§ 13F · FUND PROFILE
Benchstone Capital Management LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $733M (13F)Positions · 27Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$300M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 144K | $49M | 5.6% | −2% |
| 2 | AVGO | BROADCOM INC | 148K | $46M | 5.3% | +157% |
| 3 | SATS | ECHOSTAR CORP | 389K | $46M | 5.3% | +131% |
| 4 | FWONK | LIBERTY MEDIA CORP DEL | 445K | $38M | 4.4% | +8% |
| 5 | SPOT | SPOTIFY TECHNOLOGY S A | 73K | $36M | 4.1% | +313% |
| 6 | H | HYATT HOTELS CORP | 243K | $35M | 4.1% | +108% |
| 7 | EQIX | EQUINIX INC | 34K | $34M | 3.9% | +44% |
| 8 | GOOGL | ALPHABET INC | 116K | $33M | 3.9% | NEW |
| 9 | ADI | ANALOG DEVICES INC | 104K | $33M | 3.9% | NEW |
| 10 | BURL | BURLINGTON STORES INC | 97K | $32M | 3.7% | +14% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BENCHSTONE SIGNAL
AC read
Benchstone Capital Management LP is a Other fund managing $733 million in assets. The fund runs a focused portfolio of just 27 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed