOGIES INC
+$5.8M
29,629
建仓
WLK
WESTLAKE CORPORATION
+$5.5M
74,997
增持
ZWS
ZURN ELKAY WATER SOLNS CORP
+$5.0M
404,805
+37%
增持
—
NIQ GLOBAL INTELLIGENCE PLC
+$4.9M
1,903,982
+13%
清仓
GDDY
GODADDY INC
-$4.8M
0
-100%
减持
—
ALCON AG
-$4.4M
6,218,304
-8%
减持
CPAY
CORPAY INC
+$4.2M
1,121,925
-3%
建仓
NP
NEPTUNE INS HLDGS INC
+$4.1M
140,961
减持
IRDM
IRIDIUM COMMUNICATIONS INC
-$4.0M
835,881
-21%
增持
VRRM
VERRA MOBILITY CORP
+$4.0M
729,528
+46%
增持
BMI
BADGER METER INC
+$4.0M
107,870
+30%
减持
CR
CRANE COMPANY
-$3.8M
551,194
-4%
增持
FELE
FRANKLIN ELEC INC
+$3.8M
180,821
+28%
增持
KAI
KADANT INC
+$3.6M
76,175
+25%
增持
GSHD
GOOSEHEAD INS INC
+$3.4M
112,809
+71%
清仓
—
MERIDIANLINK INC
-$3.4M
0
-100%
减持
WINA
WINMARK CORP
-$3.3M
30,355
-3%
减持
ADEA
ADEIA INC
-$3.0M
475,156
-29%
建仓
PRM
PERIMETER SOLUTIONS INC
+$2.8M
102,072
增持
ACA
ARCOSA INC
+$2.7M
118,082
+13%
减持
CDRE
CADRE HLDGS INC
+$2.6M
719,024
-2%