Honeycomb Asset Management LP

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Honeycomb Asset Management LP reported 1 stock position worth $38.2 million. Its top holding was Klarna (KLAR) at 100.0% of the portfolio. Compared with Q2 2025, it opened 1 new position and sold out of 18. The biggest buy was a new position in Klarna (KLAR) and the biggest sale an exit from Amazon.com (AMZN).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001675688
Portfolio Value
$38.2M (Q3 2025)
SEC Filing
0001172661-25-005036 ↗ filed Nov 14, 2025

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $520.7M Q1 2024 Q2 2024: $365.5M Q2 2024 Q3 2024: $253.7M Q3 2024 Q4 2024: $268.1M Q4 2024 Q1 2025: $209.4M Q1 2025 Q2 2025: $163.7M Q2 2025 Q3 2025: $38.2M $38.2M Q3 2025 Q4 2025: $30.1M Q4 2025 Q1 2026: $0 Q1 2026 Q2 2026: $0 Q2 2026

Holdings 1 stocks · $38.2M
KLAR Klarna Group PLC 100.00% 1,041,228 $38.2M New

Portfolio Sells Q2 2025 → Q3 2025
AMZN Amazon.com Inc. Sold out 0.00% −20.10
CHTR Charter Communications Inc. Class A Sold out 0.00% −14.73
SEI Solaris Energy Infrastructur Sold out 0.00% −11.61
PINS Pinterest Inc. Class A Sold out 0.00% −10.95
DDOG Datadog Inc. Class A Sold out 0.00% −9.06
ADBE Adobe Inc. Sold out 0.00% −5.67
APO Apollo Global Management Inc. Sold out 0.00% −4.33
VST Vistra Corp. Sold out 0.00% −4.10
SPHR Sphere Entertainment Co. Sold out 0.00% −3.83
TMUS T-Mobile US Inc. Sold out 0.00% −3.64
LLY Eli Lilly & Co. Sold out 0.00% −2.62
MNDY Monday.com Ltd. Sold out 0.00% −1.88
RKT Rocket Cos Inc. Class A Sold out 0.00% −1.68
CHWY Chewy Inc. Class A Sold out 0.00% −1.67
AZ A2Z CUST2MATE Solutions Corp. Sold out 0.00% −1.08
CORZ Core Scientific Inc. Sold out 0.00% −1.04
NKE Nike Inc. Class B Sold out 0.00% −1.03
STRZ Starz Entertainment Corp. Sold out 0.00% −0.98

Portfolio Buys Q2 2025 → Q3 2025
KLAR Klarna Group PLC New 100.00% +100.00

Options Activity Q2 2025 → Q3 2025
CRWV Coreweave Inc. Class A put Sold out 50,000 $8.2Mbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 0$0
Q1 2026Amended 0$0
Q4 2025 1$30.1MKLAR
Q3 2025 1$38.2MKLAR
Q2 2025 18$163.7MAMZN, CHTR, SEI, PINS, DDOG
Q1 2025 27$209.4MAMZN, MSFT, META, CLS, CHTR
Q4 2024 19$268.1MNVDA, AMZN, MSFT, DELL, ORCL
Q3 2024 20$253.7MAAPL, SPOT, DKNG, SPHR, APO
Q2 2024 25$365.5MAMZN, AAPL, SPOT, TSM, UBER
Q1 2024 28$520.7MMETA, AAPL, DELL, MSFT, ANET