Honeycomb Asset Management LP In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Honeycomb Asset Management LP reported 25 stock positions worth $365.5 million . Its top holding was Amazon.com (AMZN) at 15.9% of the portfolio, followed by Apple (AAPL, 14.4% ) and Spotify Technology (SPOT, 9.0% ). Compared with Q1 2024, it opened 13 new positions, sold out of 16, added to 3 and reduced 7. The biggest buy was Amazon.com (AMZN, shares +100% ) and the biggest sale an exit from Meta Platforms Class A (META).
Location NEW YORK, NY
CIK 0001675688
Portfolio Value $365.5M (Q2 2024) Holdings 25 stocks · $365.5M 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 Q1 2024 AMZN Amazon.com Inc. 300,000 $58.0M Add +100.0% AAPL Apple Inc. 250,000 $52.7M Add +11.1% SPOT Spotify Technology SA 105,000 $32.9M Add +16.7% TSM Taiwan Semiconductor-SP ADR 150,600 $26.2M New UBER Uber Technologies Inc. 275,000 $20.0M New VRT Vertiv Holdings Co. Class A 210,000 $18.2M New ANET Arista Networks Inc. 50,000 $17.5M Reduce -51.4% DELL Dell Technologies -C 102,000 $14.1M Reduce -66.0% NWSA News Corp. Class A 450,000 $12.4M No change ESTC Elastic NV 100,000 $11.4M New MU Micron Technology Inc. 83,000 $10.9M New SAP Sap SE-Sponsored ADR 50,000 $10.1M New FWONK Liberty Media Corp. Class C 130,000 $9.3M Reduce -54.3% APO Apollo Global Management Inc. 75,000 $8.9M New YOU Clear Secure Inc. Class A 450,000 $8.4M Reduce -30.8% WMG Warner Music Group Corp. Class A 250,000 $7.7M Reduce -69.1% W Wayfair Inc. Class A 126,000 $6.6M New EQIX Equinix Inc. 8,400 $6.4M Reduce -37.3% OKTA Okta Inc. 60,000 $5.6M New GWRE Guidewire Software Inc. 40,000 $5.5M New TSLA Tesla Inc. 25,000 $4.9M New VRNS Varonis Systems Inc. 100,000 $4.8M No change LYV Live Nation Entertainment Inc. 50,000 $4.7M Reduce -66.7% VST Vistra Corp. 50,000 $4.3M New CEG Constellation Energy 20,000 $4.0M New
Options reported separately and not counted above: AMZN calls ($19.3M).
Portfolio Sells Q1 2024 → Q2 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 Q1 2024 % Of Portfolio Change To Portfolio ▲ META Meta Platforms Inc. Class A Sold out 0.00% −7.58 MSFT Microsoft Corp. Sold out 0.00% −6.06 AMD Advanced Micro Devices Sold out 0.00% −5.20 ADBE Adobe Inc. Sold out 0.00% −4.85 CART Maplebear Inc. Sold out 0.00% −3.58 DIS The Walt Disney Co. Sold out 0.00% −3.52 WMG Warner Music Group Corp. Class A Reduce -69.1% 2.10% −3.04 NFLX Netflix Inc. Sold out 0.00% −2.92 DELL Dell Technologies -C Reduce -66.0% 3.85% −2.73 NVDA Nvidia Corp. Sold out 0.00% −2.60 PENG Penguin Solutions Inc. Sold out 0.00% −2.52 QCOM Qualcomm Inc. Sold out 0.00% −2.44 CHTR Charter Communications Inc. Class A Sold out 0.00% −2.20 CRM Salesforce Inc. Sold out 0.00% −2.02 LYV Live Nation Entertainment Inc. Reduce -66.7% 1.28% −1.76 MDB Mongodb Inc. Sold out 0.00% −1.72 MSGS Madison Square Garden Sports Sold out 0.00% −1.42 COHR Coherent Corp. Sold out 0.00% −1.19 FWONK Liberty Media Corp. Class C Reduce -54.3% 2.56% −1.03 EDR Endeavor Group Hold Class A Sold out 0.00% −0.98 ANET Arista Networks Inc. Reduce -51.4% 4.80% −0.94 EQIX Equinix Inc. Reduce -37.3% 1.74% −0.38 YOU Clear Secure Inc. Class A Reduce -30.8% 2.30% −0.35
Portfolio Buys Q1 2024 → Q2 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 Q1 2024 % Of Portfolio Change To Portfolio ▼ AMZN Amazon.com Inc. Add +100.0% 15.86% +10.67 TSM Taiwan Semiconductor-SP ADR New 7.16% +7.16 AAPL Apple Inc. Add +11.1% 14.41% +7.00 UBER Uber Technologies Inc. New 5.47% +5.47 VRT Vertiv Holdings Co. Class A New 4.97% +4.97 SPOT Spotify Technology SA Add +16.7% 9.02% +4.45 ESTC Elastic NV New 3.12% +3.12 MU Micron Technology Inc. New 2.99% +2.99 SAP Sap SE-Sponsored ADR New 2.76% +2.76 APO Apollo Global Management Inc. New 2.42% +2.42 W Wayfair Inc. Class A New 1.82% +1.82 OKTA Okta Inc. New 1.54% +1.54 GWRE Guidewire Software Inc. New 1.51% +1.51 TSLA Tesla Inc. New 1.35% +1.35 VST Vistra Corp. New 1.18% +1.18 CEG Constellation Energy New 1.10% +1.10
Options Activity Q1 2024 → Q2 2024 Security Type Change vs Q1 2024 Underlying Shares Value ▼ AAPL Apple Inc. call Sold out 300,000 $51.4Mbefore exit CHTR Charter Communications Inc. Class A call Sold out 50,000 $14.5Mbefore exit EDR Endeavor Group Hold Class A call Sold out 500,000 $12.9Mbefore exit Z Zillow Group Inc. Class C call Sold out 200,000 $9.8Mbefore exit PARAA Paramount Global Class A call Sold out 250,000 $5.5Mbefore exit
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