13F HOLDINGS REPORT
Honeycomb Asset Management LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003520
Total Value
$171.9M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 150,000 | $32.9M | 19.15% |
| 2 | CHARTER COMMUNICATIONS INC N | 16119P108 | 59,000 | $24.1M | 14.03% |
| 3 | SOLARIS ENERGY INFRAS INC | SEI | 672,000 | $19.0M | 11.06% |
| 4 | PINTEREST INC | PINS | 500,000 | $17.9M | 10.43% |
| 5 | DATADOG INC | DDOG | 110,400 | $14.8M | 8.63% |
| 6 | ADOBE INC | ADBE | 24,000 | $9.3M | 5.40% |
| 7 | COREWEAVE INC | CRWV | 50,000 | $8.2M | 4.74% |
| 8 | APOLLO GLOBAL MGMT INC | 03769M106 | 50,000 | $7.1M | 4.13% |
| 9 | VISTRA CORP | VST | 34,600 | $6.7M | 3.90% |
| 10 | SPHERE ENTERTAINMENT CO | SPHR | 150,000 | $6.3M | 3.65% |
| 11 | T-MOBILE US INC | TMUSZ | 25,000 | $6.0M | 3.47% |
| 12 | ELI LILLY & CO | LLY | 5,500 | $4.3M | 2.49% |
| 13 | MONDAY COM LTD | MNDY | 9,800 | $3.1M | 1.79% |
| 14 | ROCKET COS INC | 77311W101 | 194,000 | $2.8M | 1.60% |
| 15 | CHEWY INC | CHWY | 64,000 | $2.7M | 1.59% |
| 16 | A2Z CUST2MATE SOLUTIONS CORP | AZ | 167,732 | $1.8M | 1.03% |
| 17 | CORE SCIENTIFIC INC NEW | 21874A106 | 100,000 | $1.7M | 0.99% |
| 18 | NIKE INC | NKE | 23,800 | $1.7M | 0.98% |
| 19 | STARZ ENTERTAINMENT CORP. | 855919106 | 100,000 | $1.6M | 0.93% |