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 |
|---|---|---|---|---|---|---|---|---|
| WTM | WHITE MTNS INS GROUP LTD | $2,319.99万 | 0.12% | 10,560 | -9,153 | -46.4% | -$2,010.88万 | 减仓 |
| CDRE | CADRE HLDGS INC | $2,296.39万 | 0.12% | 748,498 | 29,474 | 4.1% | $90.43万 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $2,225.93万 | 0.11% | 923,241 | 288,631 | 45.5% | $695.89万 | 加仓 |
| MCO | MOODYS CORP | $2,161.97万 | 0.11% | 49,558 | -1,709 | -3.3% | -$74.56万 | 减仓 |
| MSCI | MSCI INC | $2,115.61万 | 0.11% | 39,250 | -1,341 | -3.3% | -$72.28万 | 减仓 |
| SSD | SIMPSON MFG INC | $2,101.80万 | 0.11% | 122,468 | -37,081 | -23.2% | -$636.38万 | 减仓 |
| MLAB | MESA LABS INC | $2,085.70万 | 0.11% | 235,885 | 29,450 | 14.3% | $260.40万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $1,980.64万 | 0.10% | 125,875 | -26,033 | -17.1% | -$409.63万 | 减仓 |
| MIR | MIRION TECHNOLOGIES INC | $1,962.12万 | 0.10% | 1,055,468 | 286,435 | 37.2% | $532.48万 | 加仓 |
| FELE | FRANKLIN ELEC INC | $1,946.88万 | 0.10% | 211,227 | 30,406 | 16.8% | $280.25万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $1,924.47万 | 0.10% | 429,185 | 24,380 | 6.0% | $109.32万 | 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 |
| ALRM | ALARM COM HLDGS INC | $1,694.59万 | 0.09% | 392,357 | 48,326 | 14.0% | $208.72万 | 加仓 |
| META | META PLATFORMS INC | $1,647.91万 | 0.08% | 28,803 | -42,308 | -59.5% | -$2,420.57万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $1,605.19万 | 0.08% | 147,130 | 147,130 | — | $1,605.19万 | 新建仓 |
| CARG | CARGURUS INC | $1,563.80万 | 0.08% | 459,266 | -459,923 | -50.0% | -$1,566.04万 | 减仓 |
| — | ARCOSA INC | $1,553.69万 | 0.08% | 146,381 | 28,299 | 24.0% | $300.37万 | 加仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $1,541.85万 | 0.08% | 983,950 | 91,607 | 10.3% | $143.55万 | 加仓 |
| MYRG | MYR GROUP INC | $1,444.41万 | 0.07% | 51,162 | 2,243 | 4.6% | $63.32万 | 加仓 |
| LQDT | LIQUIDITY SVCS INC | $1,413.15万 | 0.07% | 462,267 | -105,167 | -18.5% | -$321.50万 | 减仓 |
| BMI | BADGER METER INC | $1,398.94万 | 0.07% | 91,824 | -16,046 | -14.9% | -$244.46万 | 减仓 |
| VRRM | VERRA MOBILITY CORP | $1,359.21万 | 0.07% | 951,159 | 221,631 | 30.4% | $316.71万 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $1,351.28万 | 0.07% | 92,326 | -2,655 | -2.8% | -$38.86万 | 减仓 |
| BIO | BIO RAD LABS INC | $1,350.15万 | 0.07% | 48,436 | 48,436 | — | $1,350.15万 | 新建仓 |
| ONON | ON HLDG AG 看涨期权 | $1,346.51万 | 0.07% | 395,800 | -655,900 | -62.4% | -$2,231.37万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $1,344.77万 | 0.07% | 113,906 | -19,991 | -14.9% | -$236.01万 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $1,329.61万 | 0.07% | 47,255 | 17,626 | 59.5% | $495.94万 | 加仓 |
| CSGP | COSTAR GROUP INC 看涨期权 | $1,311.45万 | 0.07% | 325,100 | 325,100 | — | $1,311.45万 | 新建仓 |
| WINA | WINMARK CORP | $1,300.14万 | 0.07% | 30,409 | 54 | 0.2% | $2.31万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $1,282.14万 | 0.07% | 10,166 | -14,498 | -58.8% | -$1,828.49万 | 减仓 |
