Select Equity Group, L.P.
- SEC CIK
- 0001592643
- 最新申報
- 2026/8/14
2025 年第 2 季到 2025 年第 3 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 15 檔
- 估計 +$2.88 億
- 加碼
- 66 檔
- 估計 +$14.2 億
- 減碼
- 70 檔
- 估計 −$26.0 億
- 清倉
- 7 檔
- 估計 −$3.06 億
總值從 $235.0 億變成 $233.8 億（−$1.22 億 (−0.5%)），持股從 144 檔變成 152 檔（+8）。
2025 年第 3 季全部持倉2025 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 3 季，下面灰字是 2025 年第 2 季。兩季之間拆股的股票，2025 年第 2 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| CRHCRH Public Ltd Co | 減碼歷史 | 8,620,0469,697,157 | −1,077,111−11.1% | $10.3 億$8.90 億 | −$1.29 億 | 4.4%3.8% | +0.63 |
| SGISomnigroup International Inc. | 減碼歷史 | 11,712,04013,836,763 | −2,124,723−15.4% | $9.88 億$9.42 億 | −$1.79 億 | 4.2%4.0% | +0.22 |
| VIKViking Holdings Ltd | 減碼歷史 | 15,319,07117,880,920 | −2,561,849−14.3% | $9.52 億$9.53 億 | −$1.59 億 | 4.1%4.1% | +0.02 |
| LYVLive Nation Entertainment, Inc. | 減碼歷史 | 5,571,3186,851,369 | −1,280,051−18.7% | $9.10 億$10.4 億 | −$2.09 億 | 3.9%4.4% | −0.52 |
| WABWestinghouse Air Brake Technologies Corp | 減碼歷史 | 3,688,6254,059,498 | −370,873−9.1% | $7.39 億$8.50 億 | −$7,435 萬 | 3.2%3.6% | −0.45 |
| MKLMarkel Group Inc. | 加碼歷史 | 382,732336,369 | +46,363+13.8% | $7.32 億$6.72 億 | +$8,862 萬 | 3.1%2.9% | +0.27 |
| ITTItt Inc. | 減碼歷史 | 3,940,9894,227,752 | −286,763−6.8% | $7.04 億$6.63 億 | −$5,126 萬 | 3.0%2.8% | +0.19 |
| TSCOTractor Supply Co | 減碼歷史 | 12,134,76812,713,409 | −578,641−4.6% | $6.90 億$6.71 億 | −$3,291 萬 | 3.0%2.9% | +0.10 |
| CDWCDW Corp | 加碼歷史 | 4,155,6294,052,710 | +102,919+2.5% | $6.62 億$7.24 億 | +$1,639 萬 | 2.8%3.1% | −0.25 |
| MLMMartin Marietta Materials Inc | 減碼歷史 | 1,036,5631,183,267 | −146,704−12.4% | $6.53 億$6.50 億 | −$9,246 萬 | 2.8%2.8% | +0.03 |
| TRMBTrimble Inc. | 減碼歷史 | 7,644,7398,644,586 | −999,847−11.6% | $6.24 億$6.57 億 | −$8,164 萬 | 2.7%2.8% | −0.12 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | 減碼歷史 | 2,218,1652,259,985 | −41,820−1.9% | $6.20 億$5.12 億 | −$1,168 萬 | 2.7%2.2% | +0.47 |
| BROBrown & Brown, Inc. | 加碼歷史 | 6,076,3995,745,705 | +330,694+5.8% | $5.70 億$6.37 億 | +$3,102 萬 | 2.4%2.7% | −0.27 |
| MIDDMIDDLEBY Corp | 減碼歷史 | 4,196,3994,727,504 | −531,105−11.2% | $5.58 億$6.81 億 | −$7,060 萬 | 2.4%2.9% | −0.51 |
| PAYXPaychex Inc | 加碼歷史 | 4,357,6414,051,413 | +306,228+7.6% | $5.52 億$5.89 億 | +$3,882 萬 | 2.4%2.5% | −0.14 |
| SCIService Corp International | 減碼歷史 | 6,609,3996,924,741 | −315,342−4.6% | $5.50 億$5.64 億 | −$2,624 萬 | 2.4%2.4% | −0.05 |
