Benchstone Capital Management LP
CIK 2016777 · Holdings on Mar 31, 2025 · First reported May 15, 2025
Top ten holdings
Q1 2025- NFLX6.39%
- AMT5.24%
- SBAC5.04%
- 5303073054.96%
- TSM4.43%
- META4.33%
- HLT4.16%
- NCLH4.03%
- MNDY4.00%
- CRM3.97%
Share classes counted separately46.55%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MNDYWeight increased · +2.49 pp1.51% → 4.00%Shares +92.43K (+148.59%)
- DPZWeight increased · +2.12 pp0.36% → 2.48%Shares +42.55K (+518.59%)
- HLTWeight increased · +2.04 pp2.12% → 4.16%Shares +89.14K (+107.67%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NFLXNETFLIX INC View history and evidence | $60.17M | 6.39% | 64.52K shares | Prior unavailable +64.52K | New | ↗▾ |
| 02 | AMTAMERICAN TOWER CORP View history and evidence | $49.31M | 5.24% | 226.60K shares | 4.17% → 5.24%+1.07 pp +6.52K (+2.96%) | Added | ↗▾ |
| 03 | SBACSBA COMMUNICATIONS CORPCL A View history and evidence | $47.46M | 5.04% | 215.73K shares | 3.46% → 5.04%+1.58 pp +51.68K (+31.50%) | Added | ↗▾ |
| 04 | 530307305LIBERTY BROADBAND-CCOM SER C View history and evidence | $46.65M | 4.96% | 548.56K shares | 4.26% → 4.96%+0.70 pp -2.83K (-0.51%) | Reduced | ↗▾ |
| 05 | TSMTAIWAN SEMICONDUCTOR-SP ADRSPONSORED ADS View history and evidence | $41.69M | 4.43% | 251.17K shares | 2.82% → 4.43%+1.61 pp +113.14K (+81.96%) | Added | ↗▾ |
| 06 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $40.70M | 4.33% | 70.62K shares | 2.46% → 4.33%+1.87 pp +30.06K (+74.11%) | Added | ↗▾ |
| 07 | HLTHILTON WORLDWIDE HOLDINGS IN View history and evidence | $39.12M | 4.16% | 171.92K shares | 2.12% → 4.16%+2.04 pp +89.14K (+107.67%) | Added | ↗▾ |
| 08 | NCLHNORWEGIAN CRUISE LINE HOLDINSHS View history and evidence | $37.93M | 4.03% | 2.00M shares | 4.36% → 4.03%-0.33 pp +362.86K (+22.16%) | Added | ↗▾ |
| 09 | MNDYMONDAY.COM LTDSHS View history and evidence | $37.60M | 4.00% | 154.64K shares | 1.51% → 4.00%+2.49 pp +92.43K (+148.59%) | Added | ↗▾ |
| 10 | CRMSALESFORCE INC View history and evidence | $37.38M | 3.97% | 139.28K shares | 2.19% → 3.97%+1.78 pp +75.94K (+119.89%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 9
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DIS WALT DISNEY CO/THE | Non-derivative | -383,541 | -$42.71M | SEC filing ↗ | SEC filing ↗ |
| T AT&T INC | Non-derivative | -1,870,937 | -$42.60M | SEC filing ↗ | SEC filing ↗ |
| ON ON SEMICONDUCTOR | Non-derivative | -546,566 | -$34.46M | SEC filing ↗ | SEC filing ↗ |
3 / 9 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2016777 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 940868464
}Research all 35 reported holdings.
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