Benchstone Capital Management Lp Top Holdings and 13F Report (2026) About Benchstone Capital Management LpInvestment ActivityBenchstone Capital Management Lp has $859.53 million in total holdings as of March 31, 2026.Benchstone Capital Management Lp owns shares of 38 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 52.69% of the portfolio was purchased this quarter.About 58.87% of the portfolio was sold this quarter.This quarter, Benchstone Capital Management Lp has purchased 45 new stocks and bought additional shares in 11 stocks.Benchstone Capital Management Lp sold shares of 11 stocks and completely divested from 23 stocks this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $48,542,124Broadcom $45,729,174EchoStar $45,538,708Liberty Media Corporation - Liberty Formula One Series C $37,829,904Spotify Technology $35,605,971 Largest New Holdings this Quarter 02079K305 - Alphabet $33,270,404 Holding032654105 - Analog Devices $33,237,358 Holding00971T101 - Akamai Technologies $25,284,113 Holding87612E106 - Target $22,810,567 Holding98311A105 - Wyndham Hotels & Resorts $21,775,895 Holding Largest Purchases this Quarter Alphabet 115,699 shares (about $33.27M)Analog Devices 104,474 shares (about $33.24M)Broadcom 90,156 shares (about $27.90M)Spotify Technology 55,660 shares (about $26.99M)EchoStar 220,330 shares (about $25.79M) Largest Sales this Quarter Onto Innovation 132,842 shares (about $27.24M)Meta Platforms 45,313 shares (about $25.92M)Amazon.com 103,990 shares (about $21.66M)Home Depot 45,828 shares (about $15.07M)Take-Two Interactive Software 66,558 shares (about $13.15M) 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 PortfolioSectorTSMTaiwan Semiconductor Manufacturing$48,542,124$881,036 â–¼-1.8%143,6375.6%Computer and TechnologyAVGOBroadcom$45,729,174$27,904,184 â–²156.5%147,7475.3%Computer and TechnologySATSEchoStar$45,538,708$25,794,033 â–²130.6%388,9875.3%Computer and TechnologyFWONKLiberty Media Corporation - Liberty Formula One Series C$37,829,904$2,881,243 â–²8.2%444,9534.4%Consumer DiscretionarySPOTSpotify Technology$35,605,971$26,990,090 â–²313.3%73,4284.1%Computer and TechnologyHHyatt Hotels$34,996,473$18,178,651 â–²108.1%243,3864.1%Consumer DiscretionaryEQIXEquinix$33,645,758$10,222,923 â–²43.6%34,3243.9%FinanceGOOGLAlphabet$33,270,404$33,270,404 â–²New Holding115,6993.9%Computer and TechnologyADIAnalog Devices$33,237,358$33,237,358 â–²New Holding104,4743.9%Computer and TechnologyBURLBurlington Stores$31,607,413$3,984,603 â–²14.4%97,1403.7%Retail/WholesaleASMLASML$29,782,075$3,732,666 â–²14.3%22,5483.5%Computer and TechnologyAMATApplied Materials$29,574,405$12,493,108 â–²73.1%86,5283.4%Computer and TechnologySNPSSynopsys$28,843,920$8,172,642 â–¼-22.1%72,7503.4%Computer and TechnologyAKAMAkamai Technologies$25,284,113$25,284,113 â–²New Holding220,1492.9%Computer and TechnologyLYVLive Nation Entertainment$25,053,733$7,383,772 â–¼-22.8%164,2762.9%Consumer DiscretionaryBKNGBooking$23,219,915$14,125,624 â–²155.3%5,5152.7%Retail/WholesaleTGTTarget$22,810,567$22,810,567 â–²New Holding188,2062.7%Retail/WholesaleWHWyndham Hotels & Resorts$21,775,895$21,775,895 â–²New Holding268,0772.5%Consumer