Bennett Selby Investments LP

13F filer · CIK 0001840740

Reported Jul 24, 2026

Net buyer this quarter

13F portfolio value$313MU.S. long equity reported on 13F

Positions695 new · 5 closed

Net flow last quarter+$2.83MBuys minus sells

Top 10 positions weight66.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 202669 positions
GOOGAlphabet Inc.	$51.3M	16.40%	Not reported	+0.2%	Q1 2021
AAPLApple Inc.	$43.5M	13.90%	0.00%	+0.1%	Q1 2021
VVisa Inc.	$21.1M	6.74%	0.00%	+1.3%	Q1 2021
METAMeta Platforms, Inc.	$20.3M	6.49%	Not reported	+1.7%	Q1 2021
BKNGBooking Holdings Inc.	$18.5M	5.90%	0.01%	+1.3%	Q1 2021
BRK.BBerkshire Hathaway Inc	$12.6M	4.02%	Not reported	+1.9%	Q1 2021
NVDANvidia Corp	$12.6M	4.02%	0.00%	+15.0%	Q1 2022
MAMastercard Inc	$11M	3.52%	0.00%	+5.2%	Q1 2021
AMZNAmazon Com Inc	$9.07M	2.90%	0.00%	+3.3%	Q1 2021
UBERUber Technologies, Inc	$7.53M	2.41%	0.01%	+4.2%	Q1 2025
FNDFloor & Decor Holdings, Inc.	$7.51M	2.40%	0.12%	+3.6%	Q1 2021
MSFTMicrosoft Corp	$7.22M	2.31%	0.00%	+1.0%	Q1 2021
MRSHMarsh & Mclennan Companies, Inc.	$5.98M	1.91%	0.01%	-6.2%	Q1 2021
SPYSPDR S&P 500 ETF Trust	$5.23M	1.67%	Not reported	+1.7%	Q1 2021
JNJJohnson & Johnson	$4.62M	1.48%	0.00%	-0.2%	Q1 2021
NFLXNetflix Inc	$4.41M	1.41%	0.00%	+1.0%	Q1 2022
DPZDominos Pizza Inc	$3.26M	1.04%	0.03%	-7.3%	Q1 2021
TREXTrex Co Inc	$2.97M	0.95%	0.06%	-3.0%	Q1 2021
LLYELI LILLY & Co	$2.94M	0.94%	0.00%	+1.6%	Q4 2023
SBUXStarbucks Corp	$2.93M	0.94%	0.00%	-10.7%	Q1 2021
JPMJPMorgan Chase & Co	$2.88M	0.92%	0.00%	+0.5%	Q1 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.77M	0.89%	0.00%	+2.2%	Q2 2024
