StockDriftsStockDriftsTop 50 Bennett Selby Investments LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 16.4% | 145.2K | $51.3M | +0.22%(+323) | $107.56(+225.85%) | 2026-06-30 | |
| AAPL | APPLE INC | 13.9% | 150.3K | $43.5M | +0.07%(+111) | $125.19(+144.96%) | 2026-06-30 | |
| V | VISA INC | 6.74% | 61.4K | $21.1M | +1.32%(+802) | $225.91(+59.99%) | 2026-06-30 | |
| META | META PLATFORMS INC | 6.49% | 36.1K | $20.3M | +1.69%(+599) | $293.56(+103.28%) | 2026-06-30 | |
| BKNG | BOOKING HOLDINGS INC | 5.9% | 103.7K | $18.5M | +1.32%(+1.35K) | $86.59(+143.47%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.02% | 25.2K | $12.6M | +1.93%(+476) | $262.82(+99.13%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.02% | 62.9K | $12.6M | +15.03%(+8.22K) | $137.96(+59.80%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 3.52% | 21.4K | $11.0M | +5.21%(+1.06K) | $369.03(+52.77%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.9% | 38.1K | $9.1M | +3.29%(+1.21K) | $160.38(+71.43%) | 2026-06-30 | |
| UBER | UBER TECHNOLOGIES INC | 2.41% | 104.4K | $7.5M | +4.17%(+4.18K) | $82.31(-5.25%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.33% | +53.42% | +8.56% | +50.81% |
| Top 20 Holdings Unweighted | +7.79% | +25.26% | +4.39% | +23.99% |
Bennett Selby Investments LP reports $312.92M in US-listed equity holdings across 85 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (16.4%), AAPL (13.9%) and V (6.7%). The top 20 holdings account for 81.35% of reported assets. Its disclosed equity book has returned +53.42% on a three-year cumulative basis. Figures reflect the Q2 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