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| Name: |
Benchstone Capital Management LP |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10001 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
NFLX |
Netflix Inc |
1 |
New |
$1,275.31 |
$60,167,000 |
64,520 |
6.39% |
60,167,000 |
64,520 |
0.015 |
Music & Video Stores |
|
|
AMT |
American Tower Corp |
2 |
- |
$220.70 |
$49,309,000 |
226,603 |
5.24% |
8,943,000 |
6,519 |
0.047 |
Integrated Telecommun... |
|
|
SBAC |
SBA Communications Corp |
3 |
- |
$234.24 |
$47,462,000 |
215,726 |
5.04% |
14,029,000 |
51,680 |
0.194 |
Wireless Communications |
|
|
LBRDK |
Liberty Broadband Corporation |
4 |
- |
$99.51 |
$46,655,000 |
548,556 |
4.96% |
5,434,000 |
-2,828 |
0.367 |
N/A |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
5 |
- |
$227.86 |
$41,695,000 |
251,174 |
4.43% |
14,434,000 |
113,137 |
0.005 |
Semiconductor - Integ... |
|
|
META |
Meta Platforms Inc |
6 |
- |
$720.67 |
$40,702,000 |
70,619 |
4.33% |
16,953,000 |
30,058 |
0.003 |
Internet Service Prov... |
|
|
HLT |
Hilton Worldwide Holdings Inc. |
7 |
- |
$272.96 |
$39,121,000 |
171,921 |
4.16% |
18,660,000 |
89,137 |
0.062 |
Lodging |
|
|
NCLH |
Norwegian Cruise Line Holdi... |
8 |
- |
$21.64 |
$37,931,000 |
2,000,570 |
4.03% |
-4,207,000 |
362,861 |
0.47 |
N/A |
|
|
MNDY |
Mondaycom Ord Shs |
9 |
- |
$305.95 |
$37,602,000 |
154,638 |
4% |
22,956,000 |
92,431 |
0.35 |
N/A |
|
|
CRM |
Salesforce.com Inc |
10 |
- |
$273.65 |
$37,376,000 |
139,275 |
3.97% |
16,200,000 |
75,937 |
0.015 |
Internet Software & S... |
|
|
FUN |
Six Flags Entertainment Cor... |
11 |
- |
$31.46 |
$33,474,000 |
938,426 |
3.56% |
-7,943,000 |
78,979 |
0.937 |
N/A |
|
|
FWONK |
Liberty Media Corporation |
12 |
- |
$0.00 |
$33,184,000 |
368,670 |
3.53% |
-6,812,000 |
-62,973 |
0.177 |
N/A |
|
|
TTWO |
Take-Two Interactive |
13 |
- |
$240.56 |
$31,330,000 |
151,169 |
3.33% |
7,116,000 |
19,627 |
0.091 |
Technical & System So... |
|
|
INTU |
Intuit Inc |
14 |
New |
$781.48 |
$30,175,000 |
49,146 |
3.21% |
30,175,000 |
49,146 |
0.019 |
Application Software |
|
|
BURL |
Burlington Stores, Inc. |
15 |
- |
$249.57 |
$29,434,000 |
123,503 |
3.13% |
-4,010,000 |
6,180 |
0.171 |
Discount, Variety Stores |
|
|
AVGO |
Broadcom Limited |
16 |
New |
$271.80 |
$28,767,000 |
171,818 |
3.06% |
28,767,000 |
171,818 |
0.004 |
Semiconductor- Broad... |
|
|
AMZN |
Amazon.com Inc |
17 |
- |
$219.36 |
$28,302,000 |
148,756 |
3.01% |
-19,930,000 |
-71,091 |
0.001 |
Internet Software & S... |
|
|
BKNG |
Booking Holdings Inc |
18 |
New |
$5,713.33 |
$28,134,000 |
6,107 |
2.99% |
28,134,000 |
6,107 |
0.012 |
Internet Software & S... |
|
|
TEAM |
Atlassian Corporation Plc |
19 |
- |
$219.36 |
$27,467,000 |
129,435 |
2.92% |
625,000 |
19,147 |
0.086 |
N/A |
|
|
DPZ |
Dominos Pizza Inc |
20 |
- |
$459.43 |
$23,317,000 |
50,749 |
2.48% |
19,873,000 |
42,545 |
0.129 |
Food Wholesale |
|
|
WMT |
Wal-Mart Stores Inc |
21 |
