13F-HR filed by Benchstone Capital Management LP
Benchstone Capital Management LP filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 35 holding rows worth $1,132,782,105.
- Accession
- 0001420506-25-002096
- Filer
- CIK 2016777
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 35 entries on the cover page, a total value of $1,132,782,105 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,132,782,105 with VALUE read as dollars as filed, 13F file number 028-25181. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Amazon.com, Inc | 023135106 | COM | 296,946 | $65,146,983 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 409,307 | $64,666,413 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 252,103 | $57,098,808 | dollars as filed | |
| LIBERTY BROADBAND CORP | 530307305 | COM SER C | 539,206 | $53,047,086 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 102,399 | $50,934,287 | dollars as filed | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 531229755 | Stock | 481,087 | $50,273,592 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 1,664,371 | $48,166,897 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 56,823 | $41,940,488 | dollars as filed | |
| MONDAY COM LTD SHS | M7S64H106 | Stock | 126,424 | $39,757,820 | dollars as filed | |
| LIVE NATION ENTERTAINMENT INC COM | 538034109 | Stock | 251,469 | $38,042,230 | dollars as filed | |
| ELECTRONIC ARTS INC COM | 285512109 | Stock | 235,417 | $37,596,095 | dollars as filed | |
| NORWEGIAN CRUISE LINE HLDGS LT SHS | G66721104 | Stock | 1,809,495 | $36,696,559 | dollars as filed | |
| ATLASSIANCORPCLASSA | 049468101 | STOK | 166,490 | $33,812,454 | dollars as filed | |
| DOMINOS PIZZA INC COM | 25754A201 | Stock | 72,921 | $32,858,203 | dollars as filed | |
| PINTEREST INC CL A | 72352L106 | Stock | 905,317 | $32,464,668 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 109,529 | $32,001,088 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 29,919 | $30,759,126 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 111,688 | $30,456,201 | dollars as filed | |
| ON SEMICONDUCTOR CORP COM | 682189105 | Stock | 575,146 | $30,143,402 | dollars as filed | |
| ROSS STORES INC COM | 778296103 | Stock | 230,259 | $29,376,443 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 122,246 | $26,726,643 | dollars as filed | |
| American Tower Corporation | 03027X100 | COM | 119,971 | $26,515,990 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 4,520 | $26,167,365 | dollars as filed | |
| BURLINGTON STORES INC COM | 122017106 | Stock | 108,248 | $25,182,815 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 184,834 | $24,460,932 | dollars as filed | |
| WINGSTOP INC COM | 974155103 | Stock | 67,804 | $22,832,319 | dollars as filed | |
| WYNDHAM HOTELS & RESORTS INC | 98311A105 | COM | 277,760 | $22,556,890 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 126,032 | $22,210,619 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 160,539 | $19,908,441 | dollars as filed | |
| BELLRING BRANDS INC COMMON STOCK | 07831C103 | Stock | 333,195 | $19,301,986 | dollars as filed | |
| SIMPLY GOOD FOODS CO COM | 82900L102 | Stock | 518,293 | $16,372,876 | dollars as filed | |
| CROWN CASTLE INC COM | 22822V101 | REIT | 141,320 | $14,517,804 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 47,625 | $10,657,046 | dollars as filed | |
| SIX FLAGS ENTERTAINMENT CORP COM | 83001C108 | Stock | 331,957 | $10,101,452 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 7,490 | $10,030,084 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-25-002096 | this filing | 2025-08-14 | acceptance time not in the bulk data set |