Skip to content
Disclosery

Benchstone Capital Management LP

Follow

13F filer, CIK 2016777, NEW YORK, NY

Benchstone Capital Management LP reported $733,274,803 across 27 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 60.38% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-25-003288

Period
2025-09-30
Reported value
$733M
Holdings
27
Top 10 weight
60.38%
New
8
Sold out
16

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HDnew+104,687$42.4M
AVGOnew+96,816$31.9M
HPEnew+933,910$22.9M
WBDnew+1,026,645$20.1M
AMATnew+84,255$17.3M

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
Texited-1,664,371-$48.2M
TSMreduced-154,522-$43.2M
NVDAreduced-223,900-$41.8M
AMZNreduced-184,907-$40.6M
LYVexited-251,469-$38M

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, Q3 2025

Share positions as resolved from 13F-HR 0001420506-25-003288, largest first. % of portfolio is the value over $733,274,803, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102,399 shares; 2025Q3: 111,114 shares 111,114$57.6M7.85%+8,715Timeline
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,637,709 shares; 2025Q1: 2,000,570 shares; 2025Q2: 1,809,495 shares; 2025Q3: 2,133,322 shares 2,133,322$52.5M7.17%+323,827Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 431,643 shares; 2025Q1: 368,670 shares; 2025Q2: 481,087 shares; 2025Q3: 477,425 shares 477,425$49.9M6.8%-3,662Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 72,405 shares; 2025Q1: 73,240 shares; 2025Q2: 109,529 shares; 2025Q3: 163,348 shares 163,348$49.6M6.77%+53,819Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,561 shares; 2025Q1: 70,619 shares; 2025Q2: 56,823 shares; 2025Q3: 64,041 shares 64,041$47M6.41%+7,218Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104,687 shares 104,687$42.4M5.78%newTimeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 133,730 shares; 2025Q1: not reported; 2025Q2: 230,259 shares; 2025Q3: 260,384 shares 260,384$39.7M5.41%+30,125Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,919 shares; 2025Q3: 40,714 shares 40,714$37.5M5.11%+10,795Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 247,046 shares; 2025Q1: not reported; 2025Q2: 409,307 shares; 2025Q3: 185,407 shares 185,407$34.6M4.72%-223,900Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 171,818 shares; 2025Q2: not reported; 2025Q3: 96,816 shares 96,816$31.9M4.36%newTimeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 220,084 shares; 2025Q1: 226,603 shares; 2025Q2: 119,971 shares; 2025Q3: 155,638 shares 155,638$29.9M4.08%+35,667Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 138,037 shares; 2025Q1: 251,174 shares; 2025Q2: 252,103 shares; 2025Q3: 97,581 shares 97,581$27.3M3.72%-154,522Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 219,847 shares; 2025Q1: 148,756 shares; 2025Q2: 296,946 shares; 2025Q3: 112,039 shares 112,039$24.6M3.35%-184,907Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 933,910 shares 933,910$22.9M3.13%newTimeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 122,246 shares; 2025Q3: 77,059 shares 77,059$21.7M2.96%-45,187Timeline
LBRDKLIBERTY BROADBAND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 551,384 shares; 2025Q1: 548,556 shares; 2025Q2: 539,206 shares; 2025Q3: 319,911 shares 319,911$20.3M2.77%-219,295Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,026,645 shares 1,026,645$20.1M2.73%newTimeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 62,207 shares; 2025Q1: 154,638 shares; 2025Q2: 126,424 shares; 2025Q3: 97,787 shares 97,787$18.9M2.58%-28,637Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,255 shares 84,255$17.3M2.35%newTimeline
TSEMTOWER SEMICONDUCTOR LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 238,330 shares 238,330$17.2M2.35%newTimeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 63,338 shares; 2025Q1: 139,275 shares; 2025Q2: 111,688 shares; 2025Q3: 67,510 shares 67,510$16M2.18%-44,178Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 110,288 shares; 2025Q1: 129,435 shares; 2025Q2: 166,490 shares; 2025Q3: 92,694 shares 92,694$14.8M2.02%-73,796Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,036 shares 27,036$13.3M1.82%newTimeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 109,249 shares; 2025Q2: 47,625 shares; 2025Q3: 47,280 shares 47,280$10.7M1.45%-345Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 64,520 shares; 2025Q2: 7,490 shares; 2025Q3: 8,380 shares 8,380$10M1.37%+890Timeline
SMPLSIMPLY GOOD FOODS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 518,293 shares; 2025Q3: 180,899 shares 180,899$4.49M0.61%-337,394Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,947 shares 11,947$1M0.14%newTimeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
TAT&T INC1,664,371$48.2Mshares
LYVLIVE NATION ENTERTAINMENT IN251,469$38Mshares
EAELECTRONIC ARTS INC235,417$37.6Mshares
DPZDOMINOS PIZZA INC72,921$32.9Mshares
PINSPINTEREST INC905,317$32.5Mshares
ONON SEMICONDUCTOR CORP575,146$30.1Mshares
BKNGBOOKING HOLDINGS INC4,520$26.2Mshares
BURLBURLINGTON STORES INC108,248$25.2Mshares
ABNBAIRBNB INC184,834$24.5Mshares
WINGWINGSTOP INC67,804$22.8Mshares
WHWYNDHAM HOTELS & RESORTS INC277,760$22.6Mshares
GOOGLALPHABET INC126,032$22.2Mshares
DISDISNEY WALT CO160,539$19.9Mshares
BRBRBELLRING BRANDS INC333,195$19.3Mshares
CCICROWN CASTLE INC141,320$14.5Mshares
FUNSIX FLAGS ENTERTAINMENT CORP331,957$10.1Mshares

How Q3 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 0001420506-25-003288 base2025-11-14acceptance time not in the bulk data set