Benchstone Capital Management LP

CIK 0002016777 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Benchstone Capital Management LP reported 37 positions worth $827.8M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SNOW (5.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$827.8M
2026 Q2
Positions
37
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
42.7%
Est. Net Flow (Q)
2026 Q2
10 / 37 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SNOWSNOWFLAKE INCSH$42.9M5.18%168,370
2FWONKLIBERTY MEDIA CORP DELSH$42.4M5.12%445,833
3TXNTEXAS INSTRS INCSH$37.8M4.56%126,767
4TSMTAIWAN SEMICONDUCTOR MANUFACSH$36.9M4.45%77,162
5WHWYNDHAM HOTELS & RESORTS INCSH$34.0M4.11%404,224
6DASHDOORDASH INCSH$33.9M4.09%183,635
7TTWOTAKE-TWO INTERACTIVE SOFTWARSH$33.7M4.07%134,728
8OUTOUTFRONT MEDIA INCSH$32.1M3.88%980,390
9WWAYFAIR INCSH$30.7M3.70%331,642
10BKNGBOOKING HOLDINGS INCSH$29.2M3.53%163,731

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Benchstone Capital Management LP hold as of Q2 2026?

Benchstone Capital Management LP reported 37 positions worth $827.8M in its Q2 2026 13F filing. Largest positions: SNOW (5.2%), FWONK (5.1%), TXN (4.6%), TSM (4.5%) and WH (4.1%).

What did Benchstone Capital Management LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Benchstone Capital Management LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.