Benchstone Capital Management LP
Net seller this quarter
$828M
36
-$239M
42.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SNOW | $42.9M | 5.18% | 0.05% | Not reported | Q1 2025 |
 FWONK | $42.4M | 5.12% | Not reported | +0.2% | Q4 2024 |
 TXN | $37.8M | 4.56% | 0.01% | Not reported | Q1 2025 |
 TSM | $36.9M | 4.45% | 0.00% | -46.3% | Q4 2024 |
 WH | $34M | 4.11% | 0.54% | +50.8% | Q4 2024 |
 DASH | $33.9M | 4.09% | Not reported | +71.6% | Q4 2025 |
 TTWO | $33.7M | 4.07% | 0.07% | +168.3% | Q4 2024 |
 OUT | $32.1M | 3.88% | 0.56% | +66.2% | Q4 2024 |
 W | $30.7M | 3.70% | Not reported | Not reported | Q4 2024 |
 BKNG | $29.2M | 3.53% | 0.02% | +18.8% | Q1 2025 |
 ASML | $27.6M | 3.33% | 0.00% | -38.5% | Q4 2025 |
 GOOGL | $26.6M | 3.21% | 0.00% | -35.7% | Q4 2024 |
 AMZN | $26.5M | 3.21% | 0.00% | +9.4% | Q4 2024 |
 WMT | $25.4M | 3.07% | 0.00% | +84.1% | Q4 2024 |
 MDB | $25.2M | 3.05% | 0.09% | Not reported | Q4 2025 |
 HD | $25.1M | 3.03% | 0.01% | +133.6% | Q3 2025 |
 TWLO | $23.2M | 2.80% | 0.07% | New | Q2 2026 |
 SHOP | $22.6M | 2.73% | 0.05% | Not reported | Q4 2024 |
 AKAM | $22.1M | 2.67% | 0.13% | -15.2% | Q1 2026 |
 BURL | $20.7M | 2.50% | 0.10% | -32.8% | Q4 2024 |
 SBAC | $20.1M | 2.43% | 0.11% | Not reported | Q4 2024 |
 LOW | $19.4M | 2.35% | 0.02% | New | Q2 2026 |
 AMD | $19.1M | 2.31% | 0.00% | Not reported | Q4 2025 |
 AMT | $18.2M | 2.20% | 0.02% | Not reported | Q4 2024 |
 TSEM | $17.5M | 2.11% | 0.06% | Not reported | Q3 2025 |
 AMAT | $15.3M | 1.85% | 0.00% | -75.6% | Q3 2025 |
 ONTO | $14.3M | 1.73% | 0.08% | +134.9% | Q4 2025 |
 SPOT | $13.8M | 1.67% | 0.01% | -59.0% | Q4 2025 |
 AVGO | $12.6M | 1.52% | 0.00% | -77.4% | Q1 2025 |
 CRDO | $11.2M | 1.35% | 0.02% | New | Q2 2026 |
 ZM | $11.1M | 1.34% | Not reported | -43.6% | Q1 2026 |
 TJX | $10.7M | 1.29% | 0.01% | -25.2% | Q1 2026 |
 ROST | $9.27M | 1.12% | 0.01% | -48.9% | Q4 2024 |
 SNDK | $6.09M | 0.74% | 0.00% | New | Q2 2026 |
 NBIS | $2.9M | 0.35% | 0.00% | New | Q2 2026 |
 NOW | $2.56M | 0.31% | 0.00% | Not reported | Q2 2025 |
| Q1 2026 | |||||
| TSM | $48.5M | 5.65% | 0.00% | -1.8% | Q4 2024 |
| AVGO | $45.7M | 5.32% | 0.00% | +156.6% | Q1 2025 |
 ECHO | $45.5M | 5.30% | 0.82% | +130.6% | Q4 2025 |
| FWONK | $37.8M | 4.40% | Not reported | +8.2% | Q4 2024 |
| SPOT | $35.6M | 4.14% | 0.04% | +313.3% | Q4 2025 |
 H | $35M | 4.07% | Not reported | +108.1% | Q4 2025 |
 EQIX | $33.6M | 3.91% | 0.03% | +43.7% | Q4 2025 |
| GOOGL | $33.3M | 3.87% | 0.00% | Not reported | Q4 2024 |
 ADI | $33.2M | 3.87% | 0.02% | New | Q1 2026 |
| BURL | $31.6M | 3.68% | 0.16% | +14.4% | Q4 2024 |
