Bennett Selby Investments LP
Bennett Selby Investments LP is a registered investment adviser based in Falmouth, Maine. Founded in 2011, the firm manages approximately $279.6 million in assets for high net worth individuals and other individual clients. With just 2 employees, both of whom are investment professionals, the firm provides personalized asset management services and portfolio management, serving mainly US-based high net worth individuals and other individual investors.
Investment Strategy
Bennett Selby Investments LP primarily manages discretionary portfolios for individuals and high net worth clients, focusing on long-term equity investing across a diversified set of U.S. large-cap companies. Notable holdings include major technology and consumer stocks, reflecting a strategy oriented toward well-established, growth-oriented public companies. The firm’s approach is centered on individualized asset allocation and disciplined security selection based on fundamental analysis, tailored to meet client-specific financial objectives.
Top Holdings
Equity Positions (80)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 12.61% | $38.1M | 149,731 | $135.42 | $254.63 | +$7.4M |
G GOOG | ALPHABET INC | 11.65% | $35.2M | 144,717 | $106.65 | $243.55 | +$9.6M |
M META | META PLATFORMS INC | 8.57% | $25.9M | 35,284 | $294.76 | $734.38 | -$99.4K |
B BKNG | BOOKING HOLDINGS INC | 7.13% | $21.6M | 3,996 | $2292.52 | $5399.27 | -$1.6M |
V V | VISA INC | 6.58% | $19.9M | 58,340 | $225.71 | $341.38 | -$634.0K |