Benchstone Capital Management LP New Holdings in Q2 2025

Benchstone Capital Management LP

Stock	Shares change	Price Range	Shares Held
NVDA Nvidia Corp Technology	409K New	$94.31 - $157.99 $38.6M - $64.7M	409K $64.7B
MSFT Microsoft Corp Technology	102K New	$354.56 - $497.45 $36.3M - $50.9M	102K $50.9B
T At&T Inc. Communication Services	1.66M New	$26.33 - $28.94 $43.8M - $48.2M	1.66M $48.2B
LYV Live Nation Entertainment, Inc. Communication Services	251K New	$118.81 - $151.28 $29.9M - $38M	251K $38B
EA Electronic Arts Inc. Communication Services	235K New	$132.53 - $159.7 $31.2M - $37.6M	235K $37.6B
NOW Service Now, Inc. Technology	29.9K New	$721.65 - $1040.18 $21.6M - $31.1M	29.9K $30.8B
ON On Semiconductor Corp Technology	575K New	$31.95 - $54.21 $18.4M - $31.2M	575K $30.1B
ROST Ross Stores, Inc. Consumer Cyclical	230K New	$126.62 - $154.26 $29.2M - $35.5M	230K $29.4B
ORCL Oracle Corp Technology	122K New	$122.82 - $218.63 $15M - $26.7M	122K $26.7B
ABNB Airbnb, Inc. Consumer Cyclical	185K New	$105.69 - $140.64 $19.5M - $26M	185K $24.5B
GOOGL Alphabet Inc. Communication Services	126K New	$144.7 - $178.6 $18.2M - $22.5M	126K $22.2B
DIS Walt Disney CO Communication Services	161K New	$81.72 - $124.01 $13.1M - $19.9M	161K $19.9B
BRBR Bellring Brands, Inc. Consumer Defensive	333K New	$57.26 - $78.92 $19.1M - $26.3M	333K $19.3B
SMPL Simply Good Foods CO Consumer Defensive	518K New	$31.59 - $38.0 $16.4M - $19.7M	518K $16.4B
CCI Crown Castle International Corp Real Estate	141K New	$94.83 - $107.06 $13.4M - $15.1M	141K $14.5B

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