Honeycomb Asset Management LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$268.1B
Holdings
19
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 300,000 | $40.3B | 15.03% | |
| 2 | AMZNAMAZON COM INC | 175,000 | $38.4B | 14.32% | |
| 3 | MSFTMICROSOFT CORP | 65,000 | $27.4B | 10.22% | |
| 4 | DELLDELL TECHNOLOGIES INC | 200,000 | $23.0B | 8.60% | |
| 5 | ORCLORACLE CORP | 125,000 | $20.8B | 7.77% | |
| 6 | MRVLMARVELL TECHNOLOGY INC | 175,000 | $19.3B | 7.21% | |
| 7 | UBERUBER TECHNOLOGIES INC | 300,000 | $18.1B | 6.75% | |
| 8 | GOOGLALPHABET INC | 75,000 | $14.2B | 5.30% | |
| 9 | VSTVISTRA CORP | 75,000 | $10.3B | 3.86% | |
| 10 | PCORPROCORE TECHNOLOGIES INC | 125,000 | $9.4B | 3.49% | |
| 11 | APPAPPLOVIN CORP | 28,500 | $9.2B | 3.44% | |
| 12 | VRTVERTIV HOLDINGS CO | 75,000 | $8.5B | 3.18% | |
| 13 | INTUINTUIT | 12,500 | $7.9B | 2.93% | |
| 14 | SPHRSPHERE ENTERTAINMENT CO | 125,000 | $5.0B | 1.88% | |
| 15 | PDDPDD HOLDINGS INC | 50,000 | $4.8B | 1.81% | |
| 16 | NWSANEWS CORP NEW | 175,000 | $4.8B | 1.80% | |
| 17 | YOUCLEAR SECURE INC | 100,000 | $2.7B | 0.99% | |
| 18 | HUTHUT 8 CORP | 94,000 | $1.9B | 0.72% | |
| 19 | CORZCORE SCIENTIFIC INC NEW | 135,000 | $1.9B | 0.71% |