Honeycomb Asset Management LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Honeycomb Asset Management LP reported 27 stock positions worth $209.4 million. Its top holding was Amazon.com (AMZN) at 9.1% of the portfolio, followed by Microsoft (MSFT, 9.0%) and Meta Platforms Class A (META, 5.7%). Compared with Q4 2024, it opened 22 new positions, sold out of 14, added to 1 and reduced 3. The biggest buy was a new position in Meta Platforms Class A (META) and the biggest sale an exit from Nvidia (NVDA).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001675688
- Portfolio Value
- $209.4M (Q1 2025)
- SEC Filing
- 0001172661-25-002375 ↗ filed May 15, 2025
Holdings Value
Holdings 27 stocks · $209.4M
| AMZN Amazon.com Inc. | 9.08% | 100,000 | $19.0M | Reduce -42.9% |
| MSFT Microsoft Corp. | 8.96% | 50,000 | $18.8M | Reduce -23.1% |
| META Meta Platforms Inc. Class A | 5.67% | 20,600 | $11.9M | New |
| CLS Celestica Inc. | 5.64% | 150,000 | $11.8M | New |
| CHTR Charter Communications Inc. Class A | 5.28% | 30,000 | $11.1M | New |
| TSM Taiwan Semiconductor-SP ADR | 4.60% | 58,000 | $9.6M | New |
| INTU Intuit Inc. | 4.54% | 15,500 | $9.5M | Add +24.0% |
| ADBE Adobe Inc. | 4.49% | 24,500 | $9.4M | New |
| TWLO Twilio Inc. Class A | 4.46% | 95,500 | $9.4M | New |
| CHWY Chewy Inc. Class A | 4.19% | 269,700 | $8.8M | New |
| MNDY Monday.com Ltd. | 4.06% | 35,000 | $8.5M | New |
| RCL Royal Caribbean Cruises Ltd. | 3.92% | 40,000 | $8.2M | New |
| PINS Pinterest Inc. Class A | 3.70% | 250,000 | $7.8M | New |
| SNOW Snowflake Inc. | 3.49% | 50,000 | $7.3M | New |
| LYV Live Nation Entertainment Inc. | 3.12% | 50,000 | $6.5M | New |
| EFX Equifax Inc. | 2.91% | 25,000 | $6.1M | New |
| RH RH | 2.80% | 25,000 | $5.9M | New |
| PCOR Procore Technologies Inc. | 2.73% | 86,599 | $5.7M | Reduce -30.7% |
| LYFT LYFT Inc. Class A | 2.71% | 478,000 | $5.7M | New |
| KRC Kilroy Realty Corp. | 2.35% | 150,000 | $4.9M | New |
| RIOT Riot Platforms Inc. | 2.21% | 650,000 | $4.6M | New |
| FWONK Liberty Media Corp. Class C | 2.15% | 50,000 | $4.5M | New |
| SPHR Sphere Entertainment Co. | 1.95% | 125,000 | $4.1M | No change |
| ACMR Acm Research Inc. Class A | 1.94% | 173,700 | $4.1M | New |
| APO Apollo Global Management Inc. | 1.63% | 25,000 | $3.4M | New |
| RDDT Reddit Inc. Class A | 0.75% | 15,000 | $1.6M | New |
| APLD Applied Digital Corp. | 0.67% | 250,000 | $1.4M | New |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Sold out | 0.00% | −15.03 |
| DELL Dell Technologies -C | Sold out | 0.00% | −8.60 |
| ORCL Oracle Corp. | Sold out | 0.00% | −7.77 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −7.21 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −6.75 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −5.30 |
| AMZN Amazon.com Inc. | Reduce -42.9% | 9.08% | −5.24 |
| VST Vistra Corp. | Sold out | 0.00% | −3.86 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −3.44 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −3.18 |
| PDD PDD Holdings Inc. | Sold out | 0.00% | −1.81 |
| NWSA News Corp. Class A | Sold out | 0.00% | −1.80 |
| MSFT Microsoft Corp. | Reduce -23.1% | 8.96% | −1.26 |
| YOU Clear Secure Inc. Class A | Sold out | 0.00% | −0.99 |
| PCOR Procore Technologies Inc. | Reduce -30.7% | 2.73% | −0.76 |
| HUT Hut 8 Corp. | Sold out | 0.00% | −0.72 |
| CORZ Core Scientific Inc. | Sold out | 0.00% | −0.71 |
Portfolio Buys Q4 2024 → Q1 2025
| META Meta Platforms Inc. Class A | New | 5.67% | +5.67 |
| CLS Celestica Inc. | New | 5.64% | +5.64 |
| CHTR Charter Communications Inc. Class A | New | 5.28% | +5.28 |
| TSM Taiwan Semiconductor-SP ADR | New | 4.60% | +4.60 |
| ADBE Adobe Inc. | New | 4.49% | +4.49 |
| TWLO Twilio Inc. Class A | New | 4.46% | +4.46 |
| CHWY Chewy Inc. Class A | New | 4.19% | +4.19 |
| MNDY Monday.com Ltd. | New | 4.06% | +4.06 |
| RCL Royal Caribbean Cruises Ltd. | New | 3.92% | +3.92 |
| PINS Pinterest Inc. Class A | New | 3.70% | +3.70 |
| SNOW Snowflake Inc. | New | 3.49% | +3.49 |
| LYV Live Nation Entertainment Inc. | New | 3.12% | +3.12 |
| EFX Equifax Inc. | New | 2.91% | +2.91 |
| RH RH | New | 2.80% | +2.80 |
| LYFT LYFT Inc. Class A | New | 2.71% | +2.71 |
| KRC Kilroy Realty Corp. | New | 2.35% | +2.35 |
| RIOT Riot Platforms Inc. | New | 2.21% | +2.21 |
| FWONK Liberty Media Corp. Class C | New | 2.15% | +2.15 |
| ACMR Acm Research Inc. Class A | New | 1.94% | +1.94 |
| APO Apollo Global Management Inc. | New | 1.63% | +1.63 |
| INTU Intuit Inc. | Add +24.0% | 4.54% | +1.61 |
| RDDT Reddit Inc. Class A | New | 0.75% | +0.75 |
| APLD Applied Digital Corp. | New | 0.67% | +0.67 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 0 | $0 | |
| Q1 2026Amended | 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 |