§ 13F · FUND PROFILE
BENNETT SELBY INVESTMENTS LP.
AUM · $313M (13F)Positions · 85Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 145K | $51M | 16.4% | ±0% |
| 2 | AAPL | APPLE INC | 150K | $43M | 13.9% | ±0% |
| 3 | V | VISA INC | 61K | $21M | 6.7% | +1% |
| 4 | META | META PLATFORMS INC | 36K | $20M | 6.5% | +2% |
| 5 | BKNG | BOOKING HOLDINGS INC | 104K | $18M | 5.9% | +2433% |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 25K | $13M | 4.0% | +2% |
| 7 | NVDA | NVIDIA CORPORATION | 63K | $13M | 4.0% | +15% |
| 8 | MA | MASTERCARD INCORPORATED | 21K | $11M | 3.5% | +5% |
| 9 | AMZN | AMAZON COM INC | 38K | $9M | 2.9% | +3% |
| 10 | UBER | UBER TECHNOLOGIES INC | 104K | $8M | 2.4% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BENNETT SIGNAL
AC read
BENNETT SELBY INVESTMENTS LP is a Other fund managing $313 million in assets. The fund runs a portfolio of 85 positions.
Read the full dossier →