13F HOLDINGS REPORT
Honeycomb Asset Management LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-001131
Total Value
$268.1M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 300,000 | $40.3M | 15.03% |
| 2 | AMAZON COM INC | AMZN | 175,000 | $38.4M | 14.32% |
| 3 | MICROSOFT CORP | MSFT | 65,000 | $27.4M | 10.22% |
| 4 | DELL TECHNOLOGIES INC | DELL | 200,000 | $23.0M | 8.60% |
| 5 | ORACLE CORP | ORCL-PD | 125,000 | $20.8M | 7.77% |
| 6 | MARVELL TECHNOLOGY INC | MRVL | 175,000 | $19.3M | 7.21% |
| 7 | UBER TECHNOLOGIES INC | UBER | 300,000 | $18.1M | 6.75% |
| 8 | ALPHABET INC | GOOG | 75,000 | $14.2M | 5.30% |
| 9 | VISTRA CORP | VST | 75,000 | $10.3M | 3.86% |
| 10 | PROCORE TECHNOLOGIES INC | PCOR | 125,000 | $9.4M | 3.49% |
| 11 | APPLOVIN CORP | APP | 28,500 | $9.2M | 3.44% |
| 12 | VERTIV HOLDINGS CO | VRT | 75,000 | $8.5M | 3.18% |
| 13 | INTUIT | INTU | 12,500 | $7.9M | 2.93% |
| 14 | SPHERE ENTERTAINMENT CO | SPHR | 125,000 | $5.0M | 1.88% |
| 15 | PDD HOLDINGS INC | PDD | 50,000 | $4.8M | 1.81% |
| 16 | NEWS CORP NEW | NWSLL | 175,000 | $4.8M | 1.80% |
| 17 | CLEAR SECURE INC | YOU | 100,000 | $2.7M | 0.99% |
| 18 | HUT 8 CORP | HUT | 94,000 | $1.9M | 0.72% |
| 19 | CORE SCIENTIFIC INC NEW | 21874A106 | 135,000 | $1.9M | 0.71% |