Benchstone-Capital-Management-Lp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  "FWONK",
  "SNOW",
  "ADBE",
  "TEAM",
  "AVGO",
  "FUN",
  "HLT",
  "MCD",
  "INTU",
  "BKNG",
  "META",
  null,
  "SHOP",
  "AMT",
  "TXN",
  "SBAC",
  "TSM",
  "DLTR",
  "NCLH",
  "AMZN",
  "TTWO",
  "W",
  "WMT",
  "WING",
  "WH",
  "LBRDK",
  "MNDY",
  "CRM",
  "PENN",
  "BURL",
  "CDNS",
  "DPZ",
  "MCO",
  "NFLX"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 35
Total Value: 940868464
Accession Number: 0001420506-25-001254
Form Type: 13F-HR
CIK: benchstone-capital-management-lp
Manager Name: Benchstone-Capital-Management-Lp

Data Enrichment

97% identified

34 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

35 positions • $940.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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Walmart Inc.

WMT|931142103

Shares:262.1K

Value:$23.0M

% of Portfolio:2.4% ($23.0M/$940.9M)

MCDONALDS CORP

MCD|580135101

Shares:73.2K

Value:$22.9M

% of Portfolio:2.4% ($22.9M/$940.9M)

SHOPIFY INC.

SHOP|82509L107

Shares:228.8K

Value:$21.8M

% of Portfolio:2.3% ($21.8M/$940.9M)

WYNDHAM HOTELS & RESORTS, INC.

WH|98311A105

Shares:206.2K

Value:$18.7M

% of Portfolio:2.0% ($18.7M/$940.9M)

PINTEREST, INC.

PINS|72352L106

Shares:597.3K

Value:$18.5M

% of Portfolio:2.0% ($18.5M/$940.9M)

ADOBE INC.

ADBE|00724F101

Shares:42.1K

Value:$16.1M

% of Portfolio:1.7% ($16.1M/$940.9M)

Snowflake Inc.

SNOW|833445109

Shares:109.2K

Value:$16.0M

% of Portfolio:1.7% ($16.0M/$940.9M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:88.6K

Value:$15.9M

% of Portfolio:1.7% ($15.9M/$940.9M)

Wayfair Inc.

W|94419L101

Shares:404.6K

Value:$13.0M

% of Portfolio:1.4% ($13.0M/$940.9M)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:48.0K

Value:$12.2M

% of Portfolio:1.3% ($12.2M/$940.9M)

DOLLAR TREE, INC.

DLTR|256746108

Shares:156.5K

Value:$11.7M

% of Portfolio:1.2% ($11.7M/$940.9M)

69007J304

Shares:567.2K

Value:$9.2M

% of Portfolio:1.0% ($9.2M/$940.9M)

Wingstop Inc.

WING|974155103

Shares:22.7K

Value:$5.1M

% of Portfolio:0.5% ($5.1M/$940.9M)

MOODYS CORP /DE/

MCO|615369105

Shares:8.1K

Value:$3.8M

% of Portfolio:0.4% ($3.8M/$940.9M)

PENN Entertainment, Inc.

PENN|707569109

Shares:83.2K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$940.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Walmart Inc.(WMTcusip931142103)	262.1K	QoQ -29.13% (-107.7K) YoY-	All Managers (Combined)	$23.0M	2.4% ($23.0M/$940.9M)	QoQ -31.13% (-$10.4M) YoY-
MCDONALDS CORP(MCDcusip580135101)	73.2K	QoQ +1.15% (+835) YoY-	All Managers (Combined)	$22.9M	2.4% ($22.9M/$940.9M)	QoQ +8.99% (+$1.9M) YoY-
SHOPIFY INC.(SHOPcusip82509L107)	228.8K	QoQ -2.08% (-4.9K) YoY-	All Managers (Combined)	$21.8M	2.3% ($21.8M/$940.9M)	QoQ -12.07% (-$3.0M) YoY-
WYNDHAM HOTELS & RESORTS, INC.(WHcusip98311A105)	206.2K	QoQ -2.61% (-5.5K) YoY-	All Managers (Combined)	$18.7M	2.0% ($18.7M/$940.9M)	QoQ -12.54% (-$2.7M) YoY-
PINTEREST, INC.(PINScusip72352L106)	597.3K	QoQ NEW(+597.3K) YoY-	All Managers (Combined)	$18.5M	2.0% ($18.5M/$940.9M)	QoQ NEW(+$18.5M) YoY-
ADOBE INC.(ADBEcusip00724F101)	42.1K	QoQ -7.55% (-3.4K) YoY-	All Managers (Combined)	$16.1M	1.7% ($16.1M/$940.9M)	QoQ -20.26% (-$4.1M) YoY-
Snowflake Inc.(SNOWcusip833445109)	109.2K	QoQ NEW(+109.2K) YoY-	All Managers (Combined)	$16.0M	1.7% ($16.0M/$940.9M)	QoQ NEW(+$16.0M) YoY-
TEXAS INSTRUMENTS INC(TXNcusip882508104)	88.6K	QoQ NEW(+88.6K) YoY-	All Managers (Combined)	$15.9M	1.7% ($15.9M/$940.9M)	QoQ NEW(+$15.9M) YoY-
Wayfair Inc.(Wcusip94419L101)	404.6K	QoQ +11.03% (-40.2K) YoY-	All Managers (Combined)	$13.0M	1.4% ($13.0M/$940.9M)	QoQ -19.75% (-$3.2M) YoY-
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	48.0K	QoQ NEW(+48.0K) YoY-	All Managers (Combined)	$12.2M	1.3% ($12.2M/$940.9M)	QoQ NEW(+$12.2M) YoY-
DOLLAR TREE, INC.(DLTRcusip256746108)	156.5K	QoQ +54.48% (+55.2K) YoY-	All Managers (Combined)	$11.7M	1.2% ($11.7M/$940.9M)	QoQ +54.74% (+$4.2M) YoY-
(cusip69007J304)✕	567.2K	QoQ NEW(+567.2K) YoY-	All Managers (Combined)	$9.2M	1.0% ($9.2M/$940.9M)	QoQ NEW(+$9.2M) YoY-
Wingstop Inc.(WINGcusip974155103)	22.7K	QoQ -56.94% (-30.1K) YoY-	All Managers (Combined)	$5.1M	0.5% ($5.1M/$940.9M)	QoQ -65.82% (-$9.9M) YoY-
MOODYS CORP /DE/(MCOcusip615369105)	8.1K	QoQ -89.47% (-69.2K) YoY-	All Managers (Combined)	$3.8M	0.4% ($3.8M/$940.9M)	QoQ -89.64% (-$32.8M) YoY-
PENN Entertainment, Inc.(PENNcusip707569109)	83.2K	QoQ -90.07% (-755.0K) YoY-	All Managers (Combined)	$1.4M	0.1% ($1.4M/$940.9M)	QoQ -91.83% (-$15.3M) YoY-