Skip to content
Disclosery

Benchstone Capital Management LP

Follow

13F filer, CIK 2016777, NEW YORK, NY

Benchstone Capital Management LP reported $827,785,299 across 37 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 44.04% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-001739

Period
2026-06-30
Reported value
$828M
Holdings
37
Top 10 weight
44.04%
New
16
Sold out
17

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SNOWnew+168,370$42.9M
TXNnew+126,767$37.8M
Wnew+331,642$30.7M
BKNGadded+158,216$28.2M
MDBnew+75,114$25.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AMATreduced-65,379-$47.3M
ECHOexited-388,987-$45.5M
AVGOreduced-114,415-$43.2M
Hexited-243,386-$35M
EQIXexited-34,324-$33.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001420506-26-001739, largest first. % of portfolio is the value over $802,522,299, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 109,249 shares; 2025Q2: 47,625 shares; 2025Q3: 47,280 shares; 2025Q4: 60,804 shares; 2026Q1: not reported; 2026Q2: 168,370 shares 168,370$42.9M5.34%newTimeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 431,643 shares; 2025Q1: 368,670 shares; 2025Q2: 481,087 shares; 2025Q3: 477,425 shares; 2025Q4: 411,064 shares; 2026Q1: 444,953 shares; 2026Q2: 445,833 shares 445,833$42.4M5.29%+880Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 88,572 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,590 shares; 2026Q1: not reported; 2026Q2: 126,767 shares 126,767$37.8M4.71%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 138,037 shares; 2025Q1: 251,174 shares; 2025Q2: 252,103 shares; 2025Q3: 97,581 shares; 2025Q4: 146,244 shares; 2026Q1: 143,637 shares; 2026Q2: 77,162 shares 77,162$36.9M4.59%-66,475Timeline
WHWYNDHAM HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 211,703 shares; 2025Q1: 206,175 shares; 2025Q2: 277,760 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 268,077 shares; 2026Q2: 404,224 shares 404,224$34M4.24%+136,147Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 117,713 shares; 2026Q1: 107,008 shares; 2026Q2: 183,635 shares 183,635$33.9M4.22%+76,627Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 131,542 shares; 2025Q1: 151,169 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116,774 shares; 2026Q1: 50,216 shares; 2026Q2: 134,728 shares 134,728$33.7M4.2%+84,512Timeline
OUTOUTFRONT MEDIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 567,161 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 590,029 shares; 2026Q2: 980,390 shares 980,390$32.1M4%+390,361Timeline
WWAYFAIR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 364,372 shares; 2025Q1: 404,585 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 228,226 shares; 2026Q1: not reported; 2026Q2: 331,642 shares 331,642$30.7M3.82%newTimeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,107 shares; 2025Q2: 4,520 shares; 2025Q3: not reported; 2025Q4: 2,160 shares; 2026Q1: 5,515 shares; 2026Q2: 163,731 shares 163,731$29.2M3.64%+158,216Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,722 shares; 2026Q1: 22,548 shares; 2026Q2: 13,858 shares 13,858$27.6M3.44%-8,690Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 112,818 shares; 2025Q1: not reported; 2025Q2: 126,032 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 115,699 shares; 2026Q2: 74,450 shares 74,450$26.6M3.32%-41,249Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 219,847 shares; 2025Q1: 148,756 shares; 2025Q2: 296,946 shares; 2025Q3: 112,039 shares; 2025Q4: 205,764 shares; 2026Q1: 101,774 shares; 2026Q2: 111,357 shares 111,357$26.5M3.31%+9,583Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 369,864 shares; 2025Q1: 262,118 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 121,708 shares; 2026Q2: 224,032 shares 224,032$25.4M3.16%+102,324Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,727 shares; 2026Q1: not reported; 2026Q2: 75,114 shares 75,114$25.2M3.14%newTimeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104,687 shares; 2025Q4: 76,313 shares; 2026Q1: 30,485 shares; 2026Q2: 71,202 shares 71,202$25.1M3.13%+40,717Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 112,252 shares 112,252$23.2M2.89%newTimeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 233,647 shares; 2025Q1: 228,782 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 158,023 shares; 2026Q1: not reported; 2026Q2: 198,162 shares 198,162$22.6M2.82%newTimeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 220,149 shares; 2026Q2: 186,670 shares 186,670$22.1M2.75%-33,479Timeline
BURLBURLINGTON STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 117,323 shares; 2025Q1: 123,503 shares; 2025Q2: 108,248 shares; 2025Q3: not reported; 2025Q4: 84,894 shares; 2026Q1: 97,140 shares; 2026Q2: 65,240 shares 65,240$20.7M2.58%-31,900Timeline
SBACSBA COMMUNICATIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 164,046 shares; 2025Q1: 215,726 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 113,856 shares 113,856$20.1M2.5%newTimeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 88,087 shares 88,087$19.4M2.42%newTimeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,681 shares; 2026Q1: not reported; 2026Q2: 32,906 shares 32,906$19.1M2.38%newTimeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 220,084 shares; 2025Q1: 226,603 shares; 2025Q2: 119,971 shares; 2025Q3: 155,638 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 111,270 shares 111,270$18.2M2.27%newTimeline
TSEMTOWER SEMICONDUCTOR LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 238,330 shares; 2025Q4: 96,225 shares; 2026Q1: not reported; 2026Q2: 66,967 shares 66,967$17.5M2.17%newTimeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,255 shares; 2025Q4: 49,976 shares; 2026Q1: 86,528 shares; 2026Q2: 21,149 shares 21,149$15.3M1.91%-65,379Timeline
ONTOONTO INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 148,963 shares; 2026Q1: 16,121 shares; 2026Q2: 37,868 shares 37,868$14.3M1.79%+21,747Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,768 shares; 2026Q1: 73,428 shares; 2026Q2: 30,087 shares 30,087$13.8M1.72%-43,341Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 171,818 shares; 2025Q2: not reported; 2025Q3: 96,816 shares; 2025Q4: 57,591 shares; 2026Q1: 147,747 shares; 2026Q2: 33,332 shares 33,332$12.6M1.57%-114,415Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,219 shares 41,219$11.2M1.4%newTimeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 228,082 shares; 2026Q2: 128,552 shares 128,552$11.1M1.38%-99,530Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94,031 shares; 2026Q2: 70,371 shares 70,371$10.7M1.33%-23,660Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 133,730 shares; 2025Q1: not reported; 2025Q2: 230,259 shares; 2025Q3: 260,384 shares; 2025Q4: 55,785 shares; 2026Q1: 85,150 shares; 2026Q2: 43,558 shares 43,558$9.27M1.16%-41,592Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,680 shares 2,680$6.09M0.76%newTimeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,511 shares 10,511$2.9M0.36%newTimeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,919 shares; 2025Q3: 40,714 shares; 2025Q4: 137,591 shares; 2026Q1: not reported; 2026Q2: 25,836 shares 25,836$2.56M0.32%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
WHWYNDHAM HOTELS & RESORTS INC COMput300,000$25.3Mnew

