Benchstone Capital Management LP
38 holdingsFiling period: 2026-03-31Current AUM: $1.01Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 143.6K | $48.5M | $58.1M | 5.73% | -2,607 | 2026-03-31 |
| 2 | AVGO | BROADCOM INC | 147.7K | $45.7M | $57.5M | 5.68% | +90.2K | 2026-03-31 |
| 3 | SATS | ECHOSTAR CORP | 389.0K | $45.5M | $45.5M | 4.49% | +220.3K | 2026-03-31 |
| 4 | FWONK | LIBERTY MEDIA CORP DEL | 445.0K | $37.8M | $43.7M | 4.31% | +33.9K | 2026-03-31 |
| 5 | — | SPOTIFY TECHNOLOGY S A | 73.4K | $35.6M | $35.6M | 3.51% | +55.7K | 2026-03-31 |
| 6 | H | HYATT HOTELS CORP | 243.4K | $35.0M | $42.4M | 4.18% | +126.4K | 2026-03-31 |
| 7 | EQIX | EQUINIX INC | 34.3K | $33.6M | $35.0M | 3.45% | +10.4K | 2026-03-31 |
| 8 | GOOGL | ALPHABET INC | 115.7K | $33.3M | $41.2M | 4.07% | -- | 2026-03-31 |
| 9 | ADI | ANALOG DEVICES INC | 104.5K | $33.2M | $38.4M | 3.79% | -- | 2026-03-31 |
| 10 | BURL | BURLINGTON STORES INC | 97.1K | $31.6M | $35.8M | 3.53% | +12.2K | 2026-03-31 |
| 11 | — | ASML HLDG NV | 22.5K | $29.8M | $29.8M | 2.94% | +2.8K | 2026-03-31 |
| 12 | AMAT | APPLIED MATLS INC | 86.5K | $29.6M | $43.9M | 4.33% | +36.6K | 2026-03-31 |
| 13 | SNPS | SYNOPSYS INC | 72.8K | $28.8M | $28.3M | 2.79% | -20,613 | 2026-03-31 |
| 14 | AKAM | AKAMAI TECHNOLOGIES INC | 220.1K | $25.3M | $25.4M | 2.50% | -- | 2026-03-31 |
| 15 | LYV | LIVE NATION ENTERTAINMENT IN | 164.3K | $25.1M | $28.6M | 2.82% | -48,415 | 2026-03-31 |
| 16 | BKNG | BOOKING HOLDINGS INC | 5.5K | $23.2M | $26.6M | 2.62% | +3.4K | 2026-03-31 |
| 17 | TGT | TARGET CORP | 188.2K | $22.8M | $27.2M | 2.68% | -- | 2026-03-31 |
| 18 | WH | WYNDHAM HOTELS & RESORTS INC | 268.1K | $21.8M | $20.1M | 1.98% | -- | 2026-03-31 |
| 19 | AMZN | AMAZON COM INC | 101.8K | $21.2M | $27.6M | 2.73% | -103,990 | 2026-03-31 |
| 20 | ROKU | ROKU INC | 222.7K | $21.1M | $32.3M | 3.19% | -- | 2026-03-31 |
| 21 | ROST | ROSS STORES INC | 85.2K | $18.4M | $21.4M | 2.11% | +29.4K | 2026-03-31 |
| 22 | ZM | ZOOM COMMUNICATIONS INC | 228.1K | $18.3M | $21.9M | 2.16% | -- | 2026-03-31 |
| 23 | CSCO | CISCO SYS INC | 227.3K | $17.6M | $26.4M | 2.60% | -- | 2026-03-31 |
| 24 | NET | CLOUDFLARE INC | 81.5K | $16.8M | $22.7M | 2.24% | -- | 2026-03-31 |
| 25 | DASH | DOORDASH INC | 107.0K | $16.1M | $21.0M | 2.07% | -10,705 | 2026-03-31 |
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