DOSSIER · 13F-HR · Q2 2026

BENNETT SELBY INVESTMENTS LP

$313M in tracked AUM across 85 positions as of Q2 2026.

BS
CIK 0001840740 · last filed Jun 30, 2026
Total AUM
$313M
as of Q2 2026
Holdings
85
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 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 · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GOOG
ALPHABET INC
$51M145K16.4%
02
AAPL
APPLE INC
$43M150K13.9%
03
V
VISA INC
$21M61K6.7%
04
META
META PLATFORMS INC
$20M36K6.5%
05
BKNG
BOOKING HOLDINGS INC
$18M104K5.9%
06
BRK/B
BERKSHIRE HATHAWAY INC DEL
$13M25K4.0%
07
NVDA
NVIDIA CORPORATION
$13M63K4.0%
08
MA
MASTERCARD INCORPORATED
$11M21K3.5%
09
AMZN
AMAZON COM INC
$9M38K2.9%
10
UBER
UBER TECHNOLOGIES INC
$8M104K2.4%

Filing history

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 positionsView →
2025Q2Jun 30
$281M 11.1%
76 positionsLocked
2025Q1Mar 31
$253M 0.4%
75 positionsLocked
2024Q4Dec 31
$252M 6.0%
74 positionsLocked
2024Q3Sep 30
$238M 6.8%
75 positionsLocked
2024Q2Jun 30
$223M 3.9%
71 positionsLocked
2024Q1Mar 31
$214M 9.8%
66 positionsLocked
2023Q4Dec 31
$195M 13.9%
61 positionsLocked
2023Q3Sep 30
$171M 1.3%
56 positionsLocked
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