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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$103B
$8.08 Million 2.87% of portfolio
36,933
Q2 2025 Added 1.36%
$16.9B
$6.3 Million 2.24% of portfolio
13,980
Q1 2025 Added 0.57%
$111B
$3.57 Million 1.27% of portfolio
38,923
Q2 2025 Reduced 3.97%
$160B
$3.54 Million 1.26% of portfolio
51,231
Q2 2025 Added 14.16%
$95B
$3.5 Million 1.25% of portfolio
49,251
Q2 2025 Reduced 2.3%
$14.3B
$3.1 Million 1.1% of portfolio
36,018
Q2 2025 Added 0.65%
$180B
$2.45 Million 0.87% of portfolio
26,300
Q2 2025 Added 407.04%
$71.5B
$1.95 Million 0.7% of portfolio
12,531
Q2 2025 Added 14.18%
$21.4B
$1.7 Million 0.61% of portfolio
25,650
Q2 2025 Reduced 1.4%
$136B
$1.72 Million 0.61% of portfolio
7,483
Q2 2025 Reduced 2.2%
$10.9B
$1.65 Million 0.59% of portfolio
3,401
Q2 2025 Added 19.92%
$12.9B
$1.64 Million 0.58% of portfolio
5,612
Q2 2025 Reduced 1.09%
$14B
$1.61 Million 0.57% of portfolio
30,847
Q2 2025 Added 18.38%
$14.3B
$1.43 Million 0.51% of portfolio
6,181
Q2 2025 Added 1.48%
$30.4B
$1.37 Million 0.49% of portfolio
4,739
Q3 2024 Reduced 1.7%
$43.4B
$1.38 Million 0.49% of portfolio
2,394
Q2 2025 Added 0.5%
$25B
$1.1 Million 0.39% of portfolio
149
Q2 2025 Added 34.23%
$86.7B
$997,000 0.35% of portfolio
656
Q2 2025 Added 2.5%
$147B
$986,000 0.35% of portfolio
7,987
Q2 2025 Reduced 0.13%
$140B
$911,000 0.32% of portfolio
4,109
Q2 2025 Added 0.34%
$177B
$732,000 0.26% of portfolio
2,452
Q2 2025 Reduced 6.34%
$117B
$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%
$31.7B
$618,000 0.22% of portfolio
9,874
Q1 2025 Added 1.75%
$32.5B
$571,000 0.2% of portfolio
6,274
Q2 2025 New
$16.1B
$551,000 0.2% of portfolio
7,075
Q2 2025 Added 18.05%
$73.8B
$529,000 0.19% of portfolio
5,830
Q2 2025 Added 41.78%
$64.7B
$498,000 0.18% of portfolio
4,796
Q2 2025 Added 2.15%
$45.8B
$469,000 0.17% of portfolio
876
Q2 2025 Added 14.21%
$136B
$402,000 0.14% of portfolio
5,474
Q1 2025 Added 3.11%
$28.4B
$371,000 0.13% of portfolio
316
Q2 2025 Added 2.27%
$46.5B
$376,000 0.13% of portfolio
1,208
Q1 2025 Added 3.07%
$128B
$338,000 0.12% of portfolio
378
Q1 2024 Added 1.34%
$20.7B
$301,000 0.11% of portfolio
2,583
Q2 2025 New
$16B
$278,000 0.1% of portfolio
623
Q2 2025 Added 0.16%
$127B
$272,000 0.1% of portfolio
882
Q1 2025 Added 1.61%
$126B
$213,000 0.08% of portfolio
1,427
Q2 2025 New
$37.2B
$227,000 0.08% of portfolio
2,301
Q2 2025 Added 5.99%
$173B
$234,000 0.08% of portfolio
432
Q2 2025 Reduced 3.79%

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
Track This Portfolio

Track Bennett Selby Investments LP Portfolio

Follow Bennett Selby Investments LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bennett Selby Investments LP, based on Form 13F filings with the SEC.

News

Stay updated on Bennett Selby Investments LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email