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Benchstone Capital Management - Q1 2026 13F Filings

BE

Benchstone Capital Management Lp

CIK: 0002016777
Address: New York New York 1250 Broadway 19Th Floor
$859.53 M
Portfolio Value
38
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. GOOGL Alphabet
+$33.27 M
2. ADI Analog Devices
+$33.24 M
3. AVGO Broadcom
+$27.9 M
4. SPOT Spotify Technology
+$26.99 M
5. SATS Echostar Corporation
+$25.79 M

Top Sells

Q1 2026
1. ONTO Onto Innovation
−$27.24 M
2. META Meta Platforms
−$25.92 M
3. SHOP Shopify
−$25.44 M
4. CRM Salesforce
−$23.88 M
5. W Wayfair
−$22.92 M

Asset Allocation

Stocks/ETFs
-3.19%
$859.53 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Benchstone Capital Management Q1 2026 Filing Summary

Benchstone Capital Management Lp filed its 13F report for Q1 2026 on May 15, 2026. The portfolio totaled 859.53 M reflecting a -7.43% change from the prior quarter, spanning 38 assets. The top 10 holdings comprised 44.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 16 new positions and 21 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Benchstone Capital Management’s Q1 2026 Filing

Benchstone Capital Management submitted their Form 13F-HR for the Q1 2026 period on 05/15/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Benchstone Capital Management reported a managed portfolio value of 859.53 M, consisting of 38 individual positions.

This page displays the raw filing documents. To see which stocks Benchstone Capital Management bought or sold during Q1 2026, please visit Benchstone Capital Management's Portfolio Analysis page.