BENNETT SELBY INVESTMENTS LP
SEC Form 13F institutional filer · CIK 0001840740
13F-HR · 61 reported holdings · 2026-03-31
Reported long-US-equity value
$0.26B
Top-10 concentration
70.1%
BENNETT SELBY INVESTMENTS LP — $260M AUM allocation strategy
BENNETT SELBY INVESTMENTS LP files SEC Form 13F and reports $260M of long US equity value across 61 reported holdings for 2026-03-31.
Its largest sector bet is Communication Services 26.1%, followed by Information Technology 21.1% and Financials 20.1%.
The top 10 holdings account for 70% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
BENNETT SELBY INVESTMENTS LP — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$260M
total across 61 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
70% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$UBER +38.4K sh · +$2.15M+$SCHW +24.3K sh · +$547K+$NVDA +9.42K sh · +$1.09M
Biggest trims (shares)
−$NKE −5.84K sh · −$826K−$DPZ −2.07K sh · −$1.55M−$ZTS −1.68K sh · −$278K
Exited to nil (held last quarter, gone now)
$OTIS ($228K last qtr)$ADP ($227K last qtr)$BX ($220K last qtr)$KKR ($212K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services23.9%—
- Technology Hardware, Storage & Peripherals14.7%—
- Transaction & Payment Processing Services11.0%—
- Hotels, Resorts & Cruise Lines6.6%—
- Multi-Sector Holdings4.6%—
- Semiconductors3.6%—
- Broadline Retail3.0%—
- Passenger Ground Transportation2.8%—
- Other holdings29.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOGL | Alphabet Inc | 145K | $41.6M | +100 | 16.0% |
| $AAPL | Apple Inc | 150K | $38.1M | +203 | 14.7% |
| $META | Meta Platforms Inc | 35.5K | $20.3M | +1 | 7.8% |
| $V | Visa Inc | 60.6K | $18.3M | +2.01K | 7.1% |
| $BKNG | Booking Holdings Inc | 4.09K | $17.2M | +94 | 6.6% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 24.7K | $11.8M | +75 | 4.6% |
| $MA | Mastercard Incorporated | 20.4K | $10.2M | +436 | 3.9% |
| $NVDA | NVIDIA Corporation | 54.7K | $9.54M | +9.42K | 3.7% |
| $AMZN | Amazon.com Inc | 36.9K | $7.68M | +371 | 3.0% |
| $UBER | Uber Technologies Inc | 100K | $7.21M | +38.4K | 2.8% |
…and 51 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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