13F-HR filed by Benchstone Capital Management LP
Benchstone Capital Management LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 37 holding rows worth $827,785,299.
- Accession
- 0001420506-26-001739
- Filer
- CIK 2016777
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 37 entries on the cover page, a total value of $827,785,299 stated on the cover page (in dollars after the unit check, H1), rows summing to $827,785,299 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 |
|---|---|---|---|---|---|---|
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 168,370 | $42,850,165 | dollars as filed | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 531229755 | Stock | 445,833 | $42,416,552 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 126,767 | $37,785,440 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 77,162 | $36,850,256 | dollars as filed | |
| WYNDHAM HOTELS & RESORTS INC | 98311A105 | COM | 404,224 | $34,039,703 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 183,635 | $33,886,167 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 134,728 | $33,679,305 | dollars as filed | |
| OUTFRONT MEDIA INC | 69007J304 | COM NEW | 980,390 | $32,117,576 | dollars as filed | |
| WAYFAIR INC | 94419L101 | CL A | 331,642 | $30,650,354 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 163,731 | $29,183,413 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 13,858 | $27,569,660 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 74,450 | $26,606,196 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 111,357 | $26,540,827 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 224,032 | $25,373,864 | dollars as filed | |
| WYNDHAM HOTELS & RESORTS INC | 98311A105 | COM | 300,000 | $25,263,000 | dollars as filed | put |
| MONGODB INC CL A | 60937P106 | Stock | 75,114 | $25,230,793 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 71,202 | $25,111,521 | dollars as filed | |
| TWILIO INC CL A | 90138F102 | Stock | 112,252 | $23,160,955 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 198,162 | $22,626,137 | dollars as filed | |
| AKAMAI TECHNOLOGIES INC COM | 00971T101 | Stock | 186,670 | $22,066,261 | dollars as filed | |
| BURLINGTON STORES INC COM | 122017106 | Stock | 65,240 | $20,668,032 | dollars as filed | |
| SBA COMMUNICATIONS CORP CL A | 78410G104 | REIT | 113,856 | $20,091,030 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 88,087 | $19,422,303 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 32,906 | $19,115,424 | dollars as filed | |
| American Tower Corporation | 03027X100 | COM | 111,270 | $18,200,434 | dollars as filed | |
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 66,967 | $17,454,279 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 21,149 | $15,290,727 | dollars as filed | |
| ONTO INNOVATION INC COM | 683344105 | Stock | 37,868 | $14,331,145 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 30,087 | $13,813,844 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 33,332 | $12,591,163 | dollars as filed | |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | G25457105 | Stock | 41,219 | $11,209,507 | dollars as filed | |
| ZOOM COMMUNICATIONS INC CL A | 98980L101 | Stock | 128,552 | $11,095,323 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 70,371 | $10,661,206 | dollars as filed | |
| ROSS STORES INC COM | 778296103 | Stock | 43,558 | $9,271,320 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 2,680 | $6,093,596 | dollars as filed | |
| NEBIUS GROUP N.V. | N97284108 | SHS CLASS A | 10,511 | $2,902,823 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 25,836 | $2,564,998 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-26-001739 | this filing | 2026-08-14 | acceptance time not in the bulk data set |