Bennett Selby Investments LP 13F 持仓 · 2026年Q2
Bennett Selby Investments 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 85 只证券，申报市值合计 3.13 亿美元。前几大持仓：GOOG（16.40%）、AAPL（13.90%）、V（6.74%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $51.3M | 16.40% | 145,202 | 增持 |
| 2 | AAPL | APPLE INC | $43.5M | 13.90% | 150,285 | 增持 |
| 3 | V | VISA INC | $21.1M | 6.74% | 61,429 | 增持 |
| 4 | META | META PLATFORMS INC | $20.3M | 6.49% | 36,072 | 增持 |
| 5 | BKNG | BOOKING HOLDINGS INC | $18.5M | 5.90% | 103,654 | 增持 |
| 6 | BRKB | BERKSHIRE HATHAWAY INC DEL | $12.6M | 4.02% | 25,170 | 增持 |
| 7 | NVDA | NVIDIA CORPORATION | $12.6M | 4.02% | 62,899 | 增持 |
| 8 | MA | MASTERCARD INCORPORATED | $11.0M | 3.52% | 21,435 | 增持 |
| 9 | AMZN | AMAZON COM INC | $9.1M | 2.90% | 38,070 | 增持 |
| 10 | UBER | UBER TECHNOLOGIES INC | $7.5M | 2.41% | 104,414 | 增持 |
| 11 | FND | FLOOR & DECOR HLDGS INC | $7.5M | 2.40% | 126,586 | 增持 |
| 12 | MSFT | MICROSOFT CORP | $7.2M | 2.31% | 19,359 | 增持 |
| 13 | MRSH | MARSH & MCLENNAN COS INC | $6.0M | 1.91% | 35,903 | 减持 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $5.2M | 1.67% | 7,002 | 增持 |
| 15 | JNJ | JOHNSON & JOHNSON | $4.6M | 1.48% | 18,184 | 减持 |
| 16 | NFLX | NETFLIX INC. | $4.4M | 1.41% | 61,780 | 增持 |
| 17 | DPZ | DOMINOS PIZZA INC | $3.3M | 1.04% | 10,998 | 减持 |
| 18 | TREX | TREX INC | $3.0M | 0.95% | 59,379 | 减持 |
| 19 | LLY | ELI LILLY & CO | $2.9M | 0.94% | 2,455 | 增持 |
| 20 | SBUX | STARBUCKS CORP | $2.9M | 0.94% | 28,663 | 减持 |
| 21 | JPM | JPMORGAN CHASE & CO | $2.9M | 0.92% | 8,800 | 增持 |
| 22 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.8M | 0.89% | 5,801 | 增持 |
| 23 | WFC | WELLS FARGO & CO | $2.8M | 0.88% | 33,284 | 增持 |
| 24 | GGG | GRACO INC | $2.5M | 0.80% | 33,165 | 减持 |
| 25 | COST | COSTCO WHOLESALE CORPORATION | $2.3M | 0.72% | 2,423 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR