機関投資家の保有一覧

Select Equity Group, L.P.

持ち方

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評価額を取得中

届出上位5銘柄の比重

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保有

143銘柄

Select Equity Group, L.P. は、2026年6月30日の SEC Form 13F で 143 銘柄の保有を報告しました。届出上位には Live Nation Entertainment、ITT Inc、Westinghouse Air Brake Technologies が並び、コミュニケーション・サービス・資本財・一般消費財にまたがります。下の銘柄名と保有株数は届出に基づきます。

届出上位の10銘柄

1
LY
LYVLive Nation Entertainment
コミュニケーション・サービス・ 4,523,826 株
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2
IT
ITTITT Inc
資本財・ 3,466,371 株
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3
WA
WABWestinghouse Air Brake Technologies
資本財・ 2,421,552 株
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4
VI
VIKViking Holdings
一般消費財・ 8,601,393 株
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5
LH
LHLabcorp Holdings
ヘルスケア・ 1,981,948 株
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6
MK
MKLMarkel Group
金融・ 331,679 株
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7
SG
SGISomnigroup International
一般消費財・ 8,892,691 株
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8
ND
NDAQNasdaq
金融・ 5,646,320 株
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9
ML
MLMMartin Marietta Materials
素材・ 1,011,255 株
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10
TS
TSMTaiwan Semiconductor Manufacturing
情報技術・ 1,024,189 株
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残り 133 銘柄をすべて見る ▾

