BENCHSTONE CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NCLH | 2.13M | $52.54M |
 | WBD | 1.03M | $20.05M |
 | HPE | 934K | $22.94M |
 | FWONK | 477K | $49.87M |
 | LBRDK | 320K | $20.33M |
 | ROST | 260K | $39.68M |
 | TSEM | 238K | $17.23M |
 | NVDA | 185K | $34.59M |
 | SMPL | 181K | $4.49M |
 | MCD | 163K | $49.64M |
 | AMT | 156K | $29.93M |
 | AMZN | 112K | $24.60M |
 | MSFT | 111K | $57.55M |
 | HD | 105K | $42.42M |
 | MNDY | 98K | $18.94M |
 | TSM | 98K | $27.25M |
 | AVGO | 97K | $31.94M |
 | TEAM | 93K | $14.80M |
 | AMAT | 84K | $17.25M |
 | ORCL | 77K | $21.67M |
Norwegian Cruise Line Holdings Ltd.
NCLH
Shares Held
2.13M
Value
$52.54M
Warner Bros. Discovery, Inc.
WBD
Shares Held
1.03M
Value
$20.05M
Hewlett Packard Enterprise Company
HPE
Shares Held
934K
Value
$22.94M
Formula One Group
FWONK
Shares Held
477K
Value
$49.87M
Liberty Broadband Corporation
LBRDK
Shares Held
320K
Value
$20.33M
Ross Stores, Inc.
ROST
Shares Held
260K
Value
$39.68M
Tower Semiconductor Ltd.
TSEM
Shares Held
238K
Value
$17.23M
NVIDIA Corporation
NVDA
Shares Held
185K
Value
$34.59M
The Simply Good Foods Company
SMPL
Shares Held
181K
Value
$4.49M
McDonald's Corporation
MCD
Shares Held
163K
Value
$49.64M
American Tower Corporation
AMT
Shares Held
156K
Value
$29.93M
Amazon.com, Inc.
AMZN
Shares Held
112K
Value
$24.60M
Microsoft Corporation
MSFT
Shares Held
111K
Value
$57.55M
The Home Depot, Inc.
HD
Shares Held
105K
Value
$42.42M
monday.com Ltd.
MNDY
Shares Held
98K
Value
$18.94M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
98K
Value
$27.25M
Broadcom Inc.
AVGO
Shares Held
97K
Value
$31.94M
Atlassian Corporation
TEAM
Shares Held
93K
Value
$14.80M
Applied Materials, Inc.
AMAT
Shares Held
84K
Value
$17.25M
Oracle Corporation
ORCL
Shares Held
77K
Value
$21.67M