13F HOLDINGS REPORT
Benchstone Capital Management LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001420506-25-003288
Total Value
$733.3M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 111,114 | $57.6M | 7.85% |
| 2 | NORWEGIAN CRUISE LINE HLDG L | NCLH | 2,133,322 | $52.5M | 7.17% |
| 3 | LIBERTY MEDIA CORP DEL | FWONB | 477,425 | $49.9M | 6.80% |
| 4 | MCDONALDS CORP | MCD | 163,348 | $49.6M | 6.77% |
| 5 | META PLATFORMS INC | META | 64,041 | $47.0M | 6.41% |
| 6 | HOME DEPOT INC | HD | 104,687 | $42.4M | 5.78% |
| 7 | ROSS STORES INC | ROST | 260,384 | $39.7M | 5.41% |
| 8 | SERVICENOW INC | NOW | 40,714 | $37.5M | 5.11% |
| 9 | NVIDIA CORPORATION | NVDA | 185,407 | $34.6M | 4.72% |
| 10 | BROADCOM INC | AVGO | 96,816 | $31.9M | 4.36% |
| 11 | AMERICAN TOWER CORP NEW | 03027X100 | 155,638 | $29.9M | 4.08% |
| 12 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 97,581 | $27.3M | 3.72% |
| 13 | AMAZON COM INC | AMZN | 112,039 | $24.6M | 3.35% |
| 14 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 933,910 | $22.9M | 3.13% |
| 15 | ORACLE CORP | ORCL-PD | 77,059 | $21.7M | 2.96% |
| 16 | LIBERTY BROADBAND CORP | LBRDP | 319,911 | $20.3M | 2.77% |
| 17 | WARNER BROS DISCOVERY INC | WBD | 1,026,645 | $20.1M | 2.73% |
| 18 | MONDAY COM LTD | MNDY | 97,787 | $18.9M | 2.58% |
| 19 | APPLIED MATLS INC | 038222105 | 84,255 | $17.3M | 2.35% |
| 20 | TOWER SEMICONDUCTOR LTD | TSEM | 238,330 | $17.2M | 2.35% |
| 21 | SALESFORCE INC | CRM | 67,510 | $16.0M | 2.18% |
| 22 | ATLASSIAN CORPORATION | TEAM | 92,694 | $14.8M | 2.02% |
| 23 | SYNOPSYS INC | SNPS | 27,036 | $13.3M | 1.82% |
| 24 | SNOWFLAKE INC | SNOW | 47,280 | $10.7M | 1.45% |
| 25 | NETFLIX INC | NFLX | 8,380 | $10.0M | 1.37% |
| 26 | SIMPLY GOOD FOODS CO | SMPL | 180,899 | $4.5M | 0.61% |
| 27 | MARVELL TECHNOLOGY INC | MRVL | 11,947 | $1.0M | 0.14% |