| ASML | $29.8M | 3.46% | 0.01% | +14.3% | Q4 2025 |
| AMAT | $29.6M | 3.44% | 0.01% | +73.1% | Q3 2025 |
 SNPS | $28.8M | 3.36% | 0.04% | -22.1% | Q3 2025 |
| AKAM | $25.3M | 2.94% | 0.15% | New | Q1 2026 |
 LYV | $25.1M | 2.91% | 0.07% | -22.8% | Q2 2025 |
| BKNG | $23.2M | 2.70% | 0.02% | +155.3% | Q1 2025 |
 TGT | $22.8M | 2.65% | 0.04% | New | Q1 2026 |
| WH | $21.8M | 2.53% | 0.36% | Not reported | Q4 2024 |
| AMZN | $21.2M | 2.47% | 0.00% | -50.5% | Q4 2024 |
 ROKU | $21.1M | 2.45% | 0.15% | New | Q1 2026 |
| ROST | $18.4M | 2.15% | 0.03% | +52.6% | Q4 2024 |
| ZM | $18.3M | 2.13% | Not reported | New | Q1 2026 |
 CSCO | $17.6M | 2.05% | 0.01% | New | Q1 2026 |
 NET | $16.8M | 1.96% | Not reported | New | Q1 2026 |
| DASH | $16.1M | 1.87% | Not reported | -9.1% | Q4 2025 |
| OUT | $15.6M | 1.82% | 0.34% | Not reported | Q4 2024 |
 DDOG | $15.5M | 1.80% | 0.17% | Not reported | Q4 2024 |
| WMT | $15.1M | 1.76% | 0.00% | Not reported | Q4 2024 |
| TJX | $15M | 1.75% | 0.01% | New | Q1 2026 |
 TMUS | $14.5M | 1.69% | 0.01% | New | Q1 2026 |
 META | $10.9M | 1.27% | Not reported | -70.4% | Q4 2024 |
 CMG | $10.4M | 1.21% | 0.02% | -42.0% | Q4 2025 |
| HD | $10M | 1.17% | 0.00% | -60.1% | Q3 2025 |
| TTWO | $9.92M | 1.15% | 0.03% | -57.0% | Q4 2024 |
 FIX | $9.65M | 1.12% | 0.02% | New | Q1 2026 |
 HPE | $9.08M | 1.06% | 0.03% | -30.2% | Q3 2025 |
 INTU | $4.53M | 0.53% | 0.00% | Not reported | Q1 2025 |
| ONTO | $3.31M | 0.38% | 0.03% | -89.2% | Q4 2025 |
| Q4 2025 | |||||
| AMZN | $47.5M | 5.12% | 0.00% | +83.7% | Q4 2024 |
| TSM | $44.4M | 4.79% | 0.00% | +49.9% | Q4 2024 |
| SNPS | $43.9M | 4.72% | 0.05% | +245.3% | Q3 2025 |
| META | $42.5M | 4.58% | Not reported | +0.6% | Q4 2024 |
| FWONK | $40.5M | 4.36% | Not reported | -13.9% | Q4 2024 |
| LYV | $30.3M | 3.26% | 0.09% | Not reported | Q2 2025 |
| TTWO | $29.9M | 3.22% | 0.06% | Not reported | Q4 2024 |
| DASH | $26.7M | 2.87% | Not reported | New | Q4 2025 |
| HD | $26.3M | 2.83% | 0.01% | -27.1% | Q3 2025 |
| SHOP | $25.4M | 2.74% | 0.04% | Not reported | Q4 2024 |
| BURL | $24.5M | 2.64% | 0.13% | Not reported | Q4 2024 |
 CRM | $23.9M | 2.57% | 0.01% | +33.6% | Q4 2024 |
| ONTO | $23.5M | 2.53% | 0.30% | New | Q4 2025 |
| W | $22.9M | 2.47% | Not reported | Not reported | Q4 2024 |
 DIS | $21.9M | 2.36% | 0.01% | Not reported | Q4 2024 |
| MDB | $21.7M | 2.34% | 0.06% | New | Q4 2025 |
| ASML | $21.1M | 2.27% | 0.01% | New | Q4 2025 |
| NOW | $21.1M | 2.27% | 0.01% | -32.4% | Q2 2025 |
| CMG | $20.7M | 2.23% | 0.04% | New | Q4 2025 |
| AVGO | $19.9M | 2.15% | 0.00% | -40.5% | Q1 2025 |
