StockDriftsStockDriftsTop 50 Bennett Selby Investments LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 15.42% | 147.9K | $50.4M | +1.88%(+2.73K) | $111.94(+203.88%) | 2026-09-30 | |
| AAPL | APPLE INC | 15.09% | 148.1K | $49.3M | -1.47%(-2.21K) | $125.19(+173.94%) | 2026-09-30 | |
| META | META PLATFORMS INC | 8.1% | 36.5K | $26.5M | +1.16%(+419) | $297.59(+137.05%) | 2026-09-30 | |
| V | VISA INC | 6.75% | 61.4K | $22.1M | +0.01%(+8) | $225.93(+78.34%) | 2026-09-30 | |
| BKNG | BOOKING HOLDINGS INC | 5.19% | 104.1K | $17.0M | +0.39%(+400) | $86.91(+87.08%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 4.72% | 67.5K | $15.4M | +7.32%(+4.61K) | $143.17(+51.63%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.86% | 25.3K | $12.6M | +0.64%(+162) | $264.33(+101.35%) | 2026-09-30 | |
| MA | MASTERCARD INCORPORATED | 3.62% | 21.4K | $11.8M | +0.06%(+12) | $369.13(+66.99%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.37% | 44.2K | $11.0M | +16.13%(+6.14K) | $171.96(+52.62%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.05% | 19.4K | $10.0M | +0.47%(+91) | $261.80(+103.79%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.63% | +58.66% | +9.54% | +57.74% |
| Top 20 Holdings Unweighted | +9.58% | +31.59% | +5.26% | +29.19% |
Bennett Selby Investments LP reports $326.88M in US-listed equity holdings across 85 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (15.4%), AAPL (15.1%) and META (8.1%). The top 20 holdings account for 83.14% of reported assets. Its disclosed equity book has returned +58.66% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bennett Selby Investments LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1840740). View Bennett Selby Investments LP’s 13F filings on SEC