Benchstone Capital Management LP 13F Holdings

CIK 0002016777 · NEW YORK, NY

As of Sep 30, 2025, Benchstone Capital Management LP reported 27 positions worth $733.3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology111,114$57.6M7.85%
NORWEGIAN CRUISE LINE HOLDINGS LTDNCLHIndustrials2,133,322$52.5M7.17%
LIBERTY MEDIA CORPFWONKCommunication Services477,425$49.9M6.80%
MCDONALDS CORPMCDConsumer Cyclical163,348$49.6M6.77%
META PLATFORMS INCMETACommunication Services64,041$47.0M6.41%
HOME DEPOT INCHDConsumer Cyclical104,687$42.4M5.78%
ROSS STORES INCROSTConsumer Cyclical260,384$39.7M5.41%
SERVICENOW INCNOWTechnology40,714$37.5M5.11%
NVIDIA CORPNVDATechnology185,407$34.6M4.72%
BROADCOM INCAVGOTechnology96,816$31.9M4.36%
AMERICAN TOWER CORPAMTReal Estate155,638$29.9M4.08%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology97,581$27.3M3.72%
AMAZON.COM INCAMZNEquity112,039$24.6M3.35%
HEWLETT PACKARD ENTERPRISE COHPETechnology933,910$22.9M3.13%
ORACLE CORPORCLTechnology77,059$21.7M2.96%
LIBERTY BROADBAND CORPLBRDKCommunication Services319,911$20.3M2.77%
WARNER BROS DISCOVERY INCWBDCommunication Services1,026,645$20.1M2.73%
MONDAYCOM LTDMNDYTechnology97,787 8.9M2.58%
APPLIED MATERIALS INCAMATTechnology84,255 7.3M2.35%
TOWER SEMICONDUCTOR LTDTSEMTechnology238,330 7.2M2.35%
SALESFORCE INCCRMTechnology67,510 6.0M2.18%
ATLASSIAN CORPTEAMTechnology92,694 4.8M2.02%
SYNOPSYS INCSNPSTechnology27,036 3.3M1.82%
SNOWFLAKE INCSNOWTechnology47,280 0.7M1.45%
NETFLIX INCNFLXCommunication Services8,380 0.0M1.37%