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 |
|---|---|---|---|---|---|---|---|---|
| VIK | VIKING HOLDINGS LTD | $9.00亿 | 4.45% | 8,601,393 | -2,200,810 | -20.4% | -$2.30亿 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $8.28亿 | 4.10% | 4,523,826 | -820,629 | -15.4% | -$1.50亿 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $6.97亿 | 3.45% | 8,892,691 | -381,217 | -4.1% | -$2,988.74万 | 减仓 |
| ITT | ITT INC | $6.86亿 | 3.39% | 3,466,371 | -447,115 | -11.4% | -$8,842.15万 | 减仓 |
| WAB | WABTEC | $6.53亿 | 3.23% | 2,421,552 | -502,091 | -17.2% | -$1.35亿 | 减仓 |
| MKL | MARKEL GROUP INC | $6.48亿 | 3.20% | 331,679 | -45,964 | -12.2% | -$8,976.82万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $5.83亿 | 2.88% | 1,011,255 | -22,165 | -2.1% | -$1,278.26万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $5.55亿 | 2.74% | 1,981,948 | -192,837 | -8.9% | -$5,399.44万 | 减仓 |
| IWM | ISHARES TR 看跌期权 | $5.41亿 | 2.67% | 1,800,000 | 1,440,000 | 400.0% | $4.33亿 | 加仓 |
| CRH | CRH PLC | $4.90亿 | 2.42% | 4,577,115 | -280,373 | -5.8% | -$2,999.99万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.89亿 | 2.42% | 1,024,189 | -3,737 | -0.4% | -$178.47万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $4.71亿 | 2.33% | 353,230 | 305,287 | 636.8% | $4.07亿 | 加仓 |
| ENTG | ENTEGRIS INC | $4.49亿 | 2.22% | 2,493,913 | 1,473,043 | 144.3% | $2.65亿 | 加仓 |
| NDAQ | NASDAQ INC | $4.45亿 | 2.20% | 5,646,320 | 83,194 | 1.5% | $655.74万 | 加仓 |
| HUBB | HUBBELL INC | $4.37亿 | 2.16% | 835,260 | 460,923 | 123.1% | $2.41亿 | 加仓 |
| STE | STERIS PLC | $3.99亿 | 1.97% | 1,894,646 | -248,733 | -11.6% | -$5,237.57万 | 减仓 |
| ALC | ALCON AG | $3.90亿 | 1.93% | 5,766,342 | 90,038 | 1.6% | $609.37万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $3.77亿 | 1.86% | 4,346,986 | -609,038 | -12.3% | -$5,278.77万 | 减仓 |
| V | VISA INC | $3.56亿 | 1.76% | 1,037,159 | 273,519 | 35.8% | $9,384.16万 | 加仓 |
| EME | EMCOR GROUP INC | $3.48亿 | 1.72% | 419,806 | -136,043 | -24.5% | -$1.13亿 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $3.32亿 | 1.64% | 1,704,008 | 977,584 | 134.6% | $1.90亿 | 加仓 |
| BRO | BROWN & BROWN INC | $3.14亿 | 1.55% | 4,892,500 | -3,129,623 | -39.0% | -$2.01亿 | 减仓 |
| CNM | CORE & MAIN INC | $2.82亿 | 1.39% | 5,840,259 | -1,413,948 | -19.5% | -$6,822.30万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2.80亿 | 1.38% | 1,396,937 | 493,447 | 54.6% | $9,873.38万 | 加仓 |
| PKG | PACKAGING CORP AMER | $2.67亿 | 1.32% | 1,120,539 | 97,498 | 9.5% | $2,323.18万 | 加仓 |
| TRMB | TRIMBLE INC | $2.60亿 | 1.29% | 5,080,354 | -525,514 | -9.4% | -$2,689.58万 | 减仓 |
| SCI | SERVICE CORP INTL | $2.53亿 | 1.25% | 3,326,683 | -2,787,068 | -45.6% | -$2.12亿 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2.46亿 | 1.22% | 536,831 | 170,955 | 46.7% | $7,849.06万 | 加仓 |
| CPAY | CORPAY INC | $2.39亿 | 1.18% | 717,626 | -346,320 | -32.6% | -$1.15亿 | 减仓 |
| PAYX | PAYCHEX INC | $2.28亿 | 1.13% | 2,320,215 | -1,349,858 | -36.8% | -$1.33亿 | 减仓 |
| AMZN | AMAZON COM INC | $2.22亿 | 1.10% | 932,301 | 606,060 | 185.8% | $1.44亿 | 加仓 |
| APH | AMPHENOL CORP | $2.20亿 | 1.09% | 1,249,958 | 50,015 | 4.2% | $881.86万 | 加仓 |
| IRM | IRON MTN INC DEL 看跌期权 | $2.19亿 | 1.09% | 1,737,300 | -42,200 | -2.4% | -$533.03万 | 减仓 |
