13F HOLDINGS REPORT
Honeycomb Asset Management LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001172661-23-001314
Total Value
$376.5M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LIBERTY MEDIA CORP DEL | FWONB | 891,875 | $53.3M | 14.16% |
| 2 | WARNER BROS DISCOVERY INC | WBD | 5,000,000 | $47.4M | 12.59% |
| 3 | CHARTER COMMUNICATIONS INC N | 16119P108 | 80,000 | $27.1M | 7.21% |
| 4 | SALESFORCE INC | CRM | 200,000 | $26.5M | 7.04% |
| 5 | LIVE NATION ENTERTAINMENT IN | LYV | 375,000 | $26.2M | 6.95% |
| 6 | BLOCK INC | BSQKZ | 351,000 | $22.1M | 5.86% |
| 7 | DISNEY WALT CO | 254687106 | 230,306 | $20.0M | 5.31% |
| 8 | PAYPAL HLDGS INC | PYPL | 264,900 | $18.9M | 5.01% |
| 9 | UBER TECHNOLOGIES INC | UBER | 600,000 | $14.8M | 3.94% |
| 10 | AMAZON COM INC | AMZN | 162,000 | $13.6M | 3.61% |
| 11 | META PLATFORMS INC | META | 100,000 | $12.0M | 3.20% |
| 12 | SHIFT4 PMTS INC | 82452J109 | 200,000 | $11.2M | 2.97% |
| 13 | HEALTHEQUITY INC | HQY | 156,000 | $9.6M | 2.55% |
| 14 | WARNER BROS DISCOVERY INC | WBD | 1,000,000 | $9.5M | 2.52% |
| 15 | NETFLIX INC | NFLX | 25,000 | $7.4M | 1.96% |
| 16 | AT&T INC | T-PC | 400,000 | $7.4M | 1.96% |
| 17 | IMAX CORP | IMAX | 500,000 | $7.3M | 1.95% |
| 18 | SHUTTERSTOCK INC | SSTK | 126,000 | $6.6M | 1.76% |
| 19 | COMCAST CORP NEW | CCZ | 181,978 | $6.4M | 1.69% |
| 20 | TOAST INC | TOST | 300,000 | $5.4M | 1.44% |
| 21 | PINTEREST INC | PINS | 200,000 | $4.9M | 1.29% |
| 22 | LAS VEGAS SANDS CORP | LVS | 100,000 | $4.8M | 1.28% |
| 23 | ALPHABET INC | GOOG | 50,000 | $4.4M | 1.17% |
| 24 | LIBERTY BROADBAND CORP | LBRDP | 50,000 | $3.8M | 1.01% |
| 25 | CLEAR SECURE INC | YOU | 123,000 | $3.4M | 0.90% |
| 26 | WARBY PARKER INC | WRBY | 100,000 | $1.3M | 0.36% |
| 27 | COMPASS INC | COMP | 500,000 | $1.2M | 0.31% |