Select Equity Group, L.P.
NEW YORK NY · SEC CIK 0001592643
$195.33亿2026Q1 申报市值
179持仓数
34.9%前十大占比 · 第一大 4.2%
34 / 38新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
HUBB 新建仓+$1.84亿
ROL 加仓+$1.75亿
NDAQ 加仓+$1.54亿
NET 加仓+$1.49亿
CHRW 加仓+$1.39亿
2026Q1 卖出最多 按季末市值估算
JLL 清仓-$3.07亿
BJ 清仓-$2.42亿
VIK 减仓-$2.28亿
MIDD 减仓-$2.03亿
CRH 减仓-$2.02亿
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ALKT | ALKAMI TECHNOLOGY INC | $1,541.85万 | 0.08% | 983,950 | 91,607 | 10.3% | $143.55万 | 加仓 |
| — | ARCOSA INC | $1,553.69万 | 0.08% | 146,381 | 28,299 | 24.0% | $300.37万 | 加仓 |
| CARG | CARGURUS INC | $1,563.80万 | 0.08% | 459,266 | -459,923 | -50.0% | -$1,566.04万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $1,605.19万 | 0.08% | 147,130 | 147,130 | — | $1,605.19万 | 新建仓 |
| META | META PLATFORMS INC | $1,647.91万 | 0.08% | 28,803 | -42,308 | -59.5% | -$2,420.57万 | 减仓 |
| ALRM | ALARM COM HLDGS INC | $1,694.59万 | 0.09% | 392,357 | 48,326 | 14.0% | $208.72万 | 加仓 |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $1,830.44万 | 0.09% | 1,058,055 | 1,058,055 | — | $1,830.44万 | 新建仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $1,924.47万 | 0.10% | 429,185 | 24,380 | 6.0% | $109.32万 | 加仓 |
| FELE | FRANKLIN ELEC INC | $1,946.88万 | 0.10% | 211,227 | 30,406 | 16.8% | $280.25万 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC | $1,962.12万 | 0.10% | 1,055,468 | 286,435 | 37.2% | $532.48万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $1,980.64万 | 0.10% | 125,875 | -26,033 | -17.1% | -$409.63万 | 减仓 |
| MLAB | MESA LABS INC | $2,085.70万 | 0.11% | 235,885 | 29,450 | 14.3% | $260.40万 | 加仓 |
| SSD | SIMPSON MFG INC | $2,101.80万 | 0.11% | 122,468 | -37,081 | -23.2% | -$636.38万 | 减仓 |
| MSCI | MSCI INC | $2,115.61万 | 0.11% | 39,250 | -1,341 | -3.3% | -$72.28万 | 减仓 |
| MCO | MOODYS CORP | $2,161.97万 | 0.11% | 49,558 | -1,709 | -3.3% | -$74.56万 | 减仓 |
| WAY | WAYSTAR HLDG CORP | $2,225.93万 | 0.11% | 923,241 | 288,631 | 45.5% | $695.89万 | 加仓 |
| CDRE | CADRE HLDGS INC | $2,296.39万 | 0.12% | 748,498 | 29,474 | 4.1% | $90.43万 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $2,319.99万 | 0.12% | 10,560 | -9,153 | -46.4% | -$2,010.88万 | 减仓 |
| NOW | SERVICENOW INC | $2,356.79万 | 0.12% | 225,422 | 54,291 | 31.7% | $567.61万 | 加仓 |
| NKE | NIKE INC | $2,376.17万 | 0.12% | 449,862 | -786,455 | -63.6% | -$4,154.06万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $2,385.53万 | 0.12% | 209,294 | 209,294 | — | $2,385.53万 | 新建仓 |
| FORM | FORMFACTOR INC | $2,496.66万 | 0.13% | 257,414 | -169,405 | -39.7% | -$1,643.06万 | 减仓 |
