BENCHSTONE CAPITAL MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CMG | 559K | $20.68M |
 | HPE | 546K | $13.12M |
 | FWONK | 411K | $40.49M |
 | CMCSA | 367K | $10.96M |
 | RRR | 241K | $14.91M |
 | W | 228K | $22.92M |
 | LYV | 213K | $30.31M |
 | AMZN | 206K | $47.49M |
 | ON | 194K | $10.51M |
 | DIS | 193K | $21.94M |
 | UBER | 187K | $15.30M |
 | BYD | 173K | $14.78M |
 | SATS | 169K | $18.33M |
 | SHOP | 158K | $25.44M |
 | ONTO | 149K | $23.52M |
 | TSM | 146K | $44.44M |
 | NOW | 138K | $21.08M |
 | ANET | 135K | $17.64M |
 | BROS | 135K | $8.24M |
 | DASH | 118K | $26.66M |
Chipotle Mexican Grill, Inc.
CMG
Shares Held
559K
Value
$20.68M
Hewlett Packard Enterprise Company
HPE
Shares Held
546K
Value
$13.12M
Formula One Group
FWONK
Shares Held
411K
Value
$40.49M
Comcast Corporation
CMCSA
Shares Held
367K
Value
$10.96M
Red Rock Resorts, Inc.
RRR
Shares Held
241K
Value
$14.91M
Wayfair Inc.
W
Shares Held
228K
Value
$22.92M
Live Nation Entertainment, Inc.
LYV
Shares Held
213K
Value
$30.31M
Amazon.com, Inc.
AMZN
Shares Held
206K
Value
$47.49M
ON Semiconductor Corporation
ON
Shares Held
194K
Value
$10.51M
The Walt Disney Company
DIS
Shares Held
193K
Value
$21.94M
Uber Technologies, Inc.
UBER
Shares Held
187K
Value
$15.30M
Boyd Gaming Corporation
BYD
Shares Held
173K
Value
$14.78M
EchoStar Corporation
SATS
Shares Held
169K
Value
$18.33M
Shopify Inc.
SHOP
Shares Held
158K
Value
$25.44M
Onto Innovation Inc.
ONTO
Shares Held
149K
Value
$23.52M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
146K
Value
$44.44M
ServiceNow, Inc.
NOW
Shares Held
138K
Value
$21.08M
Arista Networks, Inc.
ANET
Shares Held
135K
Value
$17.64M
Dutch Bros Inc.
BROS
Shares Held
135K
Value
$8.24M
DoorDash, Inc.
DASH
Shares Held
118K
Value
$26.66M