BENNETT SELBY INVESTMENTS LP

CIK 0001840740 · FALMOUTH, ME · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source

BENNETT SELBY INVESTMENTS LP reported 85 positions worth $312.9M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: GOOG (16.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$312.9M
2026 Q2
Positions
85
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
66.3%
Est. Net Flow (Q)
2026 Q2
10 / 85 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GOOGALPHABET INCSH$51.3M16.40%145,202
2AAPLAPPLE INCSH$43.5M13.90%150,285
3VVISA INCSH$21.1M6.74%61,429
4METAMETA PLATFORMS INCSH$20.3M6.49%36,072
5BKNGBOOKING HOLDINGS INCSH$18.5M5.90%103,654
6BRK-BBERKSHIRE HATHAWAY INC DELSH$12.6M4.02%25,170
7NVDANVIDIA CORPORATIONSH$12.6M4.02%62,899
8MAMASTERCARD INCORPORATEDSH$11.0M3.52%21,435
9AMZNAMAZON COM INCSH$9.1M2.90%38,070
10UBERUBER TECHNOLOGIES INCSH$7.5M2.41%104,414

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does BENNETT SELBY INVESTMENTS LP hold as of Q2 2026?

BENNETT SELBY INVESTMENTS LP reported 85 positions worth $312.9M in its Q2 2026 13F filing. Largest positions: GOOG (16.4%), AAPL (13.9%), V (6.7%), META (6.5%) and BKNG (5.9%).

What did BENNETT SELBY INVESTMENTS LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did BENNETT SELBY INVESTMENTS LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.