Select Equity Group, L.P.
- SEC CIK
- 0001592643
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 143
- 較 2026 年第 1 季 −16
- 總值
- $188.6 億
- 較 2026 年第 1 季 +$9,289 萬 (+0.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| APOApollo Global Management, Inc. | COM | 1,154,448 | $1.37 億 | 0.7% | +240,463+26.3% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 4,336,775 | $1.37 億 | 0.7% | −8,959,689−67.4% | 減碼 | 歷史 |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 1,598,060 | $1.52 億 | 0.8% | +335,365+26.6% | 加碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 879,881 | $1.58 億 | 0.8% | +459,013+109.1% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 1,331,948 | $1.63 億 | 0.9% | +678,950+104.0% | 加碼 | 歷史 |
| CAECae Inc | COM | 7,018,338 | $1.76 億 | 0.9% | −1,233,353−14.9% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 352,700 | $1.77 億 | 0.9% | +53,200+17.8% | 加碼 | 歷史 |
| ROLRollins Inc | COM | 4,283,955 | $1.79 億 | 0.9% | −483,167−10.1% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 1,503,056 | $2.10 億 | 1.1% | +63,832+4.4% | 加碼 | 歷史 |
| SIGSignet Jewelers Ltd | SHS | 2,436,873 | $2.10 億 | 1.1% | −837,943−25.6% | 減碼 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 1,145,388 | $2.16 億 | 1.1% | −817,156−41.6% | 減碼 | 歷史 |
| CLHClean Harbors Inc | COM | 728,374 | $2.18 億 | 1.2% | −403,228−35.6% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 1,249,958 | $2.20 億 | 1.2% | +50,015+4.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 932,301 | $2.22 億 | 1.2% | +606,060+185.8% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 2,320,215 | $2.28 億 | 1.2% | −1,349,858−36.8% | 減碼 | 歷史 |
| CPAYCorpay, Inc. | COM SHS | 717,626 | $2.39 億 | 1.3% | −346,320−32.6% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 536,831 | $2.46 億 | 1.3% | +170,955+46.7% | 加碼 | 歷史 |
| SCIService Corp International | COM | 3,326,683 | $2.53 億 | 1.3% | −2,787,068−45.6% | 減碼 | 歷史 |
| TRMBTrimble Inc. | COM | 5,080,354 | $2.60 億 | 1.4% | −525,514−9.4% | 減碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 1,120,539 | $2.67 億 | 1.4% | +97,498+9.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,396,937 | $2.80 億 | 1.5% | +493,447+54.6% | 加碼 | 歷史 |
| CNMCore & Main, Inc. | CL A | 5,840,259 | $2.82 億 | 1.5% | −1,413,948−19.5% | 減碼 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 4,892,500 | $3.14 億 | 1.7% | −3,129,623−39.0% | 減碼 | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 1,704,008 | $3.32 億 | 1.8% | +977,584+134.6% | 加碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 419,806 | $3.48 億 | 1.8% | −136,043−24.5% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,037,159 | $3.56 億 | 1.9% | +273,519+35.8% | 加碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 4,346,986 | $3.77 億 | 2.0% | −609,038−12.3% | 減碼 | 歷史 |
| ALCAlcon Inc | Stock | 5,766,342 | $3.90 億 | 2.1% | +90,038+1.6% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 1,894,646 | $3.99 億 | 2.1% | −248,733−11.6% | 減碼 | 歷史 |
| HUBBHubbell Inc | COM | 835,260 | $4.37 億 | 2.3% | +460,923+123.1% | 加碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 5,646,320 | $4.45 億 | 2.4% | +83,194+1.5% | 加碼 | 歷史 |
| ENTGEntegris Inc | COM | 2,493,913 | $4.49 億 | 2.4% | +1,473,043+144.3% | 加碼 | 歷史 |
| TDGTransDigm Group INC | COM | 353,230 | $4.71 億 | 2.5% | +305,287+636.8% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,024,189 | $4.89 億 | 2.6% | −3,737−0.4% | 減碼 | 歷史 |
| CRHCRH Public Ltd Co | ORD | 4,577,115 | $4.90 億 | 2.6% | −280,373−5.8% | 減碼 | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 1,981,948 | $5.55 億 | 2.9% | −192,837−8.9% | 減碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 1,011,255 | $5.83 億 | 3.1% | −22,165−2.1% | 減碼 | 歷史 |
