13F HOLDINGS REPORT
Honeycomb Asset Management LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002375
Total Value
$209.4M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 100,000 | $19.0M | 9.08% |
| 2 | MICROSOFT CORP | MSFT | 50,000 | $18.8M | 8.96% |
| 3 | META PLATFORMS INC | META | 20,600 | $11.9M | 5.67% |
| 4 | CELESTICA INC | CLS | 150,000 | $11.8M | 5.64% |
| 5 | CHARTER COMMUNICATIONS INC N | 16119P108 | 30,000 | $11.1M | 5.28% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 58,000 | $9.6M | 4.60% |
| 7 | INTUIT | INTU | 15,500 | $9.5M | 4.54% |
| 8 | ADOBE INC | ADBE | 24,500 | $9.4M | 4.49% |
| 9 | TWILIO INC | TWLO | 95,500 | $9.4M | 4.46% |
| 10 | CHEWY INC | CHWY | 269,700 | $8.8M | 4.19% |
| 11 | MONDAY COM LTD | MNDY | 35,000 | $8.5M | 4.06% |
| 12 | ROYAL CARIBBEAN GROUP | V7780T103 | 40,000 | $8.2M | 3.92% |
| 13 | PINTEREST INC | PINS | 250,000 | $7.8M | 3.70% |
| 14 | SNOWFLAKE INC | SNOW | 50,000 | $7.3M | 3.49% |
| 15 | LIVE NATION ENTERTAINMENT IN | LYV | 50,000 | $6.5M | 3.12% |
| 16 | EQUIFAX INC | EFX | 25,000 | $6.1M | 2.91% |
| 17 | RH | RH | 25,000 | $5.9M | 2.80% |
| 18 | PROCORE TECHNOLOGIES INC | PCOR | 86,599 | $5.7M | 2.73% |
| 19 | LYFT INC | LYFT | 478,000 | $5.7M | 2.71% |
| 20 | KILROY RLTY CORP | 49427F108 | 150,000 | $4.9M | 2.35% |
| 21 | RIOT PLATFORMS INC | RIOT | 650,000 | $4.6M | 2.21% |
| 22 | LIBERTY MEDIA CORP DEL | FWONB | 50,000 | $4.5M | 2.15% |
| 23 | SPHERE ENTERTAINMENT CO | SPHR | 125,000 | $4.1M | 1.95% |
| 24 | ACM RESH INC | 00108J109 | 173,700 | $4.1M | 1.94% |
| 25 | APOLLO GLOBAL MGMT INC | 03769M106 | 25,000 | $3.4M | 1.63% |
| 26 | REDDIT INC | RDDT | 15,000 | $1.6M | 0.75% |
| 27 | APPLIED DIGITAL CORP | APLD | 250,000 | $1.4M | 0.67% |