StockDriftsStockDriftsTop 38 Benchstone Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 5.65% | 143.6K | $48.5M | -1.78%(-2.61K) | $219.73(+84.02%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 5.32% | 147.7K | $45.7M | +156.55%(+90.16K) | $277.49(+53.23%) | 2026-03-31 | |
| SATS | ECHOSTAR CORP | 5.3% | 389.0K | $45.5M | +130.64%(+220.33K) | $104.06(+31.88%) | 2026-03-31 | |
| FWONK | LIBERTY MEDIA CORP DEL | 4.4% | 445.0K | $37.8M | +8.24%(+33.89K) | $88.08(+1.66%) | 2026-03-31 | |
| SPOT | SPOTIFY TECHNOLOGY S A | 4.14% | 73.4K | $35.6M | +313.26%(+55.66K) | $558.59(-21.78%) | 2026-03-31 | |
| H | HYATT HOTELS CORP | 4.07% | 243.4K | $35.0M | +108.09%(+126.42K) | $151.61(+11.33%) | 2026-03-31 | |
| EQIX | EQUINIX INC | 3.91% | 34.3K | $33.6M | +43.65%(+10.43K) | $804.63(+31.67%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.87% | 115.7K | $33.3M | new | $176.29(+125.08%) | 2026-03-31 | |
| ADI | ANALOG DEVICES INC | 3.87% | 104.5K | $33.2M | new | $294.67(+41.68%) | 2026-03-31 | |
| BURL | BURLINGTON STORES INC | 3.68% | 97.1K | $31.6M | +14.43%(+12.25K) | $277.86(+5.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -2.71% | -7.91% |
| Top 20 Holdings Unweighted | -2.43% | -7.12% |
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