Benchstone Capital Management LP In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Benchstone Capital Management LP reported 36 stock positions worth $802.5 million . Its top holding was Snowflake (SNOW) at 5.3% of the portfolio, followed by Liberty Media Class C (FWONK, 5.3% ) and Texas Instruments (TXN, 4.7% ). Compared with Q1 2026, it opened 15 new positions, sold out of 17, added to 10 and reduced 11. The biggest buy was a new position in Snowflake (SNOW) and the biggest sale an exit from Echostar Class A (ECHO).
Location NEW YORK, NY
CIK 0002016777
Portfolio Value $802.5M (Q2 2026) Holdings 36 stocks · $802.5M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2026 SNOW Snowflake Inc. 168,370 $42.9M New FWONK Liberty Media Corp. Class C 445,833 $42.4M Add +0.2% TXN Texas Instruments Inc. 126,767 $37.8M New TSM Taiwan Semiconductor-SP ADR 77,162 $36.9M Reduce -46.3% WH Wyndham Hotels & Resorts Inc. 404,224 $34.0M Add +50.8% DASH DoorDash Inc. Class A 183,635 $33.9M Add +71.6% TTWO Take-Two Interactive Softwre 134,728 $33.7M Add +168.3% OUT Outfront Media Inc. 980,390 $32.1M Add +66.2% W Wayfair Inc. Class A 331,642 $30.7M New BKNG Booking Holdings Inc. 163,731 $29.2M Add +18.8% ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 13,858 $27.6M Reduce -38.5% GOOGL Alphabet Inc. Class A 74,450 $26.6M Reduce -35.6% AMZN Amazon.com Inc. 111,357 $26.5M Add +9.4% WMT Walmart Inc. 224,032 $25.4M Add +84.1% MDB Mongodb Inc. 75,114 $25.2M New HD Home Depot Inc. 71,202 $25.1M Add +133.6% TWLO Twilio Inc. Class A 112,252 $23.2M New SHOP Shopify Inc. Class A 198,162 $22.6M New AKAM Akamai Technologies Inc. 186,670 $22.1M Reduce -15.2% BURL Burlington Stores Inc. 65,240 $20.7M Reduce -32.8% SBAC SBA Communications Corp. 113,856 $20.1M New LOW Lowe's Cos Inc. 88,087 $19.4M New AMD Advanced Micro Devices 32,906 $19.1M New AMT American Tower Corp. 111,270 $18.2M New TSEM Tower Semiconductor Ltd. 66,967 $17.5M New AMAT Applied Materials Inc. 21,149 $15.3M Reduce -75.6% ONTO Onto Innovation Inc. 37,868 $14.3M Add +134.9% SPOT Spotify Technology SA 30,087 $13.8M Reduce -59.0% AVGO Broadcom Inc. 33,332 $12.6M Reduce -77.4% CRDO Credo Technology Group Holdi 41,219 $11.2M New ZM Zoom Communications Inc. 128,552 $11.1M Reduce -43.6% TJX TJX Companies Inc. filed as TJX COS INC NEW 70,371 $10.7M Reduce -25.2% ROST Ross Stores Inc. 43,558 $9.3M Reduce -48.9% SNDK Sandisk Corp. 2,680 $6.1M New NBIS Nebius Group NV 10,511 $2.9M New NOW ServiceNow Inc. 25,836 $2.6M New
Options reported separately and not counted above: WH puts ($25.3M).