| KAI | KADANT INC | $2,590.57万 | 0.13% | 88,612 | 12,437 | 16.3% | $363.60万 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $2,614.55万 | 0.13% | 942,519 | 106,638 | 12.8% | $295.81万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I 看涨期权 | $2,649.96万 | 0.14% | 680,000 | 171,400 | 33.7% | $667.95万 | 加仓 |
| CTAS | CINTAS CORP | $2,663.30万 | 0.14% | 157,461 | 157,461 | — | $2,663.30万 | 新建仓 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $2,719.81万 | 0.14% | 2,392,094 | 488,112 | 25.6% | $554.98万 | 加仓 |
| SHOP | SHOPIFY INC | $2,796.04万 | 0.14% | 235,714 | -362,933 | -60.6% | -$4,305.11万 | 减仓 |
| CRM | SALESFORCE INC 看跌期权 | $2,798.18万 | 0.14% | 149,900 | 149,900 | — | $2,798.18万 | 新建仓 |
| MOG/A | MOOG INC | $2,949.05万 | 0.15% | 100,774 | 100,774 | — | $2,949.05万 | 新建仓 |
| APG | API GROUP CORP | $2,949.96万 | 0.15% | 728,025 | -999,899 | -57.9% | -$4,051.59万 | 减仓 |
| CSW | CSW INDUSTRIALS INC | $2,956.31万 | 0.15% | 113,451 | 5,257 | 4.9% | $136.99万 | 加仓 |
| UNP | UNION PAC CORP | $3,018.85万 | 0.15% | 124,427 | -54,848 | -30.6% | -$1,330.72万 | 减仓 |
| BN | BROOKFIELD CORP | $3,093.44万 | 0.16% | 765,841 | -230,270 | -23.1% | -$930.12万 | 减仓 |
| CWST | CASELLA WASTE SYS INC | $3,109.92万 | 0.16% | 391,974 | 17,745 | 4.7% | $140.79万 | 加仓 |
| NEM | NEWMONT CORP 看涨期权 | $3,154.41万 | 0.16% | 291,400 | -295,200 | -50.3% | -$3,195.54万 | 减仓 |
| OKLO | OKLO INC 看跌期权 | $3,209.96万 | 0.16% | 647,300 | 6,700 | 1.0% | $33.23万 | 加仓 |
| CHEF | CHEFS WHSE INC | $3,279.77万 | 0.17% | 551,686 | 49,498 | 9.9% | $294.27万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $3,485.45万 | 0.18% | 894,394 | -1,453,025 | -61.9% | -$5,662.44万 | 减仓 |
| TECH | BIO-TECHNE CORP | $3,709.56万 | 0.19% | 709,827 | -2,127,315 | -75.0% | -$1.11亿 | 减仓 |
| RBLX | ROBLOX CORP 看跌期权 | $3,778.21万 | 0.19% | 668,000 | 668,000 | — | $3,778.21万 | 新建仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $3,819.49万 | 0.20% | 1,664,266 | 64,089 | 4.0% | $147.08万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $4,249.44万 | 0.22% | 233,063 | 756 | 0.3% | $13.78万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC 看跌期权 | $4,442.13万 | 0.23% | 641,000 | -391,000 | -37.9% | -$2,709.63万 | 减仓 |
| SPGI | S&P GLOBAL INC | $4,489.97万 | 0.23% | 105,562 | 30,616 | 40.9% | $1,302.22万 | 加仓 |
| DHR | DANAHER CORP DEL | $4,769.92万 | 0.24% | 251,578 | -91,355 | -26.6% | -$1,732.09万 | 减仓 |
| GOOG | ALPHABET INC 看涨期权 | $4,988.50万 | 0.26% | 173,900 | 173,900 | — | $4,988.50万 | 新建仓 |
