Honeycomb Asset Management LP Portfolio Holdings by Sector
Honeycomb Asset Management LP
- $148 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Retail | Consumer Cyclical
AMZN CHWY 2 stocks |
$35,635
24.02% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
CHTR TMUS 2 stocks |
$30,075
20.27% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
PINS 1 stocks |
$17,930
12.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
DDOG MNDY 2 stocks |
$17,911
12.07% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
ADBE 1 stocks |
$9,285
6.26% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Equipment & Services | Energy
SOI 1 stocks |
$9,024
6.08% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
APO 1 stocks |
$7,093
4.78% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$6,705
4.52% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Entertainment | Communication Services
MSGE 1 stocks |
$5,995
4.04% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$4,287
2.89% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Mortgage Finance | Financial Services
RKT 1 stocks |
$2,750
1.85% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$1,690
1.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|