# Benchstone Capital Management LP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2016777. Source: https://holderbook.com/funds/2016777-benchstone-capital-management-lp/

- Reported value: $827.8M
- Positions: 36
- Weight of the ten largest: 45.8%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| WYNDHAM HOTELS & RESORTS INC | [WH](https://holderbook.com/stocks/WH/) | $59.3M | 404,224 | 7.2% | 2 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $42.9M | 168,370 | 5.2% | 1 |
| LIBERTY MEDIA CORP DEL | [FWONK](https://holderbook.com/stocks/FWONK/) | $42.4M | 445,833 | 5.1% | 7 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $37.8M | 126,767 | 4.6% | 1 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $36.9M | 77,162 | 4.5% | 7 |
| DOORDASH INC | [DASH](https://holderbook.com/stocks/DASH/) | $33.9M | 183,635 | 4.1% | 3 |
| TAKE-TWO INTERACTIVE SOFTWAR | [TTWO](https://holderbook.com/stocks/TTWO/) | $33.7M | 134,728 | 4.1% | 3 |
| OUTFRONT MEDIA INC | [OUT](https://holderbook.com/stocks/OUT/) | $32.1M | 980,390 | 3.9% | 2 |
| WAYFAIR INC | [W](https://holderbook.com/stocks/W/) | $30.7M | 331,642 | 3.7% | 1 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $29.2M | 163,731 | 3.5% | 3 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $27.6M | 13,858 | 3.3% | 3 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $26.6M | 74,450 | 3.2% | 2 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $26.5M | 111,357 | 3.2% | 7 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $25.4M | 224,032 | 3.1% | 2 |
| MONGODB INC | [MDB](https://holderbook.com/stocks/MDB/) | $25.2M | 75,114 | 3.0% | 1 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $25.1M | 71,202 | 3.0% | 4 |
| TWILIO INC | [TWLO](https://holderbook.com/stocks/TWLO/) | $23.2M | 112,252 | 2.8% | 1 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $22.6M | 198,162 | 2.7% | 1 |
| AKAMAI TECHNOLOGIES INC | [AKAM](https://holderbook.com/stocks/AKAM/) | $22.1M | 186,670 | 2.7% | 2 |
| BURLINGTON STORES INC | [BURL](https://holderbook.com/stocks/BURL/) | $20.7M | 65,240 | 2.5% | 3 |
| SBA COMMUNICATIONS CORP | [SBAC](https://holderbook.com/stocks/SBAC/) | $20.1M | 113,856 | 2.4% | 1 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $19.4M | 88,087 | 2.3% | 1 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $19.1M | 32,906 | 2.3% | 1 |
| AMERICAN TOWER CORP | [AMT](https://holderbook.com/stocks/AMT/) | $18.2M | 111,270 | 2.2% | 1 |
| TOWER SEMICONDUCTOR LTD | [TSEM](https://holderbook.com/stocks/TSEM/) | $17.5M | 66,967 | 2.1% | 1 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $15.3M | 21,149 | 1.8% | 4 |
| ONTO INNOVATION INC | [ONTO](https://holderbook.com/stocks/ONTO/) | $14.3M | 37,868 | 1.7% | 3 |
| SPOTIFY TECHNOLOGY S A | [SPOT](https://holderbook.com/stocks/SPOT/) | $13.8M | 30,087 | 1.7% | 3 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $12.6M | 33,332 | 1.5% | 4 |
| CREDO TECHNOLOGY GROUP HOLDI | [CRDO](https://holderbook.com/stocks/CRDO/) | $11.2M | 41,219 | 1.4% | 1 |
| ZOOM COMMUNICATIONS INC | [ZM](https://holderbook.com/stocks/ZM/) | $11.1M | 128,552 | 1.3% | 2 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $10.7M | 70,371 | 1.3% | 2 |
| ROSS STORES INC | [ROST](https://holderbook.com/stocks/ROST/) | $9.3M | 43,558 | 1.1% | 5 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $6.1M | 2,680 | 0.7% | 1 |
| NEBIUS GROUP N.V. | [NBIS](https://holderbook.com/stocks/NBIS/) | $2.9M | 10,511 | 0.4% | 1 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $2.6M | 25,836 | 0.3% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +21.2% | +14.8% | +6.4% | 100% |
| Q1 2026 | -8.0% | -4.6% | -3.3% | 100% |
| Q4 2025 | -1.7% | +2.4% | -4.1% | 100% |
| Q3 2025 | -1.1% | +7.8% | -9.0% | 100% |
| Q2 2025 | +17.2% | +10.5% | +6.8% | 100% |
| Q1 2025 | -7.7% | -4.6% | -3.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $827.8M | 36 |
| Q1 2026 | $859.5M | 38 |
| Q4 2025 | $928.5M | 45 |
| Q3 2025 | $733.3M | 27 |
| Q2 2025 | $1.1B | 35 |
| Q1 2025 | $940.9M | 35 |
| Q4 2024 | $966.9M | 36 |