Benchstone Capital Management as of June 30, 2026
Portfolio Holdings for Benchstone Capital Management
Benchstone Capital Management holds 36 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wyndham Hotels And Resorts (WH) | 7.2 | $59M | 704k | 84.21 | |
| Snowflake Com Shs (SNOW) | 5.2 | $43M | 168k | 254.50 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 5.1 | $42M | 446k | 95.14 | |
| Texas Instruments Incorporated (TXN) | 4.6 | $38M | 127k | 298.07 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 4.5 | $37M | 77k | 477.57 | |
| Doordash Cl A (DASH) | 4.1 | $34M | 184k | 184.53 | |
| Take-Two Interactive Software (TTWO) | 4.1 | $34M | 135k | 249.98 | |
| Outfront Media Com New (OUT) | 3.9 | $32M | 980k | 32.76 | |
| Wayfair Cl A (W) | 3.7 | $31M | 332k | 92.42 | |
| Booking Holdings (BKNG) | 3.5 | $29M | 164k | 178.24 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 3.3 | $28M | 14k | 1989.44 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $27M | 75k | 357.37 | |
| Amazon (AMZN) | 3.2 | $27M | 111k | 238.34 | |
| Wal-Mart Stores (WMT) | 3.1 | $25M | 224k | 113.26 | |
| Mongodb Cl A (MDB) | 3.0 | $25M | 75k | 335.90 | |
| Home Depot (HD) | 3.0 | $25M | 71k | 352.68 | |
| Twilio Cl A (TWLO) | 2.8 | $23M | 112k | 206.33 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 2.7 | $23M | 198k | 114.18 | |
| Akamai Technologies (AKAM) | 2.7 | $22M | 187k | 118.21 | |
| Burlington Stores (BURL) | 2.5 | $21M | 65k | 316.80 | |
| Sba Communications Corp Cl A (SBAC) | 2.4 | $20M | 114k | 176.46 | |
| Lowe's Companies (LOW) | 2.3 | $19M | 88k | 220.49 | |
| Advanced Micro Devices (AMD) | 2.3 | $19M | 33k | 580.91 | |
| American Tower Reit (AMT) | 2.2 | $18M | 111k | 163.57 | |
| Tower Semiconductor Shs New (TSEM) | 2.1 | $18M | 67k | 260.64 | |
| Applied Materials (AMAT) | 1.8 | $15M | 21k | 723.00 | |
| Onto Innovation (ONTO) | 1.7 | $14M | 38k | 378.45 | |
| Spotify Technology S A SHS (SPOT) | 1.7 | $14M | 30k | 459.13 | |
| Broadcom (AVGO) | 1.5 | $13M | 33k | 377.75 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 1.4 | $11M | 41k | 271.95 | |
| Zoom Communications Cl A (ZM) | 1.3 | $11M | 129k | 86.31 | |
| TJX Companies (TJX) | 1.3 | $11M | 70k | 151.50 | |
| Ross Stores (ROST) | 1.1 | $9.3M | 44k | 212.85 | |
| Sandisk Corp (SNDK) | 0.7 | $6.1M | 2.7k | 2273.73 | |
| Nebius Group Shs Class A (NBIS) | 0.4 | $2.9M | 11k | 276.17 | |
| Servicenow (NOW) | 0.3 | $2.6M | 26k | 99.28 |
