13F-HR filed by Honeycomb Asset Management LP
Honeycomb Asset Management LP filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-15, with 27 holding rows worth $209,449,832.
- Accession
- 0001172661-25-002375
- Filer
- CIK 1675688
- Filed
- 2025-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 27 entries on the cover page, a total value of $209,449,832 stated on the cover page (in dollars after the unit check, H1), rows summing to $209,449,832 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 |
|---|---|---|---|---|---|---|
| Amazon.com, Inc | 023135106 | COM | 100,000 | $19,026,000 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 50,000 | $18,769,500 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 20,600 | $11,873,016 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 150,000 | $11,821,500 | dollars as filed | |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 30,000 | $11,055,900 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 58,000 | $9,628,000 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 15,500 | $9,516,845 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 24,500 | $9,396,485 | dollars as filed | |
| TWILIO INC CL A | 90138F102 | Stock | 95,500 | $9,350,405 | dollars as filed | |
| CHEWYINCCLASSCLASSA | 16679L109 | STOK | 269,700 | $8,767,947 | dollars as filed | |
| MONDAY COM LTD SHS | M7S64H106 | Stock | 35,000 | $8,510,600 | dollars as filed | |
| ROYAL CARIBBEAN GROUP COM | V7780T103 | Stock | 40,000 | $8,217,600 | dollars as filed | |
| PINTEREST INC CL A | 72352L106 | Stock | 250,000 | $7,750,000 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 50,000 | $7,308,000 | dollars as filed | |
| LIVE NATION ENTERTAINMENT INC COM | 538034109 | Stock | 50,000 | $6,529,000 | dollars as filed | |
| EQUIFAX INC COM | 294429105 | Stock | 25,000 | $6,089,000 | dollars as filed | |
| RH | 74967X103 | COM | 25,000 | $5,860,250 | dollars as filed | |
| PROCORE TECHNOLOGIES INC COM | 74275K108 | Stock | 86,599 | $5,717,266 | dollars as filed | |
| LYFT INC | 55087P104 | CL A COM | 478,000 | $5,673,860 | dollars as filed | |
| KILROY REALTY CORP COM | 49427F108 | REIT | 150,000 | $4,914,000 | dollars as filed | |
| RIOT PLATFORMS INC | 767292105 | COM | 650,000 | $4,628,000 | dollars as filed | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 531229755 | Stock | 50,000 | $4,500,500 | dollars as filed | |
| SPHERE ENTERTAINMENT CO CL A | 55826T102 | Stock | 125,000 | $4,090,000 | dollars as filed | |
| ACM RESH INC COM CL A | 00108J109 | Stock | 173,700 | $4,054,158 | dollars as filed | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 25,000 | $3,423,500 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 15,000 | $1,573,500 | dollars as filed | |
| APPLIED DIGITAL CORP COM NEW | 038169207 | Stock | 250,000 | $1,405,000 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-002375 | this filing | 2025-05-15 | acceptance time not in the bulk data set |