Honeycomb Asset Management LP In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Honeycomb Asset Management LP reported 28 stock positions worth $520.7 million . Its top holding was Meta Platforms Class A (META) at 7.6% of the portfolio, followed by Apple (AAPL, 7.4% ) and Dell Technologies -C (DELL, 6.6% ). Compared with Q4 2023, it opened 15 new positions, sold out of 17, added to 8 and reduced 5. The biggest buy was a new position in Apple (AAPL) and the biggest sale Endeavor Group Hold Class A (EDR, shares −94% ).
Location NEW YORK, NY
CIK 0001675688
Portfolio Value $520.7M (Q1 2024) Holdings 28 stocks · $520.7M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2023 META Meta Platforms Inc. Class A 81,308 $39.5M Reduce -35.0% AAPL Apple Inc. 225,000 $38.6M New DELL Dell Technologies -C 300,000 $34.2M Add +500.0% MSFT Microsoft Corp. 75,000 $31.6M New ANET Arista Networks Inc. 102,900 $29.8M New AMD Advanced Micro Devices 150,000 $27.1M New AMZN Amazon.com Inc. 150,000 $27.1M Add +50.0% WMG Warner Music Group Corp. Class A 810,200 $26.8M Add +224.1% ADBE Adobe Inc. 50,000 $25.2M New SPOT Spotify Technology SA 90,000 $23.8M Add +260.0% FWONK Liberty Media Corp. Class C 284,739 $18.7M Add +21.3% CART Maplebear Inc. 500,000 $18.6M Add +233.3% DIS The Walt Disney Co. filed as DISNEY WALT CO 150,000 $18.4M New LYV Live Nation Entertainment Inc. 150,000 $15.9M Reduce -25.0% NFLX Netflix Inc. 25,000 $15.2M New YOU Clear Secure Inc. Class A 650,000 $13.8M Add +8.3% NVDA Nvidia Corp. 15,000 $13.6M Reduce -40.0% PENG Penguin Solutions Inc. filed as SMART GLOBAL HLDGS INC 499,000 $13.1M New QCOM Qualcomm Inc. 75,000 $12.7M New NWSA News Corp. Class A 450,000 $11.8M Add +127.3% CHTR Charter Communications Inc. Class A 39,400 $11.5M New EQIX Equinix Inc. 13,400 $11.1M New CRM Salesforce Inc. 35,000 $10.5M New MDB Mongodb Inc. 25,000 $9.0M New MSGS Madison Square Garden Sports 40,000 $7.4M Reduce -36.7% COHR Coherent Corp. 102,500 $6.2M New EDR Endeavor Group Hold Class A 198,000 $5.1M Reduce -94.2% VRNS Varonis Systems Inc. 100,000 $4.7M New
Options reported separately and not counted above: AAPL calls ($51.4M), AMZN calls ($18.0M), CHTR calls ($14.5M), EDR calls ($12.9M), Z calls ($9.8M), PARAA calls ($5.5M).
Portfolio Sells Q4 2023 → Q1 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▲ EDR Endeavor Group Hold Class A Reduce -94.2% 0.98% −18.59 SNOW Snowflake Inc. Sold out 0.00% −6.03 BATRK Atlanta Braves Holdings in-C Sold out 0.00% −4.80 PARAA Paramount Global Class B Sold out 0.00% −3.59 DV Doubleverify Holdings Inc. Sold out 0.00% −3.57 PDD PDD Holdings Inc. Sold out 0.00% −3.55 WYNN WYNN Resorts Ltd. Sold out 0.00% −3.31 META Meta Platforms Inc. Class A Reduce -35.0% 7.58% −3.15 CZR Caesars Entertainment Inc. Sold out 0.00% −2.44 INTC Intel Corp. Sold out 0.00% −2.44 TTWO Take-Two Interactive Softwre Sold out 0.00% −2.34 LBRDK Liberty Broadband-C Sold out 0.00% −1.95 APP AppLovin Corp. Class A Sold out 0.00% −1.93 ORCL Oracle Corp. Sold out 0.00% −1.79 VRT Vertiv Holdings Co. Class A Sold out 0.00% −1.75 W Wayfair Inc. Class A Sold out 0.00% −1.50 LYV Live Nation Entertainment Inc. Reduce -25.0% 3.05% −1.49 MSGS Madison Square Garden Sports Reduce -36.7% 1.42% −1.37 GSAT Globalstar Inc. Sold out 0.00% −0.87 PTON Peloton Interactive Inc. Class A Sold out 0.00% −0.74 NVDA Nvidia Corp. Reduce -40.0% 2.60% −0.40 PARAA Paramount Global Class A Sold out 0.00% −0.21
Portfolio Buys Q4 2023 → Q1 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▼ AAPL Apple Inc. New 7.41% +7.41 MSFT Microsoft Corp. New 6.06% +6.06 ANET Arista Networks Inc. New 5.73% +5.73 DELL Dell Technologies -C Add +500.0% 6.57% +5.65 AMD Advanced Micro Devices New 5.20% +5.20 ADBE Adobe Inc. New 4.85% +4.85 DIS The Walt Disney Co. New 3.52% +3.52 SPOT Spotify Technology SA Add +260.0% 4.56% +3.42 WMG Warner Music Group Corp. Class A Add +224.1% 5.14% +2.97 NFLX Netflix Inc. New 2.92% +2.92 CART Maplebear Inc. Add +233.3% 3.58% +2.73 PENG Penguin Solutions Inc. New 2.52% +2.52 QCOM Qualcomm Inc. New 2.44% +2.44 CHTR Charter Communications Inc. Class A New 2.20% +2.20 EQIX Equinix Inc. New 2.12% +2.12 CRM Salesforce Inc. New 2.02% +2.02 MDB Mongodb Inc. New 1.72% +1.72 AMZN Amazon.com Inc. Add +50.0% 5.20% +1.51 COHR Coherent Corp. New 1.19% +1.19 NWSA News Corp. Class A Add +127.3% 2.26% +1.08 VRNS Varonis Systems Inc. New 0.91% +0.91 FWONK Liberty Media Corp. Class C Add +21.3% 3.59% −0.01 YOU Clear Secure Inc. Class A Add +8.3% 2.66% −0.35
Options Activity Q4 2023 → Q1 2024 Security Type Change vs Q4 2023 Underlying Shares Value ▼ AAPL Apple Inc. call New 300,000 $51.4M AMZN Amazon.com Inc. call New 100,000 $18.0M CHTR Charter Communications Inc. Class A call New 50,000 $14.5M EDR Endeavor Group Hold Class A call Add +150.0% 500,000 $12.9M Z Zillow Group Inc. Class C call New 200,000 $9.8M PARAA Paramount Global Class A call New 250,000 $5.5M
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 0 $0 Q1 2026 Amended 0 $0 Q4 2025 1 $30.1M KLAR Q3 2025 1 $38.2M KLAR Q2 2025 18 $163.7M AMZN, CHTR, SEI, PINS, DDOG Q1 2025 27 $209.4M AMZN, MSFT, META, CLS, CHTR Q4 2024 19 $268.1M NVDA, AMZN, MSFT, DELL, ORCL Q3 2024 20 $253.7M AAPL, SPOT, DKNG, SPHR, APO Q2 2024 25 $365.5M AMZN, AAPL, SPOT, TSM, UBER Q1 2024 28 $520.7M META, AAPL, DELL, MSFT, ANET