Select Equity Group, L.P.
- SEC CIK
- 0001592643
- 最新申報
- 2026/8/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 144
- 較 2025 年第 1 季 +1
- 總值
- $235.0 億
- 較 2025 年第 1 季 +$11.0 億 (+4.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| INTUIntuit Inc. | Stock | 172,885 | $1.36 億 | 0.6% | −57,783−25.1% | 減碼 | 歷史 |
| CRCrane Co | COMMON STOCK | 736,943 | $1.40 億 | 0.6% | +8,151+1.1% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 363,838 | $1.41 億 | 0.6% | −150,505−29.3% | 減碼 | 歷史 |
| DAYDayforce, Inc. | COM | 2,547,880 | $1.41 億 | 0.6% | −2,885,686−53.1% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 2,919,495 | $1.50 億 | 0.6% | −2,446,508−45.6% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 669,007 | $1.61 億 | 0.7% | +158,888+31.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,093,914 | $1.73 億 | 0.7% | +1,093,914 | 新進 | 歷史 |
| VVisa Inc. | Stock | 540,316 | $1.92 億 | 0.8% | −228,344−29.7% | 減碼 | 歷史 |
| TDYTeledyne Technologies Inc | COM | 426,837 | $2.19 億 | 0.9% | +28,368+7.1% | 加碼 | 歷史 |
| CLHClean Harbors Inc | COM | 946,958 | $2.19 億 | 0.9% | −145,201−13.3% | 減碼 | 歷史 |
| CAECae Inc | COM | 7,909,738 | $2.31 億 | 1.0% | +45,754+0.6% | 加碼 | 歷史 |
| ENTGEntegris Inc | COM | 2,919,435 | $2.35 億 | 1.0% | −1,154,797−28.3% | 減碼 | 歷史 |
| JLLJones Lang Lasalle Inc | COM | 933,490 | $2.39 億 | 1.0% | −128,579−12.1% | 減碼 | 歷史 |
| KEXKirby Corp | COM | 2,165,929 | $2.46 億 | 1.0% | +211,231+10.8% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 2,246,473 | $2.59 億 | 1.1% | +1,079,494+92.5% | 加碼 | 歷史 |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 2,411,459 | $2.60 億 | 1.1% | +672,122+38.6% | 加碼 | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 5,194,296 | $2.67 億 | 1.1% | −3,264,838−38.6% | 減碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 3,381,006 | $2.68 億 | 1.1% | −450,091−11.7% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 573,713 | $3.08 億 | 1.3% | +109,767+23.7% | 加碼 | 歷史 |
| SIGSignet Jewelers Ltd | SHS | 3,915,353 | $3.11 億 | 1.3% | −113,503−2.8% | 減碼 | 歷史 |
| MORNMorningstar, Inc. | COM | 1,113,301 | $3.49 億 | 1.5% | −59,266−5.1% | 減碼 | 歷史 |
| CPAYCorpay, Inc. | COM SHS | 1,125,916 | $3.74 億 | 1.6% | −92,982−7.6% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 1,017,123 | $3.85 億 | 1.6% | +416,395+69.3% | 加碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 906,855 | $4.85 億 | 2.1% | −126,158−12.2% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 2,052,433 | $4.93 億 | 2.1% | −162,757−7.3% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,259,985 | $5.12 億 | 2.2% | +406,347+21.9% | 加碼 | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 2,132,792 | $5.60 億 | 2.4% | −87,264−3.9% | 減碼 | 歷史 |
| SCIService Corp International | COM | 6,924,741 | $5.64 億 | 2.4% | −90,307−1.3% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 4,051,413 | $5.89 億 | 2.5% | +557,101+15.9% | 加碼 | 歷史 |
| ALCAlcon Inc | Stock | 6,762,406 | $5.96 億 | 2.5% | +1,283,978+23.4% | 加碼 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 5,745,705 | $6.37 億 | 2.7% | −528,667−8.4% | 減碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 1,183,267 | $6.50 億 | 2.8% | −8,133−0.7% | 減碼 | 歷史 |
