Benchstone Capital Management LP
13F filer · CIK 2016777 · New York, NY
Summary
Benchstone Capital Management LP reported $827.79M across 37 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are SNOW (5.2%), FWONK (5.1%), TXN (4.6%). Versus 2026 Q1, leaving options aside, it opened 15 new positions, added to 10, trimmed 11 and sold out of 17.
Reported value$827.79M
Positions37incl. options
Report period2026 Q2
FiledAug 14, 2026
New positions15
Added10
Trimmed11
Sold out17
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 5.2%Value $42.85MPrice $330.31Shares 168KSince Jun 30 +29.79%
Weight 5.1%Value $42.42MPrice $93.08Shares 446K +0.20%Since Jun 30 -2.17%
Weight 4.6%Value $37.79MPrice $281.69Shares 127KSince Jun 30 -5.50%
Weight 4.5%Value $36.85MPrice $456.94Shares 77K -46.28%Since Jun 30 -4.32%
Weight 4.1%Value $34.04MPrice $72.44Shares 404K +50.79%Since Jun 30 -13.98%
Weight 4.1%Value $33.89MPrice $187.10Shares 184K +71.61%Since Jun 30 +1.39%
Weight 4.1%Value $33.68MPrice $202.78Shares 135K +168.30%Since Jun 30 -18.88%
Weight 3.9%Value $32.12MPrice $27.99Shares 980K +66.16%Since Jun 30 -14.56%
Weight 3.7%Value $30.65MPrice $101.95Shares 332KSince Jun 30 +10.31%
Weight 3.5%Value $29.18MPrice $162.34Shares 164K +2868.83%Since Jun 30 -8.92%
Weight 3.3%Value $27.57MPrice $1834Shares 14K -38.54%Since Jun 30 -7.79%
Weight 3.2%Value $26.61MPrice $340.92Shares 74K -35.65%Since Jun 30 -4.60%
Weight 3.2%Value $26.54MPrice $246.67Shares 111K +9.42%Since Jun 30 +3.50%
Weight 3.1%Value $25.37MPrice $106.80Shares 224K +84.07%Since Jun 30 -5.70%
Weight 3.0%Value $25.23MPrice $337.19Shares 75KSince Jun 30 +0.38%
Weight 3.0%Value $25.11MPrice $288.04Shares 71K +133.56%Since Jun 30 -18.33%
Weight 2.8%Value $23.16MPrice $290.78Shares 112KSince Jun 30 +40.93%
Weight 2.7%Value $22.63MPrice $148.26Shares 198KSince Jun 30 +29.85%
Weight 2.7%Value $22.07MPrice $108.45Shares 187K -15.21%Since Jun 30 -8.26%
Weight 2.5%Value $20.67MPrice $270.05Shares 65K -32.84%Since Jun 30 -14.76%
Weight 2.4%Value $20.09MPrice $162.81Shares 114KSince Jun 30 -7.74%
Weight 2.3%Value $19.42MPrice $187.26Shares 88KSince Jun 30 -15.07%
Weight 2.3%Value $19.12MPrice $607.57Shares 33KSince Jun 30 +4.59%
Weight 2.2%Value $18.20MPrice $167.35Shares 111KSince Jun 30 +2.31%
Weight 2.1%Value $17.45MPrice $234.43Shares 67KSince Jun 30 -10.06%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 5.2% | $42.85M | +29.79% | — | New | |
| 5.1% | $42.42M | -2.17% | +0.20% | Add | |
| 4.6% | $37.79M | -5.50% | — | New | |
| 4.5% | $36.85M | -4.32% | -46.28% | Trim | |
| 4.1% | $34.04M | -13.98% | +50.79% | Add | |
| 4.1% | $33.89M | +1.39% | +71.61% | Add | |
| 4.1% | $33.68M | -18.88% | +168.30% | Add | |
| 3.9% | $32.12M | -14.56% | +66.16% | Add | |
| 3.7% | $30.65M | +10.31% | — | New | |
| 3.5% | $29.18M | -8.92% | +2868.83% | Add | |
| 3.3% | $27.57M | -7.79% | -38.54% | Trim | |
| 3.2% | $26.61M | -4.60% | -35.65% | Trim | |
| 3.2% | $26.54M | +3.50% | +9.42% | Add | |
| 3.1% | $25.37M | -5.70% | +84.07% | Add | |
| 3.0% | $25.23M | +0.38% | — | New | |
| 3.0% | $25.11M | -18.33% | +133.56% | Add | |
| 2.8% | $23.16M | +40.93% | — | New | |
| 2.7% | $22.63M | +29.85% | — | New | |
| 2.7% | $22.07M | -8.26% | -15.21% | Trim | |
| 2.5% | $20.67M | -14.76% | -32.84% | Trim | |
| 2.4% | $20.09M | -7.74% | — | New | |
| 2.3% | $19.42M | -15.07% | — | New | |
| 2.3% | $19.12M | +4.59% | — | New | |
| 2.2% | $18.20M | +2.31% | — | New | |
| 2.1% | $17.45M | -10.06% | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.