| LHLabcorp Holdings Inc. | 減碼歷史 | 1,837,0352,132,792 | −295,757−13.9% | $5.27 億$5.60 億 | −$8,490 萬 | 2.3%2.4% | −0.13 |
| CNMCore & Main, Inc. | 減碼歷史 | 9,691,39611,465,694 | −1,774,298−15.5% | $5.22 億$6.92 億 | −$9,551 萬 | 2.2%2.9% | −0.71 |
| ALCAlcon Inc | 減碼歷史 | 6,727,6826,762,406 | −34,724−0.5% | $5.01 億$5.96 億 | −$258.6 萬 | 2.1%2.5% | −0.39 |
| STESTERIS plc | 減碼歷史 | 1,976,7842,052,433 | −75,649−3.7% | $4.89 億$4.93 億 | −$1,872 萬 | 2.1%2.1% | −0.01 |
| MORNMorningstar, Inc. | 加碼歷史 | 2,103,7021,113,301 | +990,401+89.0% | $4.88 億$3.49 億 | +$2.30 億 | 2.1%1.5% | +0.60 |
| EMEEMCOR Group, Inc. | 減碼歷史 | 735,769906,855 | −171,086−18.9% | $4.78 億$4.85 億 | −$1.11 億 | 2.0%2.1% | −0.02 |
| SIGSignet Jewelers Ltd | 減碼歷史 | 3,845,4963,915,353 | −69,857−1.8% | $3.69 億$3.11 億 | −$670.1 萬 | 1.6%1.3% | +0.25 |
| JLLJones Lang Lasalle Inc | 加碼歷史 | 1,142,066933,490 | +208,576+22.3% | $3.41 億$2.39 億 | +$6,221 萬 | 1.5%1.0% | +0.44 |
| CPAYCorpay, Inc. | 加碼歷史 | 1,157,5341,125,916 | +31,618+2.8% | $3.33 億$3.74 億 | +$910.8 萬 | 1.4%1.6% | −0.16 |
| SHOPShopify Inc. | 減碼歷史 | 2,210,7712,246,473 | −35,702−1.6% | $3.29 億$2.59 億 | −$530.6 萬 | 1.4%1.1% | +0.30 |
| PWRQuanta Services, Inc. | 減碼歷史 | 745,1801,017,123 | −271,943−26.7% | $3.09 億$3.85 億 | −$1.13 億 | 1.3%1.6% | −0.32 |
| CPCanadian Pacific Kansas City Ltd | 加碼歷史 | 3,963,9283,381,006 | +582,922+17.2% | $2.95 億$2.68 億 | +$4,342 萬 | 1.3%1.1% | +0.12 |
| BJBJ's Wholesale Club Holdings, Inc. | 加碼歷史 | 2,928,1202,411,459 | +516,661+21.4% | $2.73 億$2.60 億 | +$4,818 萬 | 1.2%1.1% | +0.06 |
| NDAQNasdaq, Inc. | 加碼歷史 | 2,970,6521,233,044 | +1,737,608+140.9% | $2.63 億$1.10 億 | +$1.54 億 | 1.1%0.5% | +0.65 |
| PTCPTC Inc. | 加碼歷史 | 1,148,097775,077 | +373,020+48.1% | $2.33 億$1.34 億 | +$7,573 萬 | 1.0%0.6% | +0.43 |
| FBINFortune Brands Innovations, Inc. | 減碼歷史 | 4,357,8535,194,296 | −836,443−16.1% | $2.33 億$2.67 億 | −$4,466 萬 | 1.0%1.1% | −0.14 |
| TDYTeledyne Technologies Inc | 減碼歷史 | 390,876426,837 | −35,961−8.4% | $2.29 億$2.19 億 | −$2,107 萬 | 1.0%0.9% | +0.05 |
| PKGPackaging Corp of America | 加碼歷史 | 997,334422,246 | +575,088+136.2% | $2.17 億$7,957 萬 | +$1.25 億 | 0.9%0.3% | +0.59 |
| CAECae Inc | 減碼歷史 | 6,931,5457,909,738 | −978,193−12.4% | $2.05 億$2.31 億 | −$2,897 萬 | 0.9%1.0% | −0.11 |
| NVDANVIDIA Corp | 減碼歷史 | 1,072,9411,093,914 | −20,973−1.9% | $2.00 億$1.73 億 | −$391.3 萬 | 0.9%0.7% | +0.12 |
| IDXXIDEXX Laboratories Inc | 減碼歷史 | 282,018573,713 | −291,695−50.8% | $1.80 億$3.08 億 | −$1.86 億 | 0.8%1.3% | −0.54 |