| CLH | CLEAN HARBORS INC | $2.18亿 | 1.08% | 728,374 | -403,228 | -35.6% | -$1.20亿 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $2.16亿 | 1.07% | 1,145,388 | -817,156 | -41.6% | -$1.54亿 | 减仓 |
| SIG | SIGNET JEWELERS LIMITED | $2.10亿 | 1.04% | 2,436,873 | -837,943 | -25.6% | -$7,223.07万 | 减仓 |
| INTC | INTEL CORP | $2.10亿 | 1.04% | 1,503,056 | 63,832 | 4.4% | $891.29万 | 加仓 |
| ROL | ROLLINS INC | $1.79亿 | 0.88% | 4,283,955 | -483,167 | -10.1% | -$2,016.74万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.77亿 | 0.87% | 352,700 | 53,200 | 17.8% | $2,667.24万 | 加仓 |
| CAE | CAE INC | $1.76亿 | 0.87% | 7,018,338 | -1,233,353 | -14.9% | -$3,087.19万 | 减仓 |
| AMZN | AMAZON COM INC 看涨期权 | $1.69亿 | 0.84% | 709,300 | 709,300 | — | $1.69亿 | 新建仓 |
| WDAY | WORKDAY INC | $1.63亿 | 0.81% | 1,331,948 | 678,950 | 104.0% | $8,311.71万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $1.58亿 | 0.78% | 879,881 | 459,013 | 109.1% | $8,240.66万 | 加仓 |
| BE | BLOOM ENERGY CORP 看跌期权 | $1.56亿 | 0.77% | 513,800 | -12,000 | -2.3% | -$363.24万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $1.52亿 | 0.75% | 1,598,060 | 335,365 | 26.6% | $3,190.66万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $1.37亿 | 0.68% | 4,336,775 | -8,959,689 | -67.4% | -$2.83亿 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $1.37亿 | 0.68% | 1,154,448 | 240,463 | 26.3% | $2,844.92万 | 加仓 |
| CRM | SALESFORCE INC | $1.30亿 | 0.64% | 828,563 | 326,773 | 65.1% | $5,119.23万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.29亿 | 0.64% | 345,152 | 135,577 | 64.7% | $5,057.29万 | 加仓 |
| CR | CRANE COMPANY | $1.27亿 | 0.63% | 571,432 | -44,389 | -7.2% | -$990.19万 | 减仓 |
| SPGI | S&P GLOBAL INC | $9,961.42万 | 0.49% | 244,596 | 139,034 | 131.7% | $5,662.30万 | 加仓 |
| GOOG | ALPHABET INC | $9,858.58万 | 0.49% | 279,019 | 95,633 | 52.1% | $3,379.00万 | 加仓 |
| MIDD | MIDDLEBY CORP | $9,780.85万 | 0.48% | 568,621 | -931,846 | -62.1% | -$1.60亿 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $9,779.09万 | 0.48% | 146,635 | -52,321 | -26.3% | -$3,489.29万 | 减仓 |
| AVGO | BROADCOM INC | $9,713.77万 | 0.48% | 257,148 | 55,664 | 27.6% | $2,102.71万 | 加仓 |
| DSGX | DESCARTES SYS GROUP INC | $8,938.76万 | 0.44% | 1,290,947 | 210,792 | 19.5% | $1,459.56万 | 加仓 |
| FNV | FRANCO NEV CORP | $8,689.10万 | 0.43% | 416,544 | 1,020 | 0.2% | $21.28万 | 加仓 |
| JOE | ST JOE CO | $8,399.08万 | 0.42% | 1,341,063 | 66,075 | 5.2% | $413.83万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $7,969.04万 | 0.39% | 351,353 | -205,560 | -36.9% | -$4,662.31万 | 减仓 |
| ECL | ECOLAB INC | $7,689.72万 | 0.38% | 276,003 | 276,003 | — | $7,689.72万 | 新建仓 |
| FTV | FORTIVE CORP | $7,427.82万 | 0.37% | 1,215,882 | -496,971 | -29.0% | -$3,036.00万 | 减仓 |
| CHEF | CHEFS WHSE INC | $7,355.83万 | 0.36% | 765,435 | 213,749 | 38.7% | $2,054.13万 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $7,062.38万 | 0.35% | 1,729,280 | 1,729,280 | — | $7,062.38万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $6,841.99万 | 0.34% | 515,094 | 305,800 | 146.1% | $4,061.94万 | 加仓 |
| CRWV | COREWEAVE INC 看跌期权 | $6,815.50万 | 0.34% | 684,700 | -11,500 | -1.7% | -$114.47万 | 减仓 |
| QXO | QXO INC | $6,670.69万 | 0.33% | 3,860,354 | 1,263,368 | 48.6% | $2,183.10万 | 加仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $6,084.25万 | 0.30% | 2,154,478 | 490,212 | 29.5% | $1,384.36万 | 加仓 |
