Honeycomb Asset Management LP Portfolio Holdings by Sector
Honeycomb Asset Management LP
- $261 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Consumer Electronics | Technology
AAPL 1 stocks |
$46,580
17.83% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
MSGE NWSA NFLX FOXA 4 stocks |
$40,846
15.63% of portfolio
|
  3  
|
  1  
|
  3  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
SPOT 1 stocks |
$27,639
10.58% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$27,440
10.5% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
ETFs | ETFs
SPY 1 stocks |
$24,102
9.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
1
Puts
|
Software—Infrastructure | Technology
MSFT VRNS 2 stocks |
$19,230
7.36% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
APO 1 stocks |
$18,732
7.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Computer Hardware | Technology
ANET DELL 2 stocks |
$14,600
5.59% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$13,083
5.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$9,316
3.57% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$6,071
2.32% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$4,870
1.86% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
RKLB 1 stocks |
$4,855
1.86% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
1
Puts
|
Scientific & Technical Instruments | Technology
NOVT 1 stocks |
$3,944
1.51% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|