Q2 2026 13F · SEC CIK 2016777

Benchstone Capital Management LP

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $802.5M
Reported positions: 36
Holdings vs S&P 500, 3 yrs: —
Assets under management: $1.1B

Benchstone Capital Management LP is a hedge fund that reported 36 positions worth $802.5M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Snowflake Inc (SNOW, 5.3%), Liberty Media Corp Del (FWONK, 5.3%), Texas Instrs Inc (TXN, 4.7%).

Benchstone Capital Management LP holdings all 36 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Benchstone Capital Management LP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SNOWSnowflake Inc	5.3%	New	168,370	—	$42.9M
FWONKLiberty Media Corp Del	5.3%	4.4%	445,833	+0.2%	$42.4M
TXNTexas Instrs Inc	4.7%	New	126,767	—	$37.8M
TSMTaiwan Semiconductor Manufac	4.6%	5.6%	77,162	-46.3%	$36.9M
WHWyndham Hotels & Resorts Inc	4.2%	2.5%	404,224	+50.8%	$34.0M
DASHDoordash Inc	4.2%	1.9%	183,635	+71.6%	$33.9M
TTWOTake-Two Interactive Softwar	4.2%	1.2%	134,728	+168.3%	$33.7M
OUTOutfront Media Inc	4.0%	1.8%	980,390	+66.2%	$32.1M
WWayfair Inc	3.8%	New	331,642	—	$30.7M
BKNGBooking Holdings Inc	3.6%	2.7%	163,731	+2868.8%	$29.2M
ASMLAsml Hldg NV	3.4%	3.5%	13,858	-38.5%	$27.6M
GOOGLAlphabet Inc	3.3%	3.9%	74,450	-35.7%	$26.6M
AMZNAmazon Com Inc	3.3%	2.5%	111,357	+9.4%	$26.5M
WMTWalmart Inc	3.2%	1.8%	224,032	+84.1%	$25.4M
MDBMongodb Inc	3.1%	New	75,114	—	$25.2M
HDHome Depot Inc	3.1%	1.2%	71,202	+133.6%	$25.1M
TWLOTwilio Inc	2.9%	New	112,252	—	$23.2M
SHOPShopify Inc	2.8%	New	198,162	—	$22.6M
AKAMAkamai Technologies Inc	2.8%	2.9%	186,670	-15.2%	$22.1M
BURLBurlington Stores	2.6%	3.7%	65,240	-32.8%	$20.7M
SBACSba Communications Corp	2.5%	New	113,856	—	$20.1M
LOWLowes Cos Inc	2.4%	New	88,087	—	$19.4M
AMDAdvanced Micro Devices Inc	2.4%	New	32,906	—	$19.1M
AMTAmerican Tower Corp	2.3%	New	111,270	—	$18.2M
TSEMTower Semiconductor Ltd	2.2%	New	66,967	—	$17.5M
AMATApplied Matls Inc	1.9%	3.4%	21,149	-75.6%	$15.3M
ONTOOnto Innovation Inc	1.8%	0.4%	37,868	+134.9%	$14.3M
SPOTSpotify Technology SA	1.7%	4.1%	30,087	-59.0%	$13.8M
AVGOBroadcom Inc	1.6%	5.3%	33,332	-77.4%	$12.6M
CRDOCredo Technology Group Holdi	1.4%	New	41,219	—	$11.2M
ZMZoom Communications Inc	1.4%	2.1%	128,552	-43.6%	$11.1M
TJXTjx Cos Inc New	1.3%	1.7%	70,371	-25.2%	$10.7M
ROSTRoss Stores Inc	1.2%	2.1%	43,558	-48.8%	$9.3M
SNDKSandisk Corp	0.8%	New	2,680	—	$6.1M
NBISNebius Group N.v.	0.4%	New	10,511	—	$2.9M
NOWServicenow Inc	0.3%	New	25,836	—	$2.6M

What Benchstone Capital Management LP bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +3.3% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$802.5M	36
Q1 2026	$859.5M	38
Q4 2025	$887.9M	43
Q3 2025	$733.3M	27
Q2 2025	$1.1B	35
Q1 2025	$940.9M	35
Q4 2024	$966.9M	36

Questions about Benchstone Capital Management LP's portfolio

What stocks does Benchstone Capital Management LP own?

Benchstone Capital Management LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 36 positions worth $802.5M. The largest are Snowflake Inc (SNOW) at 5.3%, Liberty Media Corp Del (FWONK) at 5.3%, Texas Instrs Inc (TXN) at 4.7%, Taiwan Semiconductor Manufac (TSM) at 4.6% and Wyndham Hotels & Resorts Inc (WH) at 4.2%.

What did Benchstone Capital Management LP buy last quarter?

In Q2 2026, Benchstone Capital Management LP added a new position in Snowflake Inc (SNOW), a new position in Texas Instrs Inc (TXN), a new position in Wayfair Inc (W), a new position in Mongodb Inc (MDB), a new position in Twilio Inc (TWLO), Booking Holdings Inc (BKNG) (+2868.8% shares), Take-Two Interactive Softwar (TTWO) (+168.3% shares) and Onto Innovation Inc (ONTO) (+134.9% shares), compared with its Q1 2026 filing.

What did Benchstone Capital Management LP sell last quarter?

In Q2 2026, Benchstone Capital Management LP sold all of EchoStar Corp (ECHO), sold all of Hyatt Hotels Corp (H), sold all of Equinix Inc (EQIX), sold all of Analog Devices Inc (ADI), sold all of Synopsys Inc (SNPS), Broadcom Inc (AVGO) (-77.4% shares), Applied Matls Inc (AMAT) (-75.6% shares) and Spotify Technology SA (SPOT) (-59.0% shares), compared with its Q1 2026 filing.

When is Benchstone Capital Management LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Benchstone Capital Management LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Benchstone Capital Management LP manage?

Benchstone Capital Management LP reported $1.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $802.5M.