Bennett Selby Investments LP Portfolio Holdings

Bennett Selby Investments LP

  • $281 Million
  • Q2 2025

Bennett Selby Investments LP has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $281 Million distributed in 76 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $30.8M, Meta Platforms, Inc. with a value of $26M, Alphabet Inc. with a value of $25.6M, Booking Holdings Inc. with a value of $23.2M, and Visa Inc. with a value of $20.5M.

Examining the 13F form we can see an increase of $28.2M in the current position value, from $253M to 281M.

Below you can find more details about Bennett Selby Investments LP portfolio as well as his latest detailed transactions.

Portfolio value $281 Million
Consumer Cyclical: $65.1 Million
Financial Services: $62.3 Million
Communication Services: $59.8 Million
Technology: $55.8 Million
Industrials: $12.7 Million
Healthcare: $10.6 Million
ETFs: $8.07 Million
Consumer Defensive: $6.6 Million
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$30.8 Million 10.95% of portfolio
149,906
Q2 2025 Added 0.47%
$1.58T
$26 Million 9.26% of portfolio
35,242
Q2 2025 Added 0.8%
$1.17T
$25.6 Million 9.13% of portfolio
144,534
Q2 2025 Added 0.58%
$229B
$23.2 Million 8.26% of portfolio
4,009
Q2 2025 Added 0.35%
$575B
$20.5 Million 7.31% of portfolio
57,879
Q2 2025 Added 3.86%
$622B
$11.9 Million 4.25% of portfolio
24,600
Q2 2025 Added 2.15%
$533B
$11.2 Million 3.97% of portfolio
19,865
Q2 2025 Added 4.11%
$3.77T
$9.44 Million 3.36% of portfolio
18,976
Q2 2025 Reduced 0.83%
$8.56B
$9.22 Million 3.28% of portfolio
121,331
Q2 2025 Added 3.11%
$104B
$8.08 Million 2.87% of portfolio
36,933
Q2 2025 Added 1.36%
$2.32T
$8 Million 2.85% of portfolio
36,442
Q2 2025 Added 0.1%
$530B
$7.88 Million 2.8% of portfolio
5,884
Q2 2025 Added 0.41%
$17B
$6.3 Million 2.24% of portfolio
13,980
Q1 2025 Added 0.57%
$416B
$6 Million 2.13% of portfolio
37,961
Q2 2025 Added 17.69%
$7.3B
$3.59 Million 1.28% of portfolio
66,002
Q2 2025 Added 8.28%
$111B
$3.57 Million 1.27% of portfolio
38,923
Q2 2025 Reduced 3.97%
$95B
$3.5 Million 1.25% of portfolio
49,251
Q2 2025 Reduced 2.3%
$14.7B
$3.1 Million 1.1% of portfolio
36,018
Q2 2025 Added 0.65%
$439B
$2.77 Million 0.99% of portfolio
18,125
Q2 2025 Added 3.23%
$313B
$2.66 Million 0.95% of portfolio
33,168
Q2 2025 Added 1.25%
$3.35B
$2.63 Million 0.93% of portfolio
56,593
Q2 2025 Added 0.01%
$855B
$2.59 Million 0.92% of portfolio
8,917
Q1 2025 Reduced 0.55%
$182B
$2.45 Million 0.87% of portfolio
26,300
Q2 2025 Added 407.04%
$70.8B
$1.95 Million 0.7% of portfolio
12,531
Q2 2025 Added 14.18%
$417B
$1.91 Million 0.68% of portfolio
1,925
Q2 2025 Added 73.58%
$21.8B
$1.7 Million 0.61% of portfolio
25,650
Q2 2025 Reduced 1.4%
$141B
$1.72 Million 0.61% of portfolio
7,483
Q2 2025 Reduced 2.2%
$11.1B
$1.65 Million 0.59% of portfolio
3,401
Q2 2025 Added 19.92%
$12.5B
$1.64 Million 0.58% of portfolio
5,612
Q2 2025 Reduced 1.09%
$14.1B
$1.61 Million 0.57% of portfolio
30,847
Q2 2025 Added 18.38%
$220B
$1.5 Million 0.53% of portfolio
5,135
Q2 2025 Reduced 0.33%
$14B
$1.43 Million 0.51% of portfolio
6,181
Q2 2025 Added 1.48%
$30.5B
$1.37 Million 0.49% of portfolio
4,739
Q3 2024 Reduced 1.7%
$42.1B
$1.38 Million 0.49% of portfolio
2,394
Q2 2025 Added 0.5%
$738B
$1.26 Million 0.45% of portfolio
1,622
Q2 2025 Added 68.61%
$1.22T
$1.17 Million 0.42% of portfolio
5,151
Q2 2025 Added 12.0%
$91.5B
$1.13 Million 0.4% of portfolio
2,312
Q2 2025 Added 20.61%
$25.4B
$1.1 Million 0.39% of portfolio
149
Q2 2025 Added 34.23%
$85.2B
$997,000 0.35% of portfolio
656
Q2 2025 Added 2.5%
$146B
$986,000 0.35% of portfolio
7,987
Q2 2025 Reduced 0.13%
$380B
$948,000 0.34% of portfolio
2,587
Q2 2025 Added 0.82%
$301B
$923,000 0.33% of portfolio
13,051
Q2 2025 Added 0.77%
$141B
$911,000 0.32% of portfolio
4,109
Q2 2025 Added 0.34%
$383B
$833,000 0.3% of portfolio
17,604
Q2 2025 Added 0.07%
$6.55B
$787,000 0.28% of portfolio
14,932
Q2 2025 Added 1.3%
$181B
$732,000 0.26% of portfolio
2,452
Q2 2025 Reduced 6.34%
$113B
$727,000 0.26% of portfolio
2,640
Q2 2025 Reduced 4.86%
$173B
$621,000 0.22% of portfolio
1,606
Q2 2025 Reduced 28.01%
$31.4B
$618,000 0.22% of portfolio
9,874
Q1 2025 Added 1.75%

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $281 Million
  • Prior Value $253 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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