Benchstone Capital Management Lp Top Holdings and 13F Report (2025) About Benchstone Capital Management LpInvestment ActivityBenchstone Capital Management Lp has $940.87 million in total holdings as of March 31, 2025.Benchstone Capital Management Lp owns shares of 35 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 39.92% of the portfolio was purchased this quarter.About 37.69% of the portfolio was sold this quarter.This quarter, Benchstone Capital Management Lp has purchased 36 new stocks and bought additional shares in 16 stocks.Benchstone Capital Management Lp sold shares of 10 stocks and completely divested from 10 stocks this quarter.Largest Holdings Netflix $60,166,836American Tower $49,308,813SBA Communications $47,461,877Liberty Broadband $46,654,688Taiwan Semiconductor Manufacturing $41,694,884 Largest New Holdings this Quarter 64110L106 - Netflix $60,166,836 Holding461202103 - Intuit $30,175,153 Holding11135F101 - Broadcom $28,767,488 Holding09857L108 - Booking $28,134,399 Holding72352L106 - Pinterest $18,515,370 Holding Largest Purchases this Quarter Netflix 64,520 shares (about $60.17M)Intuit 49,146 shares (about $30.18M)Broadcom 171,818 shares (about $28.77M)Booking 6,107 shares (about $28.13M)monday.com 92,431 shares (about $22.48M) Largest Sales this Quarter Moody's 69,239 shares (about $32.24M)Amazon.com 71,091 shares (about $13.53M)PENN Entertainment 755,035 shares (about $12.31M)Walmart 107,746 shares (about $9.46M)Wingstop 30,053 shares (about $6.78M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBenchstone Capital Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNFLXNetflix$60,166,836$60,166,836 ▲New Holding64,5206.4%Consumer DiscretionaryAMTAmerican Tower$49,308,813$1,418,534 ▲3.0%226,6035.2%FinanceSBACSBA Communications$47,461,877$11,370,117 ▲31.5%215,7265.0%FinanceLBRDKLiberty Broadband$46,654,688$240,521 ▼-0.5%548,5565.0%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$41,694,884$18,780,742 ▲82.0%251,1744.4%Computer and TechnologyMETAMeta Platforms$40,701,967$17,324,229 ▲74.1%70,6194.3%Computer and TechnologyHLTHilton Worldwide$39,120,624$20,283,125 ▲107.7%171,9214.2%Consumer DiscretionaryNCLHNorwegian Cruise Line$37,930,807$6,879,845 ▲22.2%2,000,5704.0%Consumer DiscretionaryMNDYmonday.com$37,601,776$22,475,522 ▲148.6%154,6384.0%Computer and TechnologyCRMSalesforce$37,375,839$20,378,453 ▲119.9%139,2754.0%Computer and TechnologySIX FLAGS ENTERTAINMENT CORP$33,473,655$2,817,181 ▲9.2%938,4263.6%COMFWONKFormula One Group$33,183,987$5,668,200 ▼-14.6%368,6703.5%Consumer DiscretionaryTTWOTake-Two Interactive Software$31,329,775$4,067,696 ▲14.9%151,1693.3%Consumer DiscretionaryINTUIntuit$30,175,153$30,175,153 ▲New Holding49,1463.2%Computer and TechnologyBURLBurlington Stores$29,434,470$1,472,879 ▲5.3%123,5033.1%Retail/WholesaleAVGOBroadcom$28,767,488$28,767,488 ▲New Holding171,8183.1%Computer and TechnologyAMZNAmazon.com$28,302,317$13,525,774 ▼-32.3%148,7563.0%Retail/WholesaleBKNGBooking$28,134,399$28,134,399 ▲New Holding6,1073.0%Retail/WholesaleTEAMAtlassian$27,467,401$4,063,185 ▲17.4%129,4352.9%Computer and TechnologyDOMINOS PIZZA INC$23,316,628$19,547,300 ▲518.6%50,7492.5%COMWMTWalmart$23,011,339$9,459,021 ▼-29.1%262,1182.4%Retail/WholesaleMCDMcDonald's$22,877,979$260,829 ▲1.2%73,2402.4%Retail/WholesaleSHOPShopify$21,844,105$464,510 ▼-2.1%228,7822.3%Computer and TechnologyWHWyndham Hotels & Resorts$18,660,899$500,339 ▼-2.6%206,1752.0%Consumer DiscretionaryPINSPinterest$18,515,370$18,515,370 ▲New Holding597,2702.0%Computer and TechnologyADBEAdobe$16,133,573$1,318,960 ▼-7.6%42,0661.7%Computer and TechnologySNOWSnowflake$15,967,834$15,967,834 ▲New Holding109,2491.7%Computer and TechnologyTXNTexas Instruments$15,916,388$15,916,388 ▲New Holding88,5721.7%Computer and TechnologyWWayfair$12,958,858$1,288,022 ▲11.0%404,5851.4%Retail/WholesaleCDNSCadence Design Systems$12,204,025$12,204,025 ▲New Holding47,9851.3%Computer and TechnologyDLTRDollar Tree$11,745,828$4,142,438 ▲54.5%156,4651.2%Retail/WholesaleOUTFRONT MEDIA INC$9,153,979$9,153,979 ▲New Holding567,1611.0%COM NEWWINGWingstop$5,125,854$6,779,355 ▼-56.9%22,7230.5%Retail/WholesaleMCOMoody's$3,792,579$32,243,907 ▼-89.5%8,1440.4%FinancePENNPENN Entertainment$1,356,470$12,314,620 ▼-90.1%83,1680.1%Consumer DiscretionaryDISWalt Disney$0$42,707,290 ▼-100.0%00.0%Consumer DiscretionaryTAT&T$0$42,601,235 ▼-100.0%00.0%Computer and TechnologyONOnsemi$0$34,460,986 ▼-100.0%00.0%Computer and TechnologyNVDANVIDIA$0$33,175,807 ▼-100.0%00.0%Computer and TechnologyOUTOUTFRONT Media$0$29,038,269 ▼-100.0%00.0%FinanceARISTA NETWORKS INC$0$22,878,052 ▼-100.0%00.0%COM SHSGOOGLAlphabet$0$21,356,447 ▼-100.0%00.0%Computer and TechnologyROSTRoss Stores$0$20,229,337 ▼-100.0%00.0%Retail/WholesaleUBERUber Technologies$0$15,124,396 ▼-100.0%00.0%Computer and TechnologyDDOGDatadog$0$10,504,987 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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