Q2 2025 · 13F-HR
Benchstone Capital Management LPholdings as filed
Filed 2025-08-14 · accession 0001420506-25-002096
$1.13B
Reported value
35
Positions
2025-06-30
Period end
The Brief · Benchstone Capital Management LP · Q2 2025
AI · grounded in 13F
Benchstone Capital Management LP established a new position in AMZN valued at $65.1M. The fund also initiated new stakes in NVDA for $64.7M and TSM for $57.1M. Other new additions include LBRDK, MSFT, and FWONK.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $65.1M | 5.75% | 296,946 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $64.7M | 5.71% | 409,307 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $57.1M | 5.04% | 252,103 | Common | SOLE |
| 530307305 | LBRDK | LIBERTY BROADBAND CORP | $53.0M | 4.68% | 539,206 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $50.9M | 4.50% | 102,399 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $50.3M | 4.44% | 481,087 | Common | SOLE |
| 00206R102 | T | AT&T INC | $48.2M | 4.25% | 1,664,371 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $41.9M | 3.70% | 56,823 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $39.8M | 3.51% | 126,424 | Common | SOLE |
| 538034109 | LYV | LIVE NATION ENTERTAINMENT IN | $38.0M | 3.36% | 251,469 | Common | SOLE |
| 285512109 | EA | ELECTRONIC ARTS INC | $37.6M | 3.32% | 235,417 | Common | SOLE |
| G66721104 | NCLH | NORWEGIAN CRUISE LINE HLDG L | $36.7M | 3.24% | 1,809,495 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $33.8M | 2.98% | 166,490 | Common | SOLE |
| 25754A201 | DPZ | DOMINOS PIZZA INC | $32.9M | 2.90% | 72,921 | Common | SOLE |
| 72352L106 | PINS | PINTEREST INC | $32.5M | 2.87% | 905,317 | Common | SOLE |
| 580135101 | MCD | MCDONALDS CORP | $32.0M | 2.82% | 109,529 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $30.8M | 2.72% | 29,919 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $30.5M | 2.69% | 111,688 | Common | SOLE |
| 682189105 | ON | ON SEMICONDUCTOR CORP | $30.1M | 2.66% | 575,146 | Common | SOLE |
| 778296103 | ROST | ROSS STORES INC | $29.4M | 2.59% | 230,259 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $26.7M | 2.36% | 122,246 | Common | SOLE |
| 03027X100 | AMT | AMERICAN TOWER CORP NEW | $26.5M | 2.34% | 119,971 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $26.2M | 2.31% | 4,520 | Common | SOLE |
| 122017106 | BURL | BURLINGTON STORES INC | $25.2M | 2.22% | 108,248 | Common | SOLE |
| 009066101 | ABNB | AIRBNB INC | $24.5M | 2.16% | 184,834 | Common | SOLE |
| 974155103 | WING | WINGSTOP INC | $22.8M | 2.02% | 67,804 | Common | SOLE |
| 98311A105 | WH | WYNDHAM HOTELS & RESORTS INC | $22.6M | 1.99% | 277,760 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $22.2M | 1.96% | 126,032 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $19.9M | 1.76% | 160,539 | Common | SOLE |
| 07831C103 | BRBR | BELLRING BRANDS INC | $19.3M | 1.70% | 333,195 | Common | SOLE |
| 82900L102 | SMPL | SIMPLY GOOD FOODS CO | $16.4M | 1.45% | 518,293 | Common | SOLE |
| 22822V101 | CCI | CROWN CASTLE INC | $14.5M | 1.28% | 141,320 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $10.7M | 0.94% | 47,625 | Common | SOLE |
| 83001C108 | FUN | SIX FLAGS ENTERTAINMENT CORP | $10.1M | 0.89% | 331,957 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $10.0M | 0.89% | 7,490 | 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.