13F HOLDINGS REPORT
Benchstone Capital Management LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001420506-26-000483
Total Value
$928.5M
Positions
45
Other Managers
0
Confidential Omitted
No
Holdings (45)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 205,764 | $47.5M | 5.12% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 146,244 | $44.4M | 4.79% |
| 3 | SYNOPSYS INC | SNPS | 93,363 | $43.9M | 4.72% |
| 4 | META PLATFORMS INC | META | 64,411 | $42.5M | 4.58% |
| 5 | LIBERTY MEDIA CORP DEL | FWONB | 411,064 | $40.5M | 4.36% |
| 6 | LIVE NATION ENTERTAINMENT IN | LYV | 212,691 | $30.3M | 3.26% |
| 7 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 116,774 | $29.9M | 3.22% |
| 8 | LUMEN TECHNOLOGIES INC | LUMN | 3,500,000 | $27.2M | 2.93% |
| 9 | DOORDASH INC | DASH | 117,713 | $26.7M | 2.87% |
| 10 | HOME DEPOT INC | HD | 76,313 | $26.3M | 2.83% |
| 11 | SHOPIFY INC | SHOP | 158,023 | $25.4M | 2.74% |
| 12 | BURLINGTON STORES INC | BURL | 84,894 | $24.5M | 2.64% |
| 13 | SALESFORCE INC | CRM | 90,157 | $23.9M | 2.57% |
| 14 | ONTO INNOVATION INC | ONTO | 148,963 | $23.5M | 2.53% |
| 15 | WAYFAIR INC | W | 228,226 | $22.9M | 2.47% |
| 16 | DISNEY WALT CO | 254687106 | 192,840 | $21.9M | 2.36% |
| 17 | MONGODB INC | MDB | 51,727 | $21.7M | 2.34% |
| 18 | ASML HOLDING N V | ASMLF | 19,722 | $21.1M | 2.27% |
| 19 | SERVICENOW INC | NOW | 137,591 | $21.1M | 2.27% |
| 20 | CHIPOTLE MEXICAN GRILL INC | CMG | 559,026 | $20.7M | 2.23% |
| 21 | BROADCOM INC | AVGO | 57,591 | $19.9M | 2.15% |
| 22 | ORACLE CORP | ORCL-PD | 101,498 | $19.8M | 2.13% |
| 23 | HYATT HOTELS CORP | H | 116,961 | $18.8M | 2.02% |
| 24 | ECHOSTAR CORP | SATS | 168,657 | $18.3M | 1.97% |
| 25 | EQUINIX INC | EQIX | 23,895 | $18.3M | 1.97% |
| 26 | ARISTA NETWORKS INC | ANET | 134,652 | $17.6M | 1.90% |
| 27 | TEXAS INSTRS INC | 882508104 | 94,590 | $16.4M | 1.77% |
| 28 | UBER TECHNOLOGIES INC | UBER | 187,212 | $15.3M | 1.65% |
| 29 | RED ROCK RESORTS INC | RRR | 240,733 | $14.9M | 1.61% |
| 30 | BOYD GAMING CORP | BYD | 173,401 | $14.8M | 1.59% |
| 31 | PARAMOUNT SKYDANCE CORP | PSKY | 1,000,000 | $13.4M | 1.44% |
| 32 | SNOWFLAKE INC | SNOW | 60,804 | $13.3M | 1.44% |
| 33 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 546,395 | $13.1M | 1.41% |
| 34 | APPLIED MATLS INC | 038222105 | 49,976 | $12.8M | 1.38% |
| 35 | ROYAL CARIBBEAN GROUP | V7780T103 | 41,720 | $11.6M | 1.25% |
| 36 | BOOKING HOLDINGS INC | BKNG | 2,160 | $11.6M | 1.25% |
| 37 | TOWER SEMICONDUCTOR LTD | TSEM | 96,225 | $11.3M | 1.22% |
| 38 | COMCAST CORP NEW | CCZ | 366,713 | $11.0M | 1.18% |
| 39 | ATLASSIAN CORPORATION | TEAM | 66,049 | $10.7M | 1.15% |
| 40 | ON SEMICONDUCTOR CORP | ON | 194,080 | $10.5M | 1.13% |
| 41 | CHURCHILL DOWNS INC | CHDN | 91,618 | $10.4M | 1.12% |
| 42 | SPOTIFY TECHNOLOGY S A | SPOT | 17,768 | $10.3M | 1.11% |
| 43 | ROSS STORES INC | ROST | 55,785 | $10.0M | 1.08% |
| 44 | ADVANCED MICRO DEVICES INC | AMD | 46,681 | $10.0M | 1.08% |
| 45 | DUTCH BROS INC | BROS | 134,584 | $8.2M | 0.89% |