Honeycomb Asset Management LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$171.9B
Holdings
19
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 150,000 | $32.9B | 19.15% | |
| 2 | CHTRCHARTER COMMUNICATIONS INC N | 59,000 | $24.1B | 14.03% | |
| 3 | SEISOLARIS ENERGY INFRAS INC | 672,000 | $19.0B | 11.06% | |
| 4 | PINSPINTEREST INC | 500,000 | $17.9B | 10.43% | |
| 5 | DDOGDATADOG INC | 110,400 | $14.8B | 8.63% | |
| 6 | ADBEADOBE INC | 24,000 | $9.3B | 5.40% | |
| 7 | CRWVCOREWEAVE INC | 50,000 | $8.2B | 4.74% | Put |
| 8 | APOAPOLLO GLOBAL MGMT INC | 50,000 | $7.1B | 4.13% | |
| 9 | VSTVISTRA CORP | 34,600 | $6.7B | 3.90% | |
| 10 | SPHRSPHERE ENTERTAINMENT CO | 150,000 | $6.3B | 3.65% | |
| 11 | TMUST-MOBILE US INC | 25,000 | $6.0B | 3.47% | |
| 12 | LLYELI LILLY & CO | 5,500 | $4.3B | 2.49% | |
| 13 | MNDYMONDAY COM LTD | 9,800 | $3.1B | 1.79% | |
| 14 | RKTROCKET COS INC | 194,000 | $2.8B | 1.60% | |
| 15 | CHWYCHEWY INC | 64,000 | $2.7B | 1.59% | |
| 16 | AZA2Z CUST2MATE SOLUTIONS CORP | 167,732 | $1.8B | 1.03% | |
| 17 | CORZCORE SCIENTIFIC INC NEW | 100,000 | $1.7B | 0.99% | |
| 18 | NKENIKE INC | 23,800 | $1.7B | 0.98% | |
| 19 | STRZSTARZ ENTERTAINMENT CORP. | 100,000 | $1.6B | 0.93% |