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Honeycomb Asset Management Lp Top Holdings and 13F Report (2025)

About Honeycomb Asset Management Lp

Investment Activity

  • Honeycomb Asset Management Lp has $209.45 million in total holdings as of March 31, 2025.
  • Honeycomb Asset Management Lp owns shares of 27 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
  • Approximately 73.61% of the portfolio was purchased this quarter.
  • About 96.67% of the portfolio was sold this quarter.
  • This quarter, Honeycomb Asset Management Lp has purchased 19 new stocks and bought additional shares in 1 stock.
  • Honeycomb Asset Management Lp sold shares of 3 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

Amazon.com
$19,026,000
Microsoft
$18,769,500
Meta Platforms
$11,873,016
CELESTICA INC
$11,821,500
Charter Communications
$11,055,900

Largest New Holdings this Quarter

30303M102 - Meta Platforms
$11,873,016 Holding
15101Q207 - CELESTICA INC
$11,821,500 Holding
16119P108 - Charter Communications
$11,055,900 Holding
874039100 - Taiwan Semiconductor Manufacturing
$9,628,000 Holding
00724F101 - Adobe
$9,396,485 Holding

Largest Purchases this Quarter

Meta Platforms
20,600 shares (about $11.87M)
CELESTICA INC
150,000 shares (about $11.82M)
Charter Communications
30,000 shares (about $11.06M)
Taiwan Semiconductor Manufacturing
58,000 shares (about $9.63M)
Adobe
24,500 shares (about $9.40M)

Largest Sales this Quarter

Amazon.com
75,000 shares (about $14.27M)
Microsoft
15,000 shares (about $5.63M)
Procore Technologies
38,401 shares (about $2.54M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHoneycomb Asset Management Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$19,026,000$14,269,500 ▼-42.9%100,0009.1%Retail/Wholesale
Microsoft Co. stock logo
MSFT
Microsoft
$18,769,500$5,630,850 ▼-23.1%50,0009.0%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$11,873,016$11,873,016 ▲New Holding20,6005.7%Computer and Technology
CELESTICA INC
$11,821,500$11,821,500 ▲New Holding150,0005.6%COM
Charter Communications, Inc. stock logo
CHTR
Charter Communications
$11,055,900$11,055,900 ▲New Holding30,0005.3%Consumer Discretionary
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$9,628,000$9,628,000 ▲New Holding58,0004.6%Computer and Technology
Intuit Inc. stock logo
INTU
Intuit
$9,516,845$1,841,970 ▲24.0%15,5004.5%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$9,396,485$9,396,485 ▲New Holding24,5004.5%Computer and Technology
Twilio Inc. stock logo
TWLO
Twilio
$9,350,405$9,350,405 ▲New Holding95,5004.5%Computer and Technology
Chewy, Inc. stock logo
CHWY
Chewy
$8,767,947$8,767,947 ▲New Holding269,7004.2%Retail/Wholesale
monday.com Ltd. stock logo
MNDY
monday.com
$8,510,600$8,510,600 ▲New Holding35,0004.1%Computer and Technology
Royal Caribbean Cruises Ltd. stock logo
RCL
Royal Caribbean Cruises
$8,217,600$8,217,600 ▲New Holding40,0003.9%Consumer Discretionary
Pinterest, Inc. stock logo
PINS
Pinterest
$7,750,000$7,750,000 ▲New Holding250,0003.7%Computer and Technology
Snowflake Inc. stock logo
SNOW
Snowflake
$7,308,000$7,308,000 ▲New Holding50,0003.5%Computer and Technology
Live Nation Entertainment, Inc. stock logo
LYV
Live Nation Entertainment
$6,529,000$6,529,000 ▲New Holding50,0003.1%Consumer Discretionary
Equifax Inc. stock logo
EFX
Equifax
$6,089,000$6,089,000 ▲New Holding25,0002.9%Business Services
RH stock logo
RH
RH
$5,860,250$5,860,250 ▲New Holding25,0002.8%Consumer Staples
Procore Technologies, Inc. stock logo
PCOR
Procore Technologies
$5,717,266$2,535,234 ▼-30.7%86,5992.7%Computer and Technology
Lyft, Inc. stock logo
LYFT
Lyft
$5,673,860$5,673,860 ▲New Holding478,0002.7%Computer and Technology
Kilroy Realty Co. stock logo
KRC
Kilroy Realty
$4,914,000$4,914,000 ▲New Holding150,0002.3%Finance
Riot Platforms, Inc. stock logo
RIOT
Riot Platforms
$4,628,000$4,628,000 ▲New Holding650,0002.2%Business Services
Formula One Group stock logo
FWONK
Formula One Group
$4,500,500$4,500,500 ▲New Holding50,0002.1%Consumer Discretionary
Sphere Entertainment Co. stock logo
SPHR
Sphere Entertainment
$4,090,0000.0%125,0002.0%Consumer Discretionary
ACM Research, Inc. stock logo
ACMR
ACM Research
$4,054,158$4,054,158 ▲New Holding173,7001.9%Computer and Technology
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$3,423,500$3,423,500 ▲New Holding25,0001.6%Finance
REDDIT INC
$1,573,500$1,573,500 ▲New Holding15,0000.8%CL A
Applied Digital Co. stock logo
APLD
Applied Digital
$1,405,000$1,405,000 ▲New Holding250,0000.7%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$0$40,287,000 ▼-100.0%00.0%Computer and Technology
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$0$23,048,000 ▼-100.0%00.0%Computer and Technology
Oracle Co. stock logo
ORCL
Oracle
$0$20,830,000 ▼-100.0%00.0%Computer and Technology
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$0$19,328,750 ▼-100.0%00.0%Computer and Technology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$0$18,096,000 ▼-100.0%00.0%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$0$14,197,500 ▼-100.0%00.0%Computer and Technology
Vistra Corp. stock logo
VST
Vistra
$0$10,340,250 ▼-100.0%00.0%Utilities
APPLOVIN CORP
$0$9,229,155 ▼-100.0%00.0%COM CL A
Vertiv Holdings Co stock logo
VRT
Vertiv
$0$8,520,750 ▼-100.0%00.0%Computer and Technology
PDD Holdings Inc. stock logo
PDD
PDD
$0$4,849,500 ▼-100.0%00.0%Retail/Wholesale
News Co. stock logo
NWSA
News
$0$4,819,500 ▼-100.0%00.0%Consumer Discretionary
Clear Secure, Inc. stock logo
YOU
Clear Secure
$0$2,664,000 ▼-100.0%00.0%Computer and Technology
HUT 8 CORP
$0$1,926,060 ▼-100.0%00.0%COM
CORE SCIENTIFIC INC NEW
$0$1,896,750 ▼-100.0%00.0%COM

Showing largest 100 holdings. View all holdings.
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