| KEX | KIRBY CORP | $4,994.92万 | 0.26% | 375,897 | 212,166 | 129.6% | $2,819.26万 | 加仓 |
| QXO | QXO INC | $5,043.35万 | 0.26% | 2,596,986 | -865,722 | -25.0% | -$1,681.23万 | 减仓 |
| GOOG | ALPHABET INC | $5,260.61万 | 0.27% | 183,386 | -293,492 | -61.5% | -$8,419.11万 | 减仓 |
| USLM | UNITED STS LIME & MINERALS I | $5,298.60万 | 0.27% | 405,681 | 38,376 | 10.4% | $501.23万 | 加仓 |
| CRWV | COREWEAVE INC 看跌期权 | $5,393.46万 | 0.28% | 696,200 | 9,200 | 1.3% | $71.27万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $5,556.40万 | 0.28% | 47,943 | 47,943 | — | $5,556.40万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $5,973.02万 | 0.31% | 471,579 | 116,993 | 33.0% | $1,481.83万 | 加仓 |
| INTU | INTUIT | $6,082.33万 | 0.31% | 140,671 | -67,326 | -32.4% | -$2,911.04万 | 减仓 |
| AVGO | BROADCOM INC | $6,236.13万 | 0.32% | 201,484 | 119,110 | 144.6% | $3,686.57万 | 加仓 |
| INTC | INTEL CORP | $6,351.30万 | 0.33% | 1,439,224 | 1,271,407 | 757.6% | $5,610.72万 | 加仓 |
| NET | CLOUDFLARE INC 看涨期权 | $6,413.05万 | 0.33% | 310,800 | 156,400 | 101.3% | $3,227.16万 | 重新持有 |
| AMZN | AMAZON COM INC | $6,794.62万 | 0.35% | 326,241 | -239,056 | -42.3% | -$4,978.82万 | 减仓 |
| BE | BLOOM ENERGY CORP 看跌期权 | $7,124.06万 | 0.36% | 525,800 | 84,200 | 19.1% | $1,140.83万 | 加仓 |
| DSGX | DESCARTES SYS GROUP INC | $7,712.13万 | 0.39% | 1,080,155 | 697,801 | 182.5% | $4,982.19万 | 加仓 |
| MSFT | MICROSOFT CORP | $7,757.84万 | 0.40% | 209,575 | -2,797 | -1.3% | -$103.54万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $7,985.97万 | 0.41% | 420,868 | 420,868 | — | $7,985.97万 | 新建仓 |
| JOE | ST JOE CO | $8,006.92万 | 0.41% | 1,274,988 | 93,536 | 7.9% | $587.41万 | 加仓 |
| GRMN | GARMIN LTD | $8,389.71万 | 0.43% | 361,610 | -172,446 | -32.3% | -$4,000.92万 | 减仓 |
| ONON | ON HLDG AG | $8,390.32万 | 0.43% | 2,466,291 | 592,473 | 31.6% | $2,015.59万 | 加仓 |
| WDAY | WORKDAY INC | $8,483.75万 | 0.43% | 652,998 | -74,711 | -10.3% | -$970.65万 | 减仓 |
| IWM | ISHARES TR 看跌期权 | $8,928.00万 | 0.46% | 360,000 | -530,000 | -59.6% | -$1.31亿 | 重新持有 |
| CRM | SALESFORCE INC | $9,366.91万 | 0.48% | 501,790 | 130,965 | 35.3% | $2,444.72万 | 加仓 |
| FTV | FORTIVE CORP | $9,468.65万 | 0.48% | 1,712,853 | -2,149,611 | -55.7% | -$1.19亿 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $1.02亿 | 0.52% | 913,985 | 186,428 | 25.6% | $2,077.18万 | 加仓 |
| FNV | FRANCO NEV CORP | $1.03亿 | 0.53% | 415,524 | 373,147 | 880.5% | $9,210.02万 | 加仓 |
| CR | CRANE COMPANY | $1.05亿 | 0.54% | 615,821 | 64,627 | 11.7% | $1,105.12万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $1.07亿 | 0.55% | 1,262,695 | 1,262,695 | — | $1.07亿 | 新建仓 |