#	銘柄	保有株数	概算評価額
11	ENTGEntegris	2,493,913	—
12	HUBBHubbell Incorporated	835,260	—
13	STESTERIS	1,894,646	—
14	TDGTransDigm Group	353,230	—
15	CRHCRH	4,577,115	—
16	VVisa	1,037,159	—
17	CPCanadian Pacific Kansas City	4,346,986	—
18	ALCAlcon	5,766,342	—
19	EMEEMCOR Group	419,806	—
20	NVDANVIDIA	1,396,937	—
21	BROBrown & Brown	4,892,500	—
22	TRMBTrimble	5,080,354	—
23	CPAYCorpay	717,626	—
24	SCIService Corporation International	3,326,683	—
25	PKGPackaging Corp of America	1,120,539	—
26	SPOTSpotify Technology	536,831	—
27	WDAYWorkday	1,331,948	—
28	SIGSignet Jewelers	2,436,873	—
29	CNMCore & Main	5,840,259	—
30	AMZNAmazon	932,301	—
31	CLHClean Harbors	728,374	—
32	TMOThermo Fisher Scientific	352,700	—
33	BWXTBWX Technologies	1,704,008	—
34	PAYXPaychex	2,320,215	—
35	CRMSalesforce	828,563	—
36	CHRWC.H. Robinson	1,145,388	—
37	INTCIntel	1,503,056	—
38	MSFTMicrosoft	345,152	—
39	CAECAE	7,018,338	—
40	FWONKLiberty Media Formula One（C種株）	1,598,060	—
41	VRSKVerisk Analytics	879,881	—
42	TSCOTractor Supply	4,336,775	—
43	APOApollo Global Management	1,154,448	—
44	ROLRollins	4,283,955	—
45	CRCrane Company	571,432	—
46	APHAmphenol	1,249,958	—
47	DSGXDescartes Systems	1,290,947	—
48	FNVFranco-Nevada	416,544	—
49	GOOGAlphabet	279,019	—
50	SPGIS&P Global	244,596	—
51	AVGOBroadcom	257,148	—
52	TDYTeledyne Technologies	146,635	—
53	CHEFChefs' Warehouse	765,435	—
54	JOESt. Joe	1,341,063	—
55	AAgilent Technologies	515,094	—
56	ECLEcolab	276,003	—
57	LTHLife Time Group Holdings	1,729,280	—
58	FTVFortive	1,215,882	—
59	MIDDMiddleby	568,621	—
60	DHRDanaher	267,153	—
61	CSWCSW Industrials	171,599	—
62	OSWOneSpaWorld	2,154,478	—
63	LINDLindblad Expeditions	1,452,792	—
64	DKSDICK'S Sporting Goods	351,353	—
65	CWSTCasella Waste Systems	563,031	—
66	QXOQXO	3,860,354	—
67	SHOPShopify	291,826	—
68	FORMFormFactor	285,686	—
69	USLMUnited States Lime & Minerals	380,570	—
70	KEXKirby	304,102	—
71	CDWCDW Corporation	314,460	—
72	MOG-AMoog（A種株）	100,313	—
73	ESEESCO Technologies	137,044	—
74	WSMWilliams-Sonoma	161,830	—
75	MKCMcCormick & Company	735,626	—
76	ZWSZurn Elkay Water Solutions	653,188	—
77	FELEFranklin Electric	302,669	—
78	NIQNielsenIQ	1,782,894	—
79	CDRECadre Holdings	1,181,921	—
80	ACAArcosa	201,450	—
81	KAIKadant	101,551	—
82	POOLPool Corp	159,803	—
83	BMIBadger Meter	199,278	—
84	ALRMAlarm.com	462,015	—
85	WAYWaystar Holding	1,003,417	—
86	MIRMirion Technologies	1,576,023	—
87	MCOMoody's	52,073	—
88	METAMeta Platforms	31,322	—
89	APGAPi Group	560,842	—
90	MSCIMSCI	42,048	—
91	SOLSSolstice Advanced Materials	384,351	—
92	UNPUnion Pacific	79,100	—
93	FPSForgent Power Solutions	544,263	—
94	LOARLoar Holdings	339,976	—
95	LQDTLiquidity Services	484,791	—
96	ECGEverus Construction Group	168,221	—
97	ADEAAdeia	803,196	—
98	LAMRLamar Advertising	140,364	—
99	ALKTAlkami Technology	1,450,006	—
100	MYRGMYR Group	64,563	—
101	OUTOUTFRONT Media	680,906	—
102	ALHAlliance Laundry Systems	898,085	—
103	CARGCarGurus	606,281	—
104	BOOTBoot Barn Holdings	144,492	—
105	TFXTeleflex	136,796	—
106	NPNeptune Insurance Holdings	588,809	—
107	NKENike	475,410	—
108	WINAWinmark	50,929	—
109	ARESAres Management	128,741	—
110	ALLEAllegion	97,198	—
111	OCTVOctave Intelligence	784,917	—
112	LMATLeMaitre Vascular	181,015	—
113	MRCYMercury Systems	165,257	—
114	MTDMettler-Toledo International	8,480	—
115	CLBTCellebrite	1,105,877	—
116	GFSGlobalFoundries	231,783	—
117	GEGE Aerospace	37,562	—
118	ARXSArxis	216,695	—
119	UBERUber Technologies	158,066	—
120	FAFFirst American Financial	168,238	—
121	MHKMohawk Industries	74,123	—
122	NPOEnpro	27,863	—
123	COHRCoherent	27,408	—
124	NOVTNovanta	60,724	—
125	BNBrookfield Corporation	206,886	—
126	HONAHoneywell Aerospace Inc.	48,763	—
127	TRUTransUnion	110,466	—
128	AROCArchrock	184,340	—
129	CDNLCardinal Infrastructure	174,683	—
130	PTONPeloton Interactive	998,069	—
131	KRMNKarman Holdings	128,543	—
132	DPCDPC Holdings PLC	75,000	—
133	ROPRoper Technologies	8,109	—
134	BIPBrookfield Infrastructure Partners	19,213	—
135	PTLOPortillo's	140,035	—
136	FBINFortune Brands Innovations	718	—
137	NETCloudflare	38	—
138	GOOGLAlphabet	36	—
139	RBLXRoblox	206	—
140	PIIPolaris	149	—
141	VFCV F Corp	325	—
142	BEBloom Energy	10	—
143	ONONOn Holding	64	—

2026年6月30日時点の SEC への Form 13F 届出 (運用資産 $100M 以上の機関投資家が四半期ごとに提出) の集計。届出は四半期末から最大45日遅れで公開されるため、現在の保有と異なる場合があります。概算評価額と構成比は当サイトの株価で計算した参考値です。届出対象外の資産 (米国外上場株・債券など) は含まれません。