§ 13F · FUND PROFILE
Benchstone Capital Management LP.
AUM · $828M (13F)Positions · 37Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$299M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SNOW | SNOWFLAKE INC | 168K | $43M | 5.2% | NEW |
| 2 | FWONK | LIBERTY MEDIA CORP DEL | 446K | $42M | 5.1% | ±0% |
| 3 | TXN | TEXAS INSTRS INC | 127K | $38M | 4.6% | NEW |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 77K | $37M | 4.5% | −46% |
| 5 | WH | WYNDHAM HOTELS & RESORTS INC | 404K | $34M | 4.1% | +163% |
| 6 | DASH | DOORDASH INC | 184K | $34M | 4.1% | +72% |
| 7 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 135K | $34M | 4.1% | +168% |
| 8 | OUT | OUTFRONT MEDIA INC | 980K | $32M | 3.9% | +66% |
| 9 | W | WAYFAIR INC | 332K | $31M | 3.7% | NEW |
| 10 | BKNG | BOOKING HOLDINGS INC | 164K | $29M | 3.5% | +2869% |
§ 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 $828 million in assets. The fund runs a portfolio of 37 positions.
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