| MORN | MORNINGSTAR INC | $1.08亿 | 0.55% | 637,723 | -884,769 | -58.1% | -$1.50亿 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $1.10亿 | 0.57% | 556,913 | 27,157 | 5.1% | $538.50万 | 加仓 |
| ENTG | ENTEGRIS INC | $1.20亿 | 0.61% | 1,020,870 | -221,472 | -17.8% | -$2,596.54万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $1.20亿 | 0.62% | 198,956 | 767 | 0.4% | $46.40万 | 加仓 |
| CDW | CDW CORP | $1.45亿 | 0.74% | 1,195,763 | -1,081,732 | -47.5% | -$1.31亿 | 减仓 |
| PWR | QUANTA SVCS INC | $1.45亿 | 0.74% | 263,823 | -40,532 | -13.3% | -$2,225.29万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.47亿 | 0.75% | 299,500 | -15,532 | -4.9% | -$763.44万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $1.49亿 | 0.76% | 726,424 | 296,311 | 68.9% | $6,059.26万 | 加仓 |
| APH | AMPHENOL CORP | $1.52亿 | 0.78% | 1,199,943 | 534,692 | 80.4% | $6,755.83万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.58亿 | 0.81% | 903,490 | 202,620 | 28.9% | $3,533.69万 | 加仓 |
| NET | CLOUDFLARE INC | $1.76亿 | 0.90% | 854,924 | 724,151 | 553.7% | $1.49亿 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.77亿 | 0.91% | 365,876 | 198,510 | 118.6% | $9,625.95万 | 加仓 |
| IRM | IRON MTN INC DEL 看跌期权 | $1.82亿 | 0.93% | 1,779,500 | 1,779,500 | — | $1.82亿 | 新建仓 |
| HUBB | HUBBELL INC | $1.84亿 | 0.94% | 374,337 | 374,337 | — | $1.84亿 | 新建仓 |
| MIDD | MIDDLEBY CORP | $1.99亿 | 1.02% | 1,500,467 | -1,527,822 | -50.5% | -$2.03亿 | 减仓 |
| CAE | CAE INC | $2.14亿 | 1.10% | 8,251,691 | 665,012 | 8.8% | $1,725.97万 | 加仓 |
| PKG | PACKAGING CORP AMER | $2.17亿 | 1.11% | 1,023,041 | 535,943 | 110.0% | $1.14亿 | 加仓 |
| V | VISA INC | $2.31亿 | 1.18% | 763,640 | 18,216 | 2.4% | $550.56万 | 加仓 |
| ROL | ROLLINS INC | $2.55亿 | 1.30% | 4,767,122 | 3,272,441 | 218.9% | $1.75亿 | 加仓 |
| SIG | SIGNET JEWELERS LIMITED | $2.77亿 | 1.42% | 3,274,816 | -281,796 | -7.9% | -$2,385.12万 | 减仓 |
| CPAY | CORPAY INC | $3.10亿 | 1.58% | 1,063,946 | -57,979 | -5.2% | -$1,687.13万 | 减仓 |
| CLH | CLEAN HARBORS INC | $3.24亿 | 1.66% | 1,131,602 | 282,103 | 33.2% | $8,088.74万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $3.26亿 | 1.67% | 1,962,544 | 834,707 | 74.0% | $1.39亿 | 加仓 |
| PAYX | PAYCHEX INC | $3.38亿 | 1.73% | 3,670,073 | -2,046,164 | -35.8% | -$1.88亿 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.47亿 | 1.78% | 1,027,926 | 14,187 | 1.4% | $479.45万 | 加仓 |
| CNM | CORE & MAIN INC | $3.58亿 | 1.83% | 7,254,207 | -524,169 | -6.7% | -$2,589.39万 | 减仓 |