HA
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Honeycomb Asset Management LP13F | |
| Honeycomb Asset Management LP | |
| Last update 2025-05-15 | 27 Stocks (22 new) |
| Value $209.00 Mil | Turnover 74 % |
Honeycomb Asset Management LP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMZN | Amazon.com Inc | 100,000 | 19,026.0 | -42.86% | 9.080 | -6.14% | 0.000 | +21.72% | +2.57% | 2,388,891.6 | Retail - Cyclical | |
MSFT | Microsoft Corp | 50,000 | 18,769.5 | -23.08% | 8.960 | -2.36% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
META | Meta Platforms Inc | 20,600 | 11,873.0 | New Holding | 5.670 | +5.67% | 0.000 | +32.10% | +22.75% | 1,804,054.9 | Interactive Media | |
CLS | Celestica Inc | 150,000 | 11,821.5 | New Holding | 5.640 | +5.64% | 0.130 | +103.50% | +74.46% | 18,514.6 | Hardware | |
CHTR | Charter Communications Inc | 30,000 | 11,055.9 | New Holding | 5.280 | +5.28% | 0.020 | +17.29% | +14.42% | 53,585.5 | Telecommunication Services | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 58,000 | 9,628.0 | New Holding | 4.600 | +4.60% | 0.000 | +47.19% | +17.53% | 1,194,974.2 | Semiconductors | |
INTU | Intuit Inc | 15,500 | 9,516.9 | +24.00% | 4.540 | +0.88% | 0.010 | +27.57% | +19.57% | 208,624.5 | Software | |
ADBE | Adobe Inc | 24,500 | 9,396.5 | New Holding | 4.490 | +4.49% | 0.010 | +3.09% | -18.29% | 154,133.1 | Software | |
TWLO | Twilio Inc | 95,500 | 9,350.4 | New Holding | 4.460 | +4.46% | 0.060 | +30.28% | +4.70% | 17,276.6 | Software | |
CHWY | Chewy Inc | 269,700 | 8,768.0 | New Holding | 4.190 | +4.19% | 0.070 | +9.61% | +13.44% | 15,682.8 | Retail - Cyclical |
Honeycomb Asset Management LP's Historical Top Holdings Breakdowns
Honeycomb Asset Management LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2025-03-31 | Sold Out Sold Out | -15.03% | 106.98 ($126.74) 149.43 | $164.92 | 30.12% | Sold Out | 0 | -300,000 | |
DELL | Dell Technologies Inc | 2025-03-31 | Sold Out Sold Out | -8.60% | 90.34 ($105.78) 124.66 | $126.83 | 19.90% | Sold Out | 0 | -200,000 | |
ORCL | Oracle Corp | 2025-03-31 | Sold Out Sold Out | -7.77% | 139.81 ($162.81) 186.47 | $230.56 | 41.61% | Sold Out | 0 | -125,000 | |
MRVL | Marvell Technology Inc | 2025-03-31 | Sold Out Sold Out | -7.21% | 61.57 ($97.02) 126.06 | $72.71 | -25.06% | Sold Out | 0 | -175,000 | |
UBER | Uber Technologies Inc | 2025-03-31 | Sold Out Sold Out | -6.75% | 63.17 ($72.04) 81.49 | $95.39 | 32.41% | Sold Out | 0 | -300,000 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -6.14% | 190.26 ($217) 242.06 | $225.02 | 3.70% | Reduce -42.86% | 100,000 | -75,000 | |
META | Meta Platforms Inc | 2025-03-31 | New Buy New Buy | +5.67% | 576.36 ($645.17) 736.67 | $717.51 | 11.21% | New holding | 20,600 | 20,600 | |
CLS | Celestica Inc | 2025-03-31 | New Buy New Buy | +5.64% | 78.81 ($106.09) 143.67 | $161.03 | 51.79% | New holding | 150,000 | 150,000 | |
GOOGL | Alphabet Inc | 2025-03-31 | Sold Out Sold Out | -5.30% | 154.33 ($181.36) 206.38 | $180.19 | -0.65% | Sold Out | 0 | -75,000 | |
CHTR | Charter Communications Inc | 2025-03-31 | New Buy New Buy | +5.28% | 334.89 ($357.69) 384.77 | $392.20 | 9.65% | New holding | 30,000 | 30,000 |
Honeycomb Asset Management LP Total Holding History ($B)
Honeycomb Asset Management LP's Asset Allocation
Honeycomb Asset Management LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Honeycomb Asset Management LP's Hypothetical Growth since 2025-03-31
Honeycomb Asset Management LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Honeycomb Asset Management LP's Holdings Heat Map
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Honeycomb Asset Management LP's Holdings Bubble Chart
Honeycomb Asset Management LP News
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