| CLHClean Harbors Inc | 減碼歷史 | 773,380946,958 | −173,578−18.3% | $1.80 億$2.19 億 | −$4,031 萬 | 0.8%0.9% | −0.16 |
| VVisa Inc. | 減碼歷史 | 518,983540,316 | −21,333−3.9% | $1.77 億$1.92 億 | −$728.3 萬 | 0.8%0.8% | −0.06 |
| WDAYWorkday, Inc. | 加碼歷史 | 728,298669,007 | +59,291+8.9% | $1.75 億$1.61 億 | +$1,427 萬 | 0.8%0.7% | +0.07 |
| GOOGAlphabet Inc. | 減碼歷史 | 658,921686,780 | −27,859−4.1% | $1.60 億$1.22 億 | −$678.5 萬 | 0.7%0.5% | +0.17 |
| BWXTBWX Technologies, Inc. | 加碼歷史 | 707,115478,290 | +228,825+47.8% | $1.30 億$6,890 萬 | +$4,219 萬 | 0.6%0.3% | +0.26 |
| FTVFortive Corp | 加碼歷史 | 2,656,3621,567,511 | +1,088,851+69.5% | $1.30 億$8,171 萬 | +$5,334 萬 | 0.6%0.3% | +0.21 |
| ENTGEntegris Inc | 減碼歷史 | 1,392,5752,919,435 | −1,526,860−52.3% | $1.29 億$2.35 億 | −$1.41 億 | 0.6%1.0% | −0.45 |
| TECHBIO-TECHNE Corp | 減碼歷史 | 2,251,5932,919,495 | −667,902−22.9% | $1.25 億$1.50 億 | −$3,716 萬 | 0.5%0.6% | −0.10 |
| MSFTMicrosoft Corp | 減碼歷史 | 239,171243,855 | −4,684−1.9% | $1.24 億$1.21 億 | −$242.6 萬 | 0.5%0.5% | +0.01 |
| NEMNEWMONT Corp | 減碼歷史 | 1,376,9781,919,640 | −542,662−28.3% | $1.16 億$1.12 億 | −$4,575 萬 | 0.5%0.5% | +0.02 |
| GRMNGarmin Ltd | 加碼歷史 | 468,244434,417 | +33,827+7.8% | $1.15 億$9,067 萬 | +$832.9 萬 | 0.5%0.4% | +0.11 |
| APHAmphenol Corp | 加碼歷史 | 930,118676,886 | +253,232+37.4% | $1.15 億$6,684 萬 | +$3,134 萬 | 0.5%0.3% | +0.21 |
| ADBEAdobe Inc. | 減碼歷史 | 318,624363,838 | −45,214−12.4% | $1.12 億$1.41 億 | −$1,595 萬 | 0.5%0.6% | −0.12 |
| AVGOBroadcom Inc. | 減碼歷史 | 339,334360,274 | −20,940−5.8% | $1.12 億$9,931 萬 | −$690.8 萬 | 0.5%0.4% | +0.06 |
| METAMeta Platforms, Inc. | 加碼歷史 | 145,095103,756 | +41,339+39.8% | $1.07 億$7,658 萬 | +$3,036 萬 | 0.5%0.3% | +0.13 |
| CRCrane Co | 減碼歷史 | 572,744736,943 | −164,199−22.3% | $1.05 億$1.40 億 | −$3,024 萬 | 0.5%0.6% | −0.14 |
| INTUIntuit Inc. | 減碼歷史 | 149,782172,885 | −23,103−13.4% | $1.02 億$1.36 億 | −$1,578 萬 | 0.4%0.6% | −0.14 |
| AMZNAmazon Com Inc | 加碼歷史 | 448,321434,011 | +14,310+3.3% | $9,844 萬$9,522 萬 | +$314.2 萬 | 0.4%0.4% | +0.02 |
| APOApollo Global Management, Inc. | 加碼歷史 | 697,358689,212 | +8,146+1.2% | $9,294 萬$9,778 萬 | +$108.6 萬 | 0.4%0.4% | −0.02 |
| COOCooper Companies, Inc. | 減碼歷史 | 1,265,2111,441,840 | −176,629−12.3% | $8,674 萬$1.03 億 | −$1,211 萬 | 0.4%0.4% | −0.07 |
| DHRDanaher Corp | 加碼歷史 | 430,671417,407 | +13,264+3.2% | $8,538 萬$8,245 萬 | +$263.0 萬 | 0.4%0.4% | +0.01 |