 ORCL | $19.8M | 2.13% | 0.00% | +31.7% | Q2 2025 |
| H | $18.8M | 2.02% | Not reported | New | Q4 2025 |
| ECHO | $18.3M | 1.97% | 0.35% | New | Q4 2025 |
| EQIX | $18.3M | 1.97% | 0.02% | New | Q4 2025 |
 ANET | $17.6M | 1.90% | 0.01% | Not reported | Q4 2024 |
| TXN | $16.4M | 1.77% | 0.01% | Not reported | Q1 2025 |
 UBER | $15.3M | 1.65% | 0.01% | Not reported | Q4 2024 |
 RRR | $14.9M | 1.61% | Not reported | New | Q4 2025 |
 BYD | $14.8M | 1.59% | 0.23% | New | Q4 2025 |
| SNOW | $13.3M | 1.44% | 0.02% | +28.6% | Q1 2025 |
| HPE | $13.1M | 1.41% | 0.04% | -41.5% | Q3 2025 |
| AMAT | $12.8M | 1.38% | 0.01% | -40.7% | Q3 2025 |
 RCL | $11.6M | 1.25% | 0.02% | New | Q4 2025 |
| BKNG | $11.6M | 1.25% | 0.01% | Not reported | Q1 2025 |
| TSEM | $11.3M | 1.22% | 0.09% | -59.6% | Q3 2025 |
 CMCSA | $11M | 1.18% | 0.01% | New | Q4 2025 |
 TEAM | $10.7M | 1.15% | Not reported | -28.8% | Q4 2024 |
 ON | $10.5M | 1.13% | 0.05% | Not reported | Q4 2024 |
 CHDN | $10.4M | 1.12% | 0.13% | New | Q4 2025 |
| SPOT | $10.3M | 1.11% | 0.01% | New | Q4 2025 |
| ROST | $10M | 1.08% | 0.02% | -78.6% | Q4 2024 |
| AMD | $10M | 1.08% | 0.00% | New | Q4 2025 |
 BROS | $8.24M | 0.89% | 0.09% | New | Q4 2025 |
| Q3 2025 | |||||
 MSFT | $57.6M | 7.85% | 0.00% | +8.5% | Q2 2025 |
 NCLH | $52.5M | 7.17% | 0.47% | +17.9% | Q4 2024 |
| FWONK | $49.9M | 6.80% | Not reported | -0.8% | Q4 2024 |
 MCD | $49.6M | 6.77% | 0.02% | +49.1% | Q4 2024 |
| META | $47M | 6.41% | Not reported | +12.7% | Q4 2024 |
| HD | $42.4M | 5.78% | 0.01% | New | Q3 2025 |
| ROST | $39.7M | 5.41% | 0.08% | +13.1% | Q4 2024 |
| NOW | $37.5M | 5.11% | 0.02% | +36.1% | Q2 2025 |
 NVDA | $34.6M | 4.72% | 0.00% | -54.7% | Q4 2024 |
| AVGO | $31.9M | 4.36% | 0.00% | Not reported | Q1 2025 |
| AMT | $29.9M | 4.08% | 0.03% | +29.7% | Q4 2024 |
| TSM | $27.3M | 3.72% | 0.00% | -61.3% | Q4 2024 |
| AMZN | $24.6M | 3.35% | 0.00% | -62.3% | Q4 2024 |
| HPE | $22.9M | 3.13% | 0.07% | New | Q3 2025 |
| ORCL | $21.7M | 2.96% | 0.00% | -37.0% | Q2 2025 |
| LBRDK | $20.3M | 2.77% | Not reported | -40.7% | Q4 2024 |
 WBD | $20.1M | 2.73% | 0.04% | New | Q3 2025 |
 MNDY | $18.9M | 2.58% | 0.19% | -22.7% | Q4 2024 |
| AMAT | $17.3M | 2.35% | 0.01% | New | Q3 2025 |
| TSEM | $17.2M | 2.35% | 0.21% | New | Q3 2025 |
| CRM | $16M | 2.18% | 0.01% | -39.6% | Q4 2024 |
| TEAM | $14.8M | 2.02% | Not reported | -44.3% | Q4 2024 |
| SNPS | $13.3M | 1.82% | 0.01% | New | Q3 2025 |
| SNOW | $10.7M | 1.45% | 0.01% | -0.7% | Q1 2025 |
 NFLX | $10M | 1.37% | 0.00% | +11.9% | Q1 2025 |
 SMPL | $4.49M | 0.61% | 0.18% | -65.1% | Q2 2025 |
 MRVL | $1M | 0.14% | 0.00% | New | Q3 2025 |