Honeycomb Asset Management Lp Top Holdings and 13F Report (2025) About Honeycomb Asset Management LpInvestment ActivityHoneycomb Asset Management Lp has $171.89 million in total holdings as of June 30, 2025.Honeycomb Asset Management Lp owns shares of 19 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 61.00% of the portfolio was purchased this quarter.About 89.78% of the portfolio was sold this quarter.This quarter, Honeycomb Asset Management Lp has purchased 27 new stocks and bought additional shares in 5 stocks.Honeycomb Asset Management Lp sold shares of 3 stocks and completely divested from 19 stocks this quarter.Largest Holdings Amazon.com $32,908,500Charter Communications $24,119,790Solaris Oilfield Infrastructure $19,010,880Pinterest $17,930,000Datadog $14,830,032 Largest New Holdings this Quarter 83418M103 - Solaris Oilfield Infrastructure $19,010,880 Holding23804L103 - Datadog $14,830,032 Holding21873S108 - COREWEAVE INC $8,153,000 Holding92840M102 - Vistra $6,705,826 Holding872590104 - T-Mobile US $5,956,500 Holding Largest Purchases this Quarter Solaris Oilfield Infrastructure 672,000 shares (about $19.01M)Datadog 110,400 shares (about $14.83M)Charter Communications 29,000 shares (about $11.86M)Amazon.com 50,000 shares (about $10.97M)Pinterest 250,000 shares (about $8.97M) Largest Sales this Quarter Chewy 205,700 shares (about $8.77M)monday.com 25,200 shares (about $7.92M)Adobe 500 shares (about $193.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHoneycomb Asset Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$32,908,500$10,969,500 ▲50.0%150,00019.1%Retail/WholesaleCHTRCharter Communications$24,119,790$11,855,490 ▲96.7%59,00014.0%Consumer DiscretionarySOISolaris Oilfield Infrastructure$19,010,880$19,010,880 ▲New Holding672,00011.1%EnergyPINSPinterest$17,930,000$8,965,000 ▲100.0%500,00010.4%Computer and TechnologyDDOGDatadog$14,830,032$14,830,032 ▲New Holding110,4008.6%Computer and TechnologyADBEAdobe$9,285,120$193,440 ▼-2.0%24,0005.4%Computer and TechnologyCOREWEAVE INC$8,153,000$8,153,000 ▲New Holding50,0004.7%COM CL AAPOApollo Global Management$7,093,500$3,546,750 ▲100.0%50,0004.1%FinanceVSTVistra$6,705,826$6,705,826 ▲New Holding34,6003.9%UtilitiesSPHRSphere Entertainment$6,270,000$1,045,000 ▲20.0%150,0003.6%Consumer DiscretionaryTMUST-Mobile US$5,956,500$5,956,500 ▲New Holding25,0003.5%Computer and TechnologyLLYEli Lilly and Company$4,287,415$4,287,415 ▲New Holding5,5002.5%MedicalMNDYmonday.com$3,081,904$7,924,896 ▼-72.0%9,8001.8%Computer and TechnologyRKTRocket Companies$2,750,920$2,750,920 ▲New Holding194,0001.6%FinanceCHWYChewy$2,727,680$8,766,934 ▼-76.3%64,0001.6%Retail/WholesaleA2Z CUST2MATE SOLUTIONS CORP$1,772,927$1,772,927 ▲New Holding167,7321.0%COMCORE SCIENTIFIC INC NEW$1,707,000$1,707,000 ▲New Holding100,0001.0%COMNKENIKE$1,690,752$1,690,752 ▲New Holding23,8001.0%Consumer DiscretionarySTARZ ENTERTAINMENT CORP.$1,607,000$1,607,000 ▲New Holding100,0000.9%COMMSFTMicrosoft$0$18,769,500 ▼-100.0%00.0%Computer and TechnologyMETAMeta Platforms$0$11,873,016 ▼-100.0%00.0%Computer and TechnologyCELESTICA INC$0$11,821,500 ▼-100.0%00.0%COMTSMTaiwan Semiconductor Manufacturing$0$9,628,000 ▼-100.0%00.0%Computer and TechnologyINTUIntuit$0$9,516,845 ▼-100.0%00.0%Computer and TechnologyTWLOTwilio$0$9,350,405 ▼-100.0%00.0%Computer and TechnologyRCLRoyal Caribbean Cruises$0$8,217,600 ▼-100.0%00.0%Consumer DiscretionarySNOWSnowflake$0$7,308,000 ▼-100.0%00.0%Computer and TechnologyLYVLive Nation Entertainment$0$6,529,000 ▼-100.0%00.0%Consumer DiscretionaryEFXEquifax$0$6,089,000 ▼-100.0%00.0%Business ServicesRHRH$0$5,860,250 ▼-100.0%00.0%Consumer StaplesPCORProcore Technologies$0$5,717,266 ▼-100.0%00.0%Computer and TechnologyLYFTLyft$0$5,673,860 ▼-100.0%00.0%Computer and TechnologyKRCKilroy Realty$0$4,914,000 ▼-100.0%00.0%FinanceRIOTRiot Platforms$0$4,628,000 ▼-100.0%00.0%FinanceFWONKLiberty Media Corporation - Liberty Formula One Series C$0$4,500,500 ▼-100.0%00.0%Consumer DiscretionaryACMRACM Research$0$4,054,158 ▼-100.0%00.0%Computer and TechnologyREDDIT INC$0$1,573,500 ▼-100.0%00.0%CL AAPLDApplied Digital$0$1,405,000 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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