BC
| |
Benchstone Capital Management LP13F | |
| Benchstone Capital Management LP | |
| Last update 2025-05-15 | 35 Stocks (8 new) |
| Value $941.00 Mil | Turnover 39 % |
Benchstone Capital Management ... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NFLX | Netflix Inc | 64,520 | 60,166.8 | New Holding | 6.390 | +6.39% | 0.020 | +7.29% | +32.03% | 500,044.8 | Media - Diversified | |
AMT | American Tower Corp | 226,603 | 49,308.8 | +2.96% | 5.240 | +0.15% | 0.050 | +10.46% | +28.07% | 108,210.2 | REITs | |
SBAC | SBA Communications Corp | 215,726 | 47,461.9 | +31.50% | 5.040 | +1.21% | 0.200 | +7.42% | +18.06% | 25,595.6 | REITs | |
LBRDK | Liberty Broadband Corp | 548,556 | 46,654.7 | -0.51% | 4.960 | -0.02% | 0.380 | +25.59% | +29.96% | 13,040.9 | Telecommunication Services | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 251,174 | 41,694.9 | +81.96% | 4.430 | +2.00% | 0.000 | +46.93% | +22.62% | 1,246,735.7 | Semiconductors | |
META | Meta Platforms Inc | 70,619 | 40,702.0 | +74.11% | 4.330 | +1.84% | 0.000 | +34.55% | +22.63% | 1,802,269.8 | Interactive Media | |
HLT | Hilton Worldwide Holdings Inc | 171,921 | 39,120.6 | +107.67% | 4.160 | +2.16% | 0.070 | +22.29% | +8.59% | 63,051.9 | Travel & Leisure | |
NCLH | Norwegian Cruise Line Holdings Ltd | 2,000,570 | 37,930.8 | +22.16% | 4.030 | +0.73% | 0.450 | +40.90% | -6.08% | 10,797.1 | Travel & Leisure | |
MNDY | Monday.Com Ltd | 154,638 | 37,601.8 | +148.59% | 4.000 | +2.39% | 0.300 | +10.44% | +24.62% | 15,085.6 | Software | |
CRM | Salesforce Inc | 139,275 | 37,375.8 | +119.89% | 3.970 | +2.16% | 0.010 | +1.60% | -19.44% | 256,686.0 | Software |
Benchstone Capital Management LP's Historical Top Holdings Breakdowns
Benchstone Capital Management LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NFLX | Netflix Inc | 2025-03-31 | New Buy New Buy | +6.39% | 828.4 ($951.01) 1058.6 | $1,176.88 | 23.75% | New holding | 64,520 | 64,520 | |
DIS | The Walt Disney Co | 2025-03-31 | Sold Out Sold Out | -4.42% | 96.87 ($107.47) 114 | $123.10 | 14.55% | Sold Out | 0 | -383,541 | |
T | AT&T Inc | 2025-03-31 | Sold Out Sold Out | -4.41% | 21.56 ($25.15) 28.28 | $27.82 | 10.62% | Sold Out | 0 | -1,870,937 | |
ON | ON Semiconductor Corp | 2025-03-31 | Sold Out Sold Out | -3.56% | 40.69 ($50.33) 64.51 | $54.98 | 9.24% | Sold Out | 0 | -546,566 | |
NVDA | NVIDIA Corp | 2025-03-31 | Sold Out Sold Out | -3.43% | 106.98 ($126.74) 149.43 | $172.84 | 36.37% | Sold Out | 0 | -247,046 | |
MCO | Moodys Corp | 2025-03-31 | Reduce Reduce | -3.39% | 437.8 ($481.85) 527.48 | $509.36 | 5.71% | Reduce -89.48% | 8,144 | -69,239 | |
INTU | Intuit Inc | 2025-03-31 | New Buy New Buy | +3.21% | 555.63 ($600.51) 630.23 | $781.61 | 30.16% | New holding | 49,146 | 49,146 | |
AVGO | Broadcom Inc | 2025-03-31 | New Buy New Buy | +3.06% | 167.43 ($211.65) 244.7 | $287.69 | 35.92% | New holding | 171,818 | 171,818 | |
BKNG | Booking Holdings Inc | 2025-03-31 | New Buy New Buy | +2.99% | 4295.4 ($4781.72) 5141.88 | $5,735.28 | 19.94% | New holding | 6,107 | 6,107 | |
MNDY | Monday.Com Ltd | 2025-03-31 | Add Add | +2.39% | 213 ($264.28) 327.92 | $295.00 | 11.62% | Add 148.59% | 154,638 | 92,431 |
Benchstone Capital Management LP Total Holding History ($B)
Benchstone Capital Management LP's Asset Allocation
Benchstone Capital Management LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Benchstone Capital Management LP's Hypothetical Growth since 2025-03-31
Benchstone Capital Management LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Benchstone Capital Management LP's Holdings Heat Map
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Benchstone Capital Management LP's Holdings Bubble Chart
Benchstone Capital Management LP News
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