| GOOG | ALPHABET INC 看涨期权 | $6,010.14万 | 0.30% | 170,100 | -3,800 | -2.2% | -$134.27万 | 减仓 |
| CWST | CASELLA WASTE SYS INC | $5,459.71万 | 0.27% | 563,031 | 171,057 | 43.6% | $1,658.74万 | 加仓 |
| DHR | DANAHER CORP DEL | $5,088.73万 | 0.25% | 267,153 | 15,575 | 6.2% | $296.67万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $4,797.09万 | 0.24% | 137,044 | 89,789 | 190.0% | $3,142.97万 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $4,775.60万 | 0.24% | 171,599 | 58,148 | 51.3% | $1,618.26万 | 加仓 |
| FORM | FORMFACTOR INC | $4,568.98万 | 0.23% | 285,686 | 28,272 | 11.0% | $452.15万 | 加仓 |
| CDW | CDW CORP | $4,422.57万 | 0.22% | 314,460 | -881,303 | -73.7% | -$1.24亿 | 减仓 |
| NET | CLOUDFLARE INC 看涨期权 | $4,326.74万 | 0.21% | 176,400 | -134,400 | -43.2% | -$3,296.56万 | 减仓 |
| MOG/A | MOOG INC | $4,251.67万 | 0.21% | 100,313 | -461 | -0.5% | -$19.54万 | 减仓 |
| KEX | KIRBY CORP | $4,134.87万 | 0.20% | 304,102 | -71,795 | -19.1% | -$976.20万 | 减仓 |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $4,102.68万 | 0.20% | 1,452,792 | 394,737 | 37.3% | $1,114.74万 | 加仓 |
| USLM | UNITED STS LIME & MINERALS I | $3,983.43万 | 0.20% | 380,570 | -25,111 | -6.2% | -$262.84万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $3,772.26万 | 0.19% | 161,830 | -71,233 | -30.6% | -$1,660.44万 | 减仓 |
| MKC | MCCORMICK & CO INC | $3,709.03万 | 0.18% | 735,626 | 275,520 | 59.9% | $1,389.17万 | 重新持有 |
| POOL | POOL CORP | $3,434.17万 | 0.17% | 159,803 | 159,803 | — | $3,434.17万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $3,405.35万 | 0.17% | 384,351 | 384,351 | — | $3,405.35万 | 新建仓 |
| CDRE | CADRE HLDGS INC | $3,369.66万 | 0.17% | 1,181,921 | 433,423 | 57.9% | $1,235.69万 | 加仓 |
| OKLO | OKLO INC 看跌期权 | $3,336.04万 | 0.16% | 637,500 | -9,800 | -1.5% | -$51.28万 | 减仓 |
| SHOP | SHOPIFY INC | $3,332.07万 | 0.16% | 291,826 | 56,112 | 23.8% | $640.69万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $3,300.56万 | 0.16% | 653,188 | 224,003 | 52.2% | $1,131.89万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I 看涨期权 | $3,292.35万 | 0.16% | 599,700 | -80,300 | -11.8% | -$440.85万 | 减仓 |
| FELE | FRANKLIN ELEC INC | $3,244.31万 | 0.16% | 302,669 | 91,442 | 43.3% | $980.17万 | 加仓 |
| MYRG | MYR GROUP INC | $3,230.73万 | 0.16% | 64,563 | 13,401 | 26.2% | $670.59万 | 加仓 |
| KAI | KADANT INC | $3,191.04万 | 0.16% | 101,551 | 12,939 | 14.6% | $406.58万 | 加仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $3,040.25万 | 0.15% | 544,263 | 175,936 | 47.8% | $982.78万 | 加仓 |
| BMI | BADGER METER INC | $2,956.89万 | 0.15% | 199,278 | 107,454 | 117.0% | $1,594.40万 | 加仓 |
| — | ARCOSA INC | $2,926.87万 | 0.14% | 201,450 | 55,069 | 37.6% | $800.10万 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC | $2,825.81万 | 0.14% | 1,576,023 | 520,555 | 49.3% | $933.36万 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $2,791.63万 | 0.14% | 168,221 | 54,315 | 47.7% | $901.36万 | 加仓 |
| LOAR | LOAR HOLDINGS INC | $2,740.55万 | 0.14% | 339,976 | 136,339 | 67.0% | $1,099.03万 | 加仓 |
| ADEA | ADEIA INC | $2,644.92万 | 0.13% | 803,196 | 289,771 | 56.4% | $954.22万 | 加仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $2,627.41万 | 0.13% | 1,450,006 | 466,056 | 47.4% | $844.49万 | 加仓 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $2,381.72万 | 0.12% | 898,085 | 331,900 | 58.6% | $880.20万 | 加仓 |