Q4 2024 · 13F-HR
Benchstone Capital Management LPholdings as filed
Filed 2025-02-14 · accession 0001420506-25-000509
$966.9M
Reported value
36
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $48.2M | 4.99% | 219,847 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $42.7M | 4.42% | 383,541 | Common | SOLE |
| 00206R102 | T | AT&T INC | $42.6M | 4.41% | 1,870,937 | Common | SOLE |
| G66721104 | NCLH | NORWEGIAN CRUISE LINE HLDG L | $42.1M | 4.36% | 1,637,709 | Common | SOLE |
| 83001C108 | FUN | SIX FLAGS ENTERTAINMENT CORP | $41.4M | 4.28% | 859,447 | Common | SOLE |
| 530307305 | LBRDK | LIBERTY BROADBAND CORP | $41.2M | 4.26% | 551,384 | Common | SOLE |
| 03027X100 | AMT | AMERICAN TOWER CORP NEW | $40.4M | 4.17% | 220,084 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $40.0M | 4.14% | 431,643 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $36.6M | 3.79% | 77,383 | Common | SOLE |
| 682189105 | ON | ON SEMICONDUCTOR CORP | $34.5M | 3.56% | 546,566 | Common | SOLE |
| 122017106 | BURL | BURLINGTON STORES INC | $33.4M | 3.46% | 117,323 | Common | SOLE |
| 78410G104 | SBAC | SBA COMMUNICATIONS CORP NEW | $33.4M | 3.46% | 164,046 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $33.4M | 3.46% | 369,864 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $33.2M | 3.43% | 247,046 | Common | SOLE |
| 69007J106 | — | OUTFRONT MEDIA INC | $29.0M | 3.00% | 1,636,881 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $27.3M | 2.82% | 138,037 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $26.8M | 2.78% | 110,288 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $24.8M | 2.57% | 233,647 | Common | SOLE |
| 874054109 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $24.2M | 2.50% | 131,542 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $23.7M | 2.46% | 40,561 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $22.9M | 2.37% | 206,985 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $21.4M | 2.21% | 112,818 | Common | SOLE |
| 98311A105 | WH | WYNDHAM HOTELS & RESORTS INC | $21.3M | 2.21% | 211,703 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $21.2M | 2.19% | 63,338 | Common | SOLE |
| 580135101 | MCD | MCDONALDS CORP | $21.0M | 2.17% | 72,405 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $20.5M | 2.12% | 82,784 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $20.2M | 2.09% | 45,505 | Common | SOLE |
| 778296103 | ROST | ROSS STORES INC | $20.2M | 2.09% | 133,730 | Common | SOLE |
| 707569109 | PENN | PENN ENTERTAINMENT INC | $16.6M | 1.72% | 838,203 | Common | SOLE |
| 94419L101 | W | WAYFAIR INC | $16.1M | 1.67% | 364,372 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $15.1M | 1.56% | 250,736 | Common | SOLE |
| 974155103 | WING | WINGSTOP INC | $15.0M | 1.55% | 52,776 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $14.6M | 1.51% | 62,207 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $10.5M | 1.09% | 73,518 | Common | SOLE |
| 256746108 | DLTR | DOLLAR TREE INC | $7.6M | 0.78% | 101,284 | Common | SOLE |
| 25754A201 | DPZ | DOMINOS PIZZA INC | $3.4M | 0.36% | 8,204 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.