Honeycomb Asset Management LP Portfolio Holdings by Sector

Honeycomb Asset Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology NVDA MRVL 2 stocks	$59,615 22.78% of portfolio	2	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$48,227 18.43% of portfolio	2	-	1	-	0 Calls 0 Puts
Software—Application \| Technology UBER PCOR APP INTU YOU 5 stocks	$47,211 18.04% of portfolio	5	-	5	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN PDD 2 stocks	$43,242 16.53% of portfolio	2	-	1	-	0 Calls 0 Puts
Computer Hardware \| Technology DELL 1 stocks	$23,048 8.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$14,197 5.43% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST 1 stocks	$10,340 3.95% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services NWSA MSGE 2 stocks	$9,269 3.54% of portfolio	-	2	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT 1 stocks	$6,499 2.48% of portfolio	1	-	1	-	0 Calls 0 Puts

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