Benchstone Capital Management LP holds a diversified book of 38 stocks worth $859.5M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened ALPHABET INC and trimmed TAIWAN SEMICONDUCTOR MANUFAC. Their largest long position is TAIWAN SEMICONDUCTOR MANUFAC at 6% of the equity book.
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Use Arkolith to show Benchstone Capital Management LP's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
22% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Manufac SPONSORED ADS | $48.5M | 143.6K | 5.6% | ▼−1.8% Reduced · −3K sh | |
| 2 | Broadcom Inc COM | $45.7M | 147.7K | 5.3% | ▲+157% Added · +90K sh | |
| 3 | Echostar Corp CL A | $45.5M | 389.0K | 5.3% | ▲+131% Added · +220K sh | |
| 4 | Liberty Media Corp Del COM LBTY ONE S C | $37.8M | 445.0K | 4.4% | ▲+8.2% Added · +34K sh | |
| 5 | Spotify Technology S A SHS | $35.6M | 73.4K | 4.1% | ▲+313% Added · +56K sh | |
| 6 | Hyatt Hotels Corp COM CL A | $35.0M | 243.4K | 4.1% | ▲+108% Added · +126K sh | |
| 7 | Equinix Inc COM | $33.6M | 34.3K | 3.9% | ▲+44% Added · +10K sh | |
| 8 | Alphabet Inc CAP STK CL A | $33.3M | 115.7K | 3.9% | ▲New New position | |
| 9 | Analog Devices Inc COM | $33.2M | 104.5K | 3.9% | ▲New New position | |
| 10 | Burlington Stores Inc COM | $31.6M | 97.1K | 3.7% | ▲+14% Added · +12K sh | |
| 11 | Asml Hldg NV N Y REGISTRY SHS | $29.8M | 22.5K | 3.5% | ▲+14% Added · +3K sh | |
| 12 | Applied Matls Inc COM | $29.6M | 86.5K | 3.4% | ▲+73% Added · +37K sh | |
| 13 | Synopsys Inc COM | $28.8M | 72.8K | 3.4% | ▼−22% Reduced · −21K sh | |
| 14 | Akamai Technologies Inc COM | $25.3M | 220.1K | 2.9% | ▲New New position | |
| 15 | Live Nation Entertainment In COM | $25.1M | 164.3K | 2.9% | ▼−23% Reduced · −48K sh | |
| 16 | Booking Holdings Inc COM | $23.2M | 5.5K | 2.7% | ▲+155% Added · +3K sh | |
| 17 | Target Corp COM | $22.8M | 188.2K | 2.7% | ▲New New position | |
| 18 | Wyndham Hotels & Resorts Inc COM | $21.8M | 268.1K | 2.5% | ▲New New position | |
| 19 | Amazon Com Inc COM | $21.2M | 101.8K | 2.5% | ▼−51% Reduced · −104K sh | |
| 20 | Roku Inc COM CL A | $21.1M | 222.7K | 2.5% | ▲New New position | |
| 21 | Ross Stores Inc COM | $18.4M | 85.2K | 2.1% | ▲+53% Added · +29K sh | |
| 22 | Zoom Communications Inc CL A | $18.3M | 228.1K | 2.1% | ▲New New position | |
| 23 | Cisco Sys Inc COM | $17.6M | 227.3K | 2.1% | ▲New New position | |
| 24 | Cloudflare Inc CL A COM | $16.8M | 81.5K | 2.0% | ▲New New position | |
| 25 | Doordash Inc CL A | $16.1M | 107.0K | 1.9% | ▼−9.1% Reduced · −11K sh | |
| 26 | Outfront Media Inc COM NEW | $15.6M | 590.0K | 1.8% | ▲New New position | |
| 27 | Datadog Inc CL A COM | $15.5M | 131.3K | 1.8% | ▲New New position | |
| 28 | Walmart Inc COM | $15.1M | 121.7K | 1.8% | ▲New New position | |
| 29 | TJX Cos Inc New COM | $15.0M | 94.0K | 1.7% | ▲New New position | |
| 30 | T-Mobile US Inc COM | $14.5M | 69.2K | 1.7% | ▲New New position | |
| 31 | Meta Platforms Inc CL A | $10.9M | 19.1K | 1.3% | ▼−70% Reduced · −45K sh | |
| 32 | Chipotle Mexican Grill Inc COM | $10.4M | 324.2K | 1.2% | ▼−42% Reduced · −235K sh | |
| 33 | Home Depot Inc COM | $10.0M | 30.5K | 1.2% | ▼−60% Reduced · −46K sh | |
| 34 | Take-Two Interactive Softwar COM | $9.9M | 50.2K | 1.2% | ▼−57% Reduced · −67K sh | |
| 35 | Comfort Sys USA Inc COM | $9.6M | 7.0K | 1.1% | ▲New New position | |
| 36 | Hewlett Packard Enterprise C COM | $9.1M | 381.2K | 1.1% | ▼−30% Reduced · −165K sh | |
| 37 | Intuit COM | $4.5M | 10.5K | 0.5% | ▲New New position | |
| 38 | Onto Innovation Inc COM | $3.3M | 16.1K | 0.4% | ▼−89% Reduced · −133K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 38 | $859.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 45 | $928.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 27 | $733.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 35 | $1.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 35 | $940.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 36 | $966.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.