Filed: 5/15/2026ACC: 0001420506-26-001126
📋 What this filing means
BENCHSTONE CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 38 equity positions with a total reported market value of $859.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
38
Positions
$859.53M
Total AUM (reported)
5.72M
Total Shares
Allocation by class
COM$479.62M55.8%
CL A$90.87M10.6%
COM CL A$56.07M6.5%
SPONSORED ADS$48.54M5.6%
COM LBTY ONE S C$37.83M4.4%
SHS$35.61M4.1%
CAP STK CL A$33.27M3.9%
Portfolio Concentration
Top 3$139.81M16.3%
4–10$240.19M27.9%
11–25$335.91M39.1%
Rest$143.62M16.7%
Top 3 weight
16.3%
Top 10 weight
44.2%
Voting Authority Distribution
Total shares with voting rights: 5.72M
Sole
Full voting authority
5.72M
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)
Sole38
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings38
Rows:
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares143.64K
TypeSH
Market value$48.54M
5.65%
Sole
143.64K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares147.75K
TypeSH
Market value$45.73M
5.32%
Sole
147.75K
Shared
0.00
None
0.00
ECHOSTAR CORP
SOLEShares388.99K
TypeSH
Market value$45.54M
5.30%
Sole
388.99K
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares444.95K
TypeSH
Market value$37.83M
4.40%
Sole
444.95K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares73.43K
TypeSH
Market value$35.61M
4.14%
Sole
73.43K
Shared
0.00
None
0.00
HYATT HOTELS CORP
SOLEShares243.39K
TypeSH
Market value$35.00M
4.07%
Sole
243.39K
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares34.32K
TypeSH
Market value$33.65M
3.91%
Sole
34.32K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares115.70K
TypeSH
Market value$33.27M
3.87%
Sole
115.70K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares104.47K
TypeSH
Market value$33.24M
3.87%
Sole
104.47K
Shared
0.00
None
0.00
BURLINGTON STORES INC
SOLEShares97.14K
TypeSH
Market value$31.61M
3.68%
Sole
97.14K
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares22.55K
TypeSH
Market value$29.78M
3.46%
Sole
22.55K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares86.53K
TypeSH
Market value$29.57M
3.44%
Sole
86.53K
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares72.75K
TypeSH
Market value$28.84M
3.36%
Sole
72.75K
Shared
0.00
None
0.00
AKAMAI TECHNOLOGIES INC
SOLEShares220.15K
TypeSH
Market value$25.28M
2.94%
Sole
220.15K
Shared
0.00
None
0.00
LIVE NATION ENTERTAINMENT IN
SOLEShares164.28K
TypeSH
Market value$25.05M
2.91%
Sole
164.28K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares5.51K
TypeSH
Market value$23.22M
2.70%
Sole
5.51K
Shared
0.00
None
0.00
TARGET CORP
SOLEShares188.21K
TypeSH
Market value$22.81M
2.65%
Sole
188.21K
Shared
0.00
None
0.00
WYNDHAM HOTELS & RESORTS INC
SOLEShares268.08K
TypeSH
Market value$21.78M
2.53%
Sole
268.08K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares101.77K
TypeSH
Market value$21.20M
2.47%
Sole
101.77K
Shared
0.00
None
0.00
ROKU INC
SOLEShares222.74K
TypeSH
Market value$21.08M
2.45%
Sole
222.74K
Shared
0.00
None
0.00
ROSS STORES INC
SOLEShares85.15K
TypeSH
Market value$18.45M
2.15%
Sole
85.15K
Shared
0.00
None
0.00
ZOOM COMMUNICATIONS INC
SOLEShares228.08K
TypeSH
Market value$18.34M
2.13%
Sole
228.08K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares227.28K
TypeSH
Market value$17.63M
2.05%
Sole
227.28K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares81.48K
TypeSH
Market value$16.81M
1.96%
Sole
81.48K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares107.01K
TypeSH
Market value$16.07M
1.87%
Sole
107.01K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 143.64K | SH | $48.54M 5.65% | 143.64K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 147.75K | SH | $45.73M 5.32% | 147.75K | 0.00 | 0.00 |
ECHOSTAR CORPSOLE | CL A | 388.99K | SH | $45.54M 5.30% | 388.99K | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 444.95K | SH | $37.83M 4.40% | 444.95K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 73.43K | SH | $35.61M 4.14% | 73.43K | 0.00 | 0.00 |
HYATT HOTELS CORPSOLE | COM CL A | 243.39K | SH | $35.00M 4.07% | 243.39K | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 34.32K | SH | $33.65M 3.91% | 34.32K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 115.70K | SH | $33.27M 3.87% | 115.70K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 104.47K | SH | $33.24M 3.87% | 104.47K | 0.00 | 0.00 |
BURLINGTON STORES INCSOLE | COM | 97.14K | SH | $31.61M 3.68% | 97.14K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 22.55K | SH | $29.78M 3.46% | 22.55K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 86.53K | SH | $29.57M 3.44% | 86.53K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 72.75K | SH | $28.84M 3.36% | 72.75K | 0.00 | 0.00 |
AKAMAI TECHNOLOGIES INCSOLE | COM | 220.15K | SH | $25.28M 2.94% | 220.15K | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENT INSOLE | COM | 164.28K | SH | $25.05M 2.91% | 164.28K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 5.51K | SH | $23.22M 2.70% | 5.51K | 0.00 | 0.00 |
TARGET CORPSOLE | COM | 188.21K | SH | $22.81M 2.65% | 188.21K | 0.00 | 0.00 |
WYNDHAM HOTELS & RESORTS INCSOLE | COM | 268.08K | SH | $21.78M 2.53% | 268.08K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 101.77K | SH | $21.20M 2.47% | 101.77K | 0.00 | 0.00 |
ROKU INCSOLE | COM CL A | 222.74K | SH | $21.08M 2.45% | 222.74K | 0.00 | 0.00 |
ROSS STORES INCSOLE | COM | 85.15K | SH | $18.45M 2.15% | 85.15K | 0.00 | 0.00 |
ZOOM COMMUNICATIONS INCSOLE | CL A | 228.08K | SH | $18.34M 2.13% | 228.08K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 227.28K | SH | $17.63M 2.05% | 227.28K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 81.48K | SH | $16.81M 1.96% | 81.48K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 107.01K | SH | $16.07M 1.87% | 107.01K | 0.00 | 0.00 |
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