| MKLMarkel Group Inc. | COM | 331,679 | $6.48 億 | 3.4% | −45,964−12.2% | 減碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 2,421,552 | $6.53 億 | 3.5% | −502,091−17.2% | 減碼 | 歷史 |
| ITTItt Inc. | COM | 3,466,371 | $6.86 億 | 3.6% | −447,115−11.4% | 減碼 | 歷史 |
| SGISomnigroup International Inc. | COM | 8,892,691 | $6.97 億 | 3.7% | −381,217−4.1% | 減碼 | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 4,523,826 | $8.28 億 | 4.4% | −820,629−15.4% | 減碼 | 歷史 |
| VIKViking Holdings Ltd | ORD SHS | 8,601,393 | $9.00 億 | 4.8% | −2,200,810−20.4% | 減碼 | 歷史 |
選擇權（14 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 |
|---|---|---|---|
| iShares Russell 2000 ETF464287655 | ETF | $5.41 億 | – |
| IRMIron Mountain Inc | COM | $2.19 億 | – |
| AMZNAmazon Com Inc | Stock | – | $1.69 億 |
| BEBloom Energy Corp | COM CL A | $1.56 億 | – |
| CRWVCoreWeave, Inc. | Stock | $6,816 萬 | – |
| GOOGAlphabet Inc. | Stock | – | $6,010 萬 |
| NETCloudflare, Inc. | CL A COM | – | $4,327 萬 |
| OKLOOklo Inc. | COM CL A | $3,336 萬 | – |
| FBINFortune Brands Innovations, Inc. | COM | – | $3,292 萬 |
| ONONOn Holding AG | Stock | – | $1,374 萬 |
| BLDRBuilders FirstSource, Inc. | Stock | – | $1,288 萬 |
| RBLXRoblox Corp | Stock | $730.3 萬 | – |
| VFCV F Corp | Stock | – | $200.7 萬 |
| PIIPolaris Inc. | Stock | – | $117.7 萬 |
2026 年第 1 季之後清倉（33 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PWRQuanta Services, Inc. | COM | 263,823 | $1.45 億 | 0.8% | 歷史 |
| MORNMorningstar, Inc. | COM | 637,723 | $1.08 億 | 0.6% | 歷史 |
| GRMNGarmin Ltd | SHS | 361,610 | $8,390 萬 | 0.4% | 歷史 |
| INTUIntuit Inc. | Stock | 140,671 | $6,082 萬 | 0.3% | 歷史 |
| TECHBIO-TECHNE Corp | COM | 709,827 | $3,710 萬 | 0.2% | 歷史 |
| CTASCintas Corp | Stock | 157,461 | $2,663 萬 | 0.1% | 歷史 |
| IRDMIridium Communications Inc. | COM | 942,519 | $2,615 萬 | 0.1% | 歷史 |
| NOWServiceNow, Inc. | Stock | 225,422 | $2,357 萬 | 0.1% | 歷史 |
| WTMWhite Mountains Insurance Group Ltd | COM | 10,560 | $2,320 萬 | 0.1% | 歷史 |
| SSDSimpson Manufacturing Co., Inc. | COM | 122,468 | $2,102 萬 | 0.1% | 歷史 |
| MLABMesa Laboratories Inc | COM | 235,885 | $2,086 萬 | 0.1% | 歷史 |
| CINFCincinnati Financial Corp | COM | 125,875 | $1,981 萬 | 0.1% | 歷史 |
| VRRMVerra Mobility Corp | CL A COM STK | 951,159 | $1,359 萬 | 0.1% | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 48,436 | $1,350 萬 | 0.1% | 歷史 |
| GFLGFL Environmental Inc. | SUB VTG SHS | 270,689 | $1,129 萬 | 0.1% | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 17,126 | $962.3 萬 | 0.1% | 歷史 |
| CNHCNH Industrial N.V. | SHS | 787,075 | $865.8 萬 | <0.1% | 歷史 |
| CASYCaseys General Stores Inc | COM | 6,956 | $506.3 萬 | <0.1% | 歷史 |
| BLBlackline, Inc. | COM | 112,252 | $415.3 萬 | <0.1% | 歷史 |
| ERIIEnergy Recovery, Inc. | COM | 394,208 | $397.0 萬 | <0.1% | 歷史 |
| CERTCertara, Inc. | COM | 613,935 | $349.9 萬 | <0.1% | 歷史 |
| SAPSAP SE | ADR | 15,393 | $263.5 萬 | <0.1% | 歷史 |
| KKRKKR & Co. Inc. | COM | 26,588 | $245.9 萬 | <0.1% | 歷史 |
| SPSCSPS Commerce Inc | COM | 41,923 | $233.4 萬 | <0.1% | 歷史 |
| CRDOCredo Technology Group Holding Ltd | Stock | 19,970 | $187.5 萬 | <0.1% | 歷史 |
| QCOMQualcomm Inc | Stock | 13,325 | $171.6 萬 | <0.1% | 歷史 |
| VEEVVeeva Systems Inc | Stock | 8,943 | $157.1 萬 | <0.1% | 歷史 |
| LSCCLattice Semiconductor Corp | COM | 11,281 | $104.6 萬 | <0.1% | 歷史 |
| CIENCiena Corp | COM NEW | 2,608 | $101.3 萬 | <0.1% | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 15,351 | $82.2 萬 | <0.1% | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 753 | $7.32 萬 | <0.1% | – |
| CSGPCostar Group, Inc. | COM | 767 | $3.09 萬 | <0.1% | 歷史 |
| LLYEli Lilly & Co | Stock | 14 | $1.29 萬 | <0.1% | 歷史 |