Honeycomb Asset Management LP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Honeycomb Asset Management LP reported 1 stock position worth $30.1 million. Its top holding was Klarna (KLAR) at 100.0% of the portfolio. Its holdings were unchanged from Q3 2025.
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001675688
- Portfolio Value
- $30.1M (Q4 2025)
- SEC Filing
- 0001172661-26-001125 ↗ filed Feb 17, 2026
Holdings Value
Holdings 1 stocks · $30.1M
| KLAR Klarna Group PLC | 100.00% | 1,041,228 | $30.1M | No change |
Portfolio Sells Q3 2025 → Q4 2025
| None this quarter. | |||
Portfolio Buys Q3 2025 → Q4 2025
| None this quarter. | |||
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 |