Benchstone Capital Management Lp Top Holdings and 13F Report (2026) About Benchstone Capital Management LpInvestment ActivityBenchstone Capital Management Lp has $827.79 million in total holdings as of June 30, 2026.Benchstone Capital Management Lp owns shares of 36 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 54.23% of the portfolio was purchased this quarter.About 68.07% of the portfolio was sold this quarter.This quarter, Benchstone Capital Management Lp has purchased 38 new stocks and bought additional shares in 10 stocks.Benchstone Capital Management Lp sold shares of 11 stocks and completely divested from 17 stocks this quarter.Largest Holdings Wyndham Hotels & Resorts $59,302,703Snowflake $42,850,165Liberty Media Corporation - Liberty Formula One Series C $42,416,552Texas Instruments $37,785,440Taiwan Semiconductor Manufacturing $36,850,256 Largest New Holdings this Quarter 833445109 - Snowflake $42,850,165 Holding882508104 - Texas Instruments $37,785,440 Holding94419L101 - Wayfair $30,650,354 Holding60937P106 - MongoDB $25,230,793 Holding90138F102 - Twilio $23,160,955 Holding Largest Purchases this Quarter Snowflake 168,370 shares (about $42.85M)Texas Instruments 126,767 shares (about $37.79M)Wyndham Hotels & Resorts 436,147 shares (about $36.73M)Wayfair 331,642 shares (about $30.65M)Booking 158,216 shares (about $28.20M) Largest Sales this Quarter Applied Materials 65,379 shares (about $47.27M)Broadcom 114,415 shares (about $43.22M)Taiwan Semiconductor Manufacturing 66,475 shares (about $31.75M)Spotify Technology 43,341 shares (about $19.90M)ASML 8,690 shares (about $17.29M) 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 PortfolioSectorWHWyndham Hotels & Resorts$59,302,703$36,727,939 â–²162.7%704,2247.2%Consumer DiscretionarySNOWSnowflake$42,850,165$42,850,165 â–²New Holding168,3705.2%TechnologyFWONKLiberty Media Corporation - Liberty Formula One Series C$42,416,552$83,723 â–²0.2%445,8335.1%Communication ServicesTXNTexas Instruments$37,785,440$37,785,440 â–²New Holding126,7674.6%TechnologyTSMTaiwan Semiconductor Manufacturing$36,850,256$31,746,465 â–¼-46.3%77,1624.5%TechnologyDOORDASH INC$33,886,167$14,139,980 â–²71.6%183,6354.1%CL ATTWOTake-Two Interactive Software$33,679,305$21,126,309 â–²168.3%134,7284.1%Communication ServicesOUTFRONT MEDIA INC$32,117,576$12,788,226 â–²66.2%980,3903.9%COM NEWWWayfair$30,650,354$30,650,354 â–²New Holding331,6423.7%Consumer DiscretionaryBKNGBooking$29,183,413$28,200,419 â–²2,868.8%163,7313.5%Consumer DiscretionaryASMLASML$27,569,660$17,288,234 â–¼-38.5%13,8583.3%TechnologyGOOGLAlphabet$26,606,196$14,741,155 â–¼-35.7%74,4503.2%Communication ServicesAMZNAmazon.com$26,540,827$2,284,012 â–²9.4%111,3573.2%Consumer DiscretionaryWALMART INC$25,373,864$11,589,216 â–²84.1%224,0323.1%COMMDBMongoDB$25,230,793$25,230,793 â–²New Holding75,1143.0%TechnologyHDHome Depot$25,111,521$14,360,071 â–²133.6%71,2023.0%Consumer DiscretionaryTWLOTwilio$23,160,955$23,160,955 â–²New Holding112,2522.8%TechnologySHOPIFY INC$22,626,137$22,626,137 â–²New Holding198,1622.7%CL A SUB VTG SHSAKAMAkamai Technologies$22,066,261$3,957,553 â–¼-15.2%186,6702.7%TechnologyBURLBurlington Stores$20,668,032$10,105,920 â–¼-32.8%65,2402.5%Consumer DiscretionarySBACSBA Communications$20,091,030$20,091,030 â–²New Holding113,8562.4%Real EstateLOWLowe's Companies$19,422,303$19,422,303 â–²New Holding88,0872.3%Consumer DiscretionaryAMDAdvanced Micro Devices$19,115,424$19,115,424 â–²New Holding32,9062.3%TechnologyAMTAmerican Tower$18,200,434$18,200,434 â–²New Holding111,2702.2%Real EstateTSEMTower Semiconductor$17,454,279$17,454,279 â–²New Holding66,9672.1%TechnologyAMATApplied Materials$15,290,727$47,269,017 â–¼-75.6%21,1491.8%TechnologyONTOOnto Innovation$14,331,145$8,230,152 â–²134.9%37,8681.7%TechnologySPOTSpotify Technology$13,813,844$19,899,153 â–¼-59.0%30,0871.7%Communication ServicesAVGOBroadcom$12,591,163$43,220,266 â–¼-77.4%33,3321.5%TechnologyCRDOCredo Technology Group$11,209,507$11,209,507 â–²New Holding41,2191.4%TechnologyZMZoom Communications$11,095,323$8,590,434 â–¼-43.6%128,5521.3%TechnologyTJXTJX Companies$10,661,206$3,584,490 â–¼-25.2%70,3711.3%Consumer DiscretionaryROSTRoss Stores$9,271,320$8,852,857 â–¼-48.8%43,5581.1%Consumer DiscretionarySANDISK CORP$6,093,596$6,093,596 â–²New Holding2,6800.7%COMYNDXYandex$2,902,823$2,902,823 â–²New Holding10,5110.4%TechnologyNOWServiceNow$2,564,998$2,564,998 â–²New Holding25,8360.3%TechnologyECHOSTAR CORP$0$45,538,708 â–¼-100.0%00.0%CL AHHyatt Hotels$0$34,996,473 â–¼-100.0%00.0%Consumer DiscretionaryEQIXEquinix$0$33,645,758 â–¼-100.0%00.0%Real EstateADIAnalog Devices$0$33,237,358 â–¼-100.0%00.0%TechnologySNPSSynopsys$0$28,843,920 â–¼-100.0%00.0%TechnologyLYVLive Nation Entertainment$0$25,053,733 â–¼-100.0%00.0%Communication ServicesTGTTarget$0$22,810,567 â–¼-100.0%00.0%Consumer StaplesROKURoku$0$21,075,186 â–¼-100.0%00.0%Communication ServicesCSCOCisco Systems$0$17,634,267 â–¼-100.0%00.0%TechnologyNETCloudflare$0$16,813,202 â–¼-100.0%00.0%TechnologyDDOGDatadog$0$15,495,007 â–¼-100.0%00.0%TechnologyTMUST-Mobile US$0$14,538,697 â–¼-100.0%00.0%Communication ServicesMETAMeta Platforms$0$10,926,539 â–¼-100.0%00.0%Communication ServicesCMGChipotle Mexican Grill$0$10,376,458 â–¼-100.0%00.0%Consumer DiscretionaryFIXComfort Systems USA$0$9,647,414 â–¼-100.0%00.0%IndustrialsHPEHewlett Packard Enterprise$0$9,077,396 â–¼-100.0%00.0%TechnologyINTUIntuit$0$4,528,316 â–¼-100.0%00.0%TechnologyShowing largest 100 holdings. 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