Benchstone Capital Management LP
NEW YORK NY · SEC CIK 0002016777
$8.60亿2026Q1 申报市值
38持仓数
44.2%前十大占比 · 第一大 5.6%
16 / 15新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GOOGL 新建仓+$3,327.04万
ADI 新建仓+$3,323.74万
AVGO 加仓+$2,790.42万
SPOT 加仓+$2,699.01万
ECHO 加仓+$2,579.40万
2026Q1 卖出最多 按季末市值估算
ONTO 减仓-$2,724.19万
META 减仓-$2,592.49万
CRM 清仓-$2,388.35万
DIS 清仓-$2,193.94万
AMZN 减仓-$2,165.80万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4,854.21万 | 5.65% | 143,637 | -2,607 | -1.8% | -$88.10万 | 减仓 |
| AVGO | BROADCOM INC | $4,572.92万 | 5.32% | 147,747 | 90,156 | 156.5% | $2,790.42万 | 加仓 |
| ECHO | ECHOSTAR CORP | $4,553.87万 | 5.30% | 388,987 | 220,330 | 130.6% | $2,579.40万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $3,782.99万 | 4.40% | 444,953 | 33,889 | 8.2% | $288.12万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $3,560.60万 | 4.14% | 73,428 | 55,660 | 313.3% | $2,699.01万 | 加仓 |
| H | HYATT HOTELS CORP | $3,499.65万 | 4.07% | 243,386 | 126,425 | 108.1% | $1,817.87万 | 加仓 |
| EQIX | EQUINIX INC | $3,364.58万 | 3.91% | 34,324 | 10,429 | 43.6% | $1,022.29万 | 加仓 |
| GOOGL | ALPHABET INC | $3,327.04万 | 3.87% | 115,699 | 115,699 | — | $3,327.04万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $3,323.74万 | 3.87% | 104,474 | 104,474 | — | $3,323.74万 | 新建仓 |
| BURL | BURLINGTON STORES INC | $3,160.74万 | 3.68% | 97,140 | 12,246 | 14.4% | $398.46万 | 加仓 |
| ASML | ASML HLDG NV | $2,978.21万 | 3.46% | 22,548 | 2,826 | 14.3% | $373.27万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2,957.44万 | 3.44% | 86,528 | 36,552 | 73.1% | $1,249.31万 | 加仓 |
| SNPS | SYNOPSYS INC | $2,884.39万 | 3.36% | 72,750 | -20,613 | -22.1% | -$817.26万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $2,528.41万 | 2.94% | 220,149 | 220,149 | — | $2,528.41万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $2,505.37万 | 2.91% | 164,276 | -48,415 | -22.8% | -$738.38万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $2,321.99万 | 2.70% | 5,515 | 3,355 | 155.3% | $1,412.56万 | 加仓 |
| TGT | TARGET CORP | $2,281.06万 | 2.65% | 188,206 | 188,206 | — | $2,281.06万 | 新建仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $2,177.59万 | 2.53% | 268,077 | 268,077 | — | $2,177.59万 | 新建仓 |
| AMZN | AMAZON COM INC | $2,119.65万 | 2.47% | 101,774 | -103,990 | -50.5% | -$2,165.80万 | 减仓 |
| ROKU | ROKU INC | $2,107.52万 | 2.45% | 222,735 | 222,735 | — | $2,107.52万 | 新建仓 |
| ROST | ROSS STORES INC | $1,844.60万 | 2.15% | 85,150 | 29,365 | 52.6% | $636.13万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $1,833.55万 | 2.13% | 228,082 | 228,082 | — | $1,833.55万 | 新建仓 |
| CSCO | CISCO SYS INC | $1,763.43万 | 2.05% | 227,275 | 227,275 | — | $1,763.43万 | 新建仓 |
| NET | CLOUDFLARE INC | $1,681.32万 | 1.96% | 81,483 | 81,483 | — | $1,681.32万 | 新建仓 |
| DASH | DOORDASH INC | $1,606.73万 | 1.87% | 107,008 | -10,705 | -9.1% | -$160.74万 | 减仓 |
| OUT | OUTFRONT MEDIA INC | $1,563.58万 | 1.82% | 590,029 | 590,029 | — | $1,563.58万 | 新建仓 |
| DDOG | DATADOG INC | $1,549.50万 | 1.80% | 131,258 | 131,258 | — | $1,549.50万 | 新建仓 |
| WMT | WALMART INC | $1,512.59万 | 1.76% | 121,708 | 121,708 | — | $1,512.59万 | 新建仓 |
| TJX | TJX COS INC NEW | $1,501.68万 | 1.75% | 94,031 | 94,031 | — | $1,501.68万 | 新建仓 |
| TMUS | T-MOBILE US INC | $1,453.87万 | 1.69% | 69,222 | 69,222 | — | $1,453.87万 | 新建仓 |
| META | META PLATFORMS INC | $1,092.65万 | 1.27% | 19,098 | -45,313 | -70.3% | -$2,592.49万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1,037.65万 | 1.21% | 324,163 | -234,863 | -42.0% | -$751.80万 | 减仓 |
| HD | HOME DEPOT INC | $1,002.62万 | 1.17% | 30,485 | -45,828 | -60.1% | -$1,507.24万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $991.77万 | 1.15% | 50,216 | -66,558 | -57.0% | -$1,314.52万 | 减仓 |
| FIX | COMFORT SYS USA INC | $964.74万 | 1.12% | 6,996 | 6,996 | — | $964.74万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $907.74万 | 1.06% | 381,243 | -165,152 | -30.2% | -$393.23万 | 减仓 |
| INTU | INTUIT | $452.83万 | 0.53% | 10,473 | 10,473 | — | $452.83万 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $330.59万 | 0.38% | 16,121 | -132,842 | -89.2% | -$2,724.19万 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC 看跌期权 | $0 | 0.00% | 0 | -3,500,000 | -100.0% | -$2,719.50万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -90,157 | -100.0% | -$2,388.35万 | 清仓 |
| W | WAYFAIR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -192,840 | -100.0% | -$2,193.94万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -101,498 | -100.0% | -$1,978.30万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -134,652 | -100.0% | -$1,764.35万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -187,212 | -100.0% | -$1,529.71万 | 清仓 |
| RRR | RED ROCK RESORTS INC | $0 | 0.00% | 0 | -240,733 | -100.0% | -$1,491.34万 | 清仓 |
| BYD | BOYD GAMING CORP | $0 | 0.00% | 0 | -173,401 | -100.0% | -$1,478.07万 | 清仓 |
| SKYD | PARAMOUNT SKYDANCE CORP 看跌期权 | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$1,340.00万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -41,720 | -100.0% | -$1,163.65万 | 清仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -366,713 | -100.0% | -$1,096.11万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -66,049 | -100.0% | -$1,070.92万 | 清仓 |
| ON | ON SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -194,080 | -100.0% | -$1,050.94万 | 清仓 |
| CHDN | CHURCHILL DOWNS INC | $0 | 0.00% | 0 | -91,618 | -100.0% | -$1,042.43万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BROS | DUTCH BROS INC | $0 | 0.00% | 0 | -134,584 | -100.0% | -$823.92万 | 清仓 |