Benchstone Capital Management as of March 31, 2026
Portfolio Holdings for Benchstone Capital Management
Benchstone Capital Management holds 38 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 5.6 | $49M | 144k | 337.95 | |
| Broadcom (AVGO) | 5.3 | $46M | 148k | 309.51 | |
| Echostar Corp Cl A (SATS) | 5.3 | $46M | 389k | 117.07 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 4.4 | $38M | 445k | 85.02 | |
| Spotify Technology S A SHS (SPOT) | 4.1 | $36M | 73k | 484.91 | |
| Hyatt Hotels Corp Com Cl A (H) | 4.1 | $35M | 243k | 143.79 | |
| Equinix (EQIX) | 3.9 | $34M | 34k | 980.24 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.9 | $33M | 116k | 287.56 | |
| Analog Devices (ADI) | 3.9 | $33M | 105k | 318.14 | |
| Burlington Stores (BURL) | 3.7 | $32M | 97k | 325.38 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 3.5 | $30M | 23k | 1320.83 | |
| Applied Materials (AMAT) | 3.4 | $30M | 87k | 341.79 | |
| Synopsys (SNPS) | 3.4 | $29M | 73k | 396.48 | |
| Akamai Technologies (AKAM) | 2.9 | $25M | 220k | 114.85 | |
| Live Nation Entertainment (LYV) | 2.9 | $25M | 164k | 152.51 | |
| Booking Holdings (BKNG) | 2.7 | $23M | 5.5k | 4210.32 | |
| Target Corporation (TGT) | 2.7 | $23M | 188k | 121.20 | |
| Wyndham Hotels And Resorts (WH) | 2.5 | $22M | 268k | 81.23 | |
| Amazon (AMZN) | 2.5 | $21M | 102k | 208.27 | |
| Roku Com Cl A (ROKU) | 2.5 | $21M | 223k | 94.62 | |
| Ross Stores (ROST) | 2.1 | $18M | 85k | 216.63 | |
| Zoom Communications Cl A (ZM) | 2.1 | $18M | 228k | 80.39 | |
| Cisco Systems (CSCO) | 2.1 | $18M | 227k | 77.59 | |
| Cloudflare Cl A Com (NET) | 2.0 | $17M | 82k | 206.34 | |
| Doordash Cl A (DASH) | 1.9 | $16M | 107k | 150.15 | |
| Outfront Media Com New (OUT) | 1.8 | $16M | 590k | 26.50 | |
| Datadog Cl A Com (DDOG) | 1.8 | $16M | 131k | 118.05 | |
| Wal-Mart Stores (WMT) | 1.8 | $15M | 122k | 124.28 | |
| TJX Companies (TJX) | 1.7 | $15M | 94k | 159.70 | |
| Metropcs Communications (TMUS) | 1.7 | $15M | 69k | 210.03 | |
| Meta Platforms Cl A (META) | 1.3 | $11M | 19k | 572.13 | |
| Chipotle Mexican Grill (CMG) | 1.2 | $10M | 324k | 32.01 | |
| Home Depot (HD) | 1.2 | $10M | 31k | 328.89 | |
| Take-Two Interactive Software (TTWO) | 1.2 | $9.9M | 50k | 197.50 | |
| Comfort Systems USA (FIX) | 1.1 | $9.6M | 7.0k | 1378.99 | |
| Hewlett Packard Enterprise (HPE) | 1.1 | $9.1M | 381k | 23.81 | |
| Intuit (INTU) | 0.5 | $4.5M | 11k | 432.38 | |
| Onto Innovation (ONTO) | 0.4 | $3.3M | 16k | 205.07 |
