13F-HR filed by Benchstone Capital Management LP
Benchstone Capital Management LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 45 holding rows worth $928,473,564.
- Accession
- 0001420506-26-000483
- Filer
- CIK 2016777
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 45 entries on the cover page, a total value of $928,473,564 stated on the cover page (in dollars after the unit check, H1), rows summing to $928,473,564 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 | 205,764 | $47,494,446 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 146,244 | $44,442,089 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 93,363 | $43,854,468 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 64,411 | $42,517,057 | dollars as filed | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 531229755 | Stock | 411,064 | $40,493,915 | dollars as filed | |
| LIVE NATION ENTERTAINMENT INC COM | 538034109 | Stock | 212,691 | $30,308,468 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 116,774 | $29,897,647 | dollars as filed | |
| LUMEN TECHNOLOGIES INC | 550241103 | COM | 3,500,000 | $27,195,000 | dollars as filed | put |
| DOORDASH INC CL A | 25809K105 | Stock | 117,713 | $26,659,640 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 76,313 | $26,259,303 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 158,023 | $25,436,962 | dollars as filed | |
| BURLINGTON STORES INC COM | 122017106 | Stock | 84,894 | $24,521,632 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 90,157 | $23,883,491 | dollars as filed | |
| ONTO INNOVATION INC COM | 683344105 | Stock | 148,963 | $23,515,299 | dollars as filed | |
| WAYFAIR INC | 94419L101 | CL A | 228,226 | $22,916,173 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 192,840 | $21,939,407 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 51,727 | $21,709,305 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 19,722 | $21,099,779 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 137,591 | $21,077,565 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 559,026 | $20,683,962 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 57,591 | $19,932,245 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 101,498 | $19,782,975 | dollars as filed | |
| HYATT HOTELS CORP COM CL A | 448579102 | Stock | 116,961 | $18,751,188 | dollars as filed | |
| ECHOSTAR CORP | 278768106 | CL A | 168,657 | $18,333,016 | dollars as filed | |
| EQUINIX INC COM | 29444U700 | REIT | 23,895 | $18,307,393 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 134,652 | $17,643,452 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 94,590 | $16,410,419 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 187,212 | $15,297,093 | dollars as filed | |
| RED ROCK RESORTS INC | 75700L108 | CL A | 240,733 | $14,913,409 | dollars as filed | |
| BOYDGAMINGCORP | 103304101 | STOK | 173,401 | $14,780,701 | dollars as filed | |
| PARAMOUNT SKYDANCE CORP | 69932a204 | COM CL B | 1,000,000 | $13,400,000 | dollars as filed | put |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 60,804 | $13,337,965 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 546,395 | $13,124,408 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 49,976 | $12,843,332 | dollars as filed | |
| ROYAL CARIBBEAN GROUP COM | V7780T103 | Stock | 41,720 | $11,636,542 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 2,160 | $11,567,513 | dollars as filed | |
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 96,225 | $11,298,740 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 366,713 | $10,961,052 | dollars as filed | |
| ATLASSIANCORPCLASSA | 049468101 | STOK | 66,049 | $10,709,185 | dollars as filed | |
| ON SEMICONDUCTOR CORP COM | 682189105 | Stock | 194,080 | $10,509,432 | dollars as filed | |
| CHURCHILL DOWNS INC | 171484108 | COM | 91,618 | $10,424,296 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 17,768 | $10,318,055 | dollars as filed | |
| ROSS STORES INC COM | 778296103 | Stock | 55,785 | $10,049,110 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 46,681 | $9,997,203 | dollars as filed | |
| DUTCH BROS INC | 26701L100 | CL A | 134,584 | $8,239,232 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-26-000483 | this filing | 2026-02-17 | acceptance time not in the bulk data set |