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ECHOECHOSTAR CORP388,987$45.5Mshares
HHYATT HOTELS CORP243,386$35Mshares
EQIXEQUINIX INC34,324$33.6Mshares
ADIANALOG DEVICES INC104,474$33.2Mshares
SNPSSYNOPSYS INC72,750$28.8Mshares
LYVLIVE NATION ENTERTAINMENT IN164,276$25.1Mshares
TGTTARGET CORP188,206$22.8Mshares
ROKUROKU INC222,735$21.1Mshares
CSCOCISCO SYS INC227,275$17.6Mshares
NETCLOUDFLARE INC81,483$16.8Mshares
DDOGDATADOG INC131,258$15.5Mshares
TMUST-MOBILE US INC69,222$14.5Mshares
METAMETA PLATFORMS INC19,098$10.9Mshares
CMGCHIPOTLE MEXICAN GRILL INC324,163$10.4Mshares
FIXCOMFORT SYS USA INC6,996$9.65Mshares
HPEHEWLETT PACKARD ENTERPRISE C381,243$9.08Mshares
INTUINTUIT10,473$4.53Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-26-001739 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001420506-26-001739 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001420506-26-001126 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001420506-26-000483 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001420506-25-003288 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001420506-25-002096 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001420506-25-001254 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0001420506-25-000509 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set