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Benchstone Capital Management LP

13F
Benchstone Capital Management LP
Last update 2025-05-15 35 Stocks (8 new)
Value $941.00 Mil Turnover 39 %
Countries:
Benchstone Capital Management ... Top Holdings of 2025-03-31 View Full List
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
+14.39%
+33.52%
505,696.3
Media - Diversified
AMT
American Tower Corp
226,603
49,308.8
+2.96%
5.240
+0.15%
0.050
+5.98%
+28.73%
108,771.9
REITs
SBAC
SBA Communications Corp
215,726
47,461.9
+31.50%
5.040
+1.21%
0.200
+3.92%
+18.62%
25,717.0
REITs
LBRDK
Liberty Broadband Corp
548,556
46,654.7
-0.51%
4.960
-0.02%
0.380
+25.75%
+29.13%
12,959.3
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
+55.50%
+19.67%
1,216,757.6
Semiconductors
META
Meta Platforms Inc
70,619
40,702.0
+74.11%
4.330
+1.84%
0.000
+40.99%
+20.58%
1,772,123.0
Interactive Media
HLT
Hilton Worldwide Holdings Inc
171,921
39,120.6
+107.67%
4.160
+2.16%
0.070
+30.08%
+10.92%
65,091.7
Travel & Leisure
NCLH
Norwegian Cruise Line Holdings Ltd
2,000,570
37,930.8
+22.16%
4.030
+0.73%
0.450
+42.08%
-8.28%
10,544.6
Travel & Leisure
MNDY
Monday.Com Ltd
154,638
37,601.8
+148.59%
4.000
+2.39%
0.300
+20.98%
+22.13%
14,783.9
Software
CRM
Salesforce Inc
139,275
37,375.8
+119.89%
3.970
+2.16%
0.010
+8.47%
-20.91%
251,992.0
Software

Benchstone Capital Management LP's Historical Top Holdings Breakdowns

Benchstone Capital Management LP's Top Stock Picks View Full List
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
$1,190.08
25.14%
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
$121.06
12.65%
Sold Out
0
-383,541
T
AT&T Inc
2025-03-31
Sold Out
Sold Out
-4.41%
21.56 ($25.15) 28.28
$27.42
9.03%
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
$62.45
24.08%
Sold Out
0
-546,566
NVDA
NVIDIA Corp
2025-03-31
Sold Out
Sold Out
-3.43%
106.98 ($126.74) 149.43
$167.03
31.79%
Sold Out
0
-247,046
MCO
Moodys Corp
2025-03-31
Reduce
Reduce
-3.39%
437.8 ($481.85) 527.48
$499.12
3.58%
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
$766.78
27.69%
New holding
49,146
49,146
AVGO
Broadcom Inc
2025-03-31
New Buy
New Buy
+3.06%
167.43 ($211.65) 244.7
$278.59
31.63%
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
$5,775.53
20.78%
New holding
6,107
6,107
MNDY
Monday.Com Ltd
2025-03-31
Add
Add
+2.39%
213 ($264.28) 327.92
$287.54
8.80%
Add 148.59%
154,638
92,431

Benchstone Capital Management LP Total Holding History ($B)

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Benchstone Capital Management LP's Asset Allocation

To

Benchstone Capital Management LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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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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