Benchstone Capital Management LP
Top Portfolio Positions
37 positions ·
$821,703,940 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
143,637 | $48,542,124 | 5.91% | |
| AVGO |
Broadcom Inc.
Technology
|
147,747 | $45,729,173 | 5.57% | |
| ECHO |
EchoStar CORP
Communication Services
|
388,987 | $45,538,708 | 5.54% | |
| SPOT |
Spotify Technology S.A.
Communication Services
|
73,428 | $35,605,971 | 4.33% | |
| H |
Hyatt Hotels Corp
Consumer Cyclical
|
243,386 | $34,996,472 | 4.26% | |
| EQIX |
Equinix Inc
Real Estate
|
34,324 | $33,645,757 | 4.09% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
115,699 | $33,270,404 | 4.05% | |
| ADI |
Analog Devices Inc
Technology
|
104,474 | $33,237,358 | 4.04% | |
| BURL |
Burlington Stores, Inc.
Consumer Cyclical
|
97,140 | $31,607,413 | 3.85% | |
| ASML |
Asml Holding NV
Technology
|
22,548 | $29,782,074 | 3.62% |
Portfolio Trend
6 quarters · across all stocks
Holdings in H
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,996,472 | 243,386 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,751,187 | 116,961 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||