WFCWells Fargo & Company	$2.75M	0.88%	0.00%	+0.3%	Q1 2021
GGGGraco Inc	$2.51M	0.80%	0.02%	-7.7%	Q1 2021
COSTCostco Wholesale Corp	$2.27M	0.72%	0.00%	+1.7%	Q1 2023
KNSLKinsale Capital Group, Inc.	$2.15M	0.69%	0.03%	+22.5%	Q2 2024
UNPUnion Pacific Corp	$2.05M	0.66%	0.00%	+0.5%	Q1 2021
RACEFerrari N.V.	$1.93M	0.62%	0.00%	+40.7%	Q1 2025
QSRRestaurant Brands International Inc.	$1.8M	0.58%	0.01%	Not reported	Q1 2021
NVONovo Nordisk A S	$1.68M	0.54%	Not reported	-2.0%	Q3 2021
CELHCelsius Holdings, Inc.	$1.45M	0.46%	0.02%	-12.4%	Q3 2024
MSCIMSCI Inc.	$1.43M	0.46%	0.00%	0.0%	Q1 2021
QQQInvesco QQQ Trust, Series 1	$1.42M	0.46%	Not reported	+13.5%	Q1 2023
MCDMcdonalds Corp	$1.37M	0.44%	0.00%	-0.8%	Q1 2021
ONONOn Holding AG	$1.33M	0.43%	0.01%	+3.0%	Q4 2023
NVRNVR Inc	$1.23M	0.39%	0.01%	+1.7%	Q2 2024
TJXTJX Companies Inc	$1.21M	0.39%	0.00%	Not reported	Q1 2021
KLACKla Corp	$1.15M	0.37%	0.00%	+0.6%	Q3 2023
VRSNVerisign Inc	$1.14M	0.36%	0.01%	-2.2%	Q1 2021
KOCoca Cola Co	$1.1M	0.35%	0.00%	Not reported	Q1 2021
BACBank of America Corp	$1.05M	0.34%	0.00%	+0.5%	Q1 2021
AVGOBroadcom Inc.	$1.02M	0.33%	0.00%	+2.5%	Q1 2024
MNSTMonster Beverage Corp	$961K	0.31%	0.00%	Not reported	Q4 2023
HDHome Depot, Inc.	$931K	0.30%	0.00%	+2.7%	Q1 2023
TDGTransDigm Group INC	$914K	0.29%	0.00%	+2.9%	Q4 2023
NKENIKE, Inc.	$874K	0.28%	0.00%	-48.9%	Q1 2022
LOWLowes Companies Inc	$834K	0.27%	0.00%	-1.3%	Q1 2022
CLColgate Palmolive Co	$680K	0.22%	0.00%	Not reported	Q3 2023
TDToronto Dominion Bank	$665K	0.21%	0.00%	Not reported	Q2 2024
ADBEAdobe Inc.	$562K	0.18%	0.00%	-6.0%	Q1 2022

