13F-HR filed by Benchstone Capital Management LP
Benchstone Capital Management LP filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 27 holding rows worth $733,274,803.
- Accession
- 0001420506-25-003288
- Filer
- CIK 2016777
- Filed
- 2025-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 27 entries on the cover page, a total value of $733,274,803 stated on the cover page (in dollars after the unit check, H1), rows summing to $733,274,803 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 |
|---|---|---|---|---|---|---|
| Microsoft Corp | 594918104 | COM | 111,114 | $57,551,496 | dollars as filed | |
| NORWEGIAN CRUISE LINE HLDGS LT SHS | G66721104 | Stock | 2,133,322 | $52,543,721 | dollars as filed | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 531229755 | Stock | 477,425 | $49,867,041 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 163,348 | $49,639,824 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 64,041 | $47,030,430 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 104,687 | $42,418,126 | dollars as filed | |
| ROSS STORES INC COM | 778296103 | Stock | 260,384 | $39,679,918 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 40,714 | $37,468,280 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 185,407 | $34,593,238 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 96,816 | $31,940,567 | dollars as filed | |
| American Tower Corporation | 03027X100 | COM | 155,638 | $29,932,300 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 97,581 | $27,253,397 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 112,039 | $24,600,403 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 933,910 | $22,936,830 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 77,059 | $21,672,073 | dollars as filed | |
| LIBERTY BROADBAND CORP | 530307305 | COM SER C | 319,911 | $20,327,145 | dollars as filed | |
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 1,026,645 | $20,050,377 | dollars as filed | |
| MONDAY COM LTD SHS | M7S64H106 | Stock | 97,787 | $18,940,364 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 84,255 | $17,250,369 | dollars as filed | |
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 238,330 | $17,231,259 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 67,510 | $15,999,870 | dollars as filed | |
| ATLASSIANCORPCLASSA | 049468101 | STOK | 92,694 | $14,803,232 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 27,036 | $13,339,292 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 47,280 | $10,664,004 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 8,380 | $10,046,950 | dollars as filed | |
| SIMPLY GOOD FOODS CO COM | 82900L102 | Stock | 180,899 | $4,489,913 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 11,947 | $1,004,384 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-25-003288 | this filing | 2025-11-14 | acceptance time not in the bulk data set |