Portfolio Sells Q1 2026 → Q2 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▲ ECHO Echostar Corp. Class A Sold out 0.00% −5.30 H Hyatt Hotels Corp. Class A Sold out 0.00% −4.07 EQIX Equinix Inc. Sold out 0.00% −3.91 ADI Analog Devices Inc. Sold out 0.00% −3.87 AVGO Broadcom Inc. Reduce -77.4% 1.57% −3.75 SNPS Synopsys Inc. Sold out 0.00% −3.36 LYV Live Nation Entertainment Inc. Sold out 0.00% −2.91 TGT Target Corp. Sold out 0.00% −2.65 ROKU Roku Inc. Sold out 0.00% −2.45 SPOT Spotify Technology SA Reduce -59.0% 1.72% −2.42 CSCO Cisco Systems Inc. Sold out 0.00% −2.05 NET Cloudflare Inc. Class A Sold out 0.00% −1.96 DDOG Datadog Inc. Class A Sold out 0.00% −1.80 TMUS T-Mobile US Inc. Sold out 0.00% −1.69 AMAT Applied Materials Inc. Reduce -75.6% 1.91% −1.54 META Meta Platforms Inc. Class A Sold out 0.00% −1.27 CMG Chipotle Mexican Grill Inc. Sold out 0.00% −1.21 FIX Comfort Systems USA Inc. Sold out 0.00% −1.12 BURL Burlington Stores Inc. Reduce -32.8% 2.58% −1.10 HPE Hewlett Packard Enterprise Sold out 0.00% −1.06 TSM Taiwan Semiconductor-SP ADR Reduce -46.3% 4.59% −1.06 ROST Ross Stores Inc. Reduce -48.9% 1.16% −0.99 ZM Zoom Communications Inc. Reduce -43.6% 1.38% −0.75 GOOGL Alphabet Inc. Class A Reduce -35.6% 3.32% −0.56 INTU Intuit Inc. Sold out 0.00% −0.53 TJX TJX Companies Inc. Reduce -25.2% 1.33% −0.42 AKAM Akamai Technologies Inc. Reduce -15.2% 2.75% −0.19 ASML ASML Holding NV-NY Reg SHS Reduce -38.5% 3.44% −0.03
Portfolio Buys Q1 2026 → Q2 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▼ SNOW Snowflake Inc. New 5.34% +5.34 TXN Texas Instruments Inc. New 4.71% +4.71 W Wayfair Inc. Class A New 3.82% +3.82 MDB Mongodb Inc. New 3.14% +3.14 TTWO Take-Two Interactive Softwre Add +168.3% 4.20% +3.04 TWLO Twilio Inc. Class A New 2.89% +2.89 SHOP Shopify Inc. Class A New 2.82% +2.82 SBAC SBA Communications Corp. New 2.50% +2.50 LOW Lowe's Cos Inc. New 2.42% +2.42 AMD Advanced Micro Devices New 2.38% +2.38 DASH DoorDash Inc. Class A Add +71.6% 4.22% +2.35 AMT American Tower Corp. New 2.27% +2.27 OUT Outfront Media Inc. Add +66.2% 4.00% +2.18 TSEM Tower Semiconductor Ltd. New 2.17% +2.17 HD Home Depot Inc. Add +133.6% 3.13% +1.96 WH Wyndham Hotels & Resorts Inc. Add +50.8% 4.24% +1.71 WMT Walmart Inc. Add +84.1% 3.16% +1.40 ONTO Onto Innovation Inc. Add +134.9% 1.79% +1.40 CRDO Credo Technology Group Holdi New 1.40% +1.40 BKNG Booking Holdings Inc. Add +18.8% 3.64% +0.94 FWONK Liberty Media Corp. Class C Add +0.2% 5.29% +0.88 AMZN Amazon.com Inc. Add +9.4% 3.31% +0.84 SNDK Sandisk Corp. New 0.76% +0.76 NBIS Nebius Group NV New 0.36% +0.36 NOW ServiceNow Inc. New 0.32% +0.32
Options Activity Q1 2026 → Q2 2026 Security Type Change vs Q1 2026 Underlying Shares Value ▼ WH Wyndham Hotels & Resorts Inc. put New 300,000 $25.3M
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 36 $802.5M SNOW, FWONK, TXN, TSM, WH Q1 2026 38 $859.5M TSM, AVGO, ECHO, FWONK, SPOT Q4 2025 43 $887.9M AMZN, TSM, SNPS, META, FWONK Q3 2025 27 $733.3M MSFT, NCLH, FWONK, MCD, META Q2 2025 35 $1.1B AMZN, NVDA, TSM, LBRDK, MSFT Q1 2025 35 $940.9M NFLX, AMT, SBAC, LBRDK, TSM Q4 2024 36 $966.9M AMZN, DIS, T, NCLH, FUN