Q1 2026Reported Apr 21, 202669 positions
GOOGAlphabet Inc.	$41.6M	14.60%	Not reported	Not reported	Q1 2021
AAPLApple Inc.	$38.1M	13.39%	0.00%	Not reported	Q1 2021
METAMeta Platforms, Inc.	$20.3M	7.13%	Not reported	Not reported	Q1 2021
VVisa Inc.	$18.3M	6.44%	0.00%	Not reported	Q1 2021
BKNGBooking Holdings Inc.	$17.2M	6.05%	0.01%	Not reported	Q1 2021
BRK.BBerkshire Hathaway Inc	$11.8M	4.16%	Not reported	Not reported	Q1 2021
MAMastercard Inc	$10.2M	3.58%	0.00%	Not reported	Q1 2021
NVDANvidia Corp	$9.54M	3.35%	0.00%	Not reported	Q1 2022
AMZNAmazon Com Inc	$7.68M	2.70%	0.00%	Not reported	Q1 2021
UBERUber Technologies, Inc	$7.21M	2.53%	0.00%	Not reported	Q1 2025
MSFTMicrosoft Corp	$7.09M	2.49%	0.00%	Not reported	Q1 2021
MRSHMarsh & Mclennan Companies, Inc.	$6.64M	2.33%	0.01%	Not reported	Q1 2021
FNDFloor & Decor Holdings, Inc.	$6.21M	2.18%	0.11%	Not reported	Q1 2021
NFLXNetflix Inc	$5.88M	2.07%	0.00%	Not reported	Q1 2022
SPYSPDR S&P 500 ETF Trust	$4.48M	1.57%	Not reported	Not reported	Q1 2021
JNJJohnson & Johnson	$4.45M	1.56%	0.00%	Not reported	Q1 2021
DPZDominos Pizza Inc	$4.26M	1.50%	0.04%	Not reported	Q1 2021
GGGGraco Inc	$3.04M	1.07%	0.02%	Not reported	Q1 2021
SBUXStarbucks Corp	$2.88M	1.01%	0.00%	Not reported	Q1 2021
WFCWells Fargo & Company	$2.64M	0.93%	0.00%	Not reported	Q1 2021
JPMJPMorgan Chase & Co	$2.58M	0.91%	0.00%	Not reported	Q1 2021
COSTCostco Wholesale Corp	$2.37M	0.83%	0.00%	Not reported	Q1 2023
TREXTrex Co Inc	$2.23M	0.78%	0.06%	Not reported	Q1 2021
LLYELI LILLY & Co	$2.22M	0.78%	0.00%	Not reported	Q4 2023
NKENIKE, Inc.	$2.2M	0.77%	0.00%	Not reported	Q1 2022
CELHCelsius Holdings, Inc.	$2.01M	0.71%	0.02%	Not reported	Q3 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.92M	0.67%	0.00%	Not reported	Q2 2024
QSRRestaurant Brands International Inc.	$1.83M	0.64%	0.01%	Not reported	Q1 2021
UNPUnion Pacific Corp	$1.82M	0.64%	0.00%	Not reported	Q1 2021
KNSLKinsale Capital Group, Inc.	$1.82M	0.64%	0.02%	Not reported	Q2 2024
MCDMcdonalds Corp	$1.59M	0.56%	0.00%	Not reported	Q1 2021
MSCIMSCI Inc.	$1.38M	0.48%	0.00%	Not reported	Q1 2021
NVONovo Nordisk A S	$1.31M	0.46%	Not reported	Not reported	Q3 2021
TJXTJX Companies Inc	$1.28M	0.45%	0.00%	Not reported	Q1 2021
RACEFerrari N.V.	$1.25M	0.44%	0.00%	Not reported	Q1 2025
ONONOn Holding AG	$1.24M	0.44%	0.01%	Not reported	Q4 2023
NVRNVR Inc	$1.17M	0.41%	0.01%	Not reported	Q2 2024
VRSNVerisign Inc	$1.15M	0.40%	0.01%	Not reported	Q1 2021
KOCoca Cola Co	$1.03M	0.36%	0.00%	Not reported	Q1 2021
ZTSZoetis Inc.	$1.02M	0.36%	0.00%	Not reported	Q1 2021
QQQInvesco QQQ Trust, Series 1	$983K	0.35%	Not reported	Not reported	Q1 2023
LOWLowes Companies Inc	$905K	0.32%	0.00%	Not reported	Q1 2022
BACBank of America Corp	$894K	0.31%	0.00%	Not reported	Q1 2021
HDHome Depot, Inc.	$845K	0.30%	0.00%	Not reported	Q1 2023
AVGOBroadcom Inc.	$817K	0.29%	0.00%	Not reported	Q1 2024
TDGTransDigm Group INC	$773K	0.27%	0.00%	Not reported	Q4 2023
MNSTMonster Beverage Corp	$725K	0.25%	0.00%	Not reported	Q4 2023
ADBEAdobe Inc.	$709K	0.25%	0.00%	Not reported	Q1 2022
TSCOTractor Supply Co	$676K	0.24%	0.00%	Not reported	Q1 2021
CLColgate Palmolive Co	$632K	0.22%	0.00%	Not reported	Q3 2023

