Stock Taper 
BENCHSTONE CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sandisk Corporation | SNDK | 2.68K | $6.09M |
 Nebius Group N.V. | NBIS | 10.51K | $2.9M |
 ASML Holding N.V. | ASML | 13.86K | $27.57M |
 Applied Materials, Inc. | AMAT | 21.15K | $15.29M |
 ServiceNow, Inc. | NOW | 25.84K | $2.56M |
 Spotify Technology S.A. | SPOT | 30.09K | $13.81M |
 Advanced Micro Devices, Inc. | AMD | 32.91K | $19.12M |
 Broadcom Inc. | AVGO | 33.33K | $12.59M |
 Onto Innovation Inc. | ONTO | 37.87K | $14.33M |
 Credo Technology Group Holding Ltd | CRDO | 41.22K | $11.21M |
 Ross Stores, Inc. | ROST | 43.56K | $9.27M |
 Burlington Stores, Inc. | BURL | 65.24K | $20.67M |
 Tower Semiconductor Ltd. | TSEM | 66.97K | $17.45M |
 The TJX Companies, Inc. | TJX | 70.37K | $10.66M |
 The Home Depot, Inc. | HD | 71.2K | $25.11M |
 Alphabet Inc. | GOOGL | 74.45K | $26.61M |
 MongoDB, Inc. | MDB | 75.11K | $25.23M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 77.16K | $36.85M |
 Lowe's Companies, Inc. | LOW | 88.09K | $19.42M |
 American Tower Corporation | AMT | 111.27K | $18.2M |