Honeycomb Asset Management LP Portfolio Holdings by Sector
Honeycomb Asset Management LP
- $591 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Entertainment | Communication Services
WMG DIS LYV NFLX EDR NWSA MSGS VIACA 9 stocks |
$120,151
20.34% of portfolio
|
  6  
|
  3  
|
  3  
|
- |
2
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL AAPL 2 stocks |
$90,027
15.24% of portfolio
|
  2  
|
- |
  2  
|
- |
1
Calls
0
Puts
|
Internet Content & Information | Communication Services
META SPOT Z 3 stocks |
$72,987
12.36% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
1
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ADBE MDB VRNS 4 stocks |
$70,467
11.93% of portfolio
|
  4  
|
- |
  4  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
AMD NVDA SGH QCOM 4 stocks |
$66,456
11.25% of portfolio
|
  3  
|
  1  
|
  3  
|
- |
0
Calls
0
Puts
|
Computer Hardware | Technology
DELL ANET 2 stocks |
$64,071
10.85% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN AMZN 2 stocks |
$45,095
7.63% of portfolio
|
  2  
|
- |
  1  
|
- |
1
Calls
0
Puts
|
Telecom Services | Communication Services
CHTR CHTR 2 stocks |
$25,981
4.4% of portfolio
|
  2  
|
- |
  2  
|
- |
1
Calls
0
Puts
|
Software—Application | Technology
YOU CRM 2 stocks |
$24,366
4.13% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
EQIX 1 stocks |
$11,059
1.87% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|