EdgeMarket › What Benchstone Capital Management Lp reported owning
What Benchstone Capital Management Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
859.5MPositions
38Quarter
2026-03-31Shown below
38largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 48.5M | 5.6% | 143.6K | 418.95 | +83.3% |
| AVGO Broadcom Inc. | 45.7M | 5.3% | 147.7K | 368.45 | +26.5% |
| ECHO EchoStar CORP | 45.5M | 5.3% | 389.0K | 86.81 | +214.0% |
| FWONK Liberty Media Corp | 37.8M | 4.4% | 445.0K | 104.94 | +3.2% |
| SPOT Spotify Technology S.A. | 35.6M | 4.1% | 73.4K | 533.72 | -24.2% |
| H Hyatt Hotels Corp | 35.0M | 4.1% | 243.4K | 180.67 | +31.6% |
| EQIX EQUINIX INC | 33.6M | 3.9% | 34.3K | 1,065.39 | +37.2% |
| GOOGL Alphabet Inc. | 33.3M | 3.9% | 115.7K | 344.82 | +73.0% |
| ADI ANALOG DEVICES INC | 33.2M | 3.9% | 104.5K | 373.09 | +52.4% |
| BURL Burlington Stores, Inc. | 31.6M | 3.7% | 97.1K | 326.50 | +17.7% |
| ASML ASML HOLDING NV | 29.8M | 3.5% | 22.5K | 1,763.76 | +135.3% |
| AMAT APPLIED MATERIALS INC /DE | 29.6M | 3.4% | 86.5K | 492.32 | +205.9% |
| SNPS SYNOPSYS INC | 28.8M | 3.4% | 72.8K | 397.87 | -33.8% |
| AKAM AKAMAI TECHNOLOGIES INC | 25.3M | 2.9% | 220.1K | 110.42 | +45.2% |
| LYV Live Nation Entertainment, Inc. | 25.1M | 2.9% | 164.3K | 181.82 | +12.3% |
| BKNG Booking Holdings Inc. | 23.2M | 2.7% | 5.5K | 209.62 | -7.1% |
| TGT TARGET CORP | 22.8M | 2.7% | 188.2K | 165.44 | +67.6% |
| WH WYNDHAM HOTELS & RESORTS, INC. | 21.8M | 2.5% | 268.1K | 74.62 | -13.7% |
| AMZN AMAZON COM INC | 21.2M | 2.5% | 101.8K | 258.63 | +15.6% |
| ROKU ROKU, INC | 21.1M | 2.5% | 222.7K | 157.49 | +78.0% |
| ROST ROSS STORES, INC. | 18.4M | 2.1% | 85.2K | 239.04 | +63.3% |
| ZM Zoom Communications, Inc. | 18.3M | 2.1% | 228.1K | 107.43 | +48.9% |
| CSCO CISCO SYSTEMS, INC. | 17.6M | 2.1% | 227.3K | 111.04 | +65.5% |
| NET Cloudflare, Inc. | 16.8M | 2.0% | 81.5K | 293.14 | +51.7% |
| DASH DoorDash, Inc. | 16.1M | 1.9% | 107.0K | 223.49 | -8.3% |
| OUT OUTFRONT Media Inc. | 15.6M | 1.8% | 590.0K | 29.83 | +57.0% |
| DDOG Datadog, Inc. | 15.5M | 1.8% | 131.3K | 235.62 | +83.4% |
| WMT Walmart Inc. | 15.1M | 1.8% | 121.7K | 103.70 | +1.1% |
| TJX TJX COMPANIES INC /DE/ | 15.0M | 1.7% | 94.0K | 140.53 | +1.6% |
| TMUS T-Mobile US, Inc. | 14.5M | 1.7% | 69.2K | 183.04 | -29.3% |
| META Meta Platforms, Inc. | 10.9M | 1.3% | 19.1K | 549.90 | -26.5% |
| CMG CHIPOTLE MEXICAN GRILL INC | 10.4M | 1.2% | 324.2K | 36.90 | -14.3% |
| HD HOME DEPOT, INC. | 10.0M | 1.2% | 30.5K | 335.61 | -16.5% |
| TTWO TAKE TWO INTERACTIVE SOFTWARE INC | 9.9M | 1.2% | 50.2K | 239.62 | +4.8% |
| FIX COMFORT SYSTEMS USA INC | 9.6M | 1.1% | 7.0K | 1,655.61 | +143.1% |
| HPE Hewlett Packard Enterprise Co | 9.1M | 1.1% | 381.2K | 53.45 | +154.0% |
| INTU INTUIT INC. | 4.5M | 0.5% | 10.5K | 367.00 | -47.5% |
| ONTO ONTO INNOVATION INC. | 3.3M | 0.4% | 16.1K | 293.33 | +176.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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