Benchstone Capital Management Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$859.5M
Q ending 2026-03-31
Prior quarter
$928.5M
Q ending 2025-12-31
Change
-7.4% QoQ · -8.6% YoY
Positions
38
reported holdings
Largest positions
All 38 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Taiwan Semiconductor Manufac | TSM | Shares | $48.5M | 144K |
| Broadcom Inc | AVGO | Shares | $45.7M | 148K |
| Echostar Corp | ECHO | Shares | $45.5M | 389K |
| Liberty Media Corp Del | FWONK | Shares | $37.8M | 445K |
| Spotify Technology S A | Shares | $35.6M | 73K | |
| Hyatt Hotels Corp | H | Shares | $35.0M | 243K |
| Equinix Inc | EQIX | Shares | $33.6M | 34K |
| Alphabet Inc | GOOGL | Shares | $33.3M | 116K |
| Analog Devices Inc | ADI | Shares | $33.2M | 104K |
| Burlington Stores Inc | BURL | Shares | $31.6M | 97K |
| Asml Hldg Nv | Shares | $29.8M | 23K | |
| Applied Matls Inc | AMAT | Shares | $29.6M | 87K |
| Synopsys Inc | SNPS | Shares | $28.8M | 73K |
| Akamai Technologies Inc | AKAM | Shares | $25.3M | 220K |
| Live Nation Entertainment In | LYV | Shares | $25.1M | 164K |
| Booking Holdings Inc | BKNG | Shares | $23.2M | 6K |
| Target Corp | TGT | Shares | $22.8M | 188K |
| Wyndham Hotels & Resorts Inc | WH | Shares | $21.8M | 268K |
| Amazon Com Inc | AMZN | Shares | $21.2M | 102K |
| Roku Inc | ROKU | Shares | $21.1M | 223K |
| Ross Stores Inc | ROST | Shares | $18.4M | 85K |
| Zoom Communications Inc | ZM | Shares | $18.3M | 228K |
| Cisco Sys Inc | CSCO | Shares | $17.6M | 227K |
| Cloudflare Inc | NET | Shares | $16.8M | 81K |
| Doordash Inc | DASH | Shares | $16.1M | 107K |
| Outfront Media Inc | OUT | Shares | $15.6M | 590K |
| Datadog Inc | DDOG | Shares | $15.5M | 131K |
| Walmart Inc | WMT | Shares | $15.1M | 122K |
| Tjx Cos Inc New | TJX | Shares | $15.0M | 94K |
| T-Mobile Us Inc | TMUS | Shares | $14.5M | 69K |
| Meta Platforms Inc | META | Shares | $10.9M | 19K |
| Chipotle Mexican Grill Inc | CMG | Shares | $10.4M | 324K |
| Home Depot Inc | HD | Shares | $10.0M | 30K |
| Take-Two Interactive Softwar | TTWO | Shares | $9.9M | 50K |
| Comfort Sys Usa Inc | FIX | Shares | $9.6M | 7K |
| Hewlett Packard Enterprise C | HPE | Shares | $9.1M | 381K |
| Intuit | INTU | Shares | $4.5M | 10K |
| Onto Innovation Inc | ONTO | Shares | $3.3M | 16K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.