Q1 2025 · 13F-HR
Benchstone Capital Management LPholdings as filed
Filed 2025-05-15 · accession 0001420506-25-001254
$940.9M
Reported value
35
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 64110L106 | NFLX | NETFLIX INC | $60.2M | 6.39% | 64,520 | Common | SOLE |
| 03027X100 | AMT | AMERICAN TOWER CORP NEW | $49.3M | 5.24% | 226,603 | Common | SOLE |
| 78410G104 | SBAC | SBA COMMUNICATIONS CORP NEW | $47.5M | 5.04% | 215,726 | Common | SOLE |
| 530307305 | LBRDK | LIBERTY BROADBAND CORP | $46.7M | 4.96% | 548,556 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $41.7M | 4.43% | 251,174 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $40.7M | 4.33% | 70,619 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $39.1M | 4.16% | 171,921 | Common | SOLE |
| G66721104 | NCLH | NORWEGIAN CRUISE LINE HLDG L | $37.9M | 4.03% | 2,000,570 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $37.6M | 4.00% | 154,638 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $37.4M | 3.97% | 139,275 | Common | SOLE |
| 83001C108 | FUN | SIX FLAGS ENTERTAINMENT CORP | $33.5M | 3.56% | 938,426 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $33.2M | 3.53% | 368,670 | Common | SOLE |
| 874054109 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $31.3M | 3.33% | 151,169 | Common | SOLE |
| 461202103 | INTU | INTUIT | $30.2M | 3.21% | 49,146 | Common | SOLE |
| 122017106 | BURL | BURLINGTON STORES INC | $29.4M | 3.13% | 123,503 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $28.8M | 3.06% | 171,818 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $28.3M | 3.01% | 148,756 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $28.1M | 2.99% | 6,107 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $27.5M | 2.92% | 129,435 | Common | SOLE |
| 25754A201 | DPZ | DOMINOS PIZZA INC | $23.3M | 2.48% | 50,749 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $23.0M | 2.45% | 262,118 | Common | SOLE |
| 580135101 | MCD | MCDONALDS CORP | $22.9M | 2.43% | 73,240 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $21.8M | 2.32% | 228,782 | Common | SOLE |
| 98311A105 | WH | WYNDHAM HOTELS & RESORTS INC | $18.7M | 1.98% | 206,175 | Common | SOLE |
| 72352L106 | PINS | PINTEREST INC | $18.5M | 1.97% | 597,270 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $16.1M | 1.71% | 42,066 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $16.0M | 1.70% | 109,249 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRS INC | $15.9M | 1.69% | 88,572 | Common | SOLE |
| 94419L101 | W | WAYFAIR INC | $13.0M | 1.38% | 404,585 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $12.2M | 1.30% | 47,985 | Common | SOLE |
| 256746108 | DLTR | DOLLAR TREE INC | $11.7M | 1.25% | 156,465 | Common | SOLE |
| 69007J304 | OUT | OUTFRONT MEDIA INC | $9.2M | 0.97% | 567,161 | Common | SOLE |
| 974155103 | WING | WINGSTOP INC | $5.1M | 0.54% | 22,723 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $3.8M | 0.40% | 8,144 | Common | SOLE |
| 707569109 | PENN | PENN ENTERTAINMENT INC | $1.4M | 0.14% | 83,168 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.