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BENNETT SELBY INVESTMENTS LP

hedge fundUpdated 17 days ago

Managed by Bennett Selby Investments Lp • Latest filing Q3 2026

Portfolio value
$326.9M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
7.1%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$310.5M
Q1 2026$284.7M
Q2 2026$312.9M
Q3 2026$326.9M

Top holdings

85 positions as of Q3 2026

View filing
G

ALPHABET INC

+1.9%
Value
$50.4M
Shares
147.9K
% Port
15.42%
A

APPLE INC

-1.5%
Value
$49.3M
Shares
148.1K
% Port
15.09%
M

META PLATFORMS INC

+1.2%
Value
$26.5M
Shares
36.5K
% Port
8.10%
V

VISA INC

+0.0%
Value
$22.1M
Shares
61.4K
% Port
6.75%
B

BOOKING HOLDINGS INC

+0.4%
Value
$17M
Shares
104.1K
% Port
5.19%
N

NVIDIA CORPORATION

+7.3%
Value
$15.4M
Shares
67.5K
% Port
4.72%
B

BERKSHIRE HATHAWAY INC DEL

+0.6%
Value
$12.6M
Shares
25.3K
% Port
3.86%
M

MASTERCARD INCORPORATED

+0.1%
Value
$11.8M
Shares
21.4K
% Port
3.62%
A

AMAZON COM INC

+16.1%
Value
$11M
Shares
44.2K
% Port
3.37%
M

MICROSOFT CORP

+0.5%
Value
$10M
Shares
19.4K
% Port
3.05%
U

UBER TECHNOLOGIES INC

-1.9%
Value
$7M
Shares
102.4K
% Port
2.15%
M

MARSH & MCLENNAN COS INC

-2.7%
Value
$6M
Shares
34.9K
% Port
1.83%
F

FLOOR & DECOR HLDGS INC

-1.4%
Value
$5.7M
Shares
124.8K
% Port
1.75%
S

STATE STR SPDR S&P 500 ETF T

+3.7%
Value
$5.5M
Shares
7.3K
% Port
1.69%
J

JOHNSON & JOHNSON

+0.1%
Value
$4.8M
Shares
18.2K
% Port
1.47%
N

NETFLIX INC.

+8.0%
Value
$4.6M
Shares
66.7K
% Port
1.42%
L

ELI LILLY & CO

+10.7%
Value
$3.1M
Shares
2.7K
% Port
0.96%
D

DOMINOS PIZZA INC

-4.9%
Value
$3.1M
Shares
10.5K
% Port
0.96%
J

JPMORGAN CHASE & CO

+0.2%
Value
$2.9M
Shares
8.8K
% Port
0.89%
T

TAIWAN SEMICONDUCTOR MANUFAC

+5.1%
Value
$2.8M
Shares
6.1K
% Port
0.85%

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