Filed: 2/17/2026ACC: 0001420506-26-000483
📋 What this filing means
BENCHSTONE CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 45 equity positions with a total reported market value of $928.47M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
45
Positions
$928.47M
Total AUM (reported)
10.69M
Total Shares
Allocation by class
COM$535.29M57.7%
CL A$176.96M19.1%
SPONSORED ADS$44.44M4.8%
COM LBTY ONE S C$40.49M4.4%
COM SHS$30.98M3.3%
CL A SUB VTG SHS$25.44M2.7%
N Y REGISTRY SHS$21.10M2.3%
Portfolio Concentration
Top 3$135.79M14.6%
4–10$223.33M24.1%
11–25$321.89M34.7%
Rest$247.46M26.7%
Top 3 weight
14.6%
Top 10 weight
38.7%
Voting Authority Distribution
Total shares with voting rights: 10.69M
Sole
Full voting authority
10.69M
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)
Sole45
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings45
Rows:
AMAZON COM INC
SOLEShares205.76K
TypeSH
Market value$47.49M
5.12%
Sole
205.76K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares146.24K
TypeSH
Market value$44.44M
4.79%
Sole
146.24K
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares93.36K
TypeSH
Market value$43.85M
4.72%
Sole
93.36K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares64.41K
TypeSH
Market value$42.52M
4.58%
Sole
64.41K
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares411.06K
TypeSH
Market value$40.49M
4.36%
Sole
411.06K
Shared
0.00
None
0.00
LIVE NATION ENTERTAINMENT IN
SOLEShares212.69K
TypeSH
Market value$30.31M
3.26%
Sole
212.69K
Shared
0.00
None
0.00
TAKE-TWO INTERACTIVE SOFTWAR
SOLEShares116.77K
TypeSH
Market value$29.90M
3.22%
Sole
116.77K
Shared
0.00
None
0.00
LUMEN TECHNOLOGIES INC
SOLEShares3.50M
TypeSH
Market value$27.20M
2.93%
Sole
3.50M
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares117.71K
TypeSH
Market value$26.66M
2.87%
Sole
117.71K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares76.31K
TypeSH
Market value$26.26M
2.83%
Sole
76.31K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares158.02K
TypeSH
Market value$25.44M
2.74%
Sole
158.02K
Shared
0.00
None
0.00
BURLINGTON STORES INC
SOLEShares84.89K
TypeSH
Market value$24.52M
2.64%
Sole
84.89K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares90.16K
TypeSH
Market value$23.88M
2.57%
Sole
90.16K
Shared
0.00
None
0.00
ONTO INNOVATION INC
SOLEShares148.96K
TypeSH
Market value$23.52M
2.53%
Sole
148.96K
Shared
0.00
None
0.00
WAYFAIR INC
SOLEShares228.23K
TypeSH
Market value$22.92M
2.47%
Sole
228.23K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares192.84K
TypeSH
Market value$21.94M
2.36%
Sole
192.84K
Shared
0.00
None
0.00
MONGODB INC
SOLEShares51.73K
TypeSH
Market value$21.71M
2.34%
Sole
51.73K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares19.72K
TypeSH
Market value$21.10M
2.27%
Sole
19.72K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares137.59K
TypeSH
Market value$21.08M
2.27%
Sole
137.59K
Shared
0.00
None
0.00
CHIPOTLE MEXICAN GRILL INC
SOLEShares559.03K
TypeSH
Market value$20.68M
2.23%
Sole
559.03K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares57.59K
TypeSH
Market value$19.93M
2.15%
Sole
57.59K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares101.50K
TypeSH
Market value$19.78M
2.13%
Sole
101.50K
Shared
0.00
None
0.00
HYATT HOTELS CORP
SOLEShares116.96K
TypeSH
Market value$18.75M
2.02%
Sole
116.96K
Shared
0.00
None
0.00
ECHOSTAR CORP
SOLEShares168.66K
TypeSH
Market value$18.33M
1.97%
Sole
168.66K
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares23.89K
TypeSH
Market value$18.31M
1.97%
Sole
23.89K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 205.76K | SH | $47.49M 5.12% | 205.76K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 146.24K | SH | $44.44M 4.79% | 146.24K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 93.36K | SH | $43.85M 4.72% | 93.36K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 64.41K | SH | $42.52M 4.58% | 64.41K | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 411.06K | SH | $40.49M 4.36% | 411.06K | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENT INSOLE | COM | 212.69K | SH | $30.31M 3.26% | 212.69K | 0.00 | 0.00 |
TAKE-TWO INTERACTIVE SOFTWARSOLE | COM | 116.77K | SH | $29.90M 3.22% | 116.77K | 0.00 | 0.00 |
LUMEN TECHNOLOGIES INCSOLE | COM | 3.50M | SH | $27.20M 2.93% | 3.50M | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 117.71K | SH | $26.66M 2.87% | 117.71K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 76.31K | SH | $26.26M 2.83% | 76.31K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 158.02K | SH | $25.44M 2.74% | 158.02K | 0.00 | 0.00 |
BURLINGTON STORES INCSOLE | COM | 84.89K | SH | $24.52M 2.64% | 84.89K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 90.16K | SH | $23.88M 2.57% | 90.16K | 0.00 | 0.00 |
ONTO INNOVATION INCSOLE | COM | 148.96K | SH | $23.52M 2.53% | 148.96K | 0.00 | 0.00 |
WAYFAIR INCSOLE | CL A | 228.23K | SH | $22.92M 2.47% | 228.23K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 192.84K | SH | $21.94M 2.36% | 192.84K | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 51.73K | SH | $21.71M 2.34% | 51.73K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 19.72K | SH | $21.10M 2.27% | 19.72K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 137.59K | SH | $21.08M 2.27% | 137.59K | 0.00 | 0.00 |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 559.03K | SH | $20.68M 2.23% | 559.03K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 57.59K | SH | $19.93M 2.15% | 57.59K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 101.50K | SH | $19.78M 2.13% | 101.50K | 0.00 | 0.00 |
HYATT HOTELS CORPSOLE | COM CL A | 116.96K | SH | $18.75M 2.02% | 116.96K | 0.00 | 0.00 |
ECHOSTAR CORPSOLE | CL A | 168.66K | SH | $18.33M 1.97% | 168.66K | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 23.89K | SH | $18.31M 1.97% | 23.89K | 0.00 | 0.00 |
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