13F-HR filed by Honeycomb Asset Management LP
Honeycomb Asset Management LP filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-14, with 19 holding rows worth $268,086,465.
- Accession
- 0001172661-25-001131
- Filer
- CIK 1675688
- Filed
- 2025-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 19 entries on the cover page, a total value of $268,086,465 stated on the cover page (in dollars after the unit check, H1), rows summing to $268,086,465 with VALUE read as dollars as filed, 13F file number 028-17825. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NVIDIA Corp | 67066G104 | COM | 300,000 | $40,287,000 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 175,000 | $38,393,250 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 65,000 | $27,397,500 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 200,000 | $23,048,000 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 125,000 | $20,830,000 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 175,000 | $19,328,750 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 300,000 | $18,096,000 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 75,000 | $14,197,500 | dollars as filed | |
| VISTRA CORP COM | 92840M102 | Stock | 75,000 | $10,340,250 | dollars as filed | |
| PROCORE TECHNOLOGIES INC COM | 74275K108 | Stock | 125,000 | $9,366,250 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 28,500 | $9,229,155 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 75,000 | $8,520,750 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 12,500 | $7,856,250 | dollars as filed | |
| SPHERE ENTERTAINMENT CO CL A | 55826T102 | Stock | 125,000 | $5,040,000 | dollars as filed | |
| PDD HOLDINGS INC SPONSORED ADS | 722304102 | ADR | 50,000 | $4,849,500 | dollars as filed | |
| NEWS CORP NEW CL A | 65249B109 | Stock | 175,000 | $4,819,500 | dollars as filed | |
| CLEAR SECURE INC | 18467V109 | COM CL A | 100,000 | $2,664,000 | dollars as filed | |
| HUT 8 CORP | 44812J104 | COM | 94,000 | $1,926,060 | dollars as filed | |
| CORE SCIENTIFIC INC NEW | 21874A106 | COM | 135,000 | $1,896,750 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-001131 | this filing | 2025-02-14 | acceptance time not in the bulk data set |