Benchstone Capital Management LP 13F Holdings · Q2 2026
Benchstone Capital Management LP reported 36 securities worth $827.79M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: WH (7.16%), SNOW (5.18%), FWONK (5.12%). Among its top 25 positions this quarter: 11 new, 9 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WH | WYNDHAM HOTELS & RESORTS INC | $59.3M | 7.16% | 704,224 | Added |
| 2 | SNOW | SNOWFLAKE INC | $42.9M | 5.18% | 168,370 | New |
| 3 | FWONK | LIBERTY MEDIA CORP DEL | $42.4M | 5.12% | 445,833 | Added |
| 4 | TXN | TEXAS INSTRS INC | $37.8M | 4.56% | 126,767 | New |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $36.9M | 4.45% | 77,162 | Trimmed |
| 6 | DASH | DOORDASH INC | $33.9M | 4.09% | 183,635 | Added |
| 7 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $33.7M | 4.07% | 134,728 | Added |
| 8 | OUT | OUTFRONT MEDIA INC | $32.1M | 3.88% | 980,390 | Added |
| 9 | W | WAYFAIR INC | $30.7M | 3.70% | 331,642 | New |
| 10 | BKNG | BOOKING HOLDINGS INC | $29.2M | 3.53% | 163,731 | Added |
| 11 | ASML | ASML HLDG NV | $27.6M | 3.33% | 13,858 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $26.5M | 3.21% | 111,357 | Added |
| 13 | GOOGL | ALPHABET INC | $26.6M | 3.21% | 74,450 | Trimmed |
| 14 | WMT | WALMART INC | $25.4M | 3.07% | 224,032 | Added |
| 15 | MDB | MONGODB INC | $25.2M | 3.05% | 75,114 | New |
| 16 | HD | HOME DEPOT INC | $25.1M | 3.03% | 71,202 | Added |
| 17 | TWLO | TWILIO INC | $23.2M | 2.80% | 112,252 | New |
| 18 | SHOP | SHOPIFY INC | $22.6M | 2.73% | 198,162 | New |
| 19 | AKAM | AKAMAI TECHNOLOGIES INC | $22.1M | 2.67% | 186,670 | Trimmed |
| 20 | BURL | BURLINGTON STORES INC | $20.7M | 2.50% | 65,240 | Trimmed |
| 21 | SBAC | SBA COMMUNICATIONS CORP | $20.1M | 2.43% | 113,856 | New |
| 22 | LOW | LOWES COS INC | $19.4M | 2.35% | 88,087 | New |
| 23 | AMD | ADVANCED MICRO DEVICES INC | $19.1M | 2.31% | 32,906 | New |
| 24 | AMT | AMERICAN TOWER CORP | $18.2M | 2.20% | 111,270 | New |
| 25 | TSEM | TOWER SEMICONDUCTOR LTD | $17.5M | 2.11% | 66,967 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR