Skip to content
Disclosery

Benchstone Capital Management LP

Follow

13F filer, CIK 2016777, NEW YORK, NY

Benchstone Capital Management LP reported $1,132,782,105 across 35 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 44.94% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-25-002096

Period
2025-06-30
Reported value
$1.13B
Holdings
35
Top 10 weight
44.94%
New
15
Sold out
15

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NVDAnew+409,307$64.7M
MSFTnew+102,399$50.9M
Tnew+1,664,371$48.2M
LYVnew+251,469$38M
EAnew+235,417$37.6M

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.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NFLXreduced-57,030-$76.4M
SBACexited-215,726-$47.5M
HLTexited-171,921-$39.1M
TTWOexited-151,169-$31.3M
INTUexited-49,146-$30.2M

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.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001420506-25-002096, largest first. % of portfolio is the value over $1,132,782,105, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 219,847 shares; 2025Q1: 148,756 shares; 2025Q2: 296,946 shares 296,946$65.1M5.75%+148,190Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 247,046 shares; 2025Q1: not reported; 2025Q2: 409,307 shares 409,307$64.7M5.71%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 138,037 shares; 2025Q1: 251,174 shares; 2025Q2: 252,103 shares 252,103$57.1M5.04%+929Timeline
LBRDKLIBERTY BROADBAND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 551,384 shares; 2025Q1: 548,556 shares; 2025Q2: 539,206 shares 539,206$53M4.68%-9,350Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102,399 shares 102,399$50.9M4.5%newTimeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 431,643 shares; 2025Q1: 368,670 shares; 2025Q2: 481,087 shares 481,087$50.3M4.44%+112,417Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,870,937 shares; 2025Q1: not reported; 2025Q2: 1,664,371 shares 1,664,371$48.2M4.25%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,561 shares; 2025Q1: 70,619 shares; 2025Q2: 56,823 shares 56,823$41.9M3.7%-13,796Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 62,207 shares; 2025Q1: 154,638 shares; 2025Q2: 126,424 shares 126,424$39.8M3.51%-28,214Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 251,469 shares 251,469$38M3.36%newTimeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 235,417 shares 235,417$37.6M3.32%newTimeline
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,637,709 shares; 2025Q1: 2,000,570 shares; 2025Q2: 1,809,495 shares 1,809,495$36.7M3.24%-191,075Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 110,288 shares; 2025Q1: 129,435 shares; 2025Q2: 166,490 shares 166,490$33.8M2.98%+37,055Timeline
DPZDOMINOS PIZZA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,204 shares; 2025Q1: 50,749 shares; 2025Q2: 72,921 shares 72,921$32.9M2.9%+22,172Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 597,270 shares; 2025Q2: 905,317 shares 905,317$32.5M2.87%+308,047Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 72,405 shares; 2025Q1: 73,240 shares; 2025Q2: 109,529 shares 109,529$32M2.82%+36,289Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,919 shares 29,919$30.8M2.72%newTimeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 63,338 shares; 2025Q1: 139,275 shares; 2025Q2: 111,688 shares 111,688$30.5M2.69%-27,587Timeline
ONON SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 546,566 shares; 2025Q1: not reported; 2025Q2: 575,146 shares 575,146$30.1M2.66%newTimeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 133,730 shares; 2025Q1: not reported; 2025Q2: 230,259 shares 230,259$29.4M2.59%newTimeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 122,246 shares 122,246$26.7M2.36%newTimeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 220,084 shares; 2025Q1: 226,603 shares; 2025Q2: 119,971 shares 119,971$26.5M2.34%-106,632Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,107 shares; 2025Q2: 4,520 shares 4,520$26.2M2.31%-1,587Timeline
BURLBURLINGTON STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 117,323 shares; 2025Q1: 123,503 shares; 2025Q2: 108,248 shares 108,248$25.2M2.22%-15,255Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 184,834 shares 184,834$24.5M2.16%newTimeline
WINGWINGSTOP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52,776 shares; 2025Q1: 22,723 shares; 2025Q2: 67,804 shares 67,804$22.8M2.02%+45,081Timeline
WHWYNDHAM HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 211,703 shares; 2025Q1: 206,175 shares; 2025Q2: 277,760 shares 277,760$22.6M1.99%+71,585Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 112,818 shares; 2025Q1: not reported; 2025Q2: 126,032 shares 126,032$22.2M1.96%newTimeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 383,541 shares; 2025Q1: not reported; 2025Q2: 160,539 shares 160,539$19.9M1.76%newTimeline
BRBRBELLRING BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 333,195 shares 333,195$19.3M1.7%newTimeline
SMPLSIMPLY GOOD FOODS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 518,293 shares 518,293$16.4M1.45%newTimeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 141,320 shares 141,320$14.5M1.28%newTimeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 109,249 shares; 2025Q2: 47,625 shares 47,625$10.7M0.94%-61,624Timeline
FUNSIX FLAGS ENTERTAINMENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 859,447 shares; 2025Q1: 938,426 shares; 2025Q2: 331,957 shares 331,957$10.1M0.89%-606,469Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 64,520 shares; 2025Q2: 7,490 shares 7,490$10M0.89%-57,030Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
SBACSBA COMMUNICATIONS CORP215,726$47.5Mshares
HLTHILTON WORLDWIDE HLDGS INC171,921$39.1Mshares
TTWOTAKE-TWO INTERACTIVE SOFTWAR151,169$31.3Mshares
INTUINTUIT49,146$30.2Mshares
AVGOBROADCOM INC171,818$28.8Mshares
WMTWALMART INC262,118$23Mshares
SHOPSHOPIFY INC228,782$21.8Mshares
ADBEADOBE INC42,066$16.1Mshares
TXNTEXAS INSTRS INC88,572$15.9Mshares
WWAYFAIR INC404,585$13Mshares
CDNSCADENCE DESIGN SYSTEM INC47,985$12.2Mshares
DLTRDOLLAR TREE INC156,465$11.7Mshares
OUTOUTFRONT MEDIA INC567,161$9.15Mshares
MCOMOODYS CORP8,144$3.79Mshares
PENNPENN ENTERTAINMENT INC83,168$1.36Mshares

How Q2 2025 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 0001420506-25-002096 base2025-08-14acceptance time not in the bulk data set