Honeycomb Asset Management LP Portfolio Holdings by Sector
Honeycomb Asset Management LP
- $192 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Application | Technology
INTU MNDY SNOW PCOR LYFT RIOT 6 stocks |
$41,352
21.59% of portfolio
|
  5  
|
  1  
|
  4  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META TWLO PINS 3 stocks |
$28,973
15.13% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ADBE 2 stocks |
$28,165
14.7% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN CHWY 2 stocks |
$27,793
14.51% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Telecom Services | Communication Services
CHTR 1 stocks |
$11,055
5.77% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Entertainment | Communication Services
LYV MSGE 2 stocks |
$10,621
5.54% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
TSM 1 stocks |
$9,628
5.03% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
RCL 1 stocks |
$8,217
4.29% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consulting Services | Industrials
EFX 1 stocks |
$6,089
3.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
RH 1 stocks |
$5,860
3.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Office | Real Estate
KRC 1 stocks |
$4,914
2.57% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
ACMR 1 stocks |
$4,054
2.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
APO 1 stocks |
$3,423
1.79% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Capital Markets | Financial Services
APLD 1 stocks |
$1,405
0.73% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|