The Analysis of Benchstone Capital Management LP's Holdings
Currently, Benchstone Capital Management LP holds 43 types of securities in its portfolio with a total value $887.9M. In the most recent quarter, they have increased their positions in SNPS (+66.3K shares, valued at $31.2M), LYV (+212.7K shares, valued at $30.3M), TTWO (+116.8K shares, valued at $29.9M); decreased their positions in ROST (-204.6K shares, valued at $36.9M), TSEM (-142.1K shares, valued at $16.7M), N/A (-39.2K shares, valued at $13.6M); initiated new positions in LYV (+212.7K shares, valued at $30.3M), TTWO (+116.8K shares, valued at $29.9M), DASH (+117.7K shares, valued at $26.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AMZN AMAZON COM INC205.8K shares83.65%2025-12-312026-02-17
TSM TAIWAN SEMICONDUCTOR MFG LTD146.2K shares49.87%2025-12-312026-02-17 SNPS SYNOPSYS INC93.4K shares245.33%2025-12-312026-02-17 META META PLATFORMS INC64.4K shares0.58%2025-12-312026-02-17 LYV LIVE NATION ENTERTAINMENT IN212.7K sharesnew addition2025-12-312026-02-17 TTWO TAKE-TWO INTERACTIVE SOFTWAR116.8K sharesnew addition2025-12-312026-02-17 DASH DOORDASH INC117.7K sharesnew addition2025-12-312026-02-17 HD HOME DEPOT INC76.3K shares-27.10%2025-12-312026-02-17 SHOP SHOPIFY INC158.0K sharesnew addition2025-12-312026-02-17 BURL BURLINGTON STORES INC84.9K sharesnew addition2025-12-312026-02-17 CRM SALESFORCE INC90.2K shares33.55%2025-12-312026-02-17 ONTO ONTO INNOVATION INC149.0K sharesnew addition2025-12-312026-02-17 W WAYFAIR INC228.2K sharesnew addition2025-12-312026-02-17 DIS DISNEY WALT CO192.8K sharesnew addition2025-12-312026-02-17 MDB MONGODB INC51.7K sharesnew addition2025-12-312026-02-17 ASML ASML HOLDING N V19.7K sharesnew addition2025-12-312026-02-17 NOW SERVICENOW INC137.6K shares237.95%2025-12-312026-02-17 CMG CHIPOTLE MEXICAN GRILL INC559.0K sharesnew addition2025-12-312026-02-17 BROADCOM INC BROADCOM INC57.6K shares-40.51%2025-12-312026-02-17 ORCL ORACLE CORP101.5K shares31.71%2025-12-312026-02-17 H HYATT HOTELS CORP117.0K sharesnew addition2025-12-312026-02-17 SATS ECHOSTAR CORP168.7K sharesnew addition2025-12-312026-02-17 EQIX EQUINIX INC23.9K sharesnew addition2025-12-312026-02-17 TXN TEXAS INSTRS INC94.6K sharesnew addition2025-12-312026-02-17 UBER UBER TECHNOLOGIES INC187.2K sharesnew addition2025-12-312026-02-17 RRR RED ROCK RESORTS INC240.7K sharesnew addition2025-12-312026-02-17 BYD BOYD GAMING CORP173.4K sharesnew addition2025-12-312026-02-17 SNOW SNOWFLAKE INC60.8K shares28.60%2025-12-312026-02-17 HPE HEWLETT PACKARD ENTERPRISE C546.4K shares-41.49%2025-12-312026-02-17 AMAT APPLIED MATLS INC50.0K shares-40.68%2025-12-312026-02-17 RCL ROYAL CARIBBEAN GROUP41.7K sharesnew addition2025-12-312026-02-17 BKNG BOOKING HOLDINGS INC2.2K sharesnew addition2025-12-312026-02-17 TSEM TOWER SEMICONDUCTOR LTD96.2K shares-59.63%2025-12-312026-02-17 CMCSA COMCAST CORP NEW366.7K sharesnew addition2025-12-312026-02-17 ON ON SEMICONDUCTOR CORP194.1K sharesnew addition2025-12-312026-02-17 CHDN CHURCHILL DOWNS INC91.6K sharesnew addition2025-12-312026-02-17 SPOT SPOTIFY TECHNOLOGY S A17.8K sharesnew addition2025-12-312026-02-17 ROST ROSS STORES INC55.8K shares-78.58%2025-12-312026-02-17 AMD ADVANCED MICRO DEVICES INC46.7K sharesnew addition2025-12-312026-02-17 BROS DUTCH BROS INC134.6K sharesnew addition2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
LUMN Put PutLUMEN TECHNOLOGIES INC3.5M sharesnew addition2025-12-312026-02-17