Q3 2025Reported Oct 8, 202572 positions
AAPLApple Inc.	$38.1M	12.61%	0.00%	-0.1%	Q1 2021
GOOGAlphabet Inc.	$35.2M	11.65%	Not reported	+0.1%	Q1 2021
METAMeta Platforms, Inc.	$25.9M	8.57%	Not reported	+0.1%	Q1 2021
BKNGBooking Holdings Inc.	$21.6M	7.13%	0.01%	-0.3%	Q1 2021
VVisa Inc.	$19.9M	6.58%	0.00%	+0.8%	Q1 2021
BRK.BBerkshire Hathaway Inc	$12.4M	4.09%	Not reported	-0.1%	Q1 2021
MAMastercard Inc	$11.3M	3.74%	0.00%	+0.2%	Q1 2021
MSFTMicrosoft Corp	$9.83M	3.25%	0.00%	+0.1%	Q1 2021
FNDFloor & Decor Holdings, Inc.	$8.98M	2.97%	0.11%	+0.4%	Q1 2021
AMZNAmazon Com Inc	$8M	2.65%	0.00%	0.0%	Q1 2021
MRSHMarsh & Mclennan Companies, Inc.	$7.43M	2.46%	0.01%	-0.2%	Q1 2021
NVDANvidia Corp	$7.16M	2.37%	0.00%	+1.0%	Q1 2022
NFLXNetflix Inc	$7.1M	2.35%	0.00%	+0.6%	Q1 2022
DPZDominos Pizza Inc	$6.02M	1.99%	0.04%	-0.2%	Q1 2021
SPYSPDR S&P 500 ETF Trust	$4.41M	1.46%	Not reported	+0.1%	Q1 2021
UBERUber Technologies, Inc	$3.52M	1.16%	0.00%	+36.7%	Q1 2025
TREXTrex Co Inc	$3.48M	1.15%	0.06%	+2.0%	Q1 2021
NKENIKE, Inc.	$3.38M	1.12%	0.00%	-1.6%	Q1 2022
JNJJohnson & Johnson	$3.35M	1.11%	0.00%	-0.2%	Q1 2021
CELHCelsius Holdings, Inc.	$3.25M	1.08%	0.02%	0.0%	Q3 2024
NVONovo Nordisk A S	$3.09M	1.02%	Not reported	+8.7%	Q3 2021
GGGGraco Inc	$3.06M	1.01%	0.02%	+0.2%	Q1 2021
SBUXStarbucks Corp	$3.05M	1.01%	0.00%	-7.3%	Q1 2021
WFCWells Fargo & Company	$2.78M	0.92%	0.00%	0.0%	Q1 2021
JPMJPMorgan Chase & Co	$2.76M	0.91%	0.00%	-1.8%	Q1 2021
COSTCostco Wholesale Corp	$2.12M	0.70%	0.00%	+19.2%	Q1 2023
ZTSZoetis Inc.	$1.83M	0.61%	0.00%	-0.2%	Q1 2021
PDIPIMCO Dynamic Income Fund	$1.8M	0.59%	Not reported	New	Q3 2025
LLYELI LILLY & Co	$1.79M	0.59%	0.00%	+44.5%	Q4 2023
UNPUnion Pacific Corp	$1.77M	0.59%	0.00%	+0.2%	Q1 2021
KNSLKinsale Capital Group, Inc.	$1.75M	0.58%	0.02%	+21.0%	Q2 2024
QSRRestaurant Brands International Inc.	$1.63M	0.54%	0.01%	-0.7%	Q1 2021
POOLPool Corp	$1.57M	0.52%	0.01%	-9.7%	Q1 2023
MCDMcdonalds Corp	$1.56M	0.52%	0.00%	-0.2%	Q1 2021
MSCIMSCI Inc.	$1.44M	0.48%	0.00%	+6.3%	Q1 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.44M	0.48%	0.00%	+0.2%	Q2 2024
ONONOn Holding AG	$1.44M	0.48%	0.01%	+10.3%	Q4 2023
VRSNVerisign Inc	$1.32M	0.44%	0.01%	Not reported	Q1 2021
PAYCPaycom Software, Inc.	$1.29M	0.43%	0.01%	-0.1%	Q1 2023
NVRNVR Inc	$1.23M	0.41%	0.01%	+2.7%	Q2 2024
RACEFerrari N.V.	$1.19M	0.39%	0.00%	+6.5%	Q1 2025
TJXTJX Companies Inc	$1.15M	0.38%	0.00%	0.0%	Q1 2021
HDHome Depot, Inc.	$1.05M	0.35%	0.00%	0.0%	Q1 2023
QQQInvesco QQQ Trust, Series 1	$1.02M	0.34%	Not reported	Not reported	Q1 2023
LOWLowes Companies Inc	$1.02M	0.34%	0.00%	-1.1%	Q1 2022
BACBank of America Corp	$890K	0.29%	0.00%	-2.0%	Q1 2021
KOCoca Cola Co	$887K	0.29%	0.00%	+2.5%	Q1 2021
TDGTransDigm Group INC	$873K	0.29%	0.00%	+0.9%	Q4 2023
AVGOBroadcom Inc.	$871K	0.29%	0.00%	Not reported	Q1 2024
TSCOTractor Supply Co	$849K	0.28%	0.00%	0.0%	Q1 2021

