Select Equity Group, L.P.
NEW YORK NY · SEC CIK 0001592643
$202.24亿2026Q2 申报市值
157持仓数
32.5%前十大占比 · 第一大 4.5%
17 / 40新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TDG 加仓+$4.07亿
ENTG 加仓+$2.65亿
HUBB 加仓+$2.41亿
BWXT 加仓+$1.90亿
AMZN 加仓+$1.44亿
2026Q2 卖出最多 按季末市值估算
TSCO 减仓-$2.83亿
VIK 减仓-$2.30亿
SCI 减仓-$2.12亿
NET 减仓-$2.10亿
BRO 减仓-$2.01亿
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -263,823 | -100.0% | -$1.45亿 | 清仓 |
| MORN | MORNINGSTAR INC | $0 | 0.00% | 0 | -637,723 | -100.0% | -$1.08亿 | 清仓 |
| GRMN | GARMIN LTD | $0 | 0.00% | 0 | -361,610 | -100.0% | -$8,389.71万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -140,671 | -100.0% | -$6,082.33万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC 看跌期权 | $0 | 0.00% | 0 | -641,000 | -100.0% | -$4,442.13万 | 清仓 |
| TECH | BIO-TECHNE CORP | $0 | 0.00% | 0 | -709,827 | -100.0% | -$3,709.56万 | 清仓 |
| NEM | NEWMONT CORP 看涨期权 | $0 | 0.00% | 0 | -291,400 | -100.0% | -$3,154.41万 | 清仓 |
| CRM | SALESFORCE INC 看跌期权 | $0 | 0.00% | 0 | -149,900 | -100.0% | -$2,798.18万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -157,461 | -100.0% | -$2,663.30万 | 清仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $0 | 0.00% | 0 | -942,519 | -100.0% | -$2,614.55万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -225,422 | -100.0% | -$2,356.79万 | 清仓 |
| WTM | WHITE MTNS INS GROUP LTD | $0 | 0.00% | 0 | -10,560 | -100.0% | -$2,319.99万 | 清仓 |
| SSD | SIMPSON MFG INC | $0 | 0.00% | 0 | -122,468 | -100.0% | -$2,101.80万 | 清仓 |
| MLAB | MESA LABS INC | $0 | 0.00% | 0 | -235,885 | -100.0% | -$2,085.70万 | 清仓 |
| CINF | CINCINNATI FINL CORP | $0 | 0.00% | 0 | -125,875 | -100.0% | -$1,980.64万 | 清仓 |
| VRRM | VERRA MOBILITY CORP | $0 | 0.00% | 0 | -951,159 | -100.0% | -$1,359.21万 | 清仓 |
| BIO | BIO RAD LABS INC | $0 | 0.00% | 0 | -48,436 | -100.0% | -$1,350.15万 | 清仓 |
| CSGP | COSTAR GROUP INC 看涨期权 | $0 | 0.00% | 0 | -325,100 | -100.0% | -$1,311.45万 | 清仓 |
| GFL | GFL ENVIRONMENTAL INC | $0 | 0.00% | 0 | -270,689 | -100.0% | -$1,129.31万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -17,126 | -100.0% | -$962.29万 | 清仓 |
| CNH | CNH INDL N V | $0 | 0.00% | 0 | -787,075 | -100.0% | -$865.78万 | 清仓 |
| ENTG | ENTEGRIS INC 看涨期权 | $0 | 0.00% | 0 | -62,700 | -100.0% | -$735.09万 | 清仓 |
| CASY | CASEYS GEN STORES INC | $0 | 0.00% | 0 | -6,956 | -100.0% | -$506.30万 | 清仓 |
| BL | BLACKLINE INC | $0 | 0.00% | 0 | -112,252 | -100.0% | -$415.33万 | 清仓 |
| ERII | ENERGY RECOVERY INC | $0 | 0.00% | 0 | -394,208 | -100.0% | -$396.97万 | 清仓 |
| CERT | CERTARA INC | $0 | 0.00% | 0 | -613,935 | -100.0% | -$349.94万 | 清仓 |
| LLY | ELI LILLY & CO 看跌期权 | $0 | 0.00% | 0 | -3,300 | -100.0% | -$303.52万 | 清仓 |
| MSTR | STRATEGY INC 看跌期权 | $0 | 0.00% | 0 | -23,300 | -100.0% | -$290.78万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -15,393 | -100.0% | -$263.54万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -26,588 | -100.0% | -$245.94万 | 清仓 |
| SPSC | SPS COMM INC | $0 | 0.00% | 0 | -41,923 | -100.0% | -$233.39万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | -19,970 | -100.0% | -$187.46万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -13,325 | -100.0% | -$171.60万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -8,943 | -100.0% | -$157.09万 | 清仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -11,281 | -100.0% | -$104.64万 | 清仓 |
