Q3 2026 13F · SEC CIK 1840740

Bennett Selby Investments LP

Hedge fundFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $326.9M
Reported positions: 85
Top holdings a year, 3 yrs: +17.1%
Average holding period: 5.8 yrs

Bennett Selby Investments LP is a hedge fund that reported 85 positions worth $326.9M in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Alphabet Inc (GOOG, 15.4%), Apple Inc (AAPL, 15.1%), Meta Platforms Inc (META, 8.1%). A portfolio copying its top holdings returned 17.1% a year over the last 3 years, against 22.3% for the S&P 500.

Bennett Selby Investments LP holdings largest 50 of 85 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Bennett Selby Investments LP 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
GOOGAlphabet Inc	15.4%	16.4%	147,933	+1.9%	$50.4M
AAPLApple Inc	15.1%	13.9%	148,076	-1.5%	$49.3M
METAMeta Platforms Inc	8.1%	6.5%	36,491	+1.2%	$26.5M
VVisa Inc	6.8%	6.7%	61,437	+0.0%	$22.1M
BKNGBooking Holdings Inc	5.2%	5.9%	104,054	+0.4%	$17.0M
NVDANvidia Corporation	4.7%	4.0%	67,506	+7.3%	$15.4M
BRK-BBerkshire Hathaway Inc Del	3.9%	4.0%	25,332	+0.6%	$12.6M
MAMastercard Incorporated	3.6%	3.5%	21,447	+0.1%	$11.8M
AMZNAmazon Com Inc	3.4%	2.9%	44,209	+16.1%	$11.0M
MSFTMicrosoft Corp	3.1%	2.3%	19,450	+0.5%	$10.0M
UBERUber Technologies Inc	2.1%	2.4%	102,386	-1.9%	$7.0M
MRSHMarsh & Mclennan Cos	1.8%	1.9%	34,945	-2.7%	$6.0M
FNDFloor & Decor Hldgs Inc	1.7%	2.4%	124,790	-1.4%	$5.7M
SPYState Str Spdr S&p 500 ETF T	1.7%	1.7%	7,262	+3.7%	$5.5M
JNJJohnson & Johnson	1.5%	1.5%	18,209	+0.1%	$4.8M
NFLXNetflix Inc.	1.4%	1.4%	66,716	+8.0%	$4.6M
LLYEli Lilly & Co	1.0%	0.9%	2,718	+10.7%	$3.1M
DPZDominos Pizza Inc	1.0%	1.0%	10,455	-4.9%	$3.1M
JPMJpmorgan Chase & Co	0.9%	0.9%	8,818	+0.2%	$2.9M
TSMTaiwan Semiconductor Manufac	0.9%	0.9%	6,097	+5.1%	$2.8M
SBUXStarbucks Corp	0.8%	0.9%	28,403	-0.9%	$2.7M
WFCWells Fargo & Co	0.8%	0.9%	33,291	+0.0%	$2.7M
GGGGraco Inc	0.8%	0.8%	33,046	-0.4%	$2.5M
TREXTrex Company, Inc.	0.8%	0.9%	57,306	-3.5%	$2.5M
COSTCostco Wholesale Corporation	0.7%	0.7%	2,440	+0.7%	$2.2M
KNSLKinsale Cap Group Inc	0.7%	0.7%	6,706	+2.8%	$2.2M
UNPUnion Pac Corp	0.6%	0.7%	7,539	+0.0%	$2.1M
RACEFerrari N V	0.6%	0.6%	5,172	-0.4%	$2.0M
QSRRestaurant Brands Intl Inc	0.5%	0.6%	24,817	+0.0%	$1.8M
QQQInvesco Qqq Tr	0.5%	0.5%	2,129	+10.1%	$1.6M
MSCIMsci Inc	0.4%	0.5%	2,600	+1.7%	$1.4M
VRSNVerisign Inc	0.4%	0.4%	4,534	+0.0%	$1.3M
ONONOn Hldg AG	0.4%	0.4%	42,089	+12.0%	$1.2M
VTIVanguard Index Fds	0.4%	0.4%	3,122	+0.0%	$1.2M
KOCoca Cola Co	0.4%	0.4%	13,556	+0.2%	$1.2M
MCDMcdonalds Corp	0.4%	0.4%	4,978	-1.9%	$1.1M
NVRNvr Inc	0.3%	0.4%	179	-0.6%	$1.1M
IVVIshares Tr	0.3%	0.3%	1,408	+0.0%	$1.1M
TJXTjx Cos Inc New	0.3%	0.4%	7,988	+0.0%	$1.1M
BACBank of Amer Corp	0.3%	0.3%	18,421	-0.1%	$1.0M
NVONovo-Nordisk A S	0.3%	0.5%	25,382	-27.5%	$962K
AVGOBroadcom Inc	0.3%	0.3%	2,723	+0.6%	$956K
SCHFSchwab Strategic Tr	0.3%	—	33,077	—	$909K
IUSGIshares Tr	0.3%	0.3%	4,585	+0.0%	$888K
LOWLowes Cos Inc	0.3%	0.3%	4,669	+23.5%	$860K
MNSTMonster Beverage Corp New	0.3%	0.3%	20,074	+100.7%	$835K
HDHome Depot Inc	0.2%	0.3%	2,770	+5.0%	$788K
TDGTransdigm Group Inc	0.2%	0.3%	689	+0.4%	$746K
KLACKla Corp	0.2%	0.4%	3,801	+0.0%	$741K
SCHXSchwab Strategic Tr	0.2%	—	23,963	—	$719K

What Bennett Selby Investments LP bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +2.1% /yr; S&P 500 +11.7%
3 years: +17.1% /yr; S&P 500 +22.3%
5 years: +8.3% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$326.9M	85
Q2 2026	$312.9M	85
Q1 2026	$284.7M	81
Q4 2025	$310.5M	84
Q3 2025	$302.4M	80
Q2 2025	$281.0M	76
Q1 2025	$253.0M	75
Q4 2024	$252.1M	74
Q3 2024	$237.8M	75
Q2 2024	$222.7M	71
Q1 2024	$195.2M	61
Q4 2023	$195.2M	61

Questions about Bennett Selby Investments LP's portfolio

What stocks does Bennett Selby Investments LP own?

Bennett Selby Investments LP's latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 85 positions worth $326.9M. The largest are Alphabet Inc (GOOG) at 15.4%, Apple Inc (AAPL) at 15.1%, Meta Platforms Inc (META) at 8.1%, Visa Inc (V) at 6.8% and Booking Holdings Inc (BKNG) at 5.2%.

What did Bennett Selby Investments LP buy last quarter?

In Q3 2026, Bennett Selby Investments LP added Monster Beverage Corp New (MNST) (+100.7% shares), Lowes Cos Inc (LOW) (+23.5% shares) and Amazon Com Inc (AMZN) (+16.1% shares), compared with its Q2 2026 filing.

What did Bennett Selby Investments LP sell last quarter?

In Q3 2026, Bennett Selby Investments LP cut from its top 50 Celsius Holding Inc. (CELH), cut from its top 50 Nike Inc (NKE) and Novo-Nordisk A S (NVO) (-27.5% shares), compared with its Q2 2026 filing.

How has Bennett Selby Investments LP's portfolio performed?

A portfolio copying Bennett Selby Investments LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.1% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +2.1% against +11.7%. Over 5 years: +8.3% a year against +10.6%.

When is Bennett Selby Investments LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Bennett Selby Investments LP's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.