Honeycomb Asset Management LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $148 Million distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $32.9M, Charter Communications, Inc. with a value of $24.1M, Pinterest, Inc. with a value of $17.9M, Datadog, Inc. with a value of $14.8M, and Adobe Inc. with a value of $9.29M.

Examining the 13F form we can see an decrease of $43.2M in the current position value, from $192M to 148M.

Honeycomb Asset Management LP is based out at New York, NY

Below you can find more details about Honeycomb Asset Management LP portfolio as well as his latest detailed transactions.

Portfolio value $148 Million
Communication Services: $54 Million
Consumer Cyclical: $37.3 Million
Technology: $27.2 Million
Financial Services: $9.84 Million
Energy: $9.02 Million
Utilities: $6.71 Million
Healthcare: $4.29 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $148 Million
  • Prior Value $192 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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