| CIEN | CIENA CORP | $0 | 0.00% | 0 | -2,608 | -100.0% | -$101.25万 | 清仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $0 | 0.00% | 0 | -15,351 | -100.0% | -$82.20万 | 清仓 |
| IWR | ISHARES TR | $0 | 0.00% | 0 | -753 | -100.0% | -$7.32万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -767 | -100.0% | -$3.09万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -14 | -100.0% | -$1.29万 | 清仓 |
| ONON | ON HLDG AG | $2,267 | 0.00% | 64 | -2,466,227 | -100.0% | -$8,735.84万 | 减仓 |
| BE | BLOOM ENERGY CORP | $3,027 | 0.00% | 10 | -8 | -44.4% | -$2,422 | 减仓 |
| VFC | V F CORP | $5,421 | 0.00% | 325 | -173 | -34.7% | -$2,886 | 减仓 |
| NET | CLOUDFLARE INC | $9,321 | 0.00% | 38 | -854,886 | -100.0% | -$2.10亿 | 减仓 |
| PII | POLARIS INC | $1.02万 | 0.00% | 149 | -162 | -52.1% | -$1.11万 | 减仓 |
| RBLX | ROBLOX CORP | $1.12万 | 0.00% | 206 | 193 | 1,484.6% | $1.05万 | 加仓 |
| GOOGL | ALPHABET INC | $1.29万 | 0.00% | 36 | 10 | 38.5% | $3,574 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $3.94万 | 0.00% | 718 | -893,676 | -99.9% | -$4,906.26万 | 减仓 |
| PTLO | PORTILLOS INC | $66.38万 | 0.00% | 140,035 | -1,013,365 | -87.9% | -$480.34万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $70.11万 | 0.00% | 19,213 | -43,738 | -69.5% | -$159.60万 | 减仓 |
| PII | POLARIS INC 看涨期权 | $117.72万 | 0.01% | 17,200 | -5,900 | -25.5% | -$40.38万 | 减仓 |
| VFC | V F CORP 看涨期权 | $200.66万 | 0.01% | 120,300 | -53,400 | -30.7% | -$89.07万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $274.40万 | 0.01% | 8,109 | 8,109 | — | $274.40万 | 新建仓 |
| DPC | DPC HOLDINGS PLC | $367.95万 | 0.02% | 75,000 | 75,000 | — | $367.95万 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC | $589.86万 | 0.03% | 998,069 | -810,405 | -44.8% | -$478.95万 | 减仓 |
| KRMN | KARMAN HLDGS INC | $641.69万 | 0.03% | 128,543 | 92,238 | 254.1% | $460.45万 | 加仓 |
| RBLX | ROBLOX CORP 看跌期权 | $730.32万 | 0.04% | 134,300 | -533,700 | -79.9% | -$2,902.26万 | 减仓 |
| AROC | ARCHROCK INC | $750.45万 | 0.04% | 184,340 | 184,340 | — | $750.45万 | 新建仓 |
| TRU | TRANSUNION | $796.90万 | 0.04% | 110,466 | -15,708 | -12.4% | -$113.32万 | 减仓 |
| BN | BROOKFIELD CORP | $882.44万 | 0.04% | 206,886 | -558,955 | -73.0% | -$2,384.12万 | 减仓 |
| MHK | MOHAWK INDS INC | $899.33万 | 0.04% | 74,123 | 74,123 | — | $899.33万 | 新建仓 |
| NOVT | NOVANTA INC | $985.19万 | 0.05% | 60,724 | 60,724 | — | $985.19万 | 新建仓 |
| ARXS | ARXIS INC | $999.83万 | 0.05% | 216,695 | 216,695 | — | $999.83万 | 新建仓 |
| NPO | ENPRO INC | $1,050.24万 | 0.05% | 27,863 | 27,863 | — | $1,050.24万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $1,078.05万 | 0.05% | 48,763 | 48,763 | — | $1,078.05万 | 新建仓 |
| COHR | COHERENT CORP | $1,081.16万 | 0.05% | 27,408 | 20,924 | 322.7% | $825.39万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $1,083.33万 | 0.05% | 8,480 | -1,686 | -16.6% | -$215.39万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1,140.60万 | 0.06% | 158,066 | 42,810 | 37.1% | $308.92万 | 加仓 |