| APGAPi Group Corp | 加碼歷史 | 2,457,9411,864,112 | +593,829+31.9% | $8,448 萬$9,516 萬 | +$2,041 萬 | 0.4%0.4% | −0.04 |
| TMOThermo Fisher Scientific Inc. | 加碼歷史 | 161,479146,462 | +15,017+10.3% | $7,832 萬$5,938 萬 | +$728.4 萬 | 0.3%0.3% | +0.08 |
| CRMSalesforce, Inc. | 減碼歷史 | 328,551405,093 | −76,542−18.9% | $7,787 萬$1.10 億 | −$1,814 萬 | 0.3%0.5% | −0.14 |
| ROLRollins Inc | 減碼歷史 | 1,188,8561,265,543 | −76,687−6.1% | $6,983 萬$7,140 萬 | −$450.5 萬 | 0.3%0.3% | −0.01 |
| NETCloudflare, Inc. | 加碼歷史 | 323,725303,250 | +20,475+6.8% | $6,947 萬$5,939 萬 | +$439.4 萬 | 0.3%0.3% | +0.04 |
| QXOQXO, Inc. | 加碼歷史 | 3,622,8663,250,235 | +372,631+11.5% | $6,905 萬$7,001 萬 | +$710.2 萬 | 0.3%0.3% | 0.00 |
| OCOwens Corning | 新進歷史 | 472,4950 | +472,495 | $6,684 萬$0 | +$6,684 萬 | 0.3%0.0% | +0.29 |
| DKSDick's Sporting Goods, Inc. | 加碼歷史 | 289,73584,555 | +205,180+242.7% | $6,438 萬$1,673 萬 | +$4,560 萬 | 0.3%0.1% | +0.20 |
| OWLBlue Owl Capital Inc. | 加碼歷史 | 3,739,2462,755,368 | +983,878+35.7% | $6,331 萬$5,293 萬 | +$1,666 萬 | 0.3%0.2% | +0.05 |
| USLMUnited States Lime & Minerals Inc | 加碼歷史 | 418,728356,190 | +62,538+17.6% | $5,508 萬$3,555 萬 | +$822.7 萬 | 0.2%0.2% | +0.08 |
| BNBROOKFIELD Corp | 減碼歷史 | 791,9241,474,154 | −682,230−46.3% | $5,435 萬$9,105 萬 | −$4,682 萬 | 0.2%0.4% | −0.15 |
| JOEST JOE Co | 加碼歷史 | 1,023,600133,059 | +890,541+669.3% | $5,065 萬$634.7 萬 | +$4,406 萬 | 0.2%<0.1% | +0.19 |
| SSBSouthState Bank Corp | 新進歷史 | 503,3410 | +503,341 | $4,977 萬$0 | +$4,977 萬 | 0.2%0.0% | +0.21 |
| WSMWilliams Sonoma Inc | 減碼歷史 | 253,021266,740 | −13,719−5.1% | $4,945 萬$4,358 萬 | −$268.1 萬 | 0.2%0.2% | +0.03 |
| PYPLPayPal Holdings, Inc. | 減碼歷史 | 721,641777,948 | −56,307−7.2% | $4,839 萬$5,782 萬 | −$377.6 萬 | 0.2%0.2% | −0.04 |
| MTDMettler Toledo International Inc | 減碼歷史 | 38,29339,441 | −1,148−2.9% | $4,701 萬$4,633 萬 | −$140.9 萬 | 0.2%0.2% | 0.00 |
| CARGCarGurus, Inc. | 加碼歷史 | 1,203,7231,050,244 | +153,479+14.6% | $4,481 萬$3,515 萬 | +$571.4 萬 | 0.2%0.1% | +0.04 |
| MHKMohawk Industries Inc | 減碼歷史 | 324,409547,845 | −223,436−40.8% | $4,182 萬$5,744 萬 | −$2,881 萬 | 0.2%0.2% | −0.07 |
| ZTSZoetis Inc. | 減碼歷史 | 281,933693,776 | −411,843−59.4% | $4,125 萬$1.08 億 | −$6,026 萬 | 0.2%0.5% | −0.28 |
| VCTRVictory Capital Holdings, Inc. | 新進歷史 | 616,7420 | +616,742 | $3,994 萬$0 | +$3,994 萬 | 0.2%0.0% | +0.17 |
| OSWOnespaworld Holdings Ltd | 加碼歷史 | 1,643,4111,418,757 | +224,654+15.8% | $3,474 萬$2,893 萬 | +$474.9 萬 | 0.1%0.1% | +0.03 |
