Benchstone Capital Management LP
CIK 2016777
13F filing for Q2 2026・No. 2,892
- Holdings
- US$827.79M
- Quarter change
- −US$31.75M
- Entries
- 37
- Net bought (estimate)
- −US$121.46M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 15
- Sold out 17
- Cut 12
- Added 9
- Corporate actions 0
- Unchanged 0
Largest holdings
36 stocks worth US$802.52M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SNOWSNOWFLAKE INCCOM SHS | New | 168,370 | US$42.85M | 5.34% |
| FWONKLIBERTY MEDIA CORP DELCOM LBTY ONE S C | Added | 445,833 | US$42.42M | 5.29% |
| TXNTEXAS INSTRS INCCOM | New | 126,767 | US$37.79M | 4.71% |
| TSMTSMC ADRSPONSORED ADS | Cut | 77,162 | US$36.85M | 4.59% |
| WHWYNDHAM HOTELS & RESORTS INCCOM | Added | 404,224 | US$34.04M | 4.24% |
| DASHDOORDASH INCCL A | Added | 183,635 | US$33.89M | 4.22% |
| TTWOTAKE-TWO INTERACTIVE SOFTWARCOM | Added | 134,728 | US$33.68M | 4.20% |
| OUTFRONT MEDIA INCCOM NEW | Added | 980,390 | US$32.12M | 4.00% |
| WWAYFAIR INCCL A | New | 331,642 | US$30.65M | 3.82% |
| BKNGBOOKING HOLDINGS INCCOM | CutSplit 30:1 | 163,731 | US$29.18M | 3.64% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.