Benchstone Capital Management LP
Q2 2026 13F filing
Updated 27 days ago37 disclosed positions worth $827.8M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SNOW SNOWFLAKE INC | $42.9M | 168.4K | 5.18% | — |
| 2 | F FWONB LIBERTY MEDIA CORP DEL | $42.4M | 445.8K | 5.12% | — |
| 3 | T TXN TEXAS INSTRS INC | $37.8M | 126.8K | 4.56% | — |
| 4 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $36.9M | 77.2K | 4.45% | — |
| 5 | W WH WYNDHAM HOTELS & RESORTS INC | $34M | 404.2K | 4.11% | — |
| 6 | D DASH DOORDASH INC | $33.9M | 183.6K | 4.09% | — |
| 7 | T TTWO TAKE-TWO INTERACTIVE SOFTWAR | $33.7M | 134.7K | 4.07% | — |
| 8 | O OUT OUTFRONT MEDIA INC | $32.1M | 980.4K | 3.88% | — |
| 9 | W W WAYFAIR INC | $30.7M | 331.6K | 3.70% | — |
| 10 | B BKNG BOOKING HOLDINGS INC | $29.2M | 163.7K | 3.53% | — |
| 11 | A ASMLF ASML HLDG NV | $27.6M | 13.9K | 3.33% | — |
| 12 | G GOOGN ALPHABET INC | $26.6M | 74.5K | 3.21% | — |
| 13 | A AMZN AMAZON COM INC | $26.5M | 111.4K | 3.21% | — |
| 14 | W WMT WALMART INC | $25.4M | 224.0K | 3.07% | — |
| 15 | W WH WYNDHAM HOTELS & RESORTS INC | $25.3M | 300.0K | 3.05% | — |
| 16 | M MDB MONGODB INC | $25.2M | 75.1K | 3.05% | — |
| 17 | H HD HOME DEPOT INC | $25.1M | 71.2K | 3.03% | — |
| 18 | T TWLO TWILIO INC | $23.2M | 112.3K | 2.80% | — |
| 19 | S SHOP SHOPIFY INC | $22.6M | 198.2K | 2.73% | — |
| 20 | A AKAM AKAMAI TECHNOLOGIES INC | $22.1M | 186.7K | 2.67% | — |
| 21 | B BURL BURLINGTON STORES INC | $20.7M | 65.2K | 2.50% | — |
| 22 | S SBAC SBA COMMUNICATIONS CORP | $20.1M | 113.9K | 2.43% | — |
| 23 | L LOW LOWES COS INC | $19.4M | 88.1K | 2.35% | — |
| 24 | A AMD ADVANCED MICRO DEVICES INC | $19.1M | 32.9K | 2.31% | — |
| 25 | A AMT AMERICAN TOWER CORP | $18.2M | 111.3K | 2.20% | — |
| 26 | T TSEM TOWER SEMICONDUCTOR LTD | $17.5M | 67.0K | 2.11% | — |
| 27 | A AMAT APPLIED MATLS INC | $15.3M | 21.1K | 1.85% | — |
| 28 | O ONTO ONTO INNOVATION INC | $14.3M | 37.9K | 1.73% | — |
| 29 | S SPOT SPOTIFY TECHNOLOGY S A | $13.8M | 30.1K | 1.67% | — |
| 30 | A AVGO BROADCOM INC | $12.6M | 33.3K | 1.52% | — |
| 31 | C CRDO CREDO TECHNOLOGY GROUP HOLDI | $11.2M | 41.2K | 1.35% | — |
| 32 | Z ZM ZOOM COMMUNICATIONS INC | $11.1M | 128.6K | 1.34% | — |
| 33 | T TJX TJX COS INC NEW | $10.7M | 70.4K | 1.29% | — |
| 34 | R ROST ROSS STORES INC | $9.3M | 43.6K | 1.12% | — |
| 35 | S SNDK SANDISK CORP | $6.1M | 2.7K | 0.74% | — |
| 36 | N NBIS NEBIUS GROUP N.V. | $2.9M | 10.5K | 0.35% | — |
| 37 | N NOW SERVICENOW INC | $2.6M | 25.8K | 0.31% | — |