Honeycomb Asset Management LP Hedge Fund

CIK: 0001675688 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $171,889 (100.0% shares, 0.0% debt)

Holdings (19)

AMZN AMAZON COM INC 19.1%

Value ($000) $32,909 Shares 150,000 Est. Cost $195.08 Unrealized +1.4%

CHTR CHARTER COMMUNICATIONS INC N 14.0%

Value ($000) $24,120 Shares 59,000 Est. Cost $370.02 Unrealized +3.4%

SEI SOLARIS ENERGY INFRAS INC 11.1%

Value ($000) $19,011 Shares 672,000 Est. Cost $23.34 Unrealized 0.0%

PINS PINTEREST INC 10.4%

Value ($000) $17,930 Shares 500,000 Est. Cost $32.11 Unrealized -5.5%

DDOG DATADOG INC 8.6%

Value ($000) $14,830 Shares 110,400 Est. Cost $110.71 Unrealized 0.0%

ADBE ADOBE INC 5.4%

Value ($000) $9,285 Shares 24,000 Est. Cost $428.84 Unrealized -10.1%

CRWV COREWEAVE INC 4.7%

Value ($000) $8,153 Shares 50,000 Est. Cost — Unrealized —

APO APOLLO GLOBAL MGMT INC 4.1%

Value ($000) $7,094 Shares 50,000 Est. Cost $141.60 Unrealized -7.2%

VST VISTRA CORP 3.9%

Value ($000) $6,706 Shares 34,600 Est. Cost $147.45 Unrealized 0.0%

SPHR SPHERE ENTERTAINMENT CO 3.6%

Value ($000) $6,270 Shares 150,000 Est. Cost $41.51 Unrealized -18.4%

TMUS T-MOBILE US INC 3.5%

Value ($000) $5,957 Shares 25,000 Est. Cost $241.48 Unrealized 0.0%

LLY ELI LILLY & CO 2.5%

Value ($000) $4,287 Shares 5,500 Est. Cost $773.40 Unrealized 0.0%

MNDY MONDAY COM LTD 1.8%

Value ($000) $3,082 Shares 9,800 Est. Cost $264.28 Unrealized +5.3%

RKT ROCKET COS INC 1.6%

Value ($000) $2,751 Shares 194,000 Est. Cost $12.97 Unrealized 0.0%

CHWY CHEWY INC 1.6%

Value ($000) $2,728 Shares 64,000 Est. Cost $35.87 Unrealized +11.0%

AZ A2Z CUST2MATE SOLUTIONS CORP 1.0%

Value ($000) $1,773 Shares 167,732 Est. Cost $8.56 Unrealized 0.0%

CORZ CORE SCIENTIFIC INC NEW 1.0%

Value ($000) $1,707 Shares 100,000 Est. Cost $10.01 Unrealized 0.0%

NKE NIKE INC 1.0%

Value ($000) $1,691 Shares 23,800 Est. Cost $59.08 Unrealized 0.0%

STRZ STARZ ENTERTAINMENT CORP. 0.9%

Value ($000) $1,607 Shares 100,000 Est. Cost $15.84 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	AMAZON COM INC	150,000	$32,909	19.1%	$195.08	+1.4%	COM	023135106
CHTR	CHARTER COMMUNICATIONS INC N	59,000	$24,120	14.0%	$370.02	+3.4%	CL A	16119P108
SEI	SOLARIS ENERGY INFRAS INC	672,000	$19,011	11.1%	$23.34	0.0%	COM CL A	83418M103
PINS	PINTEREST INC	500,000	$17,930	10.4%	$32.11	-5.5%	CL A	72352L106
DDOG	DATADOG INC	110,400	$14,830	8.6%	$110.71	0.0%	CL A COM	23804L103
ADBE	ADOBE INC	24,000	$9,285	5.4%	$428.84	-10.1%	COM	00724F101
CRWV	COREWEAVE INC	50,000	$8,153	4.7%	—	—	Put	21873S108
APO	APOLLO GLOBAL MGMT INC	50,000	$7,094	4.1%	$141.60	-7.2%	COM	03769M106
VST	VISTRA CORP	34,600	$6,706	3.9%	$147.45	0.0%	COM	92840M102
SPHR	SPHERE ENTERTAINMENT CO	150,000	$6,270	3.6%	$41.51	-18.4%	CL A	55826T102
TMUS	T-MOBILE US INC	25,000	$5,957	3.5%	$241.48	0.0%	COM	872590104
LLY	ELI LILLY & CO	5,500	$4,287	2.5%	$773.40	0.0%	COM	532457108
MNDY	MONDAY COM LTD	9,800	$3,082	1.8%	$264.28	+5.3%	SHS	M7S64H106
RKT	ROCKET COS INC	194,000	$2,751	1.6%	$12.97	0.0%	COM CL A	77311W101
CHWY	CHEWY INC	64,000	$2,728	1.6%	$35.87	+11.0%	CL A	16679L109
AZ	A2Z CUST2MATE SOLUTIONS CORP	167,732	$1,773	1.0%	$8.56	0.0%	COM	002205102
CORZ	CORE SCIENTIFIC INC NEW	100,000	$1,707	1.0%	$10.01	0.0%	COM	21874A106
NKE	NIKE INC	23,800	$1,691	1.0%	$59.08	0.0%	CL B	654106103
STRZ	STARZ ENTERTAINMENT CORP.	100,000	$1,607	0.9%	$15.84	0.0%	COM	855919106