| TRMBTrimble Inc. | COM | 8,644,586 | $6.57 億 | 2.8% | −585,230−6.3% | 減碼 | 歷史 |
| ITTItt Inc. | COM | 4,227,752 | $6.63 億 | 2.8% | −537,850−11.3% | 減碼 | 歷史 |
| TSCOTractor Supply Co | COM | 12,713,409 | $6.71 億 | 2.9% | +3,753,414+41.9% | 加碼 | 歷史 |
| MKLMarkel Group Inc. | COM | 336,369 | $6.72 億 | 2.9% | +145,146+75.9% | 加碼 | 歷史 |
| MIDDMIDDLEBY Corp | COM | 4,727,504 | $6.81 億 | 2.9% | −786,559−14.3% | 減碼 | 歷史 |
| CNMCore & Main, Inc. | CL A | 11,465,694 | $6.92 億 | 2.9% | −1,416,225−11.0% | 減碼 | 歷史 |
| CDWCDW Corp | COM | 4,052,710 | $7.24 億 | 3.1% | +356,773+9.7% | 加碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 4,059,498 | $8.50 億 | 3.6% | −515,644−11.3% | 減碼 | 歷史 |
| CRHCRH Public Ltd Co | ORD | 9,697,157 | $8.90 億 | 3.8% | −671,813−6.5% | 減碼 | 歷史 |
| SGISomnigroup International Inc. | COM | 13,836,763 | $9.42 億 | 4.0% | −1,286,417−8.5% | 減碼 | 歷史 |
| VIKViking Holdings Ltd | ORD SHS | 17,880,920 | $9.53 億 | 4.1% | −775,890−4.2% | 減碼 | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 6,851,369 | $10.4 億 | 4.4% | −236,565−3.3% | 減碼 | 歷史 |
選擇權（8 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| NEMNEWMONT Corp | Stock | – | $2.39 億 |
| NETCloudflare, Inc. | CL A COM | – | $4,485 萬 |
| iShares Tr464287184 | CHINA LG-CAP ETF | – | $3,364 萬 |
| FMCFMC Corp | COM NEW | – | $2,476 萬 |
| LLYEli Lilly & Co | Stock | $1,356 萬 | – |
| ELEstee Lauder Companies Inc | CL A | – | $387.0 萬 |
| PIIPolaris Inc. | Stock | – | $311.4 萬 |
| VFCV F Corp | Stock | – | $270.4 萬 |
2025 年第 1 季之後清倉（22 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TTCToro Co | COM | 2,327,264 | $1.69 億 | 0.8% | 歷史 |
| SAIASaia Inc | COM | 480,498 | $1.68 億 | 0.7% | 歷史 |
| MKCMcCormick & Co Inc | Stock | 1,560,869 | $1.28 億 | 0.6% | 歷史 |
| AOSSmith A O Corp | COM | 809,461 | $5,291 萬 | 0.2% | 歷史 |
| HHyatt Hotels Corp | COM CL A | 303,831 | $3,722 萬 | 0.2% | 歷史 |
| SSBSouthState Bank Corp | COM | 368,860 | $3,424 萬 | 0.2% | 歷史 |
| SSNCSS&C Technologies Holdings Inc | COM | 340,655 | $2,845 萬 | 0.1% | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 36,688 | $2,018 萬 | 0.1% | 歷史 |
| TYLTyler Technologies Inc | COM | 32,687 | $1,900 萬 | 0.1% | 歷史 |
| NKENIKE, Inc. | Stock | 234,133 | $1,486 萬 | 0.1% | 歷史 |
| CACICACI International Inc | CL A | 37,603 | $1,380 萬 | 0.1% | 歷史 |
| POOLPool Corp | COM | 37,230 | $1,185 萬 | 0.1% | 歷史 |
| LNTHLantheus Holdings, Inc. | Stock | 100,843 | $984.2 萬 | <0.1% | 歷史 |
| NEOGNeogen Corp | COM | 1,120,196 | $971.2 萬 | <0.1% | 歷史 |
| NCNOnCino, Inc. | COM | 265,211 | $728.5 萬 | <0.1% | 歷史 |
| ATSATS Corp | COM | 242,640 | $604.7 萬 | <0.1% | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 65,686 | $404.4 萬 | <0.1% | 歷史 |
| CIGIColliers International Group Inc. | SUB VTG SHS | 31,062 | $375.9 萬 | <0.1% | 歷史 |
| AEISAdvanced Energy Industries Inc | COM | 35,917 | $342.3 萬 | <0.1% | 歷史 |
| BEBloom Energy Corp | COM CL A | 111,296 | $218.8 萬 | <0.1% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 15,763 | $161.9 萬 | <0.1% | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 11,749 | $99.9 萬 | <0.1% | – |