Benchstone Capital Management Lp
13F Holdings
Filed: 2025-05-15
Portfolio Value
940.87M
arrow_downward
-2.69%
Number of Holdings
lock
info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0002016777
Filing Date
2025-05-15 15:01:53
Address
1250 Broadway
New York
NY
Prior Value
966.92M
Top 10 Holdings %
lock
Portfolio Value
Benchstone Capital Management Lp
(13F - 2025-03-31)
Value
60.17M
Shares
Portfolio %
6.39%
American Tower Corp New
-
2025-05-15
Value
49.31M
Shares
Portfolio %
5.24%
Sba Communications Corp New
-
2025-05-15
Value
47.46M
Shares
Portfolio %
5.04%
Liberty Broadband Corp
LBRDP
2025-05-15
Value
46.65M
Shares
Portfolio %
4.96%
Taiwan Semiconductor Mfg Ltd
-
2025-05-15
Value
41.69M
Shares
Portfolio %
4.43%
Meta Platforms Inc
-
2025-05-15
Value
40.70M
Shares
Portfolio %
4.33%
Hilton Worldwide Hldgs Inc
-
2025-05-15
Value
39.12M
Shares
Portfolio %
4.16%
Norwegian Cruise Line Hldg L
-
2025-05-15
Value
37.93M
Shares
Portfolio %
4.03%
Monday Com Ltd
-
2025-05-15
Value
37.60M
Shares
Portfolio %
4.00%
Salesforce Inc
-
2025-05-15
Value
37.38M
Shares
Portfolio %
3.97%
Top Increases | Benchstone Capital Management Lp
(2024-12-31 → 2025-03-31)
Monday Com Ltd
-
2025-05-15
Value Change
arrow_upward 22.96M
Shares
Portfolio % Change
arrow_upward 2.48%
Portfolio %
4.00%
Value Change
arrow_upward 19.87M
Shares
Portfolio % Change
arrow_upward 2.12%
Portfolio %
2.48%
Hilton Worldwide Hldgs Inc
-
2025-05-15
Value Change
arrow_upward 18.66M
Shares
Portfolio % Change
arrow_upward 2.04%
Portfolio %
4.16%
Meta Platforms Inc
-
2025-05-15
Value Change
arrow_upward 16.95M
Shares
Portfolio % Change
arrow_upward 1.87%
Portfolio %
4.33%
Salesforce Inc
-
2025-05-15
Value Change
arrow_upward 16.20M
Shares
Portfolio % Change
arrow_upward 1.78%
Portfolio %
3.97%
Taiwan Semiconductor Mfg Ltd
-
2025-05-15
Value Change
arrow_upward 14.43M
Shares
Portfolio % Change
arrow_upward 1.61%
Portfolio %
4.43%
Sba Communications Corp New
-
2025-05-15
Value Change
arrow_upward 14.03M
Shares
Portfolio % Change
arrow_upward 1.59%
Portfolio %
5.04%
American Tower Corp New
-
2025-05-15
Value Change
arrow_upward 8.94M
Shares
Portfolio % Change
arrow_upward 1.07%
Portfolio %
5.24%
Take-Two Interactive Softwar
-
2025-05-15
Value Change
arrow_upward 7.12M
Shares
Portfolio % Change
arrow_upward 0.83%
Portfolio %
3.33%
Liberty Broadband Corp
LBRDP
2025-05-15
Value Change
arrow_upward 5.43M
Shares
Portfolio % Change
arrow_upward 0.70%
Portfolio %
4.96%
Top Decreases | Benchstone Capital Management Lp
(2024-12-31 → 2025-03-31)
Wyndham Hotels & Resorts Inc
-
2025-05-15
Value Change
arrow_downward -2676646.00
Shares
Portfolio % Change
arrow_downward 0.22%
Portfolio %
1.98%
Value Change
arrow_downward -2999581.00
Shares
Portfolio % Change
arrow_downward 0.25%
Portfolio %
2.32%
Wayfair Inc
W
2025-05-15
Value Change
arrow_downward -3190109.00
Shares
Portfolio % Change
arrow_downward 0.29%
Portfolio %
1.38%
Norwegian Cruise Line Hldg L
-
2025-05-15
Value Change
arrow_downward -4207446.00
Shares
Portfolio % Change
arrow_downward 0.33%
