13F Insight
DOSSIER · 13F-HR · Q3 2026

BENNETT SELBY INVESTMENTS LP

$327M in tracked AUM across 85 positions as of Q3 2026.

BS
CIK 0001840740 · last filed Sep 30, 2026
Total AUM
$327M
as of Q3 2026
Holdings
85
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Comprehensive Analysis of SEC 13F Filing: BENNETT SELBY INVESTMENTS LP

Report Period: Q4 2025 (Report Date: 2025-12-31) Total Portfolio Value: $310.52M

1. Portfolio Overview

Bennett Selby Investments LP has undergone a significant expansion in the quarter ending December 31, 2025. The total portfolio value surged by 77.1%, rising from $175.30M to $310.52M. This substantial increase was driven by a combination of aggressive capital deployment and market appreciation ra...

The portfolio now consists of 84 holdings, indicating a diversified approach. However, the concentration risk remains moderate-to-high, with the top 10 positions accounting for approximately 63.8% of the total assets. The inclusion of ETFs (SPY, VTI, QQQ) alongside individual stocks suggests a core-satellite strategy, where broad market exposure is complemented by high-conviction active picks.

2. Key Holdings

Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
GOOG
ALPHABET INC
$50M148K15.4%02
AAPL
APPLE INC
$49M148K15.1%03
META
META PLATFORMS INC
$26M36K8.1%04
V
VISA INC
$22M61K6.8%05
BKNG
BOOKING HOLDINGS INC
$17M104K5.2%06
NVDA
NVIDIA CORPORATION
$15M68K4.7%07
BRK/B
BERKSHIRE HATHAWAY INC DEL
$13M25K3.9%08
MA
MASTERCARD INCORPORATED
$12M21K3.6%09
AMZN
AMAZON COM INC
$11M44K3.4%10
MSFT
MICROSOFT CORP
$10M19K3.1%

Filing history

2026Q3Sep 30
$327M▲ 4.5%
85 positionsView →2026Q2Jun 30
$313M▲ 9.9%
85 positionsView →2026Q1Mar 31
$285M▼ 8.3%
81 positionsView →2025Q4Dec 31
$311M▲ 2.7%
84 positionsView →2025Q3Sep 30
$302M▲ 7.6%
80 positionsLocked2025Q2Jun 30
$281M▲ 11.1%
76 positionsLocked2025Q1Mar 31
$253M▲ 0.4%
75 positionsLocked2024Q4Dec 31
$252M▲ 6.0%
74 positionsLocked2024Q3Sep 30
$238M▲ 6.8%
75 positionsLocked2024Q2Jun 30
$223M▲ 3.9%
71 positionsLocked2024Q1Mar 31
$214M▲ 9.8%
66 positionsLocked2023Q4Dec 31
$195M▲ 13.9%
61 positionsLocked
Showing 12 of 24