| FAF | FIRST AMERN FINL CORP | $1,153.94万 | 0.06% | 168,238 | 168,238 | — | $1,153.94万 | 新建仓 |
| OCTV | OCTAVE INTELLIGENCE PLC | $1,279.41万 | 0.06% | 784,917 | 784,917 | — | $1,279.41万 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC 看涨期权 | $1,287.62万 | 0.06% | 143,900 | 58,200 | 67.9% | $520.77万 | 加仓 |
| ALLE | ALLEGION PLC | $1,365.53万 | 0.07% | 97,198 | 97,198 | — | $1,365.53万 | 新建仓 |
| ONON | ON HLDG AG 看涨期权 | $1,373.94万 | 0.07% | 387,900 | -7,900 | -2.0% | -$27.98万 | 减仓 |
| GE | GE AEROSPACE | $1,403.80万 | 0.07% | 37,562 | -1,703 | -4.3% | -$63.65万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $1,433.02万 | 0.07% | 128,741 | -18,389 | -12.5% | -$204.69万 | 减仓 |
| CLBT | CELLEBRITE DI LTD | $1,614.58万 | 0.08% | 1,105,877 | 301,484 | 37.5% | $440.17万 | 加仓 |
| CDNL | CARDINAL INFRASTRUCTURE GROU | $1,645.51万 | 0.08% | 174,683 | 174,683 | — | $1,645.51万 | 新建仓 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $1,667.01万 | 0.08% | 1,782,894 | -609,200 | -25.5% | -$569.60万 | 减仓 |
| TFX | TELEFLEX INCORPORATED | $1,734.03万 | 0.09% | 136,796 | 123,787 | 951.5% | $1,569.12万 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC | $1,737.02万 | 0.09% | 181,015 | 80,545 | 80.2% | $772.91万 | 加仓 |
| META | META PLATFORMS INC | $1,764.34万 | 0.09% | 31,322 | 2,519 | 8.7% | $141.89万 | 加仓 |
| NP | NEPTUNE INS HLDGS INC | $1,854.75万 | 0.09% | 588,809 | 330,085 | 127.6% | $1,039.77万 | 加仓 |
| LQDT | LIQUIDITY SVCS INC | $1,896.50万 | 0.09% | 484,791 | 22,524 | 4.9% | $88.11万 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $1,910.12万 | 0.09% | 231,783 | 39,804 | 20.7% | $328.02万 | 加仓 |
| NKE | NIKE INC | $1,951.56万 | 0.10% | 475,410 | 25,548 | 5.7% | $104.87万 | 加仓 |
| MRCY | MERCURY SYS INC | $2,021.59万 | 0.10% | 165,257 | 81,791 | 98.0% | $1,000.55万 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $2,060.02万 | 0.10% | 1,003,417 | 80,176 | 8.7% | $164.60万 | 加仓 |
| CARG | CARGURUS INC | $2,066.81万 | 0.10% | 606,281 | 147,015 | 32.0% | $501.17万 | 加仓 |
| UNP | UNION PAC CORP | $2,151.52万 | 0.11% | 79,100 | -45,327 | -36.4% | -$1,232.89万 | 减仓 |
| WINA | WINMARK CORP | $2,154.70万 | 0.11% | 50,929 | 20,520 | 67.5% | $868.16万 | 加仓 |
| ALRM | ALARM COM HLDGS INC | $2,158.53万 | 0.11% | 462,015 | 69,658 | 17.8% | $325.44万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $2,189.40万 | 0.11% | 140,364 | -331,215 | -70.2% | -$5,166.29万 | 减仓 |
| OUT | OUTFRONT MEDIA INC | $2,230.65万 | 0.11% | 680,906 | 220,140 | 47.8% | $721.18万 | 加仓 |
| MSCI | MSCI INC | $2,354.86万 | 0.12% | 42,048 | 2,798 | 7.1% | $156.70万 | 加仓 |
| MCO | MOODYS CORP | $2,358.49万 | 0.12% | 52,073 | 2,515 | 5.1% | $113.91万 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $2,373.57万 | 0.12% | 144,492 | 52,166 | 56.5% | $856.93万 | 加仓 |
| APG | API GROUP CORP | $2,375.17万 | 0.12% | 560,842 | -167,183 | -23.0% | -$708.02万 | 减仓 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $2,381.72万 | 0.12% | 898,085 | 331,900 | 58.6% | $880.20万 | 加仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $2,627.41万 | 0.13% | 1,450,006 | 466,056 | 47.4% | $844.49万 | 加仓 |
| ADEA | ADEIA INC | $2,644.92万 | 0.13% | 803,196 | 289,771 | 56.4% | $954.22万 | 加仓 |