Portfolio %
4.03%
Burlington Stores Inc
-
2025-05-15
Value Change
arrow_downward -4009624.00
Shares
Portfolio % Change
arrow_downward 0.33%
Portfolio %
3.13%
Value Change
arrow_downward -4101590.00
Shares
Portfolio % Change
arrow_downward 0.38%
Portfolio %
1.71%
Liberty Media Corp Del
-
2025-05-15
Value Change
arrow_downward -6812053.00
Shares
Portfolio % Change
arrow_downward 0.61%
Portfolio %
3.53%
Six Flags Entertainment Corp
-
2025-05-15
Value Change
arrow_downward -7943096.00
Shares
Portfolio % Change
arrow_downward 0.73%
Portfolio %
3.56%
Value Change
arrow_downward -9873085.00
Shares
Portfolio % Change
arrow_downward 1.01%
Portfolio %
0.54%
Value Change
arrow_downward -10405873.00
Shares
Portfolio % Change
arrow_downward 1.01%
Portfolio %
2.45%
Benchstone Capital Management Lp
(13F - 2025-03-31)
Comparing to 2024-12-31
New/Increased Position added or increased from
previous period
Closed/Decreased Position closed or decreased
from previous period
arrow_upward
Increase
arrow_downward
Decrease
| Company | Ticker | Type | Shares | Value | Current % | Previous % | % Change | $ Change | $ Change % | Shares Change | Status | Qtr End Price | Filing Date |
|---|
New Positions | Benchstone Capital Management Lp
(2024-12-31 → 2025-03-31)
Value
add_circle 60.17M
Shares
Portfolio %
6.39%
% Change
6.39%
Intuit
-
2025-05-15
Value
add_circle 30.18M
Shares
Portfolio %
3.21%
% Change
3.21%
Value
add_circle 28.77M
Shares
Portfolio %
3.06%
% Change
3.06%
Value
add_circle 28.13M
Shares
Portfolio %
2.99%
% Change
2.99%
Pinterest Inc
-
2025-05-15
Value
add_circle 18.52M
Shares
Portfolio %
1.97%
% Change
1.97%
Value
add_circle 15.97M
Shares
Portfolio %
1.70%
% Change
1.70%
Texas Instrs Inc
-
2025-05-15
Value
add_circle 15.92M
Shares
Portfolio %
1.69%
% Change
1.69%
Cadence Design System Inc
-
2025-05-15
Value
add_circle 12.20M
Shares
Portfolio %
1.30%
% Change
1.30%
Outfront Media Inc
OUT
2025-05-15
Value
add_circle 9.15M
Shares
Portfolio %
0.97%
% Change
0.97%
Closed Positions | Benchstone Capital Management Lp
(2024-12-31 → 2025-03-31)
Datadog Inc
-
2025-02-14
Value
remove_circle 10.50M
Shares
Previous %
4.17%
% Change
-4.17%
Uber Technologies Inc
-
2025-02-14
Value
remove_circle 15.12M
Shares
Previous %
4.17%
% Change
-4.17%
Ross Stores Inc
-
2025-02-14
Value
remove_circle 20.23M
Shares
Previous %
4.17%
% Change
-4.17%
Alphabet Inc
-
2025-02-14
Value
remove_circle 21.36M
Shares
Previous %
4.17%
% Change
-4.17%
Arista Networks Inc
-
2025-02-14
Value
remove_circle 22.88M
Shares
Previous %
4.17%
% Change
-4.17%
Outfront Media Inc
-
2025-02-14
Value
remove_circle 29.04M
Shares
Previous %
4.17%
% Change
-4.17%
Nvidia Corporation
-
2025-02-14
Value
remove_circle 33.18M
Shares
Previous %
4.17%
% Change
-4.17%
On Semiconductor Corp
-
2025-02-14
Value
remove_circle 34.46M
Shares
Previous %
4.17%
% Change
-4.17%
At&t Inc
-
2025-02-14
Value
remove_circle 42.60M
Shares
Previous %
4.17%
% Change
-4.17%
Disney Walt Co
-
2025-02-14
Value
remove_circle 42.71M
Shares
Previous %
4.17%
% Change
-4.17%