Honeycomb Asset Management LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$209.4B
Holdings
27
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 100,000 | $19.0B | 9.08% | |
| 2 | MSFTMICROSOFT CORP | 50,000 | $18.8B | 8.96% | |
| 3 | METAMETA PLATFORMS INC | 20,600 | $11.9B | 5.67% | |
| 4 | CLSCELESTICA INC | 150,000 | $11.8B | 5.64% | |
| 5 | CHTRCHARTER COMMUNICATIONS INC N | 30,000 | $11.1B | 5.28% | |
| 6 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 58,000 | $9.6B | 4.60% | |
| 7 | INTUINTUIT | 15,500 | $9.5B | 4.54% | |
| 8 | ADBEADOBE INC | 24,500 | $9.4B | 4.49% | |
| 9 | TWLOTWILIO INC | 95,500 | $9.4B | 4.46% | |
| 10 | CHWYCHEWY INC | 269,700 | $8.8B | 4.19% | |
| 11 | MNDYMONDAY COM LTD | 35,000 | $8.5B | 4.06% | |
| 12 | RCLROYAL CARIBBEAN GROUP | 40,000 | $8.2B | 3.92% | |
| 13 | PINSPINTEREST INC | 250,000 | $7.8B | 3.70% | |
| 14 | SNOWSNOWFLAKE INC | 50,000 | $7.3B | 3.49% | |
| 15 | LYVLIVE NATION ENTERTAINMENT IN | 50,000 | $6.5B | 3.12% | |
| 16 | EFXEQUIFAX INC | 25,000 | $6.1B | 2.91% | |
| 17 | RHRH | 25,000 | $5.9B | 2.80% | |
| 18 | PCORPROCORE TECHNOLOGIES INC | 86,599 | $5.7B | 2.73% | |
| 19 | LYFTLYFT INC | 478,000 | $5.7B | 2.71% | |
| 20 | KRCKILROY RLTY CORP | 150,000 | $4.9B | 2.35% | |
| 21 | RIOTRIOT PLATFORMS INC | 650,000 | $4.6B | 2.21% | |
| 22 | FWONALIBERTY MEDIA CORP DEL | 50,000 | $4.5B | 2.15% | |
| 23 | SPHRSPHERE ENTERTAINMENT CO | 125,000 | $4.1B | 1.95% | |
| 24 | ACMRACM RESH INC | 173,700 | $4.1B | 1.94% | |
| 25 | APOAPOLLO GLOBAL MGMT INC | 25,000 | $3.4B | 1.63% | |
| 26 | RDDTREDDIT INC | 15,000 | $1.6B | 0.75% | |
| 27 | APLDAPPLIED DIGITAL CORP | 250,000 | $1.4B | 0.67% |