StockDriftsStockDriftsTop 36 Benchstone Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SNOW | SNOWFLAKE INC | 5.34% | 168.4K | $42.9M | new | $190.45(+77.15%) | 2026-06-30 | |
| FWONK | LIBERTY MEDIA CORP DEL | 5.29% | 445.8K | $42.4M | +0.20%(+880) | $88.08(+17.73%) | 2026-06-30 | |
| TXN | TEXAS INSTRS INC | 4.71% | 126.8K | $37.8M | new | $198.25(+37.92%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.59% | 77.2K | $36.9M | -46.28%(-66.47K) | $219.73(+95.92%) | 2026-06-30 | |
| WH | WYNDHAM HOTELS & RESORTS INC | 4.24% | 404.2K | $34.0M | +50.79%(+136.15K) | $86.32(-13.92%) | 2026-06-30 | |
| DASH | DOORDASH INC | 4.22% | 183.6K | $33.9M | +71.61%(+76.63K) | $214.62(+0.77%) | 2026-06-30 | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 4.2% | 134.7K | $33.7M | +168.30%(+84.51K) | $203.21(+19.05%) | 2026-06-30 | |
| OUT | OUTFRONT MEDIA INC | 4% | 980.4K | $32.1M | +66.16%(+390.36K) | $22.93(+30.87%) | 2026-06-30 | |
| W | WAYFAIR INC | 3.82% | 331.6K | $30.7M | new | $59.01(+73.47%) | 2026-06-30 | |
| BKNG | BOOKING HOLDINGS INC | 3.64% | 163.7K | $29.2M | +18.75%(+25.86K) | $188.24(+13.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +16.70% |
| Top 20 Holdings Unweighted | — | — | — | — | +17.32% |
Benchstone Capital Management LP reports $827.79M in US-listed equity holdings across 36 positions in its most recent 13F filing. Its largest disclosed positions are SNOW (5.3%), FWONK (5.3%) and TXN (4.7%). The top 20 holdings account for 74.59% of reported assets. Its disclosed equity book has returned +16.70% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Benchstone Capital Management LP, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Benchstone Capital Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2016777). View Benchstone Capital Management LP’s 13F filings on SEC