| ADEA | ADEIA INC | $1,233.76万 | 0.06% | 513,425 | 38,269 | 8.1% | $91.96万 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $1,221.03万 | 0.06% | 460,766 | 7,960 | 1.8% | $21.09万 | 加仓 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $1,174.27万 | 0.06% | 566,185 | 84,269 | 17.5% | $174.77万 | 加仓 |
| LOAR | LOAR HOLDINGS INC | $1,166.64万 | 0.06% | 203,637 | 21,107 | 11.6% | $120.92万 | 加仓 |
| GFL | GFL ENVIRONMENTAL INC | $1,129.31万 | 0.06% | 270,689 | 270,689 | — | $1,129.31万 | 新建仓 |
| GE | GE AEROSPACE | $1,114.22万 | 0.06% | 39,265 | 60 | 0.2% | $1.70万 | 加仓 |
| CLBT | CELLEBRITE DI LTD | $1,108.45万 | 0.06% | 804,393 | 184,251 | 29.7% | $253.90万 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC | $1,096.83万 | 0.06% | 100,470 | 100,470 | — | $1,096.83万 | 新建仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $1,078.09万 | 0.06% | 368,327 | 368,327 | — | $1,078.09万 | 新建仓 |
| IDXX | IDEXX LABS INC | $962.29万 | 0.05% | 17,126 | -114,260 | -87.0% | -$6,420.16万 | 减仓 |
| TRU | TRANSUNION | $873.00万 | 0.04% | 126,174 | 126,174 | — | $873.00万 | 新建仓 |
| CNH | CNH INDL N V | $865.78万 | 0.04% | 787,075 | 787,075 | — | $865.78万 | 新建仓 |
| GFS | GLOBALFOUNDRIES INC | $853.92万 | 0.04% | 191,979 | 72,952 | 61.3% | $324.49万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $829.04万 | 0.04% | 115,256 | 63,527 | 122.8% | $456.95万 | 加仓 |
| PTON | PELOTON INTERACTIVE INC | $775.84万 | 0.04% | 1,808,474 | 557,843 | 44.6% | $239.31万 | 加仓 |
| ENTG | ENTEGRIS INC 看涨期权 | $735.09万 | 0.04% | 62,700 | -51,800 | -45.2% | -$607.30万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC 看涨期权 | $705.57万 | 0.04% | 85,700 | -34,400 | -28.6% | -$283.22万 | 减仓 |
| NP | NEPTUNE INS HLDGS INC | $625.85万 | 0.03% | 258,724 | 117,763 | 83.5% | $284.87万 | 加仓 |
| PTLO | PORTILLOS INC | $610.15万 | 0.03% | 1,153,400 | 13,484 | 1.2% | $7.13万 | 加仓 |
| MRCY | MERCURY SYS INC | $608.55万 | 0.03% | 83,466 | 5,645 | 7.3% | $41.16万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $506.30万 | 0.03% | 6,956 | -64,793 | -90.3% | -$4,716.02万 | 减仓 |
| BL | BLACKLINE INC | $415.33万 | 0.02% | 112,252 | -162,288 | -59.1% | -$600.47万 | 减仓 |
| ERII | ENERGY RECOVERY INC | $396.97万 | 0.02% | 394,208 | -379,369 | -49.0% | -$382.02万 | 减仓 |
| CERT | CERTARA INC | $349.94万 | 0.02% | 613,935 | -877,226 | -58.8% | -$500.02万 | 减仓 |
| LLY | ELI LILLY & CO 看跌期权 | $303.52万 | 0.02% | 3,300 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP 看涨期权 | $295.12万 | 0.02% | 173,700 | -103,700 | -37.4% | -$176.19万 | 减仓 |
| MSTR | STRATEGY INC 看跌期权 | $290.78万 | 0.01% | 23,300 | -66,800 | -74.1% | -$833.66万 | 减仓 |
| KRMN | KARMAN HLDGS INC | $290.62万 | 0.01% | 36,305 | -28,791 | -44.2% | -$230.47万 | 减仓 |
| SAP | SAP SE | $263.54万 | 0.01% | 15,393 | 15,393 | — | $263.54万 | 新建仓 |
| KKR | KKR & CO INC | $245.94万 | 0.01% | 26,588 | 26,588 | — | $245.94万 | 新建仓 |
| SPSC | SPS COMM INC | $233.39万 | 0.01% | 41,923 | -25,049 | -37.4% | -$139.45万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $227.38万 | 0.01% | 62,951 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $187.46万 | 0.01% | 19,970 | 19,970 | — | $187.46万 | 新建仓 |
