Institutional Manager · CIK 0002016777
Benchstone Capital Management LP
NEW YORK, NY · File #028-25181
Latest AUM
$928.5M
Positions
45
Top-10 Concentration
38.7%
Filings
5
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |