Honeycomb Asset Management LP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $192 Million distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $19M, Microsoft Corp with a value of $18.8M, Meta Platforms, Inc. with a value of $11.9M, Charter Communications, Inc. with a value of $11.1M, and Taiwan Semiconductor Manufacturing CO LTD with a value of $9.63M.

Examining the 13F form we can see an decrease of $70.1M in the current position value, from $262M to 192M.

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 $192 Million
Technology: $83.2 Million
Communication Services: $50.6 Million
Consumer Cyclical: $41.9 Million
Industrials: $6.09 Million
Real Estate: $4.91 Million
Financial Services: $4.83 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 27
  • Current Value $192 Million
  • Prior Value $262 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 22 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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