13F HOLDINGS REPORT
Benchstone Capital Management LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001420506-25-002096
Total Value
$1.13B
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 296,946 | $65.1M | 5.75% |
| 2 | NVIDIA CORPORATION | NVDA | 409,307 | $64.7M | 5.71% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 252,103 | $57.1M | 5.04% |
| 4 | LIBERTY BROADBAND CORP | LBRDP | 539,206 | $53.0M | 4.68% |
| 5 | MICROSOFT CORP | MSFT | 102,399 | $50.9M | 4.50% |
| 6 | LIBERTY MEDIA CORP DEL | FWONB | 481,087 | $50.3M | 4.44% |
| 7 | AT&T INC | T-PC | 1,664,371 | $48.2M | 4.25% |
| 8 | META PLATFORMS INC | META | 56,823 | $41.9M | 3.70% |
| 9 | MONDAY COM LTD | MNDY | 126,424 | $39.8M | 3.51% |
| 10 | LIVE NATION ENTERTAINMENT IN | LYV | 251,469 | $38.0M | 3.36% |
| 11 | ELECTRONIC ARTS INC | EA | 235,417 | $37.6M | 3.32% |
| 12 | NORWEGIAN CRUISE LINE HLDG L | NCLH | 1,809,495 | $36.7M | 3.24% |
| 13 | ATLASSIAN CORPORATION | TEAM | 166,490 | $33.8M | 2.98% |
| 14 | DOMINOS PIZZA INC | DPZ | 72,921 | $32.9M | 2.90% |
| 15 | PINTEREST INC | PINS | 905,317 | $32.5M | 2.87% |
| 16 | MCDONALDS CORP | MCD | 109,529 | $32.0M | 2.82% |
| 17 | SERVICENOW INC | NOW | 29,919 | $30.8M | 2.72% |
| 18 | SALESFORCE INC | CRM | 111,688 | $30.5M | 2.69% |
| 19 | ON SEMICONDUCTOR CORP | ON | 575,146 | $30.1M | 2.66% |
| 20 | ROSS STORES INC | ROST | 230,259 | $29.4M | 2.59% |
| 21 | ORACLE CORP | ORCL-PD | 122,246 | $26.7M | 2.36% |
| 22 | AMERICAN TOWER CORP NEW | 03027X100 | 119,971 | $26.5M | 2.34% |
| 23 | BOOKING HOLDINGS INC | BKNG | 4,520 | $26.2M | 2.31% |
| 24 | BURLINGTON STORES INC | BURL | 108,248 | $25.2M | 2.22% |
| 25 | AIRBNB INC | ABNB | 184,834 | $24.5M | 2.16% |
| 26 | WINGSTOP INC | WING | 67,804 | $22.8M | 2.02% |
| 27 | WYNDHAM HOTELS & RESORTS INC | WH | 277,760 | $22.6M | 1.99% |
| 28 | ALPHABET INC | GOOG | 126,032 | $22.2M | 1.96% |
| 29 | DISNEY WALT CO | 254687106 | 160,539 | $19.9M | 1.76% |
| 30 | BELLRING BRANDS INC | BRBR | 333,195 | $19.3M | 1.70% |
| 31 | SIMPLY GOOD FOODS CO | SMPL | 518,293 | $16.4M | 1.45% |
| 32 | CROWN CASTLE INC | CCI | 141,320 | $14.5M | 1.28% |
| 33 | SNOWFLAKE INC | SNOW | 47,625 | $10.7M | 0.94% |
| 34 | SIX FLAGS ENTERTAINMENT CORP | FUN | 331,957 | $10.1M | 0.89% |
| 35 | NETFLIX INC | NFLX | 7,490 | $10.0M | 0.89% |