Benchstone Capital Management LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Benchstone Capital Management LP disclosed 38 US equity positions worth $859.5m in its Q1 2026 13F filing. The largest position was TSM at 5.6% of the reported book, followed by AVGO and ECHO.
What did Benchstone Capital Management LP own in Q1 2026? Top 38 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 5.6% | $48.5m | 143,637 | – | |
| 2 | AVGO BROADCOM INC | Technology | 5.3% | $45.7m | 147,747 | – | |
| 3 | ECHO ECHOSTAR CORP | Communication Services | 5.3% | $45.5m | 388,987 | – | |
| 4 | LLYVK LIBERTY MEDIA CORP DEL | Communication Services | 4.4% | $37.8m | 444,953 | – | |
| 5 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 4.1% | $35.6m | 73,428 | – | |
| 6 | H HYATT HOTELS CORP | Consumer Cyclical | 4.1% | $35.0m | 243,386 | – | |
| 7 | EQIX EQUINIX INC | Real Estate | 3.9% | $33.6m | 34,324 | – | |
| 8 | GOOGL ALPHABET INC | Communication Services | 3.9% | $33.3m | 115,699 | – | |
| 9 | ADI ANALOG DEVICES INC | Technology | 3.9% | $33.2m | 104,474 | – | |
| 10 | BURL BURLINGTON STORES INC | Consumer Cyclical | 3.7% | $31.6m | 97,140 | – | |
| 11 | ASML ASML HLDG NV | Technology | 3.5% | $29.8m | 22,548 | – | |
| 12 | AMAT APPLIED MATLS INC | Technology | 3.4% | $29.6m | 86,528 | – | |
| 13 | SNPS SYNOPSYS INC | Technology | 3.4% | $28.8m | 72,750 | – | |
| 14 | AKAM AKAMAI TECHNOLOGIES INC | Technology | 2.9% | $25.3m | 220,149 | – | |
| 15 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 2.9% | $25.1m | 164,276 | – | |
| 16 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 2.7% | $23.2m | 5,515 | – | |
| 17 | TGT TARGET CORP | Consumer Defensive | 2.7% | $22.8m | 188,206 | – | |
| 18 | WH WYNDHAM HOTELS & RESORTS INC | Consumer Cyclical | 2.5% | $21.8m | 268,077 | – | |
| 19 | AMZN AMAZON COM INC | Consumer Cyclical | 2.5% | $21.2m | 101,774 | – | |
| 20 | ROKU ROKU INC | Communication Services | 2.5% | $21.1m | 222,735 | – | |
| 21 | ROST ROSS STORES INC | Consumer Cyclical | 2.1% | $18.4m | 85,150 | – | |
| 22 | ZM ZOOM COMMUNICATIONS INC | Technology | 2.1% | $18.3m | 228,082 | – | |
| 23 | CSCO CISCO SYS INC | Technology | 2.1% | $17.6m | 227,275 | – | |
| 24 | NET CLOUDFLARE INC | Technology | 2.0% | $16.8m | 81,483 | – | |
| 25 | DASH DOORDASH INC | Consumer Cyclical | 1.9% | $16.1m | 107,008 | – | |
| 26 | OUT OUTFRONT MEDIA INC | Real Estate | 1.8% | $15.6m | 590,029 | – | |
| 27 | DDOG DATADOG INC | Technology | 1.8% | $15.5m | 131,258 | – | |
| 28 | WMT WALMART INC | Consumer Defensive | 1.8% | $15.1m | 121,708 | – | |
| 29 | TJX TJX COS INC NEW | Consumer Cyclical | 1.7% | $15.0m | 94,031 | – | |
| 30 | TMUS T-MOBILE US INC | Communication Services | 1.7% | $14.5m | 69,222 | – | |
| 31 | META META PLATFORMS INC | Communication Services | 1.3% | $10.9m | 19,098 | – | |
| 32 | CMG CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 1.2% | $10.4m | 324,163 | – | |
| 33 | HD HOME DEPOT INC | Consumer Cyclical | 1.2% | $10.0m | 30,485 | – | |
| 34 | TTWO TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 1.2% | $9.9m | 50,216 | – | |
| 35 | FIX COMFORT SYS USA INC | Industrials | 1.1% | $9.6m | 6,996 | – | |
| 36 | HPE HEWLETT PACKARD ENTERPRISE C | Technology | 1.1% | $9.1m | 381,243 | – | |
| 37 | INTU INTUIT | Technology | 0.5% | $4.5m | 10,473 | – | |
| 38 | ONTO ONTO INNOVATION INC | Technology | 0.4% | $3.3m | 16,121 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.