Benchstone Capital Management LP

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002016777

Type: FundHoldings: 35Value: $940.9MLatest: 2025Q1

Benchstone Capital Management LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 35 holdings worth $0.9 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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:

Search and click to pin securities to the top

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NETFLIX INC

NFLX|64110L106

Shares:64.5K

Value:$60.2M

% of Portfolio:6.4% ($60.2M/$940.9M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:226.6K

Value:$49.3M

% of Portfolio:5.2% ($49.3M/$940.9M)

SBA COMMUNICATIONS CORP

SBAC|78410G104

Shares:215.7K

Value:$47.5M

% of Portfolio:5.0% ($47.5M/$940.9M)

Liberty Broadband Corp

LBRDK|530307305

Shares:548.6K

Value:$46.7M

% of Portfolio:5.0% ($46.7M/$940.9M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:251.2K

Value:$41.7M

% of Portfolio:4.4% ($41.7M/$940.9M)

Meta Platforms, Inc.

META|30303M102

Shares:70.6K

Value:$40.7M

% of Portfolio:4.3% ($40.7M/$940.9M)

Hilton Worldwide Holdings Inc.

HLT|43300A203

Shares:171.9K

Value:$39.1M

% of Portfolio:4.2% ($39.1M/$940.9M)

Norwegian Cruise Line Holdings Ltd.

NCLH|G66721104

Shares:2.0M

Value:$37.9M

% of Portfolio:4.0% ($37.9M/$940.9M)

monday.com Ltd.

MNDY|M7S64H106

Shares:154.6K

Value:$37.6M

% of Portfolio:4.0% ($37.6M/$940.9M)

Salesforce, Inc.

CRM|79466L302

Shares:139.3K

Value:$37.4M

% of Portfolio:4.0% ($37.4M/$940.9M)

Six Flags Entertainment Corporation/NEW

FUN|83001C108

Shares:938.4K

Value:$33.5M

% of Portfolio:3.6% ($33.5M/$940.9M)

Liberty Media Corp

FWONK|531229755

Shares:368.7K

Value:$33.2M

% of Portfolio:3.5% ($33.2M/$940.9M)

TAKE TWO INTERACTIVE SOFTWARE INC

TTWO|874054109

Shares:151.2K

Value:$31.3M

% of Portfolio:3.3% ($31.3M/$940.9M)

INTUIT INC.

INTU|461202103

Shares:49.1K

Value:$30.2M

% of Portfolio:3.2% ($30.2M/$940.9M)

Burlington Stores, Inc.

BURL|122017106

Shares:123.5K

Value:$29.4M

% of Portfolio:3.1% ($29.4M/$940.9M)

Broadcom Inc.

AVGO|11135F101

Shares:171.8K

Value:$28.8M

% of Portfolio:3.1% ($28.8M/$940.9M)

AMAZON COM INC

AMZN|023135106

Shares:148.8K

Value:$28.3M

% of Portfolio:3.0% ($28.3M/$940.9M)

Booking Holdings Inc.

BKNG|09857L108

Shares:6.1K

Value:$28.1M

% of Portfolio:3.0% ($28.1M/$940.9M)

Atlassian Corp

TEAM|049468101

Shares:129.4K

Value:$27.5M

% of Portfolio:2.9% ($27.5M/$940.9M)