| QCOM | QUALCOMM INC | $171.60万 | 0.01% | 13,325 | 13,325 | — | $171.60万 | 新建仓 |
| VEEV | VEEVA SYS INC | $157.09万 | 0.01% | 8,943 | 8,943 | — | $157.09万 | 新建仓 |
| TFX | TELEFLEX INCORPORATED | $155.60万 | 0.01% | 13,009 | 13,009 | — | $155.60万 | 新建仓 |
| COHR | COHERENT CORP | $154.46万 | 0.01% | 6,484 | -23,106 | -78.1% | -$550.41万 | 减仓 |
| PII | POLARIS INC 看涨期权 | $125.89万 | 0.01% | 23,100 | -15,500 | -40.2% | -$84.47万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $104.64万 | 0.01% | 11,281 | 11,281 | — | $104.64万 | 新建仓 |
| CIEN | CIENA CORP | $101.25万 | 0.01% | 2,608 | -12,490 | -82.7% | -$484.90万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $82.20万 | 0.00% | 15,351 | 15,351 | — | $82.20万 | 新建仓 |
| IWR | ISHARES TR | $7.32万 | 0.00% | 753 | -10,880 | -93.5% | -$105.79万 | 减仓 |
| CSGP | COSTAR GROUP INC | $3.09万 | 0.00% | 767 | 767 | — | $3.09万 | 新建仓 |
| PII | POLARIS INC | $1.70万 | 0.00% | 311 | -499,717 | -99.9% | -$2,723.54万 | 减仓 |
| LLY | ELI LILLY & CO | $1.29万 | 0.00% | 14 | 14 | — | $1.29万 | 新建仓 |
| VFC | V F CORP | $8,461 | 0.00% | 498 | 498 | — | $8,461 | 新建仓 |
| GOOGL | ALPHABET INC | $7,477 | 0.00% | 26 | 26 | — | $7,477 | 新建仓 |
| BE | BLOOM ENERGY CORP | $2,439 | 0.00% | 18 | 18 | — | $2,439 | 新建仓 |
| RBLX | ROBLOX CORP | $735 | 0.00% | 13 | 13 | — | $735 | 新建仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $0 | 0.00% | 0 | -1,720,000 | -100.0% | -$10.57亿 | 清仓 |
| JLL | JONES LANG LASALLE INC | $0 | 0.00% | 0 | -911,723 | -100.0% | -$3.07亿 | 清仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $0 | 0.00% | 0 | -2,692,084 | -100.0% | -$2.42亿 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | -568,572 | -100.0% | -$9,905.09万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -279,098 | -100.0% | -$9,768.15万 | 清仓 |
| AIZ | ASSURANT INC | $0 | 0.00% | 0 | -348,607 | -100.0% | -$8,396.20万 | 清仓 |
| CRM | SALESFORCE INC 看涨期权 | $0 | 0.00% | 0 | -159,900 | -100.0% | -$4,235.91万 | 清仓 |
| ACWX | ISHARES TR | $0 | 0.00% | 0 | -600,269 | -100.0% | -$4,029.61万 | 清仓 |
| SPDW | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -907,211 | -100.0% | -$4,028.92万 | 清仓 |
| VXUS | VANGUARD STAR FDS | $0 | 0.00% | 0 | -533,471 | -100.0% | -$4,024.51万 | 清仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -546,590 | -100.0% | -$4,020.72万 | 清仓 |
| IXUS | ISHARES TR | $0 | 0.00% | 0 | -474,760 | -100.0% | -$4,018.37万 | 清仓 |
| OC | OWENS CORNING NEW 看涨期权 | $0 | 0.00% | 0 | -348,400 | -100.0% | -$3,898.94万 | 清仓 |
| NKE | NIKE INC 看涨期权 | $0 | 0.00% | 0 | -598,000 | -100.0% | -$3,809.86万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -354,102 | -100.0% | -$3,535.71万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SSB | SOUTHSTATE BK CORP | $0 | 0.00% | 0 | -323,140 | -100.0% | -$3,041.07万 | 清仓 |
| HLNE | HAMILTON LANE INC | $0 | 0.00% | 0 | -219,322 | -100.0% | -$2,945.71万 | 清仓 |
| INTU | INTUIT 看涨期权 | $0 | 0.00% | 0 | -42,400 | -100.0% | -$2,808.66万 | 清仓 |
| MIDD | MIDDLEBY CORP 看涨期权 | $0 | 0.00% | 0 | -171,400 | -100.0% | -$2,548.20万 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -270,412 | -100.0% | -$2,419.11万 | 清仓 |