DiscretionaryAMZNAmazon.com$21,196,471$21,657,997 â–¼-50.5%101,7742.5%Retail/WholesaleROKURoku$21,075,186$21,075,186 â–²New Holding222,7352.5%Consumer DiscretionaryROSTRoss Stores$18,446,044$6,361,340 â–²52.6%85,1502.1%Retail/WholesaleZMZoom Communications$18,335,512$18,335,512 â–²New Holding228,0822.1%Computer and TechnologyCSCOCisco Systems$17,634,267$17,634,267 â–²New Holding227,2752.1%Computer and TechnologyNETCloudflare$16,813,202$16,813,202 â–²New Holding81,4832.0%Computer and TechnologyDOORDASH INC$16,067,251$1,607,356 â–¼-9.1%107,0081.9%CL AOUTFRONT MEDIA INC$15,635,768$15,635,768 â–²New Holding590,0291.8%COM NEWDDOGDatadog$15,495,007$15,495,007 â–²New Holding131,2581.8%Computer and TechnologyWALMART INC$15,125,870$15,125,870 â–²New Holding121,7081.8%COMTJXTJX Companies$15,016,751$15,016,751 â–²New Holding94,0311.7%Retail/WholesaleTMUST-Mobile US$14,538,697$14,538,697 â–²New Holding69,2221.7%Computer and TechnologyMETAMeta Platforms$10,926,539$25,924,927 â–¼-70.3%19,0981.3%Computer and TechnologyCMGChipotle Mexican Grill$10,376,458$7,517,965 â–¼-42.0%324,1631.2%Retail/WholesaleHDHome Depot$10,026,212$15,072,371 â–¼-60.1%30,4851.2%Retail/WholesaleTTWOTake-Two Interactive Software$9,917,660$13,145,205 â–¼-57.0%50,2161.2%Consumer DiscretionaryFIXComfort Systems USA$9,647,414$9,647,414 â–²New Holding6,9961.1%ConstructionHPEHewlett Packard Enterprise$9,077,396$3,932,269 â–¼-30.2%381,2431.1%Computer and TechnologyINTUIntuit$4,528,316$4,528,316 â–²New Holding10,4730.5%Computer and TechnologyONTOOnto Innovation$3,305,933$27,241,905 â–¼-89.2%16,1210.4%Computer and TechnologyLUMNLumen Technologies$0$27,195,000 â–¼-100.0%00.0%UtilitiesSHOPIFY INC$0$25,436,962 â–¼-100.0%00.0%CL A SUB VTG SHSCRMSalesforce$0$23,883,491 â–¼-100.0%00.0%Computer and TechnologyWWayfair$0$22,916,173 â–¼-100.0%00.0%Retail/WholesaleDISWalt Disney$0$21,939,407 â–¼-100.0%00.0%Consumer DiscretionaryMDBMongoDB$0$21,709,305 â–¼-100.0%00.0%Computer and TechnologyNOWServiceNow$0$21,077,565 â–¼-100.0%00.0%Computer and TechnologyORCLOracle$0$19,782,975 â–¼-100.0%00.0%Computer and TechnologyARISTA NETWORKS INC$0$17,643,452 â–¼-100.0%00.0%COM SHSTXNTexas Instruments$0$16,410,419 â–¼-100.0%00.0%Computer and TechnologyUBERUber Technologies$0$15,297,093 â–¼-100.0%00.0%Computer and TechnologyRRRRed Rock Resorts$0$14,913,409 â–¼-100.0%00.0%Consumer DiscretionaryBYDBoyd Gaming$0$14,780,701 â–¼-100.0%00.0%Consumer DiscretionaryPARAMOUNT SKYDANCE CORP$0$13,400,000 â–¼-100.0%00.0%COM CL BSNOWSnowflake$0$13,337,965 â–¼-100.0%00.0%Computer and TechnologyRCLRoyal Caribbean Cruises$0$11,636,542 â–¼-100.0%00.0%Consumer DiscretionaryTSEMTower Semiconductor$0$11,298,740 â–¼-100.0%00.0%Computer and TechnologyCMCSAComcast$0$10,961,052 â–¼-100.0%00.0%Consumer DiscretionaryTEAMAtlassian$0$10,709,185 â–¼-100.0%00.0%Computer and TechnologyONonsemi$0$10,509,432 â–¼-100.0%00.0%Computer and TechnologyCHDNChurchill Downs$0$10,424,296 â–¼-100.0%00.0%Consumer DiscretionaryAMDAdvanced Micro Devices$0$9,997,203 â–¼-100.0%00.0%Computer and TechnologyBROSDutch Bros$0$8,239,232 â–¼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. 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