DOMINOS PIZZA INC

DPZ|25754A201

Shares:50.7K

Value:$23.3M

% of Portfolio:2.5% ($23.3M/$940.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NETFLIX INC(NFLXcusip64110L106)	64.5K	QoQ NEW(+64.5K) YoY-	All Managers (Combined)	$60.2M	6.4% ($60.2M/$940.9M)	QoQ NEW(+$60.2M) YoY-
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	226.6K	QoQ +2.96% (+6.5K) YoY-	All Managers (Combined)	$49.3M	5.2% ($49.3M/$940.9M)	QoQ +22.15% (+$8.9M) YoY-
SBA COMMUNICATIONS CORP(SBACcusip78410G104)	215.7K	QoQ +31.50% (+51.7K) YoY-	All Managers (Combined)	$47.5M	5.0% ($47.5M/$940.9M)	QoQ +41.96% (+$14.0M) YoY-
Liberty Broadband Corp(LBRDKcusip530307305)	548.6K	QoQ -0.51% (-2.8K) YoY-	All Managers (Combined)	$46.7M	5.0% ($46.7M/$940.9M)	QoQ +13.18% (-$5.4M) YoY-
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	251.2K	QoQ +81.96% (+113.1K) YoY-	All Managers (Combined)	$41.7M	4.4% ($41.7M/$940.9M)	QoQ +52.94% (+$14.4M) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	70.6K	QoQ +74.10% (+30.1K) YoY-	All Managers (Combined)	$40.7M	4.3% ($40.7M/$940.9M)	QoQ +71.38% (+$17.0M) YoY-
Hilton Worldwide Holdings Inc.(HLTcusip43300A203)	171.9K	QoQ +107.67% (+89.1K) YoY-	All Managers (Combined)	$39.1M	4.2% ($39.1M/$940.9M)	QoQ +91.19% (+$18.7M) YoY-
Norwegian Cruise Line Holdings Ltd.(NCLHcusipG66721104)	2.0M	QoQ +22.15% (-362.9K) YoY-	All Managers (Combined)	$37.9M	4.0% ($37.9M/$940.9M)	QoQ -9.98% (-$4.2M) YoY-
monday.com Ltd.(MNDYcusipM7S64H106)	154.6K	QoQ +148.58% (+92.4K) YoY-	All Managers (Combined)	$37.6M	4.0% ($37.6M/$940.9M)	QoQ +156.73% (+$23.0M) YoY-
Salesforce, Inc.(CRMcusip79466L302)	139.3K	QoQ +119.89% (+75.9K) YoY-	All Managers (Combined)	$37.4M	4.0% ($37.4M/$940.9M)	QoQ +76.50% (+$16.2M) YoY-
Six Flags Entertainment Corporation/NEW(FUNcusip83001C108)	938.4K	QoQ +9.18% (-79.0K) YoY-	All Managers (Combined)	$33.5M	3.6% ($33.5M/$940.9M)	QoQ -19.17% (-$7.9M) YoY-
Liberty Media Corp(FWONKcusip531229755)	368.7K	QoQ -14.58% (-63.0K) YoY-	All Managers (Combined)	$33.2M	3.5% ($33.2M/$940.9M)	QoQ -17.03% (-$6.8M) YoY-
TAKE TWO INTERACTIVE SOFTWARE INC(TTWOcusip874054109)	151.2K	QoQ +14.92% (+19.6K) YoY-	All Managers (Combined)	$31.3M	3.3% ($31.3M/$940.9M)	QoQ +29.38% (+$7.1M) YoY-
INTUIT INC.(INTUcusip461202103)	49.1K	QoQ NEW(+49.1K) YoY-	All Managers (Combined)	$30.2M	3.2% ($30.2M/$940.9M)	QoQ NEW(+$30.2M) YoY-
Burlington Stores, Inc.(BURLcusip122017106)	123.5K	QoQ +5.26% (-6.2K) YoY-	All Managers (Combined)	$29.4M	3.1% ($29.4M/$940.9M)	QoQ -11.98% (-$4.0M) YoY-
Broadcom Inc.(AVGOcusip11135F101)	171.8K	QoQ NEW(+171.8K) YoY-	All Managers (Combined)	$28.8M	3.1% ($28.8M/$940.9M)	QoQ NEW(+$28.8M) YoY-
AMAZON COM INC(AMZNcusip023135106)	148.8K	QoQ -32.33% (-71.1K) YoY-	All Managers (Combined)	$28.3M	3.0% ($28.3M/$940.9M)	QoQ -41.32% (-$19.9M) YoY-
Booking Holdings Inc.(BKNGcusip09857L108)	6.1K	QoQ NEW(+6.1K) YoY-	All Managers (Combined)	$28.1M	3.0% ($28.1M/$940.9M)	QoQ NEW(+$28.1M) YoY-
Atlassian Corp(TEAMcusip049468101)	129.4K	QoQ +17.36% (+19.1K) YoY-	All Managers (Combined)	$27.5M	2.9% ($27.5M/$940.9M)	QoQ +2.33% (+$625.5K) YoY-
DOMINOS PIZZA INC(DPZcusip25754A201)	50.7K	QoQ +518.58% (+42.5K) YoY-	All Managers (Combined)	$23.3M	2.5% ($23.3M/$940.9M)	QoQ +577.07% (+$19.9M) YoY-