13F HOLDINGS REPORT
Benchstone Capital Management LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001420506-25-000509
Total Value
$966.9M
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 219,847 | $48.2M | 4.99% |
| 2 | DISNEY WALT CO | 254687106 | 383,541 | $42.7M | 4.42% |
| 3 | AT&T INC | T-PC | 1,870,937 | $42.6M | 4.41% |
| 4 | NORWEGIAN CRUISE LINE HLDG L | NCLH | 1,637,709 | $42.1M | 4.36% |
| 5 | SIX FLAGS ENTERTAINMENT CORP | FUN | 859,447 | $41.4M | 4.28% |
| 6 | LIBERTY BROADBAND CORP | LBRDP | 551,384 | $41.2M | 4.26% |
| 7 | AMERICAN TOWER CORP NEW | 03027X100 | 220,084 | $40.4M | 4.17% |
| 8 | LIBERTY MEDIA CORP DEL | FWONB | 431,643 | $40.0M | 4.14% |
| 9 | MOODYS CORP | MCO | 77,383 | $36.6M | 3.79% |
| 10 | ON SEMICONDUCTOR CORP | ON | 546,566 | $34.5M | 3.56% |
| 11 | BURLINGTON STORES INC | BURL | 117,323 | $33.4M | 3.46% |
| 12 | SBA COMMUNICATIONS CORP NEW | SBAC | 164,046 | $33.4M | 3.46% |
| 13 | WALMART INC | WMT | 369,864 | $33.4M | 3.46% |
| 14 | NVIDIA CORPORATION | NVDA | 247,046 | $33.2M | 3.43% |
| 15 | OUTFRONT MEDIA INC | OUT | 1,636,881 | $29.0M | 3.00% |
| 16 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 138,037 | $27.3M | 2.82% |
| 17 | ATLASSIAN CORPORATION | TEAM | 110,288 | $26.8M | 2.78% |
| 18 | SHOPIFY INC | SHOP | 233,647 | $24.8M | 2.57% |
| 19 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 131,542 | $24.2M | 2.50% |
| 20 | META PLATFORMS INC | META | 40,561 | $23.7M | 2.46% |
| 21 | ARISTA NETWORKS INC | ANET | 206,985 | $22.9M | 2.37% |
| 22 | ALPHABET INC | GOOG | 112,818 | $21.4M | 2.21% |
| 23 | WYNDHAM HOTELS & RESORTS INC | WH | 211,703 | $21.3M | 2.21% |
| 24 | SALESFORCE INC | CRM | 63,338 | $21.2M | 2.19% |
| 25 | MCDONALDS CORP | MCD | 72,405 | $21.0M | 2.17% |
| 26 | HILTON WORLDWIDE HLDGS INC | HLT | 82,784 | $20.5M | 2.12% |
| 27 | ADOBE INC | ADBE | 45,505 | $20.2M | 2.09% |
| 28 | ROSS STORES INC | ROST | 133,730 | $20.2M | 2.09% |
| 29 | PENN ENTERTAINMENT INC | PENN | 838,203 | $16.6M | 1.72% |
| 30 | WAYFAIR INC | W | 364,372 | $16.1M | 1.67% |
| 31 | UBER TECHNOLOGIES INC | UBER | 250,736 | $15.1M | 1.56% |
| 32 | WINGSTOP INC | WING | 52,776 | $15.0M | 1.55% |
| 33 | MONDAY COM LTD | MNDY | 62,207 | $14.6M | 1.51% |
| 34 | DATADOG INC | DDOG | 73,518 | $10.5M | 1.09% |
| 35 | DOLLAR TREE INC | DLTR | 101,284 | $7.6M | 0.78% |
| 36 | DOMINOS PIZZA INC | DPZ | 8,204 | $3.4M | 0.36% |