Q2 2025Reported Jul 17, 202571 positions
AAPLApple Inc.	$30.8M	10.95%	0.00%	+0.5%	Q1 2021
METAMeta Platforms, Inc.	$26M	9.26%	Not reported	+0.8%	Q1 2021
GOOGAlphabet Inc.	$25.6M	9.13%	Not reported	+0.6%	Q1 2021
BKNGBooking Holdings Inc.	$23.2M	8.26%	0.01%	+0.4%	Q1 2021
VVisa Inc.	$20.6M	7.31%	0.00%	+3.9%	Q1 2021
BRK.BBerkshire Hathaway Inc	$11.9M	4.25%	Not reported	+2.2%	Q1 2021
MAMastercard Inc	$11.2M	3.97%	0.00%	+4.1%	Q1 2021
MSFTMicrosoft Corp	$9.44M	3.36%	0.00%	-0.8%	Q1 2021
FNDFloor & Decor Holdings, Inc.	$9.22M	3.28%	0.11%	+3.1%	Q1 2021
MRSHMarsh & Mclennan Companies, Inc.	$8.08M	2.87%	0.01%	+1.4%	Q1 2021
AMZNAmazon Com Inc	$8M	2.85%	0.00%	+0.1%	Q1 2021
NFLXNetflix Inc	$7.88M	2.80%	0.00%	+0.4%	Q1 2022
DPZDominos Pizza Inc	$6.3M	2.24%	0.04%	Not reported	Q1 2021
NVDANvidia Corp	$6M	2.13%	0.00%	+17.7%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$4.09M	1.46%	Not reported	+2.1%	Q1 2021
TREXTrex Co Inc	$3.59M	1.28%	0.06%	+8.3%	Q1 2021
SBUXStarbucks Corp	$3.57M	1.27%	0.00%	-4.0%	Q1 2021
NVONovo Nordisk A S	$3.54M	1.26%	Not reported	+14.2%	Q3 2021
NKENIKE, Inc.	$3.5M	1.25%	0.00%	-2.3%	Q1 2022
GGGGraco Inc	$3.1M	1.10%	0.02%	+0.7%	Q1 2021
JNJJohnson & Johnson	$2.77M	0.99%	0.00%	+3.2%	Q1 2021
WFCWells Fargo & Company	$2.66M	0.95%	0.00%	+1.3%	Q1 2021
CELHCelsius Holdings, Inc.	$2.63M	0.93%	0.02%	0.0%	Q3 2024
JPMJPMorgan Chase & Co	$2.59M	0.92%	0.00%	Not reported	Q1 2021
UBERUber Technologies, Inc	$2.45M	0.87%	0.00%	+407.0%	Q1 2025
ZTSZoetis Inc.	$1.95M	0.70%	0.00%	+14.2%	Q1 2021
COSTCostco Wholesale Corp	$1.91M	0.68%	0.00%	+73.6%	Q1 2023
UNPUnion Pacific Corp	$1.72M	0.61%	0.00%	-2.2%	Q1 2021
QSRRestaurant Brands International Inc.	$1.7M	0.61%	0.01%	-1.4%	Q1 2021
KNSLKinsale Capital Group, Inc.	$1.65M	0.59%	0.01%	+19.9%	Q2 2024
POOLPool Corp	$1.64M	0.58%	0.02%	-1.1%	Q1 2023
ONONOn Holding AG	$1.61M	0.57%	0.01%	+18.4%	Q4 2023
MCDMcdonalds Corp	$1.5M	0.53%	0.00%	-0.3%	Q1 2021
PAYCPaycom Software, Inc.	$1.43M	0.51%	0.01%	+1.5%	Q1 2023
MSCIMSCI Inc.	$1.38M	0.49%	0.00%	+0.5%	Q1 2021
VRSNVerisign Inc	$1.37M	0.49%	0.01%	Not reported	Q1 2021
LLYELI LILLY & Co	$1.26M	0.45%	0.00%	+68.6%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.17M	0.42%	0.00%	+12.0%	Q2 2024
RACEFerrari N.V.	$1.13M	0.40%	0.00%	+20.6%	Q1 2025
NVRNVR Inc	$1.1M	0.39%	0.01%	+34.2%	Q2 2024
TDGTransDigm Group INC	$998K	0.36%	0.00%	+2.5%	Q4 2023
TJXTJX Companies Inc	$986K	0.35%	0.00%	-0.1%	Q1 2021
HDHome Depot, Inc.	$948K	0.34%	0.00%	+0.8%	Q1 2023
QQQInvesco QQQ Trust, Series 1	$939K	0.33%	Not reported	-16.6%	Q1 2023
KOCoca Cola Co	$923K	0.33%	0.00%	+0.8%	Q1 2021
LOWLowes Companies Inc	$912K	0.32%	0.00%	+0.3%	Q1 2022
BACBank of America Corp	$833K	0.30%	0.00%	+0.1%	Q1 2021
TSCOTractor Supply Co	$788K	0.28%	0.00%	+1.3%	Q1 2021
ACNAccenture plc	$733K	0.26%	0.00%	-6.3%	Q1 2021
AVGOBroadcom Inc.	$728K	0.26%	0.00%	-4.9%	Q1 2024

Premium opens every quarter this fund has filed