Investor
Benchstone Capital Management LP
CIK 0002016777 · filed 2026-05-15 · SEC filing
13F book
$859.5M
Positions
38
16 new · 21 sold
Largest name
5.6%
Taiwan Semiconductor Mfg Ltd
Est. mark
−$8.18M
Price effect on 22 names still held. Flow −$20.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Ltd | — | 143.6K | $48.5M | 5.6% | $4.89M | Cut$4.1M |
| Broadcom Inc. | AVGO | 147.7K | $45.7M | 5.3% | −$2.11M | Added$25.8M |
| Echostar Corp | ECHO | 389K | $45.5M | 5.3% | $1.41M | Added$27.2M |
| Liberty Media Corp Del | — | 445K | $37.8M | 4.4% | −$5.55M | Added−$2.66M |
| Spotify Technology S.A. | SPOT | 73.4K | $35.6M | 4.1% | −$1.7M | Added$25.3M |
| Hyatt Hotels Corp | H | 243.4K | $35M | 4.1% | −$1.93M | Added$16.2M |
| Equinix Inc | EQIX | 34.3K | $33.6M | 3.9% | $5.12M | Added$15.3M |
| Alphabet Inc | — | 115.7K | $33.3M | 3.9% | — | New |
| Analog Devices Inc | ADI | 104.5K | $33.2M | 3.9% | — | New |
| Burlington Stores, Inc. | BURL | 97.1K | $31.6M | 3.7% | $3.1M | Added$7.09M |
| Asml Holding N V | — | 22.5K | $29.8M | 3.5% | $4.95M | Added$8.68M |
| Applied Matls Inc | — | 86.5K | $29.6M | 3.4% | $4.24M | Added$16.7M |
| Synopsys Inc | SNPS | 72.8K | $28.8M | 3.4% | −$5.33M | Cut−$15M |
| Akamai Technologies Inc | AKAM | 220.1K | $25.3M | 2.9% | — | New |
| Live Nation Entertainment In | — | 164.3K | $25.1M | 2.9% | $1.64M | Cut−$5.25M |
| Booking Holdings Inc. | BKNG | 5.51K | $23.2M | 2.7% | −$2.47M | Added$11.7M |
| Target Corp | TGT | 188.2K | $22.8M | 2.7% | — | New |
| Wyndham Hotels & Resorts, Inc. | WH | 268.1K | $21.8M | 2.5% | — | New |
| Amazon Com Inc | AMZN | 101.8K | $21.2M | 2.5% | −$2.3M | Cut−$26.3M |
| Roku, Inc | ROKU | 222.7K | $21.1M | 2.5% | — | New |
| Ross Stores, Inc. | ROST | 85.2K | $18.4M | 2.1% | $2.04M | Added$8.4M |
| Zoom Communications, Inc. | ZM | 228.1K | $18.3M | 2.1% | — | New |
| Cisco Sys Inc | — | 227.3K | $17.6M | 2.1% | — | New |
| Cloudflare, Inc. | NET | 81.5K | $16.8M | 2.0% | — | New |
| DoorDash, Inc. | DASH | 107K | $16.1M | 1.9% | −$8.17M | Cut−$10.6M |
| OUTFRONT Media Inc. | OUT | 590K | $15.6M | 1.8% | — | New |
| Datadog, Inc. | DDOG | 131.3K | $15.5M | 1.8% | — | New |
| Walmart Inc. | WMT | 121.7K | $15.1M | 1.8% | — | New |
| Tjx Cos Inc New | — | 94K | $15M | 1.7% | — | New |
| T-Mobile Us Inc | — | 69.2K | $14.5M | 1.7% | — | New |
| Meta Platforms, Inc. | META | 19.1K | $10.9M | 1.3% | −$1.68M | Cut−$31.6M |
| Chipotle Mexican Grill Inc | CMG | 324.2K | $10.4M | 1.2% | −$1.62M | Cut−$10.3M |
| Home Depot, Inc. | HD | 30.5K | $10M | 1.2% | −$463.7K | Cut−$16.2M |
| Take-Two Interactive Softwar | — | 50.2K | $9.92M | 1.2% | −$2.94M | Cut−$20M |
| Comfort Sys Usa Inc | — | 7K | $9.65M | 1.1% | — | New |
| Hewlett Packard Enterprise C | — | 381.2K | $9.08M | 1.1% | −$80.1K | Cut−$4.05M |
| Intuit Inc. | INTU | 10.5K | $4.53M | 0.5% | — | New |
| Onto Innovation Inc. | ONTO | 16.1K | $3.31M | 0.4% | $761.1K | Cut−$20.2M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.