Benchstone Capital Management LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BC Benchstone Capital Management LP | Institutional Filer | ▼ 3.19% | $859.5M | 38 |
Current Portfolio Holdings
Showing all 38 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 144K | $48.5M | 5.65% |
| 2 | AVGO | Broadcom Inc. | Technology | 148K | $45.7M | 5.32% |
| 3 | SATS | EchoStar Corporation | Technology | 389K | $45.5M | 5.30% |
| 4 | FWONK | Formula One Group | Communication Services | 445K | $37.8M | 4.40% |
| 5 | SPOT | Spotify Technology S.A. | Communication Services | 73K | $35.6M | 4.14% |
| 6 | H | Hyatt Hotels Corporation | Consumer Cyclical | 243K | $35.0M | 4.07% |
| 7 | EQIX | Equinix, Inc. | Real Estate | 34K | $33.6M | 3.91% |
| 8 | GOOGL | Alphabet Inc. | Technology | 116K | $33.3M | 3.87% |
| 9 | ADI | Analog Devices, Inc. | Technology | 104K | $33.2M | 3.87% |
| 10 | BURL | Burlington Stores, Inc. | Consumer Cyclical | 97K | $31.6M | 3.68% |
| 11 | ASML | ASML Holding N.V. | Technology | 23K | $29.8M | 3.46% |
| 12 | AMAT | Applied Materials, Inc. | Technology | 87K | $29.6M | 3.44% |
| 13 | SNPS | Synopsys, Inc. | Technology | 73K | $28.8M | 3.36% |
| 14 | AKAM | Akamai Technologies, Inc. | Technology | 220K | $25.3M | 2.94% |
| 15 | LYV | Live Nation Entertainment, Inc. | Communication Services | 164K | $25.1M | 2.91% |
Showing 1 to 15 of 38 holdings