Benchstone Capital Management LP: 13F holdings
CIK 20167772026Q2
| Positions | 36 |
|---|---|
| Reported value | $827.8m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SNOW SNOWFLAKE INC | 168,370 | $42.9m | 5.2% |
| FWONK LIBERTY MEDIA CORP DEL | 445,833 | $42.4m | 5.1% |
| TXN TEXAS INSTRS INC | 126,767 | $37.8m | 4.6% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 77,162 | $36.9m | 4.5% |
| WH WYNDHAM HOTELS & RESORTS INC | 404,224 | $34.0m | 4.1% |
| DASH DOORDASH INC | 183,635 | $33.9m | 4.1% |
| TTWO TAKE-TWO INTERACTIVE SOFTWAR | 134,728 | $33.7m | 4.1% |
| OUTFRONT MEDIA INC | 980,390 | $32.1m | 3.9% |
| W WAYFAIR INC | 331,642 | $30.7m | 3.7% |
| BKNG BOOKING HOLDINGS INC | 163,731 | $29.2m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2016777")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.