小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 18
增持 49
减持 56
清仓 27
方向
标的
Δ市值
现股数(环比)
清仓
QQQ
INVESCO QQQ TR
-$1.06B
0
-100%
减持
—
CRH PLC
-$335.5M
4,857,488
-28%
清仓
JLL
JONES LANG LASALLE INC
-$306.8M
0
-100%
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
PAYX
PAYCHEX INC
-$303.2M
3,670,073
-36%
减持
MIDD
MIDDLEBY CORP
-$276.8M
1,500,467
-53%
减持
SGI
SOMNIGROUP INTERNATIONAL INC
-$245.6M
9,273,908
-11%
清仓
BJ
BJS WHSL CLUB HLDGS INC
-$242.4M
0
-100%
减持
BRO
BROWN & BROWN INC
-$228.8M
8,022,123
-15%
减持
MORN
MORNINGSTAR INC
-$223.0M
637,723
-58%
增持
NET
CLOUDFLARE INC
+$214.8M
1,165,724
+791%
减持
TRMB
TRIMBLE INC
-$206.1M
5,605,868
-23%
减持
—
VIKING HOLDINGS LTD
-$199.3M
10,802,203
-22%
减持
MKL
MARKEL GROUP INC
-$197.0M
377,643
-12%
建仓
HUBB
HUBBELL INC
+$183.7M
374,337
建仓
IRM
IRON MTN INC DEL
+$181.8M
1,779,500
减持
CDW
CDW CORP
-$165.5M
1,195,763
-47%
增持
ROL
ROLLINS INC
+$164.9M
4,767,122
+219%
增持
CHRW
C H ROBINSON WORLDWIDE IN
+$144.6M
1,962,544
+74%
减持
TECH
BIO-TECHNE CORP
-$129.8M
709,827
-75%
增持
EME
EMCOR GROUP INC
+$127.4M
555,849
+20%
增持
CLH
CLEAN HARBORS INC
+$125.3M
1,131,602
+33%
减持
FTV
FORTIVE CORP
-$118.6M
1,712,853
-56%
增持
PKG
PACKAGING CORP AMER
+$116.7M
1,023,041
+110%
增持
ITT
ITT INC
+$116.6M
3,913,486
+8%
增持
NDAQ
NASDAQ INC
+$107.7M
5,563,126
+48%
建仓
FWONK
LIBERTY MEDIA CORP DEL
+$107.4M
1,262,695
减持
INTU
INTUIT
-$105.0M
140,671
-44%
清仓
PTC
PTC INC
-$99.1M
0
-100%
清仓
ADBE
ADOBE INC
-$97.7M
0
-100%
增持
FNV
FRANCO NEV CORP
+$93.8M
415,524
+881%
减持
NKE
NIKE INC
-$93.1M
449,862
-75%
增持
IWM
ISHARES TR
+$89.0M
360,000
+28677%
清仓
AIZ
ASSURANT INC
-$84.0M
0
-100%
减持
FBIN
FORTUNE BRANDS INNOVATIONS I
-$81.5M
1,574,394
-45%
增持
—
SPOTIFY TECHNOLOGY S A
+$80.2M
365,876
+119%
建仓
VRSK
VERISK ANALYTICS INC
+$79.9M
420,868
减持
IDXX
IDEXX LABS INC
-$79.3M
17,126
-87%
减持
—
ALCON AG
-$78.1M
5,676,304
-9%
增持
BWXT
BWX TECHNOLOGIES INC
+$74.2M
726,424
+69%
减持
HOOD
ROBINHOOD MKTS INC
-$72.3M
641,000
-38%
减持
WDAY
WORKDAY INC
-$71.5M
652,998
-10%
减持
SHOP
SHOPIFY INC
-$68.4M
235,714
-61%
减持
AMZN
AMAZON COM INC
-$62.5M
326,241
-42%
减持
NEM
NEWMONT CORP
-$62.4M
291,400
-69%
增持
APH
AMPHENOL CORP
+$61.7M
1,199,943
+80%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$61.1M
4,956,024
+12%
增持
INTC
INTEL CORP
+$57.3M
1,439,224
+758%
减持
MLM
MARTIN MARIETTA MATLS INC
