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Benchstone Capital Management LP

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13F filer, CIK 2016777, NEW YORK, NY

Benchstone Capital Management LP reported $859,533,864 across 38 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 44.21% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-001126

Period
2026-03-31
Reported value
$860M
Holdings
38
Top 10 weight
44.21%
New
16
Sold out
23

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOOGLnew+115,699$33.3M
ADInew+104,474$33.2M
AVGOadded+90,156$27.9M
SPOTadded+55,660$27M
ECHOadded+220,330$25.8M

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
ONTOreduced-132,842-$27.2M
METAreduced-45,313-$25.9M
SHOPexited-158,023-$25.4M
CRMexited-90,157-$23.9M
Wexited-228,226-$22.9M

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, Q1 2026

Share positions as resolved from 13F-HR 0001420506-26-001126, largest first. % of portfolio is the value over $859,533,864, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 143,637$48.5M5.65%-2,607Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 147,747$45.7M5.32%+90,156Timeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 168,657 shares; 2026Q1: 388,987 shares 388,987$45.5M5.3%+220,330Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 444,953$37.8M4.4%+33,889Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,768 shares; 2026Q1: 73,428 shares 73,428$35.6M4.14%+55,660Timeline
HHYATT HOTELS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116,961 shares; 2026Q1: 243,386 shares 243,386$35M4.07%+126,425Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,895 shares; 2026Q1: 34,324 shares 34,324$33.6M3.91%+10,429Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 112,818 shares; 2025Q1: not reported; 2025Q2: 126,032 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 115,699 shares 115,699$33.3M3.87%newTimeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 104,474 shares 104,474$33.2M3.87%newTimeline
BURLBURLINGTON STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 97,140$31.6M3.68%+12,246Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,722 shares; 2026Q1: 22,548 shares 22,548$29.8M3.46%+2,826Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,255 shares; 2025Q4: 49,976 shares; 2026Q1: 86,528 shares 86,528$29.6M3.44%+36,552Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,036 shares; 2025Q4: 93,363 shares; 2026Q1: 72,750 shares 72,750$28.8M3.36%-20,613Timeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 220,149 shares 220,149$25.3M2.94%newTimeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 251,469 shares; 2025Q3: not reported; 2025Q4: 212,691 shares; 2026Q1: 164,276 shares 164,276$25.1M2.91%-48,415Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,515$23.2M2.7%+3,355Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 188,206 shares 188,206$22.8M2.65%newTimeline
WHWYNDHAM HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 268,077$21.8M2.53%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 101,774$21.2M2.47%-103,990Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 222,735 shares 222,735$21.1M2.45%newTimeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 85,150$18.4M2.15%+29,365Timeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 228,082 shares 228,082$18.3M2.13%newTimeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 227,275 shares 227,275$17.6M2.05%newTimeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81,483 shares 81,483$16.8M1.96%newTimeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 117,713 shares; 2026Q1: 107,008 shares 107,008$16.1M1.87%-10,705Timeline
OUTOUTFRONT MEDIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 567,161 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 590,029 shares 590,029$15.6M1.82%newTimeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73,518 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 131,258 shares 131,258$15.5M1.8%newTimeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 369,864 shares; 2025Q1: 262,118 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 121,708 shares 121,708$15.1M1.76%newTimeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94,031 shares 94,031$15M1.75%newTimeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,222 shares 69,222$14.5M1.69%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,561 shares; 2025Q1: 70,619 shares; 2025Q2: 56,823 shares; 2025Q3: 64,041 shares; 2025Q4: 64,411 shares; 2026Q1: 19,098 shares 19,098$10.9M1.27%-45,313Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 559,026 shares; 2026Q1: 324,163 shares 324,163$10.4M1.21%-234,863Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104,687 shares; 2025Q4: 76,313 shares; 2026Q1: 30,485 shares 30,485$10M1.17%-45,828Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 50,216$9.92M1.15%-66,558Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,996 shares 6,996$9.65M1.12%newTimeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 933,910 shares; 2025Q4: 546,395 shares; 2026Q1: 381,243 shares 381,243$9.08M1.06%-165,152Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 49,146 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,473 shares 10,473$4.53M0.53%newTimeline
ONTOONTO INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 148,963 shares; 2026Q1: 16,121 shares 16,121$3.31M0.38%-132,842Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
LUMNLUMEN TECHNOLOGIES INC3,500,000$27.2Mput
SHOPSHOPIFY INC158,023$25.4Mshares
CRMSALESFORCE INC90,157$23.9Mshares
WWAYFAIR INC228,226$22.9Mshares
DISDISNEY WALT CO192,840$21.9Mshares
MDBMONGODB INC51,727$21.7Mshares
NOWSERVICENOW INC137,591$21.1Mshares
ORCLORACLE CORP101,498$19.8Mshares
ANETARISTA NETWORKS INC134,652$17.6Mshares
TXNTEXAS INSTRS INC94,590$16.4Mshares
UBERUBER TECHNOLOGIES INC187,212$15.3Mshares
RRRRED ROCK RESORTS INC240,733$14.9Mshares
BYDBOYD GAMING CORP173,401$14.8Mshares
SKYDPARAMOUNT SKYDANCE CORP1,000,000$13.4Mput
SNOWSNOWFLAKE INC60,804$13.3Mshares
RCLROYAL CARIBBEAN GROUP41,720$11.6Mshares
TSEMTOWER SEMICONDUCTOR LTD96,225$11.3Mshares
CMCSACOMCAST CORP NEW366,713$11Mshares
TEAMATLASSIAN CORPORATION66,049$10.7Mshares
ONON SEMICONDUCTOR CORP194,080$10.5Mshares
CHDNCHURCHILL DOWNS INC91,618$10.4Mshares
AMDADVANCED MICRO DEVICES INC46,681$10Mshares
BROSDUTCH BROS INC134,584$8.24Mshares

How Q1 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 0001420506-26-001126 base2026-05-15acceptance time not in the bulk data set