Benchstone Capital Management
Benchstone Capital Management reported 36 stocks worth $803M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SNOW (5.3%), FWONK (5.3%) and TXN (4.7%). Compared with Q1 2026, the fund opened new positions in SNOW, TXN and W, added to FWONK, WH and DASH, trimmed TSM, ASML and GOOGL and sold out of ECHO, H and EQIX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SNOW Snowflake Inc | $42.9M | 5.3% | 168K | New position | 5 of 7 | |
| 2 |  FWONK Liberty Media Corp Del | $42.4M | 5.3% | 446K | +880 (+0%) | 7 of 7 | |
| 3 |  TXN Texas Instrs Inc | $37.8M | 4.7% | 127K | New position | 3 of 7 | |
| 4 |  TSM Taiwan Semiconductor Mfg Ltd | $36.9M | 4.6% | 77K | −66K (−46%) | 7 of 7 | |
| 5 |  WH Wyndham Hotels & Resorts | $34M | 4.2% | 404K | +136K (+51%) | 5 of 7 | |
| 6 |  DASH Doordash Inc | $33.9M | 4.2% | 184K | +77K (+72%) | 3 of 7 | |
| 7 |  TTWO Take Two Interactive Softwar | $33.7M | 4.2% | 135K | +85K (+168%) | 5 of 7 | |
| 8 |  OUT Outfront Media Inc | $32.1M | 4.0% | 980K | +390K (+66%) | 3 of 7 | |
| 9 |  W Wayfair Inc | $30.7M | 3.8% | 332K | New position | 4 of 7 | |
| 10 |  BKNG Booking Hldgs Inc | $29.2M | 3.6% | 164K | +158K (+2869%) | 5 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ECHO Echostar Corp | $45.5M | 389K |
 H Hyatt Hotels Corp | $35M | 243K |
 EQIX Equinix Inc | $33.6M | 34K |
 ADI Analog Devices Inc | $33.2M | 104K |
 SNPS Synopsys Inc | $28.8M | 73K |
🔒 Free account: see all 17.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
WH Wyndham Hotels & Resorts | Put | $25.3M | 300K | +300,000 |
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Benchstone Capital Management 13F FAQ
What does Benchstone Capital Management own?
Benchstone Capital Management reported 36 stocks worth $803M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SNOW (5.3%), FWONK (5.3%) and TXN (4.7%). The table above lists every position in the filing (the top 10 without an account).
What did Benchstone Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 15 new positions, 10 added to, 11 trimmed and 17 sold out. New positions include SNOW, TXN and W. It sold all of ECHO, H and EQIX.
When will Benchstone Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Benchstone Capital Management's portfolio worth?
The Q2 2026 filing reports $803M in US stocks ($828M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.