-$56.4M
1,033,420
-3%
建仓
TDG
TRANSDIGM GROUP INC
+$55.6M
47,943
增持
LH
LABCORP HOLDINGS INC
+$50.7M
2,174,785
+3%
减持
GOOG
ALPHABET INC
-$47.2M
357,286
-25%
减持
CNM
CORE & MAIN INC
-$45.9M
7,254,207
-7%
增持
DSGX
DESCARTES SYS GROUP INC
+$43.5M
1,080,155
+183%
清仓
OC
OWENS CORNING NEW
-$43.2M
0
-100%
清仓
ACWX
ISHARES TR
-$40.3M
0
-100%
清仓
SPDW
SPDR INDEX SHS FDS
-$40.3M
0
-100%
清仓
VXUS
VANGUARD STAR FDS
-$40.2M
0
-100%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$40.2M
0
-100%
清仓
IXUS
ISHARES TR
-$40.2M
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$39.3M
1,027,926
+1%
减持
—
ON HLDG AG
-$38.6M
2,862,091
-2%
建仓
RBLX
ROBLOX CORP
+$37.8M
668,013
减持
APG
API GROUP CORP
-$36.6M
728,025
-58%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$35.3M
299,500
-5%
减持
CASY
CASEYS GEN STORES INC
-$34.6M
6,956
-90%
增持
AVGO
BROADCOM INC
+$33.9M
201,484
+145%
增持
BE
BLOOM ENERGY CORP
+$32.9M
525,818
+19%
减持
PII
POLARIS INC
-$32.8M
23,411
-96%
增持
KEX
KIRBY CORP
+$31.9M
375,897
+130%
清仓
MKC
MCCORMICK & CO INC
-$31.3M
0
-100%
减持
DHR
DANAHER CORP DEL
-$30.8M
251,578
-27%
增持
V
VISA INC
-$30.6M
763,640
+2%
减持
META
META PLATFORMS INC
-$30.5M
28,803
-59%
清仓
SSB
SOUTHSTATE BK CORP
-$30.4M
0
-100%
建仓
MOG/A
MOOG INC
+$29.5M
100,774
清仓
HLNE
HAMILTON LANE INC
-$29.5M
0
-100%
减持
WAB
WABTEC
-$29.1M
2,923,643
-18%
减持
CPAY
CORPAY INC
-$28.0M
1,063,946
-5%
增持
NVDA
NVIDIA CORPORATION
+$26.9M
903,490
+29%
建仓
CTAS
CINTAS CORP
+$26.6M
157,461
减持
MSFT
MICROSOFT CORP
-$25.1M
209,575
-1%
增持
TSCO
TRACTOR SUPPLY CO
-$25.0M
13,296,464
+6%
减持
—
GARMIN LTD
-$24.4M
361,610
-32%
清仓
IEFA
ISHARES TR
-$24.2M
0
-100%
建仓
A
AGILENT TECHNOLOGIES INC
+$23.9M
209,294
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$21.6M
10,166
-59%
减持
CARG
CARGURUS INC
-$19.6M
459,266
-50%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$19.1M
198,956
+0%
减持
LYV
LIVE NATION ENTERTAINMENT IN
+$19.1M
5,344,455
-4%
增持
CRM
SALESFORCE INC
-$18.9M
651,690
+23%
建仓
LIND
LINDBLAD EXPEDITIONS HLDGS I
+$18.3M
1,058,055
减持
—
WHITE MTNS INS GROUP LTD
-$17.8M
10,560
-46%
减持
—
SIGNET JEWELERS LIMITED
-$17.6M
3,274,816
-8%
增持
CAE
CAE INC
-$16.9M
8,251,691
+9%
减持
PWR
QUANTA SVCS INC
+$16.4M
263,823
-13%
减持
QXO
QXO INC
-$16.4M
2,596,986
-25%
建仓
ARES
ARES MANAGEMENT CORPORATION
+$16.1M
147,130
清仓
—
AMRIZE LTD
-$15.0M
0
-100%
减持
BN
