Honeycomb Asset Management LP
Follow13F filer, CIK 1675688, NEW YORK, NY
Honeycomb Asset Management LP reported $171,888,746 across 19 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 88.01% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-003520
- Period
- 2025-06-30
- Reported value
- $172M
- Holdings
- 19
- Top 10 weight
- 88.01%
- New
- 11
- Sold out
- 19
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SEInew | +672,000 | $19M |
| DDOGnew | +110,400 | $14.8M |
| CHTRadded | +29,000 | $11.9M |
| AMZNadded | +50,000 | $11M |
| PINSadded | +250,000 | $8.96M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| MSFTexited | -50,000 | -$18.8M |
| METAexited | -20,600 | -$11.9M |
| CLSexited | -150,000 | -$11.8M |
| TSMexited | -58,000 | -$9.63M |
| INTUexited | -15,500 | -$9.52M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q2 2025
Share positions as resolved from 13F-HR 0001172661-25-003520, largest first. % of portfolio is the value over $163,735,746, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| AMZNAMAZON COM INC | 150,000 | $32.9M | 20.1% | +50,000 | Timeline | ||
| CHTRCHARTER COMMUNICATIONS INC | 59,000 | $24.1M | 14.73% | +29,000 | Timeline | ||
| SEISOLARIS ENERGY INFRAS INC | 672,000 | $19M | 11.61% | new | Timeline | ||
| PINSPINTEREST INC | 500,000 | $17.9M | 10.95% | +250,000 | Timeline | ||
| DDOGDATADOG INC | 110,400 | $14.8M | 9.06% | new | Timeline | ||
| ADBEADOBE INC | 24,000 | $9.29M | 5.67% | -500 | Timeline | ||
| APOAPOLLO GLOBAL MGMT INC | 50,000 | $7.09M | 4.33% | +25,000 | Timeline | ||
| VSTVISTRA CORP | 34,600 | $6.71M | 4.1% | new | Timeline | ||
| SPHRSPHERE ENTERTAINMENT CO | 150,000 | $6.27M | 3.83% | +25,000 | Timeline | ||
| TMUST-MOBILE US INC | 25,000 | $5.96M | 3.64% | new | Timeline | ||
| LLYELI LILLY & CO | 5,500 | $4.29M | 2.62% | new | Timeline | ||
| MNDYMONDAY COM LTD | 9,800 | $3.08M | 1.88% | -25,200 | Timeline | ||
| RKTROCKET COS INC | 194,000 | $2.75M | 1.68% | new | Timeline | ||
| CHWYCHEWY INC | 64,000 | $2.73M | 1.67% | -205,700 | Timeline | ||
| AZA2Z CUST2MATE SOLUTIONS CORP | 167,732 | $1.77M | 1.08% | new | Timeline | ||
| CORZCORE SCIENTIFIC INC NEW | 100,000 | $1.71M | 1.04% | new | Timeline | ||
| NKENIKE INC | 23,800 | $1.69M | 1.03% | new | Timeline | ||
| STRZSTARZ ENTERTAINMENT CORP. | 100,000 | $1.61M | 0.98% | new | Timeline |
Options
Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).
| Security | Type | Amount | Value | Change |
|---|---|---|---|---|
| CRWVCOREWEAVE INC COM | put | 50,000 | $8.15M | new |
Sold out in Q2 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| MSFTMICROSOFT CORP | 50,000 | $18.8M | shares |
| METAMETA PLATFORMS INC | 20,600 | $11.9M | shares |
| CLSCELESTICA INC | 150,000 | $11.8M | shares |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 58,000 | $9.63M | shares |
| INTUINTUIT | 15,500 | $9.52M | shares |
| TWLOTWILIO INC | 95,500 | $9.35M | shares |
| RCLROYAL CARIBBEAN GROUP | 40,000 | $8.22M | shares |
| SNOWSNOWFLAKE INC | 50,000 | $7.31M | shares |
| LYVLIVE NATION ENTERTAINMENT IN | 50,000 | $6.53M | shares |
| EFXEQUIFAX INC | 25,000 | $6.09M | shares |
| RHRH | 25,000 | $5.86M | shares |
| PCORPROCORE TECHNOLOGIES INC | 86,599 | $5.72M | shares |
| LYFTLYFT INC | 478,000 | $5.67M | shares |
| KRCKILROY REALTY CORP | 150,000 | $4.91M | shares |
| RIOTRIOT PLATFORMS INC | 650,000 | $4.63M | shares |
| FWONKLIBERTY MEDIA CORP DEL | 50,000 | $4.5M | shares |
| ACMRACM RESH INC | 173,700 | $4.05M | shares |
| RDDTREDDIT INC | 15,000 | $1.57M | shares |
| APLDAPPLIED DIGITAL CORP | 250,000 | $1.41M | shares |
How Q2 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001172661-25-003520 | base | 2025-08-14 | acceptance time not in the bulk data set |