- |
$60.24 |
$23,011,000 |
262,118 |
2.45% |
-10,406,000 |
-107,746 |
0.009 |
Discount, Variety Stores |
|
|
MCD |
McDonalds Corp |
22 |
- |
$291.67 |
$22,878,000 |
73,240 |
2.43% |
1,889,000 |
835 |
0.01 |
Restaurants |
|
|
SHOP |
Shopify Inc |
23 |
- |
$112.48 |
$21,844,000 |
228,782 |
2.32% |
-3,000,000 |
-4,865 |
0.019 |
N/A |
|
|
WH |
Wyndham Hotels & Resorts, Inc. |
24 |
- |
$84.88 |
$18,661,000 |
206,175 |
1.98% |
-2,677,000 |
-5,528 |
0.221 |
N/A |
|
|
PINS |
Pinterest, Inc. |
25 |
New |
$35.76 |
$18,515,000 |
597,270 |
1.97% |
18,515,000 |
597,270 |
0.106 |
N/A |
|
|
ADBE |
Adobe Systems Inc |
26 |
- |
$382.24 |
$16,134,000 |
42,066 |
1.71% |
-4,101,000 |
-3,439 |
0.009 |
Application Software |
|
|
SNOW |
Snowflake Inc. |
27 |
New |
$223.50 |
$15,968,000 |
109,249 |
1.7% |
15,968,000 |
109,249 |
0.038 |
N/A |
|
|
TXN |
Texas Instruments Inc |
28 |
New |
$216.63 |
$15,916,000 |
88,572 |
1.69% |
15,916,000 |
88,572 |
0.01 |
Semiconductor- Broad... |
|
|
W |
Wayfair Inc. |
29 |
- |
$55.09 |
$12,959,000 |
404,585 |
1.38% |
-3,190,000 |
40,213 |
0.351 |
N/A |
|
|
CDNS |
Cadence Design Systems Inc |
30 |
New |
$323.28 |
$12,204,000 |
47,985 |
1.3% |
12,204,000 |
47,985 |
0.017 |
Technical & System So... |
|
|
DLTR |
Dollar Tree Stores Inc |
31 |
- |
$104.39 |
$11,746,000 |
156,465 |
1.25% |
4,156,000 |
55,181 |
0.066 |
Discount, Variety Stores |
|
|
OUT |
Outfront Media Inc |
32 |
- |
$16.99 |
$9,154,000 |
567,161 |
0.97% |
-19,884,000 |
-1,069,720 |
0.317 |
Domestic Regional Banks |
|
|
WING |
Wingstop Inc. |
33 |
- |
$326.65 |
$5,126,000 |
22,723 |
0.54% |
-9,873,000 |
-30,053 |
0.068 |
N/A |
|
|
MCO |
Moodys Corp |
34 |
- |
$499.02 |
$3,793,000 |
8,144 |
0.4% |
-32,838,000 |
-69,239 |
0.004 |
Business Services |
|
|
PENN |
Penn National Gaming Inc |
35 |
- |
$18.31 |
$1,356,000 |
83,168 |
0.14% |
-15,257,000 |
-755,035 |
0.054 |
Gambling/Resorts |
|
|
T |
AT&T Corp |
39 |
Closed |
$28.29 |
$0 |
0 |
0% |
-42,601,000 |
-1,870,937 |
0 |
Long Distance Carriers |
|
|
DDOG |
Datadog, Inc. |
38 |
Closed |
$0.00 |
$0 |
0 |
0% |
-10,505,000 |
-73,518 |
0 |
N/A |
|
|
GOOGL |
Alphabet Inc |
44 |
Closed |
$174.36 |
$0 |
0 |
0% |
-21,356,000 |
-112,818 |
0 |
Search Engines & Info... |
|
|
UBER |
Uber Technologies, Inc |
37 |
Closed |
$97.48 |
$0 |
0 |
0% |
-15,124,000 |
-250,736 |
0 |
N/A |
|
|
ROST |
Ross Stores Inc |
43 |
Closed |
$131.56 |
$0 |
0 |
0% |
-20,229,000 |
-133,730 |
0 |
Apparel Stores |
|
|
ANET |
Arista Networks, Inc. |
36 |
Closed |
$103.39 |
$0 |
0 |
0% |
-22,878,000 |
-206,985 |
0 |
Diversified Computer ... |
|
|
DIS |
Walt Disney Co |
42 |
Closed |
$121.82 |
$0 |
0 |
0% |
-42,707,000 |
-383,541 |
0 |
Entertainment - Diver... |
|
|
ON |
On Semiconductor Corp |
41 |
Closed |
$57.62 |
$0 |
0 |
0% |
-34,461,000 |
-546,566 |
0 |
Semiconductor- Broad... |
|
|
NVDA |
NVIDIA Corporation |
40 |
Closed |
$160.00 |
$0 |
0 |
0% |
-33,176,000 |
-247,046 |
0 |
Semiconductor - Speci... |
|
