Benchstone Capital Management LP
NEW YORK, NY · CIK 2016777 · 13F filing filed 2026-08-14
SEC-registered investment adviser since 2024 · limited partnership
- Assets managed$1.1bn
- Staff11 · 8 in investment roles
- Main clients (by assets)Private funds 100%
- Private funds1 (1 hedge) · $44.7m gross assets
- Websitebenchstonecapital.com
- Form ADV · 2026-07-22SEC adviser record
- Legal entityBenchstone Capital Management LP (US)
- Kindhedge funds, futures
- Others nearbyNew York, NY
As an employer
- Offices in1 country
- Private fundshedge 1
$802.5m
reported value
-6.6% vs Q1 2026
36positions
44.0%in top 10
15 new
10 added
11 reduced
17 sold out
vs Q1 2026
Options: 0 call positions (— notional), 1 put positions ($25.3m notional) – listed below, not included above.
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| SNOWFLAKE INC SNOW | $42.9m5.34% | New |
| LIBERTY MEDIA CORP DEL FWONK | $42.4m5.29% | Added +880 |
| TEXAS INSTRS INC TXN | $37.8m4.71% | New |
| TAIWAN SEMICONDUCTOR MFG LTD TSM | $36.9m4.59% | Reduced -66.5k |
| WYNDHAM HOTELS & RESORTS INC WH | $34.0m4.24% | Added +136.1k |
| DOORDASH INC DASH | $33.9m4.22% | Added +76.6k |
| TAKE-TWO INTERACTIVE SOFTWAR TTWO | $33.7m4.20% | Added +84.5k |
| OUTFRONT MEDIA INC OUT | $32.1m4.00% | Added +390.4k |
| WAYFAIR INC W | $30.7m3.82% | New |
| BOOKING HOLDINGS INC BKNG | $29.2m3.64% | Added +25.9k |
| ASML HOLDING N V ASML | $27.6m3.44% | Reduced -8.7k |
| ALPHABET INC GOOGL | $26.6m3.32% | Reduced -41.2k |
| AMAZON COM INC AMZN | $26.5m3.31% | Added +9.6k |
| WALMART INC WMT | $25.4m3.16% | Added +102.3k |
| MONGODB INC MDB | $25.2m3.14% | New |
| HOME DEPOT INC HD | $25.1m3.13% | Added +40.7k |
| TWILIO INC TWLO | $23.2m2.89% | New |
| SHOPIFY INC SHOP | $22.6m2.82% | New |
| AKAMAI TECHNOLOGIES INC AKAM | $22.1m2.75% | Reduced -33.5k |
| BURLINGTON STORES INC BURL | $20.7m2.58% | Reduced -31.9k |
| SBA COMMUNICATIONS CORP NEW SBAC | $20.1m2.50% | New |
| LOWES COS INC LOW | $19.4m2.42% | New |
| ADVANCED MICRO DEVICES INC AMD | $19.1m2.38% | New |
| AMERICAN TOWER CORP NEW AMT | $18.2m2.27% | New |
| TOWER SEMICONDUCTOR LTD TSEM | $17.5m2.17% | New |
| APPLIED MATLS INC AMAT | $15.3m1.91% | Reduced -65.4k |
| ONTO INNOVATION INC ONTO | $14.3m1.79% | Added +21.7k |
| SPOTIFY TECHNOLOGY S A SPOT | $13.8m1.72% | Reduced -43.3k |
| BROADCOM INC AVGO | $12.6m1.57% | Reduced -114.4k |
| CREDO TECHNOLOGY GROUP HOLDI CRDO | $11.2m1.40% | New |
| ZOOM COMMUNICATIONS INC ZM | $11.1m1.38% | Reduced -99.5k |
| TJX COS INC NEW TJX | $10.7m1.33% | Reduced -23.7k |
| ROSS STORES INC ROST | $9.3m1.16% | Reduced -41.6k |
| SANDISK CORP SNDK | $6.1m0.76% | New |
| NEBIUS GROUP N.V. NBIS | $2.9m0.36% | New |
| SERVICENOW INC NOW | $2.6m0.32% | New |
Sold out since Q1 2026
| Security | Value then |
|---|---|
| ECHOSTAR CORP ECHO | $45.5m389.0k shares |
| HYATT HOTELS CORP H | $35.0m243.4k shares |
| EQUINIX INC EQIX | $33.6m34.3k shares |
| ANALOG DEVICES INC ADI | $33.2m104.5k shares |
| SYNOPSYS INC SNPS | $28.8m72.8k shares |
| LIVE NATION ENTERTAINMENT IN LYV | $25.1m164.3k shares |
| TARGET CORP TGT | $22.8m188.2k shares |
| ROKU INC ROKU | $21.1m222.7k shares |
| CISCO SYS INC CSCO | $17.6m227.3k shares |
| CLOUDFLARE INC NET | $16.8m81.5k shares |
| DATADOG INC DDOG | $15.5m131.3k shares |
| T-MOBILE US INC TMUS | $14.5m69.2k shares |
| META PLATFORMS INC META | $10.9m19.1k shares |
| CHIPOTLE MEXICAN GRILL INC CMG | $10.4m324.2k shares |
| COMFORT SYS USA INC FIX | $9.6m7.0k shares |
| HEWLETT PACKARD ENTERPRISE C HPE | $9.1m381.2k shares |
| INTUIT INTU | $4.5m10.5k shares |
Options (notional value)
| Underlying | Notional | Change |
|---|---|---|
| WYNDHAM HOTELS & RESORTS INC WH · Put | $25.3m300.0k shares | New |