Benchstone Capital Management LP
NEW YORK NY · SEC CIK 0002016777
$8.28亿2026Q2 申报市值
37持仓数
42.7%前十大占比 · 第一大 5.2%
8 / 17新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SNOW 重新持有+$2,737.55万
TWLO 新建仓+$2,316.10万
TTWO 加仓+$2,112.63万
SBAC 新建仓+$2,009.10万
LOW 新建仓+$1,942.23万
2026Q2 卖出最多 按季末市值估算
AMAT 减仓-$4,726.90万
ECHO 清仓-$4,553.87万
AVGO 减仓-$4,322.03万
H 清仓-$3,499.65万
EQIX 清仓-$3,364.58万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | -388,987 | -100.0% | -$4,553.87万 | 清仓 |
| H | HYATT HOTELS CORP | $0 | 0.00% | 0 | -243,386 | -100.0% | -$3,499.65万 | 清仓 |
| EQIX | EQUINIX INC | $0 | 0.00% | 0 | -34,324 | -100.0% | -$3,364.58万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -104,474 | -100.0% | -$3,323.74万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -72,750 | -100.0% | -$2,884.39万 | 清仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | -164,276 | -100.0% | -$2,505.37万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -188,206 | -100.0% | -$2,281.06万 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -222,735 | -100.0% | -$2,107.52万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -227,275 | -100.0% | -$1,763.43万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -81,483 | -100.0% | -$1,681.32万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -131,258 | -100.0% | -$1,549.50万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -69,222 | -100.0% | -$1,453.87万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -19,098 | -100.0% | -$1,092.65万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -324,163 | -100.0% | -$1,037.65万 | 清仓 |
| FIX | COMFORT SYS USA INC | $0 | 0.00% | 0 | -6,996 | -100.0% | -$964.74万 | 清仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $0 | 0.00% | 0 | -381,243 | -100.0% | -$907.74万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -10,473 | -100.0% | -$452.83万 | 清仓 |
| NOW | SERVICENOW INC | $256.50万 | 0.31% | 25,836 | -111,755 | -81.2% | -$1,109.50万 | 重新持有 |
| NBIS | NEBIUS GROUP N.V. | $290.28万 | 0.35% | 10,511 | 10,511 | — | $290.28万 | 新建仓 |
| SNDK | SANDISK CORP | $609.36万 | 0.74% | 2,680 | 2,680 | — | $609.36万 | 新建仓 |
| ROST | ROSS STORES INC | $927.13万 | 1.12% | 43,558 | -41,592 | -48.8% | -$885.29万 | 减仓 |
| TJX | TJX COS INC NEW | $1,066.12万 | 1.29% | 70,371 | -23,660 | -25.2% | -$358.45万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $1,109.53万 | 1.34% | 128,552 | -99,530 | -43.6% | -$859.04万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1,120.95万 | 1.35% | 41,219 | 41,219 | — | $1,120.95万 | 新建仓 |
| AVGO | BROADCOM INC | $1,259.12万 | 1.52% | 33,332 | -114,415 | -77.4% | -$4,322.03万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1,381.38万 | 1.67% | 30,087 | -43,341 | -59.0% | -$1,989.92万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $1,433.11万 | 1.73% | 37,868 | 21,747 | 134.9% | $823.02万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,529.07万 | 1.85% | 21,149 | -65,379 | -75.6% | -$4,726.90万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $1,745.43万 | 2.11% | 66,967 | -29,258 | -30.4% | -$762.58万 | 重新持有 |
| AMT | AMERICAN TOWER CORP | $1,820.04万 | 2.20% | 111,270 | 111,270 | — | $1,820.04万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,911.54万 | 2.31% | 32,906 | -13,775 | -29.5% | -$800.20万 | 重新持有 |
| LOW | LOWES COS INC | $1,942.23万 | 2.35% | 88,087 | 88,087 | — | $1,942.23万 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP | $2,009.10万 | 2.43% | 113,856 | 113,856 | — | $2,009.10万 | 新建仓 |
| BURL | BURLINGTON STORES INC | $2,066.80万 | 2.50% | 65,240 | -31,900 | -32.8% | -$1,010.59万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $2,206.63万 | 2.67% | 186,670 | -33,479 | -15.2% | -$395.76万 | 减仓 |
| SHOP | SHOPIFY INC | $2,262.61万 | 2.73% | 198,162 | 40,139 | 25.4% | $458.31万 | 重新持有 |
| TWLO | TWILIO INC | $2,316.10万 | 2.80% | 112,252 | 112,252 | — | $2,316.10万 | 新建仓 |
| HD | HOME DEPOT INC | $2,511.15万 | 3.03% | 71,202 | 40,717 | 133.6% | $1,436.01万 | 加仓 |
| MDB | MONGODB INC | $2,523.08万 | 3.05% | 75,114 | 23,387 | 45.2% | $785.57万 | 重新持有 |
| WH | WYNDHAM HOTELS & RESORTS INC 看跌期权 | $2,526.30万 | 3.05% | 300,000 | 300,000 | — | $2,526.30万 | 新建仓 |
| WMT | WALMART INC | $2,537.39万 | 3.07% | 224,032 | 102,324 | 84.1% | $1,158.92万 | 加仓 |
| AMZN | AMAZON COM INC | $2,654.08万 | 3.21% | 111,357 | 9,583 | 9.4% | $228.40万 | 加仓 |
| GOOGL | ALPHABET INC | $2,660.62万 | 3.21% | 74,450 | -41,249 | -35.7% | -$1,474.12万 | 减仓 |
| ASML | ASML HLDG NV | $2,756.97万 | 3.33% | 13,858 | -8,690 | -38.5% | -$1,728.82万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $2,918.34万 | 3.53% | 163,731 | 25,856 | 18.8% | $460.86万 | 加仓 |
| W | WAYFAIR INC | $3,065.04万 | 3.70% | 331,642 | 103,416 | 45.3% | $955.77万 | 重新持有 |
| OUT | OUTFRONT MEDIA INC | $3,211.76万 | 3.88% | 980,390 | 390,361 | 66.2% | $1,278.82万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $3,367.93万 | 4.07% | 134,728 | 84,512 | 168.3% | $2,112.63万 | 加仓 |
| DASH | DOORDASH INC | $3,388.62万 | 4.09% | 183,635 | 76,627 | 71.6% | $1,414.00万 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $3,403.97万 | 4.11% | 404,224 | 136,147 | 50.8% | $1,146.49万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,685.03万 | 4.45% | 77,162 | -66,475 | -46.3% | -$3,174.65万 | 减仓 |
| TXN | TEXAS INSTRS INC | $3,778.54万 | 4.56% | 126,767 | 32,177 | 34.0% | $959.10万 | 重新持有 |
| FWONK | LIBERTY MEDIA CORP DEL | $4,241.66万 | 5.12% | 445,833 | 880 | 0.2% | $8.37万 | 加仓 |
| SNOW | SNOWFLAKE INC | $4,285.02万 | 5.18% | 168,370 | 107,566 | 176.9% | $2,737.55万 | 重新持有 |