Filed: 8/14/2025ACC: 0001420506-25-002096
📋 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 $1.13B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
35
Positions
$1.13B
Total AUM (reported)
10.98M
Total Shares
Allocation by class
COM$711.06M62.8%
CL A$118.87M10.5%
SHS$76.45M6.7%
SPONSORED ADS$57.10M5.0%
COM SER C$53.05M4.7%
COM LBTY ONE S C$50.27M4.4%
COM CL A$24.46M2.2%
Portfolio Concentration
Top 3$186.91M16.5%
4–10$322.16M28.4%
11–25$455.22M40.2%
Rest$168.49M14.9%
Top 3 weight
16.5%
Top 10 weight
44.9%
Voting Authority Distribution
Total shares with voting rights: 10.98M
Sole
Full voting authority
10.98M
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:
AMAZON COM INC
SOLEShares296.95K
TypeSH
Market value$65.15M
5.75%
Sole
296.95K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares409.31K
TypeSH
Market value$64.67M
5.71%
Sole
409.31K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares252.10K
TypeSH
Market value$57.10M
5.04%
Sole
252.10K
Shared
0.00
None
0.00
LIBERTY BROADBAND CORP
SOLEShares539.21K
TypeSH
Market value$53.05M
4.68%
Sole
539.21K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares102.40K
TypeSH
Market value$50.93M
4.50%
Sole
102.40K
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares481.09K
TypeSH
Market value$50.27M
4.44%
Sole
481.09K
Shared
0.00
None
0.00
AT&T INC
SOLEShares1.66M
TypeSH
Market value$48.17M
4.25%
Sole
1.66M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares56.82K
TypeSH
Market value$41.94M
3.70%
Sole
56.82K
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares126.42K
TypeSH
Market value$39.76M
3.51%
Sole
126.42K
Shared
0.00
None
0.00
LIVE NATION ENTERTAINMENT IN
SOLEShares251.47K
TypeSH
Market value$38.04M
3.36%
Sole
251.47K
Shared
0.00
None
0.00
ELECTRONIC ARTS INC
SOLEShares235.42K
TypeSH
Market value$37.60M
3.32%
Sole
235.42K
Shared
0.00
None
0.00
NORWEGIAN CRUISE LINE HLDG L
SOLEShares1.81M
TypeSH
Market value$36.70M
3.24%
Sole
1.81M
Shared
0.00
None
0.00
ATLASSIAN CORPORATION
SOLEShares166.49K
TypeSH
Market value$33.81M
2.98%
Sole
166.49K
Shared
0.00
None
0.00
DOMINOS PIZZA INC
SOLEShares72.92K
TypeSH
Market value$32.86M
2.90%
Sole
72.92K
Shared
0.00
None
0.00
PINTEREST INC
SOLEShares905.32K
TypeSH
Market value$32.46M
2.87%
Sole
905.32K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares109.53K
TypeSH
Market value$32.00M
2.82%
Sole
109.53K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares29.92K
TypeSH
Market value$30.76M
2.72%
Sole
29.92K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares111.69K
TypeSH
Market value$30.46M
2.69%
Sole
111.69K
Shared
0.00
None
0.00
ON SEMICONDUCTOR CORP
SOLEShares575.15K
TypeSH
Market value$30.14M
2.66%
Sole
575.15K
Shared
0.00
None
0.00
ROSS STORES INC
SOLEShares230.26K
TypeSH
Market value$29.38M
2.59%
Sole
230.26K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares122.25K
TypeSH
Market value$26.73M
2.36%
Sole
122.25K
Shared
0.00
None
0.00
AMERICAN TOWER CORP NEW
SOLEShares119.97K
TypeSH
Market value$26.52M
2.34%
Sole
119.97K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares4.52K
TypeSH
Market value$26.17M
2.31%
Sole
4.52K
Shared
0.00
None
0.00
BURLINGTON STORES INC
SOLEShares108.25K
TypeSH
Market value$25.18M
2.22%
Sole
108.25K
Shared
0.00
None
0.00
AIRBNB INC
SOLEShares184.83K
TypeSH
Market value$24.46M
2.16%
Sole
184.83K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 296.95K | SH | $65.15M 5.75% | 296.95K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 409.31K | SH | $64.67M 5.71% | 409.31K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 252.10K | SH | $57.10M 5.04% | 252.10K | 0.00 | 0.00 |
LIBERTY BROADBAND CORPSOLE | COM SER C | 539.21K | SH | $53.05M 4.68% | 539.21K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 102.40K | SH | $50.93M 4.50% | 102.40K | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 481.09K | SH | $50.27M 4.44% | 481.09K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 1.66M | SH | $48.17M 4.25% | 1.66M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 56.82K | SH | $41.94M 3.70% | 56.82K | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 126.42K | SH | $39.76M 3.51% | 126.42K | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENT INSOLE | COM | 251.47K | SH | $38.04M 3.36% | 251.47K | 0.00 | 0.00 |
ELECTRONIC ARTS INCSOLE | COM | 235.42K | SH | $37.60M 3.32% | 235.42K | 0.00 | 0.00 |
NORWEGIAN CRUISE LINE HLDG LSOLE | SHS | 1.81M | SH | $36.70M 3.24% | 1.81M | 0.00 | 0.00 |
ATLASSIAN CORPORATIONSOLE | CL A | 166.49K | SH | $33.81M 2.98% | 166.49K | 0.00 | 0.00 |
DOMINOS PIZZA INCSOLE | COM | 72.92K | SH | $32.86M 2.90% | 72.92K | 0.00 | 0.00 |
PINTEREST INCSOLE | CL A | 905.32K | SH | $32.46M 2.87% | 905.32K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 109.53K | SH | $32.00M 2.82% | 109.53K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 29.92K | SH | $30.76M 2.72% | 29.92K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 111.69K | SH | $30.46M 2.69% | 111.69K | 0.00 | 0.00 |
ON SEMICONDUCTOR CORPSOLE | COM | 575.15K | SH | $30.14M 2.66% | 575.15K | 0.00 | 0.00 |
ROSS STORES INCSOLE | COM | 230.26K | SH | $29.38M 2.59% | 230.26K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 122.25K | SH | $26.73M 2.36% | 122.25K | 0.00 | 0.00 |
AMERICAN TOWER CORP NEWSOLE | COM | 119.97K | SH | $26.52M 2.34% | 119.97K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 4.52K | SH | $26.17M 2.31% | 4.52K | 0.00 | 0.00 |
BURLINGTON STORES INCSOLE | COM | 108.25K | SH | $25.18M 2.22% | 108.25K | 0.00 | 0.00 |
AIRBNB INCSOLE | COM CL A | 184.83K | SH | $24.46M 2.16% | 184.83K | 0.00 | 0.00 |
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