Bennett Selby Investments LP
Bennett Selby Investments LP reported 85 holdings worth US$313M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Bennett Selby Investments LP reported 85 holdings worth US$313M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Visa Inc. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 85
- Value as reported
- US$313M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 145K | US$51.8M | 16.6% |
| Apple Inc | 150K | US$43.5M | 13.9% |
| Visa Inc. | 61,429 | US$21.1M | 6.7% |
| Meta Platforms, Inc. | 36,072 | US$20.3M | 6.5% |
| Booking Holdings Inc. Common Stock | 104K | US$18.5M | 5.9% |
| Berkshire Hathaway Inc. | 25,170 | US$12.6M | 4.0% |
| Nvidia Corporation | 62,899 | US$12.6M | 4.0% |
| Mastercard Incorporated | 21,435 | US$11M | 3.5% |
| Amazon.com, Inc. | 38,070 | US$9.07M | 2.9% |
| Uber Technologies, Inc. | 104K | US$7.53M | 2.4% |
| Floor & Decor Holdings, Inc. | 127K | US$7.51M | 2.4% |
| Microsoft Corp. | 19,359 | US$7.22M | 2.3% |
| Marsh | 35,903 | US$5.98M | 1.9% |
| Johnson & Johnson | 18,184 | US$4.62M | 1.5% |
| Netflix, Inc. | 61,780 | US$4.41M | 1.4% |
| Domino's Pizza Inc | 10,998 | US$3.26M | 1.0% |
| Trex Company, Inc. | 59,379 | US$2.97M | 0.95% |
| Eli Lilly And Company | 2,455 | US$2.94M | 0.94% |
| Starbucks Corporation | 28,663 | US$2.93M | 0.94% |
| Jp Morgan Chase & Co. | 8,800 | US$2.88M | 0.92% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 5,801 | US$2.77M | 0.89% |
| Wells Fargo & Company | 33,284 | US$2.75M | 0.88% |
| Graco Inc. | 33,165 | US$2.51M | 0.80% |
| Costco Wholesale Corporation | 2,423 | US$2.27M | 0.72% |
| Kinsale Capital Group, Inc. | 6,523 | US$2.15M | 0.69% |
| Union Pacific Corporation | 7,538 | US$2.05M | 0.66% |
| Restaurant Brands International Inc. | 24,817 | US$1.8M | 0.58% |
| Novo Nordisk A/s Class B | 34,997 | US$1.68M | 0.54% |
| Celsius Holdings, Inc. | 49,580 | US$1.45M | 0.46% |
| Msci Inc. | 2,556 | US$1.43M | 0.46% |
| Mcdonald's Corporation | 5,075 | US$1.37M | 0.44% |
| Nvr, Inc. | 180 | US$1.23M | 0.39% |
| Tjx Companies, Inc. (the) | 7,988 | US$1.21M | 0.39% |
| Kla Corporation | 3,801 | US$1.15M | 0.37% |
| Verisign, Inc. | 4,534 | US$1.14M | 0.36% |
| Coca-cola Company (the) | 13,524 | US$1.1M | 0.35% |
| Bank Of America Corporation | 18,438 | US$1.05M | 0.34% |
| Broadcom Inc. | 2,706 | US$1.02M | 0.33% |
| Monster Beverage Corporation | 10,002 | US$961K | 0.31% |
| Home Depot, Inc. (the) | 2,639 | US$931K | 0.30% |
| Transdigm Group Inc. | 686 | US$914K | 0.29% |
| Nike, Inc. | 21,282 | US$874K | 0.28% |
| Lowe's Companies, Inc. | 3,781 | US$834K | 0.27% |
| Colgate-palmolive Company | 7,421 | US$680K | 0.22% |
| Toronto-dominion Bank | 5,474 | US$665K | 0.21% |
| Adobe Inc. | 2,740 | US$562K | 0.18% |
| Arch Capital Group Ltd. | 5,537 | US$537K | 0.17% |
| Boeing Company (the) | 2,269 | US$491K | 0.16% |
| Canadian National Railway Company | 4,100 | US$489K | 0.16% |
| Idexx Laboratories, Inc. | 880 | US$463K | 0.15% |
| Mercadolibre, Inc. | 218 | US$370K | 0.12% |
| Mettler-toledo International, Inc. | 282 | US$360K | 0.12% |
| Cisco Systems, Inc. | 2,946 | US$346K | 0.11% |
| Tractor Supply Company | 9,388 | US$297K | 0.09% |
| Automatic Data Processing, Inc. | 1,257 | US$282K | 0.09% |
| Paycom Software, Inc. | 2,086 | US$262K | 0.08% |
| Advanced Micro Devices Inc | 418 | US$243K | 0.08% |
| Verisk Analytics, Inc. | 1,323 | US$238K | 0.08% |
| Amgen Inc. | 645 | US$234K | 0.07% |
| O'reilly Automotive, Inc. | 2,520 | US$232K | 0.07% |
| American Express Company | 648 | US$219K | 0.07% |
| Ross Stores, Inc. | 950 | US$202K | 0.06% |
| Builders Firstsource, Inc. | 0 | US$0 | 0.00% |
| Zoetis Inc. | 0 | US$0 | 0.00% |
| Chipotle Mexican Grill, Inc. | 0 | US$0 | 0.00% |
| Intuitive Surgical, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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