BENNETT SELBY INVESTMENTS LP: 13F holdings
CIK 18407402026Q2
| Positions | 85 |
|---|
| Reported value | $312.9m |
|---|
| Filed | 2026-07-24 |
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Change since last quarter
| Positions | 85 (+4 vs prior quarter) |
|---|
| Reported value | $312.9m (+9.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOG ALPHABET INC | 145,202 | $51.3m | 16.4% |
| AAPL APPLE INC | 150,285 | $43.5m | 13.9% |
| V VISA INC | 61,429 | $21.1m | 6.7% |
| META META PLATFORMS INC | 36,072 | $20.3m | 6.5% |
| BKNG BOOKING HOLDINGS INC | 103,654 | $18.5m | 5.9% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 25,170 | $12.6m | 4.0% |
| NVDA NVIDIA CORPORATION | 62,899 | $12.6m | 4.0% |
| MA MASTERCARD INCORPORATED | 21,435 | $11.0m | 3.5% |
| AMZN AMAZON COM INC | 38,070 | $9.1m | 2.9% |
| UBER UBER TECHNOLOGIES INC | 104,414 | $7.5m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1840740")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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