Benchstone Capital Management LP
36 holdingsFiling period: 2026-06-30Current AUM: $794.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | WH | WYNDHAM HOTELS & RESORTS INC | 704.2K | $59.3M | $47.5M | 5.98% | +436.1K | 2026-06-30 |
| 2 | SNOW | SNOWFLAKE INC | 168.4K | $42.9M | $54.4M | 6.84% | -- | 2026-06-30 |
| 3 | FWONK | LIBERTY MEDIA CORP DEL | 445.8K | $42.4M | $42.4M | 5.33% | +880 | 2026-06-30 |
| 4 | TXN | TEXAS INSTRS INC | 126.8K | $37.8M | $33.4M | 4.20% | -- | 2026-06-30 |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 77.2K | $36.9M | $31.9M | 4.02% | -66,475 | 2026-06-30 |
| 6 | DASH | DOORDASH INC | 183.6K | $33.9M | $36.4M | 4.58% | +76.6K | 2026-06-30 |
| 7 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 134.7K | $33.7M | $28.5M | 3.59% | +84.5K | 2026-06-30 |
| 8 | OUT | OUTFRONT MEDIA INC | 980.4K | $32.1M | $27.6M | 3.47% | +390.4K | 2026-06-30 |
| 9 | W | WAYFAIR INC | 331.6K | $30.6M | $34.4M | 4.33% | -- | 2026-06-30 |
| 10 | BKNG | BOOKING HOLDINGS INC | 163.7K | $29.2M | $28.0M | 3.53% | +158.2K | 2026-06-30 |
| 11 | — | ASML HLDG NV | 13.9K | $27.6M | $27.6M | 3.47% | -8,690 | 2026-06-30 |
| 12 | GOOGL | ALPHABET INC | 74.5K | $26.6M | $25.7M | 3.23% | -41,249 | 2026-06-30 |
| 13 | AMZN | AMAZON COM INC | 111.4K | $26.5M | $27.7M | 3.48% | +9.6K | 2026-06-30 |
| 14 | WMT | WALMART INC | 224.0K | $25.4M | $24.2M | 3.05% | +102.3K | 2026-06-30 |
| 15 | MDB | MONGODB INC | 75.1K | $25.2M | $28.4M | 3.57% | -- | 2026-06-30 |
| 16 | HD | HOME DEPOT INC | 71.2K | $25.1M | $21.8M | 2.74% | +40.7K | 2026-06-30 |
| 17 | TWLO | TWILIO INC | 112.3K | $23.2M | $27.2M | 3.42% | -- | 2026-06-30 |
| 18 | SHOP | SHOPIFY INC | 198.2K | $22.6M | $25.7M | 3.24% | -- | 2026-06-30 |
| 19 | AKAM | AKAMAI TECHNOLOGIES INC | 186.7K | $22.1M | $19.7M | 2.48% | -33,479 | 2026-06-30 |
| 20 | BURL | BURLINGTON STORES INC | 65.2K | $20.7M | $14.8M | 1.87% | -31,900 | 2026-06-30 |
| 21 | SBAC | SBA COMMUNICATIONS CORP | 113.9K | $20.1M | $20.9M | 2.62% | -- | 2026-06-30 |
| 22 | LOW | LOWES COS INC | 88.1K | $19.4M | $17.1M | 2.16% | -- | 2026-06-30 |
| 23 | AMD | ADVANCED MICRO DEVICES INC | 32.9K | $19.1M | $16.6M | 2.09% | -- | 2026-06-30 |
| 24 | AMT | AMERICAN TOWER CORP | 111.3K | $18.2M | $19.8M | 2.49% | -- | 2026-06-30 |
| 25 | — | TOWER SEMICONDUCTOR LTD | 67.0K | $17.5M | $17.5M | 2.20% | -- | 2026-06-30 |
← Scroll →
Page 1 of 2