| NOWServiceNow, Inc. | 減碼歷史 | 35,36136,161 | −800−2.2% | $3,254 萬$3,718 萬 | −$73.6 萬 | 0.1%0.2% | −0.02 |
| WTWisdomTree, Inc. | 新進歷史 | 2,311,6110 | +2,311,611 | $3,213 萬$0 | +$3,213 萬 | 0.1%0.0% | +0.14 |
| DOCUDocuSign, Inc. | 減碼歷史 | 444,621455,471 | −10,850−2.4% | $3,205 萬$3,548 萬 | −$78.2 萬 | 0.1%0.2% | −0.01 |
| PIIPolaris Inc. | 加碼歷史 | 545,177520,325 | +24,852+4.8% | $3,169 萬$2,115 萬 | +$144.5 萬 | 0.1%0.1% | +0.05 |
| CASYCaseys General Stores Inc | 減碼歷史 | 55,73759,177 | −3,440−5.8% | $3,151 萬$3,020 萬 | −$194.5 萬 | 0.1%0.1% | +0.01 |
| CWSTCasella Waste Systems Inc | 加碼歷史 | 312,780231,994 | +80,786+34.8% | $2,968 萬$2,677 萬 | +$766.5 萬 | 0.1%0.1% | +0.01 |
| WTMWhite Mountains Insurance Group Ltd | 減碼歷史 | 16,94617,872 | −926−5.2% | $2,833 萬$3,209 萬 | −$154.8 萬 | 0.1%0.1% | −0.02 |
| CDRECadre Holdings, Inc. | 加碼歷史 | 733,852485,365 | +248,487+51.2% | $2,679 萬$1,546 萬 | +$907.2 萬 | 0.1%0.1% | +0.05 |
| MIRMirion Technologies, Inc. | 減碼歷史 | 1,141,2642,027,559 | −886,295−43.7% | $2,655 萬$4,365 萬 | −$2,062 萬 | 0.1%0.2% | −0.07 |
| NIQNIQ Global Intelligence plc | 新進歷史 | 1,689,4670 | +1,689,467 | $2,652 萬$0 | +$2,652 萬 | 0.1%0.0% | +0.11 |
| CHEFChefs' Warehouse, Inc. | 加碼歷史 | 433,787393,283 | +40,504+10.3% | $2,530 萬$2,510 萬 | +$236.3 萬 | 0.1%0.1% | 0.00 |
| MCOMoodys Corp | 減碼歷史 | 52,40053,574 | −1,174−2.2% | $2,497 萬$2,687 萬 | −$55.9 萬 | 0.1%0.1% | −0.01 |
| FORMFormfactor Inc | 加碼歷史 | 667,412617,542 | +49,870+8.1% | $2,431 萬$2,125 萬 | +$181.6 萬 | 0.1%0.1% | +0.01 |
| SPGIS&P Global Inc. | 減碼歷史 | 49,87351,486 | −1,613−3.1% | $2,427 萬$2,715 萬 | −$78.5 萬 | 0.1%0.1% | −0.01 |
| MSCIMSCI Inc. | 減碼歷史 | 41,71642,582 | −866−2.0% | $2,367 萬$2,456 萬 | −$49.1 萬 | 0.1%0.1% | 0.00 |
| LAMRLamar Advertising Co | 加碼歷史 | 186,63088,085 | +98,545+111.9% | $2,285 萬$1,069 萬 | +$1,206 萬 | 0.1%<0.1% | +0.05 |
| CINFCincinnati Financial Corp | 減碼歷史 | 142,363175,921 | −33,558−19.1% | $2,251 萬$2,620 萬 | −$530.6 萬 | 0.1%0.1% | −0.02 |
| ALKTAlkami Technology, Inc. | 加碼歷史 | 858,667576,253 | +282,414+49.0% | $2,133 萬$1,737 萬 | +$701.5 萬 | 0.1%0.1% | +0.02 |
| WAYWaystar Holding Corp. | 加碼歷史 | 545,413275,166 | +270,247+98.2% | $2,068 萬$1,125 萬 | +$1,025 萬 | 0.1%<0.1% | +0.04 |
| CSWCSW Industrials, Inc. | 加碼歷史 | 83,04543,841 | +39,204+89.4% | $2,016 萬$1,257 萬 | +$951.7 萬 | 0.1%0.1% | +0.03 |
| IRDMIridium Communications Inc. | 加碼歷史 | 1,061,4531,001,350 | +60,103+6.0% | $1,853 萬$3,021 萬 | +$104.9 萬 | 0.1%0.1% | −0.05 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。