Benchstone Capital Management LP
Benchstone Capital Management LP reported 37 holdings worth US$828M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Benchstone Capital Management LP reported 37 holdings worth US$828M as of Jun 30, 2026. Largest: Snowflake Inc., Liberty Media Corporation - Series A Liberty Formula One and Texas Instruments Incorporated. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 37
- Value as reported
- US$828M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Snowflake Inc. | 168K | US$42.9M | 5.2% |
| Liberty Media Corporation - Series A Liberty Formula One | 446K | US$42.4M | 5.1% |
| Texas Instruments Incorporated | 127K | US$37.8M | 4.6% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 77,162 | US$36.9M | 4.5% |
| Wyndham Hotels & Resorts, Inc. | 404K | US$34M | 4.1% |
| Doordash, Inc. | 184K | US$33.9M | 4.1% |
| Take-two Interactive Software, Inc. | 135K | US$33.7M | 4.1% |
| Outfront Media Inc. | 980K | US$32.1M | 3.9% |
| Wayfair Inc. | 332K | US$30.7M | 3.7% |
| Booking Holdings Inc. Common Stock | 164K | US$29.2M | 3.5% |
| Asml Holding Nv | 13,858 | US$27.6M | 3.3% |
| Alphabet Inc (google) Class C | 74,450 | US$26.6M | 3.2% |
| Amazon.com, Inc. | 111K | US$26.5M | 3.2% |
| Walmart Inc. | 224K | US$25.4M | 3.1% |
| Mongodb, Inc. | 75,114 | US$25.2M | 3.0% |
| Home Depot, Inc. (the) | 71,202 | US$25.1M | 3.0% |
| Twilio Inc. | 112K | US$23.2M | 2.8% |
| Shopify Inc. | 198K | US$22.6M | 2.7% |
| Akamai Technologies, Inc. | 187K | US$22.1M | 2.7% |
| Burlington Stores, Inc. | 65,240 | US$20.7M | 2.5% |
| Sba Communications Corporation | 114K | US$20.1M | 2.4% |
| Lowe's Companies, Inc. | 88,087 | US$19.4M | 2.3% |
| Advanced Micro Devices Inc | 32,906 | US$19.1M | 2.3% |
| American Tower Corporation (reit) | 111K | US$18.2M | 2.2% |
| Applied Materials, Inc. | 21,149 | US$15.3M | 1.8% |
| Onto Innovation Inc. | 37,868 | US$14.3M | 1.7% |
| Broadcom Inc. | 33,332 | US$12.6M | 1.5% |
| Credo Technology Group Holding Ltd | 41,219 | US$11.2M | 1.4% |
| Zoom Communications, Inc. | 129K | US$11.1M | 1.3% |
| Tjx Companies, Inc. (the) | 70,371 | US$10.7M | 1.3% |
| Ross Stores, Inc. | 43,558 | US$9.27M | 1.1% |
| Sandisk Corporation | 2,680 | US$6.09M | 0.74% |
| Servicenow, Inc. | 25,836 | US$2.56M | 0.31% |
| Target Corporation | 0 | US$0 | 0.00% |
| Analog Devices, Inc. | 0 | US$0 | 0.00% |
| Chipotle Mexican Grill, Inc. | 0 | US$0 | 0.00% |
| Cisco Systems, Inc. | 0 | US$0 | 0.00% |
| Cloudflare, Inc. | 0 | US$0 | 0.00% |
| Comfort Systems Usa, Inc. | 0 | US$0 | 0.00% |
| Datadog, Inc. | 0 | US$0 | 0.00% |
| Echostar Corporation | 0 | US$0 | 0.00% |
| Equinix, Inc. | 0 | US$0 | 0.00% |
| Hewlett Packard Enterprise Company | 0 | US$0 | 0.00% |
| Hyatt Hotels Corporation | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Live Nation Entertainment, Inc. | 0 | US$0 | 0.00% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |
| Roku, Inc. | 0 | US$0 | 0.00% |
| Synopsys, Inc. | 0 | US$0 | 0.00% |
| T-mobile Us, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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