13F HOLDINGS REPORT
Benchstone Capital Management LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001420506-25-001254
Total Value
$940.9M
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NETFLIX INC | NFLX | 64,520 | $60.2M | 6.39% |
| 2 | AMERICAN TOWER CORP NEW | 03027X100 | 226,603 | $49.3M | 5.24% |
| 3 | SBA COMMUNICATIONS CORP NEW | SBAC | 215,726 | $47.5M | 5.04% |
| 4 | LIBERTY BROADBAND CORP | LBRDP | 548,556 | $46.7M | 4.96% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 251,174 | $41.7M | 4.43% |
| 6 | META PLATFORMS INC | META | 70,619 | $40.7M | 4.33% |
| 7 | HILTON WORLDWIDE HLDGS INC | HLT | 171,921 | $39.1M | 4.16% |
| 8 | NORWEGIAN CRUISE LINE HLDG L | NCLH | 2,000,570 | $37.9M | 4.03% |
| 9 | MONDAY COM LTD | MNDY | 154,638 | $37.6M | 4.00% |
| 10 | SALESFORCE INC | CRM | 139,275 | $37.4M | 3.97% |
| 11 | SIX FLAGS ENTERTAINMENT CORP | FUN | 938,426 | $33.5M | 3.56% |
| 12 | LIBERTY MEDIA CORP DEL | FWONB | 368,670 | $33.2M | 3.53% |
| 13 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 151,169 | $31.3M | 3.33% |
| 14 | INTUIT | INTU | 49,146 | $30.2M | 3.21% |
| 15 | BURLINGTON STORES INC | BURL | 123,503 | $29.4M | 3.13% |
| 16 | BROADCOM INC | AVGO | 171,818 | $28.8M | 3.06% |
| 17 | AMAZON COM INC | AMZN | 148,756 | $28.3M | 3.01% |
| 18 | BOOKING HOLDINGS INC | BKNG | 6,107 | $28.1M | 2.99% |
| 19 | ATLASSIAN CORPORATION | TEAM | 129,435 | $27.5M | 2.92% |
| 20 | DOMINOS PIZZA INC | DPZ | 50,749 | $23.3M | 2.48% |
| 21 | WALMART INC | WMT | 262,118 | $23.0M | 2.45% |
| 22 | MCDONALDS CORP | MCD | 73,240 | $22.9M | 2.43% |
| 23 | SHOPIFY INC | SHOP | 228,782 | $21.8M | 2.32% |
| 24 | WYNDHAM HOTELS & RESORTS INC | WH | 206,175 | $18.7M | 1.98% |
| 25 | PINTEREST INC | PINS | 597,270 | $18.5M | 1.97% |
| 26 | ADOBE INC | ADBE | 42,066 | $16.1M | 1.71% |
| 27 | SNOWFLAKE INC | SNOW | 109,249 | $16.0M | 1.70% |
| 28 | TEXAS INSTRS INC | 882508104 | 88,572 | $15.9M | 1.69% |
| 29 | WAYFAIR INC | W | 404,585 | $13.0M | 1.38% |
| 30 | CADENCE DESIGN SYSTEM INC | CDNS | 47,985 | $12.2M | 1.30% |
| 31 | DOLLAR TREE INC | DLTR | 156,465 | $11.7M | 1.25% |
| 32 | OUTFRONT MEDIA INC | OUT | 567,161 | $9.2M | 0.97% |
| 33 | WINGSTOP INC | WING | 22,723 | $5.1M | 0.54% |
| 34 | MOODYS CORP | MCO | 8,144 | $3.8M | 0.40% |
| 35 | PENN ENTERTAINMENT INC | PENN | 83,168 | $1.4M | 0.14% |