BROOKFIELD CORP
-$14.9M
765,841
-23%
增持
LAMR
LAMAR ADVERTISING CO
+$14.8M
471,579
+33%
增持
—
STERIS PLC
-$14.8M
2,143,379
+11%
增持
OKLO
OKLO INC
-$13.9M
647,300
+1%
建仓
BIO
BIO RAD LABS INC
+$13.5M
48,436
建仓
CSGP
COSTAR GROUP INC
+$13.1M
325,867
减持
ENTG
ENTEGRIS INC
+$12.7M
1,083,570
-20%
清仓
ROST
ROSS STORES INC
-$11.7M
0
-100%
增持
IRDM
IRIDIUM COMMUNICATIONS INC
+$11.6M
942,519
+13%
建仓
GFL
GFL ENVIRONMENTAL INC
+$11.3M
270,689
减持
UNP
UNION PAC CORP
-$11.3M
124,427
-31%
减持
BL
BLACKLINE INC
-$11.0M
112,252
-59%
建仓
LMAT
LEMAITRE VASCULAR INC
+$11.0M
100,470
减持
MSTR
STRATEGY INC
-$10.8M
23,300
-74%
建仓
FPS
FORGENT POWER SOLUTIONS INC
+$10.8M
368,327
增持
JOE
ST JOE CO
+$9.9M
1,274,988
+8%
减持
CERT
CERTARA INC
-$9.6M
613,935
-59%
增持
USLM
UNITED STS LIME & MINERALS I
+$9.0M
405,681
+10%
建仓
TRU
TRANSUNION
+$8.7M
126,174
建仓
—
CNH INDL N V
+$8.7M
787,075
清仓
VO
VANGUARD INDEX FDS
-$8.6M
0
-100%
清仓
GSHD
GOOSEHEAD INS INC
-$8.3M
0
-100%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$8.1M
0
-100%
清仓
HUN
HUNTSMAN CORP
-$7.7M
0
-100%
清仓
DOW
DOW INC
-$7.6M
0
-100%
增持
ESE
ESCO TECHNOLOGIES INC
+$7.5M
47,255
+59%
清仓
MDLN
MEDLINE INC
-$7.1M
0
-100%
减持
ERII
ENERGY RECOVERY INC
-$6.5M
394,208
-49%
增持
CDRE
CADRE HLDGS INC
-$6.4M
748,498
+4%
清仓
MID
AMERICAN CENTY ETF TR
-$6.3M
0
-100%
增持
SPGI
S&P GLOBAL INC
+$5.7M
105,562
+41%
增持
DKS
DICKS SPORTING GOODS INC
+$5.6M
556,913
+5%
增持
CWST
CASELLA WASTE SYS INC
-$5.6M
391,974
+5%
清仓
WLK
WESTLAKE CORPORATION
-$5.5M
0
-100%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$5.3M
85,700
-29%
增持
ALKT
ALKAMI TECHNOLOGY INC
-$5.2M
983,950
+10%
增持
—
ONESPAWORLD HOLDINGS LIMITED
+$5.0M
1,664,266
+4%
减持
CINF
CINCINNATI FINL CORP
-$5.0M
125,875
-17%
减持
BMI
BADGER METER INC
-$4.8M
91,824
-15%
减持
SSD
SIMPSON MFG INC
-$4.7M
122,468
-23%
增持
CRWV
COREWEAVE INC
+$4.7M
696,200
+1%
增持
MLAB
MESA LABS INC
+$4.7M
235,885
+14%
减持
MCO
MOODYS CORP
-$4.6M
49,558
-3%
增持
—
GLOBALFOUNDRIES INC
+$4.4M
191,979
+61%
增持
—
NIQ GLOBAL INTELLIGENCE PLC
-$4.2M
2,392,094
+26%
增持
KAI
KADANT INC
+$4.2M
88,612
+16%
增持
ADEA
ADEIA INC
+$4.1M
513,425
+8%
增持
UBER
UBER TECHNOLOGIES INC
+$4.1M
115,256
+123%
减持
COHR
COHERENT CORP
-$3.9M
6,484
-78%
增持
MYRG
MYR GROUP INC
+$3.8M
51,162
+5%
清仓
BWIN
THE BALDWIN INSURANCE GRP IN
-$3.7M
0
-100%
增持
CR
CRANE COMPANY
+$3.6M
615,821
+12%
