Institutional Fund
Benchstone Capital Management LP
New York, NYCIK 20167775 filings on record
Portfolio Value
$859.53M
Q1 2026
Holdings
38
Reported positions
New Buys
16
Opened this quarter
QoQ Change
-3.2%
from $887.88M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Taiwan Semiconductor Mfg Ltd5.6%
- Broadcom Inc5.3%
- Echostar Corp5.3%
- Liberty Media Corp Del4.4%
- Spotify Technology S A4.1%
- Hyatt Hotels Corp4.1%
- Other71.1%
Portfolio Holdings
38 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Mfg Ltd | 143.6K | $48.54M | 5.6% | −2.6K | Reduced |
| 2 | Broadcom Inc | 147.7K | $45.73M | 5.3% | +90.2K | Added |
| 3 | Echostar Corp | 389.0K | $45.54M | 5.3% | +220.3K | Added |
| 4 | Liberty Media Corp Del | 445.0K | $37.83M | 4.4% | +33.9K | Added |
| 5 | Spotify Technology S A | 73.4K | $35.61M | 4.1% | +55.7K | Added |
| 6 | Hyatt Hotels Corp | 243.4K | $35.00M | 4.1% | +126.4K | Added |
| 7 | Equinix Inc | 34.3K | $33.65M | 3.9% | +10.4K | Added |
| 8 | Alphabet Inc | 115.7K | $33.27M | 3.9% | +115.7K | New |
| 9 | Analog Devices Inc | 104.5K | $33.24M | 3.9% | +104.5K | New |
| 10 | Burlington Stores Inc | 97.1K | $31.61M | 3.7% | +12.2K | Added |
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