The Analysis of Benchstone Capital Management LP's Holdings
Currently, Benchstone Capital Management LP holds 27 types of securities in its portfolio with a total value $733.3M. In the most recent quarter, they have increased their positions in HD (+104.7K shares, valued at $42.4M), AVGO (+96.8K shares, valued at $31.9M), HPE (+933.9K shares, valued at $22.9M); decreased their positions in TSM (-154.5K shares, valued at $43.2M), NVDA (-223.9K shares, valued at $41.8M), AMZN (-184.9K shares, valued at $40.6M); initiated new positions in HD (+104.7K shares, valued at $42.4M), AVGO (+96.8K shares, valued at $31.9M), HPE (+933.9K shares, valued at $22.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP111.1K shares8.51%2025-09-302025-11-14
NCLH NORWEGIAN CRUISE LINE HLDG L2.1M shares17.90%2025-09-302025-11-14 FWONK LIBERTY MEDIA CORP DEL477.4K shares-0.76%2025-09-302025-11-14 MCD MCDONALDS CORP163.3K shares49.14%2025-09-302025-11-14 META META PLATFORMS INC64.0K shares12.70%2025-09-302025-11-14 HD HOME DEPOT INC104.7K sharesnew addition2025-09-302025-11-14 ROST ROSS STORES INC260.4K shares13.08%2025-09-302025-11-14 NOW SERVICENOW INC40.7K shares36.08%2025-09-302025-11-14 NVDA NVIDIA CORPORATION185.4K shares-54.70%2025-09-302025-11-14 AVGO BROADCOM INC96.8K sharesnew addition2025-09-302025-11-14 AMT AMERICAN TOWER CORP NEW155.6K shares29.73%2025-09-302025-11-14 TSM TAIWAN SEMICONDUCTOR MFG LTD97.6K shares-61.29%2025-09-302025-11-14 AMZN AMAZON COM INC112.0K shares-62.27%2025-09-302025-11-14 HPE HEWLETT PACKARD ENTERPRISE C933.9K sharesnew addition2025-09-302025-11-14 ORCL ORACLE CORP77.1K shares-36.96%2025-09-302025-11-14 LBRDK LIBERTY BROADBAND CORP319.9K shares-40.67%2025-09-302025-11-14 WBD WARNER BROS DISCOVERY INC1.0M sharesnew addition2025-09-302025-11-14 MNDY MONDAY COM LTD97.8K shares-22.65%2025-09-302025-11-14 AMAT APPLIED MATLS INC84.3K sharesnew addition2025-09-302025-11-14 TSEM TOWER SEMICONDUCTOR LTD238.3K sharesnew addition2025-09-302025-11-14 CRM SALESFORCE INC67.5K shares-39.55%2025-09-302025-11-14 TEAM ATLASSIAN CORPORATION92.7K shares-44.32%2025-09-302025-11-14 SNPS SYNOPSYS INC27.0K sharesnew addition2025-09-302025-11-14 SNOW SNOWFLAKE INC47.3K shares-0.72%2025-09-302025-11-14 NFLX NETFLIX INC8.4K shares11.88%2025-09-302025-11-14 SMPL SIMPLY GOOD FOODS CO180.9K shares-65.10%2025-09-302025-11-14 MRVL MARVELL TECHNOLOGY INC11.9K sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available