BENNETT SELBY INVESTMENTS LP
CIK 0001840740 · FALMOUTH, ME · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source ↗
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
Top Holdings
GOOG
ALPHABET INC
16.4%
AAPL
APPLE INC
13.9%
V
VISA INC
6.7%
META
META PLATFORMS INC
6.5%
BKNG
BOOKING HOLDINGS INC
5.9%
BRK-B
BERKSHIRE HATHAWAY INC DEL
4.0%
NVDA
NVIDIA CORPORATION
4.0%
MA
MASTERCARD INCORPORATED
3.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.