Honeycomb Asset Management LP Hedge Fund

CIK: 0001675688 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value ($000): $209,450 (100.0% shares, 0.0% debt)

Holdings (27)

AMZN AMAZON COM INC 9.1%

Value ($000) $19,026 Shares 100,000 Est. Cost $193.67 Unrealized +12.0%

MSFT MICROSOFT CORP 9.0%

Value ($000) $18,770 Shares 50,000 Est. Cost $422.64 Unrealized -4.2%

META META PLATFORMS INC 5.7%

Value ($000) $11,873 Shares 20,600 Est. Cost $643.25 Unrealized 0.0%

CLS CELESTICA INC 5.6%

Value ($000) $11,822 Shares 150,000 Est. Cost $106.09 Unrealized 0.0%

CHTR CHARTER COMMUNICATIONS INC N 5.3%

Value ($000) $11,056 Shares 30,000 Est. Cost $357.69 Unrealized 0.0%

TSM TAIWAN SEMICONDUCTOR MFG LTD 4.6%

Value ($000) $9,628 Shares 58,000 Est. Cost $166.00 Unrealized —

INTU INTUIT 4.5%

Value ($000) $9,517 Shares 15,500 Est. Cost $627.48 Unrealized -4.8%

ADBE ADOBE INC 4.5%

Value ($000) $9,396 Shares 24,500 Est. Cost $428.84 Unrealized 0.0%

TWLO TWILIO INC 4.5%

Value ($000) $9,350 Shares 95,500 Est. Cost $118.50 Unrealized 0.0%

CHWY CHEWY INC 4.2%

Value ($000) $8,768 Shares 269,700 Est. Cost $35.87 Unrealized 0.0%

MNDY MONDAY COM LTD 4.1%

Value ($000) $8,511 Shares 35,000 Est. Cost $264.28 Unrealized 0.0%

RCL ROYAL CARIBBEAN GROUP 3.9%

Value ($000) $8,218 Shares 40,000 Est. Cost $233.26 Unrealized 0.0%

PINS PINTEREST INC 3.7%

Value ($000) $7,750 Shares 250,000 Est. Cost $33.88 Unrealized 0.0%

SNOW SNOWFLAKE INC 3.5%

Value ($000) $7,308 Shares 50,000 Est. Cost $169.70 Unrealized 0.0%

LYV LIVE NATION ENTERTAINMENT IN 3.1%

Value ($000) $6,529 Shares 50,000 Est. Cost $136.52 Unrealized 0.0%

EFX EQUIFAX INC 2.9%

Value ($000) $6,089 Shares 25,000 Est. Cost $249.55 Unrealized 0.0%

Value ($000) $5,860 Shares 25,000 Est. Cost $346.20 Unrealized 0.0%

PCOR PROCORE TECHNOLOGIES INC 2.7%

Value ($000) $5,717 Shares 86,599 Est. Cost $70.94 Unrealized +6.4%

LYFT LYFT INC 2.7%

Value ($000) $5,674 Shares 478,000 Est. Cost $13.02 Unrealized 0.0%

KRC KILROY RLTY CORP 2.3%

Value ($000) $4,914 Shares 150,000 Est. Cost $32.76 Unrealized —

RIOT RIOT PLATFORMS INC 2.2%

Value ($000) $4,628 Shares 650,000 Est. Cost $10.37 Unrealized 0.0%

FWONK LIBERTY MEDIA CORP DEL 2.1%

Value ($000) $4,501 Shares 50,000 Est. Cost $90.01 Unrealized —

SPHR SPHERE ENTERTAINMENT CO 2.0%

Value ($000) $4,090 Shares 125,000 Est. Cost $43.04 Unrealized -5.6%

ACMR ACM RESH INC 1.9%

Value ($000) $4,054 Shares 173,700 Est. Cost $22.84 Unrealized 0.0%

APO APOLLO GLOBAL MGMT INC 1.6%

Value ($000) $3,424 Shares 25,000 Est. Cost $151.84 Unrealized 0.0%

RDDT REDDIT INC 0.8%

Value ($000) $1,574 Shares 15,000 Est. Cost $165.28 Unrealized 0.0%

APLD APPLIED DIGITAL CORP 0.7%

Value ($000) $1,405 Shares 250,000 Est. Cost $7.85 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	AMAZON COM INC	100,000	$19,026	9.1%	$193.67	+12.0%	COM	023135106
MSFT	MICROSOFT CORP	50,000	$18,770	9.0%	$422.64	-4.2%	COM	594918104
META	META PLATFORMS INC	20,600	$11,873	5.7%	$643.25	0.0%	CL A	30303M102
CLS	CELESTICA INC	150,000	$11,822	5.6%	$106.09	0.0%	COM	15101Q207
CHTR	CHARTER COMMUNICATIONS INC N	30,000	$11,056	5.3%	$357.69	0.0%	CL A	16119P108
TSM	TAIWAN SEMICONDUCTOR MFG LTD	58,000	$9,628	4.6%	$166.00	—	SPONSORED ADS	874039100
INTU	INTUIT	15,500	$9,517	4.5%	$627.48	-4.8%	COM	461202103
ADBE	ADOBE INC	24,500	$9,396	4.5%	$428.84	0.0%	COM	00724F101
TWLO	TWILIO INC	95,500	$9,350	4.5%	$118.50	0.0%	CL A	90138F102
CHWY	CHEWY INC	269,700	$8,768	4.2%	$35.87	0.0%	CL A	16679L109
MNDY	MONDAY COM LTD	35,000	$8,511	4.1%	$264.28	0.0%	SHS	M7S64H106
RCL	ROYAL CARIBBEAN GROUP	40,000	$8,218	3.9%	$233.26	0.0%	COM	V7780T103
PINS	PINTEREST INC	250,000	$7,750	3.7%	$33.88	0.0%	CL A	72352L106
SNOW	SNOWFLAKE INC	50,000	$7,308	3.5%	$169.70	0.0%	CL A	833445109
LYV	LIVE NATION ENTERTAINMENT IN	50,000	$6,529	3.1%	$136.52	0.0%	COM	538034109
EFX	EQUIFAX INC	25,000	$6,089	2.9%	$249.55	0.0%	COM	294429105
RH	RH	25,000	$5,860	2.8%	$346.20	0.0%	COM	74967X103
PCOR	PROCORE TECHNOLOGIES INC	86,599	$5,717	2.7%	$70.94	+6.4%	COM	74275K108
LYFT	LYFT INC	478,000	$5,674	2.7%	$13.02	0.0%	CL A COM	55087P104
KRC	KILROY RLTY CORP	150,000	$4,914	2.3%	$32.76	—	COM	49427F108
RIOT	RIOT PLATFORMS INC	650,000	$4,628	2.2%	$10.37	0.0%	COM	767292105
FWONK	LIBERTY MEDIA CORP DEL	50,000	$4,501	2.1%	$90.01	—	COM LBTY ONE S C	531229755
SPHR	SPHERE ENTERTAINMENT CO	125,000	$4,090	2.0%	$43.04	-5.6%	CL A	55826T102
ACMR	ACM RESH INC	173,700	$4,054	1.9%	$22.84	0.0%	COM CL A	00108J109
APO	APOLLO GLOBAL MGMT INC	25,000	$3,424	1.6%	$151.84	0.0%	COM	03769M106
RDDT	REDDIT INC	15,000	$1,574	0.8%	$165.28	0.0%	CL A	75734B100
APLD	APPLIED DIGITAL CORP	250,000	$1,405	0.7%	$7.85	0.0%	COM NEW	038169207