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Benchstone Capital Management LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $827,785,299
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SNOWFLAKE INC · COM SHS · 833445109 · shares: $42,850,165
- LIBERTY MEDIA CORP DEL · COM LBTY ONE S C · 531229755 · shares: $42,416,552
- TEXAS INSTRS INC · COM · 882508104 · shares: $37,785,440
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $36,850,256
- WYNDHAM HOTELS & RESORTS INC · COM · 98311A105 · shares: $34,039,703
- DOORDASH INC · CL A · 25809K105 · shares: $33,886,167
- TAKE-TWO INTERACTIVE SOFTWAR · COM · 874054109 · shares: $33,679,305
- OUTFRONT MEDIA INC · COM NEW · 69007J304 · shares: $32,117,576
- WAYFAIR INC · CL A · 94419L101 · shares: $30,650,354
- BOOKING HOLDINGS INC · COM · 09857L108 · shares: $29,183,413
Reported holdings
37 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SNOWFLAKE INC | COM SHS | 833445109 | — | 168,370 shares | $42,850,165 |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | — | 445,833 shares | $42,416,552 |
| TEXAS INSTRS INC | COM | 882508104 | — | 126,767 shares | $37,785,440 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 77,162 shares | $36,850,256 |
| WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | — | 404,224 shares | $34,039,703 |
| DOORDASH INC | CL A | 25809K105 | — | 183,635 shares | $33,886,167 |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | — | 134,728 shares | $33,679,305 |
| OUTFRONT MEDIA INC | COM NEW | 69007J304 | — | 980,390 shares | $32,117,576 |
| WAYFAIR INC | CL A | 94419L101 | — | 331,642 shares | $30,650,354 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 163,731 shares | $29,183,413 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 13,858 shares | $27,569,660 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 74,450 shares | $26,606,196 |
| AMAZON COM INC | COM | 023135106 | — | 111,357 shares | $26,540,827 |
| WALMART INC | COM | 931142103 | — | 224,032 shares | $25,373,864 |
| WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | PUT | 300,000 shares | $25,263,000 |
| MONGODB INC | CL A | 60937P106 | — | 75,114 shares | $25,230,793 |
| HOME DEPOT INC | COM | 437076102 | — | 71,202 shares | $25,111,521 |
| TWILIO INC | CL A | 90138F102 | — | 112,252 shares | $23,160,955 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 198,162 shares | $22,626,137 |
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | — | 186,670 shares | $22,066,261 |
| BURLINGTON STORES INC | COM | 122017106 | — | 65,240 shares | $20,668,032 |
| SBA COMMUNICATIONS CORP | CL A | 78410G104 | — | 113,856 shares | $20,091,030 |
| LOWES COS INC | COM | 548661107 | — | 88,087 shares | $19,422,303 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 32,906 shares | $19,115,424 |
| AMERICAN TOWER CORP | COM | 03027X100 | — | 111,270 shares | $18,200,434 |
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | — | 66,967 shares | $17,454,279 |
| APPLIED MATLS INC | COM | 038222105 | — | 21,149 shares | $15,290,727 |
| ONTO INNOVATION INC | COM | 683344105 | — | 37,868 shares | $14,331,145 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 30,087 shares | $13,813,844 |
| BROADCOM INC | COM | 11135F101 | — | 33,332 shares | $12,591,163 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | — | 41,219 shares | $11,209,507 |
| ZOOM COMMUNICATIONS INC | CL A | 98980L101 | — | 128,552 shares | $11,095,323 |
| TJX COS INC NEW | COM | 872540109 | — | 70,371 shares | $10,661,206 |
| ROSS STORES INC | COM | 778296103 | — | 43,558 shares | $9,271,320 |
| SANDISK CORP | COM | 80004C200 | — | 2,680 shares | $6,093,596 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | — | 10,511 shares | $2,902,823 |
| SERVICENOW INC | COM | 81762P102 | — | 25,836 shares | $2,564,998 |