Honeycomb Asset Management LP In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Honeycomb Asset Management LP reported 19 stock positions worth $268.1 million . Its top holding was Nvidia (NVDA) at 15.0% of the portfolio, followed by Amazon.com (AMZN, 14.3% ) and Microsoft (MSFT, 10.2% ). Compared with Q3 2024, it opened 13 new positions, sold out of 14, added to 4 and reduced 2. The biggest buy was Nvidia (NVDA, shares +500% ) and the biggest sale an exit from Apple (AAPL).
Location NEW YORK, NY
CIK 0001675688
Portfolio Value $268.1M (Q4 2024) Holdings 19 stocks · $268.1M 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 Q3 2024 NVDA Nvidia Corp. 300,000 $40.3M Add +500.0% AMZN Amazon.com Inc. 175,000 $38.4M Add +250.0% MSFT Microsoft Corp. 65,000 $27.4M Add +160.0% DELL Dell Technologies -C 200,000 $23.0M Add +300.0% ORCL Oracle Corp. 125,000 $20.8M New MRVL Marvell Technology Inc. 175,000 $19.3M New UBER Uber Technologies Inc. 300,000 $18.1M New GOOGL Alphabet Inc. Class A 75,000 $14.2M New VST Vistra Corp. 75,000 $10.3M New PCOR Procore Technologies Inc. 125,000 $9.4M New APP AppLovin Corp. Class A 28,500 $9.2M New VRT Vertiv Holdings Co. Class A 75,000 $8.5M New INTU Intuit Inc. 12,500 $7.9M New SPHR Sphere Entertainment Co. 125,000 $5.0M Reduce -73.7% PDD PDD Holdings Inc. 50,000 $4.8M New NWSA News Corp. Class A 175,000 $4.8M Reduce -50.0% YOU Clear Secure Inc. Class A 100,000 $2.7M New HUT Hut 8 Corp. 94,000 $1.9M New CORZ Core Scientific Inc. 135,000 $1.9M New
Portfolio Sells Q3 2024 → Q4 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 Q3 2024 % Of Portfolio Change To Portfolio ▲ AAPL Apple Inc. Sold out 0.00% −18.36 SPOT Spotify Technology SA Sold out 0.00% −10.89 DKNG Draftkings Inc. Class A Sold out 0.00% −10.81 APO Apollo Global Management Inc. Sold out 0.00% −7.38 SPHR Sphere Entertainment Co. Reduce -73.7% 1.88% −6.39 TSLA Tesla Inc. Sold out 0.00% −5.16 FWONK Liberty Media Corp. Class C Sold out 0.00% −4.92 ANET Arista Networks Inc. Sold out 0.00% −3.42 VRNS Varonis Systems Inc. Sold out 0.00% −3.34 NFLX Netflix Inc. Sold out 0.00% −2.80 ETN Eaton Corp. PLC Sold out 0.00% −1.92 NWSA News Corp. Class A Reduce -50.0% 1.80% −1.88 NOVT Novanta Inc. Sold out 0.00% −1.76 FOXA Fox Corp. Class A Sold out 0.00% −1.67 BGC BGC Group Inc. Class A Sold out 0.00% −1.59 DBRG Digitalbridge Group Inc. Sold out 0.00% −1.39
Portfolio Buys Q3 2024 → Q4 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 Q3 2024 % Of Portfolio Change To Portfolio ▼ NVDA Nvidia Corp. Add +500.0% 15.03% +12.63 AMZN Amazon.com Inc. Add +250.0% 14.32% +10.65 ORCL Oracle Corp. New 7.77% +7.77 MRVL Marvell Technology Inc. New 7.21% +7.21 UBER Uber Technologies Inc. New 6.75% +6.75 DELL Dell Technologies -C Add +300.0% 8.60% +6.26 MSFT Microsoft Corp. Add +160.0% 10.22% +5.98 GOOGL Alphabet Inc. Class A New 5.30% +5.30 VST Vistra Corp. New 3.86% +3.86 PCOR Procore Technologies Inc. New 3.49% +3.49 APP AppLovin Corp. Class A New 3.44% +3.44 VRT Vertiv Holdings Co. Class A New 3.18% +3.18 INTU Intuit Inc. New 2.93% +2.93 PDD PDD Holdings Inc. New 1.81% +1.81 YOU Clear Secure Inc. Class A New 0.99% +0.99 HUT Hut 8 Corp. New 0.72% +0.72 CORZ Core Scientific Inc. New 0.71% +0.71
Options Activity Q3 2024 → Q4 2024 Security Type Change vs Q3 2024 Underlying Shares Value ▼ SPY SS SPDR S&P 500 ETF Trust-US put Sold out 42,000 $24.1Mbefore exit RKLB Rocket Lab USA Inc. put Sold out 500,000 $4.9Mbefore exit CONTEXTLOGIC INC - A call Sold out 70,300 $383Kbefore 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