Filed: 5/15/2025ACC: 0001420506-25-001254
📋 What this filing means
BENCHSTONE CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 35 equity positions with a total reported market value of $940.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
35
Positions
$940.87M
Total AUM (reported)
8.88M
Total Shares
Allocation by class
COM$549.73M58.4%
CL A$184.92M19.7%
SHS$75.53M8.0%
COM SER C$46.65M5.0%
SPONSORED ADS$41.69M4.4%
COM LBTY ONE S C$33.18M3.5%
COM NEW$9.15M1.0%
Portfolio Concentration
Top 3$156.94M16.7%
4–10$281.08M29.9%
11–25$398.49M42.4%
Rest$104.36M11.1%
Top 3 weight
16.7%
Top 10 weight
46.6%
Voting Authority Distribution
Total shares with voting rights: 8.88M
Sole
Full voting authority
8.88M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole35
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings35
Rows:
NETFLIX INC
SOLEShares64.52K
TypeSH
Market value$60.17M
6.39%
Sole
64.52K
Shared
0.00
None
0.00
AMERICAN TOWER CORP NEW
SOLEShares226.60K
TypeSH
Market value$49.31M
5.24%
Sole
226.60K
Shared
0.00
None
0.00
SBA COMMUNICATIONS CORP NEW
SOLEShares215.73K
TypeSH
Market value$47.46M
5.04%
Sole
215.73K
Shared
0.00
None
0.00
LIBERTY BROADBAND CORP
SOLEShares548.56K
TypeSH
Market value$46.65M
4.96%
Sole
548.56K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares251.17K
TypeSH
Market value$41.69M
4.43%
Sole
251.17K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares70.62K
TypeSH
Market value$40.70M
4.33%
Sole
70.62K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares171.92K
TypeSH
Market value$39.12M
4.16%
Sole
171.92K
Shared
0.00
None
0.00
NORWEGIAN CRUISE LINE HLDG L
SOLEShares2M
TypeSH
Market value$37.93M
4.03%
Sole
2M
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares154.64K
TypeSH
Market value$37.60M
4.00%
Sole
154.64K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares139.28K
TypeSH
Market value$37.38M
3.97%
Sole
139.28K
Shared
0.00
None
0.00
SIX FLAGS ENTERTAINMENT CORP
SOLEShares938.43K
TypeSH
Market value$33.47M
3.56%
Sole
938.43K
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares368.67K
TypeSH
Market value$33.18M
3.53%
Sole
368.67K
Shared
0.00
None
0.00
TAKE-TWO INTERACTIVE SOFTWAR
SOLEShares151.17K
TypeSH
Market value$31.33M
3.33%
Sole
151.17K
Shared
0.00
None
0.00
INTUIT
SOLEShares49.15K
TypeSH
Market value$30.18M
3.21%
Sole
49.15K
Shared
0.00
None
0.00
BURLINGTON STORES INC
SOLEShares123.50K
TypeSH
Market value$29.43M
3.13%
Sole
123.50K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares171.82K
TypeSH
Market value$28.77M
3.06%
Sole
171.82K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares148.76K
TypeSH
Market value$28.30M
3.01%
Sole
148.76K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares6.11K
TypeSH
Market value$28.13M
2.99%
Sole
6.11K
Shared
0.00
None
0.00
ATLASSIAN CORPORATION
SOLEShares129.44K
TypeSH
Market value$27.47M
2.92%
Sole
129.44K
Shared
0.00
None
0.00
DOMINOS PIZZA INC
SOLEShares50.75K
TypeSH
Market value$23.32M
2.48%
Sole
50.75K
Shared
0.00
None
0.00
WALMART INC
SOLEShares262.12K
TypeSH
Market value$23.01M
2.45%
Sole
262.12K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares73.24K
TypeSH
Market value$22.88M
2.43%
Sole
73.24K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares228.78K
TypeSH
Market value$21.84M
2.32%
Sole
228.78K
Shared
0.00
None
0.00
WYNDHAM HOTELS & RESORTS INC
SOLEShares206.18K
TypeSH
Market value$18.66M
1.98%
Sole
206.18K
Shared
0.00
None
0.00
PINTEREST INC
SOLEShares597.27K
TypeSH
Market value$18.52M
1.97%
Sole
597.27K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NETFLIX INCSOLE | COM | 64.52K | SH | $60.17M 6.39% | 64.52K | 0.00 | 0.00 |
AMERICAN TOWER CORP NEWSOLE | COM | 226.60K | SH | $49.31M 5.24% | 226.60K | 0.00 | 0.00 |
SBA COMMUNICATIONS CORP NEWSOLE | CL A | 215.73K | SH | $47.46M 5.04% | 215.73K | 0.00 | 0.00 |
LIBERTY BROADBAND CORPSOLE | COM SER C | 548.56K | SH | $46.65M 4.96% | 548.56K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 251.17K | SH | $41.69M 4.43% | 251.17K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 70.62K | SH | $40.70M 4.33% | 70.62K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 171.92K | SH | $39.12M 4.16% | 171.92K | 0.00 | 0.00 |
NORWEGIAN CRUISE LINE HLDG LSOLE | SHS | 2M | SH | $37.93M 4.03% | 2M | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 154.64K | SH | $37.60M 4.00% | 154.64K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 139.28K | SH | $37.38M 3.97% | 139.28K | 0.00 | 0.00 |
SIX FLAGS ENTERTAINMENT CORPSOLE | COM | 938.43K | SH | $33.47M 3.56% | 938.43K | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 368.67K | SH | $33.18M 3.53% | 368.67K | 0.00 | 0.00 |
TAKE-TWO INTERACTIVE SOFTWARSOLE | COM | 151.17K | SH | $31.33M 3.33% | 151.17K | 0.00 | 0.00 |
INTUITSOLE | COM | 49.15K | SH | $30.18M 3.21% | 49.15K | 0.00 | 0.00 |
BURLINGTON STORES INCSOLE | COM | 123.50K | SH | $29.43M 3.13% | 123.50K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 171.82K | SH | $28.77M 3.06% | 171.82K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 148.76K | SH | $28.30M 3.01% | 148.76K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 6.11K | SH | $28.13M 2.99% | 6.11K | 0.00 | 0.00 |
ATLASSIAN CORPORATIONSOLE | CL A | 129.44K | SH | $27.47M 2.92% | 129.44K | 0.00 | 0.00 |
DOMINOS PIZZA INCSOLE | COM | 50.75K | SH | $23.32M 2.48% | 50.75K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 262.12K | SH | $23.01M 2.45% | 262.12K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 73.24K | SH | $22.88M 2.43% | 73.24K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 228.78K | SH | $21.84M 2.32% | 228.78K | 0.00 | 0.00 |
WYNDHAM HOTELS & RESORTS INCSOLE | COM | 206.18K | SH | $18.66M 1.98% | 206.18K | 0.00 | 0.00 |
PINTEREST INCSOLE | CL A | 597.27K | SH | $18.52M 1.97% | 597.27K | 0.00 | 0.00 |
Page 1 of 2