Honeycomb Asset Management LP

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 27Value: $209.4MLatest: 2025Q1

Honeycomb Asset Management LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 27 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  "PCOR",
  "LYFT",
  "FWONK",
  "SNOW",
  "ADBE",
  "RIOT",
  "CLS",
  "APLD",
  "INTU",
  "META",
  "MSFT",
  "TWLO",
  "RCL",
  "ACMR",
  "TSM",
  "RH",
  "EFX",
  "AMZN",
  "KRC",
  "MNDY",
  "RDDT",
  "LYV",
  "CHWY",
  "MSGE",
  "CHTR",
  "APO"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 27
Total Value: 209449832
Accession Number: 0001172661-25-002375
Form Type: 13F-HR
CIK: honeycomb-asset-management-lp
Manager Name: Honeycomb-Asset-Management-Lp

Data Enrichment

100% identified

27 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

27 positions • $209.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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AMAZON COM INC

AMZN|023135106

Shares:100.0K

Value:$19.0M

% of Portfolio:9.1% ($19.0M/$209.4M)

MICROSOFT CORP

MSFT|594918104

Shares:50.0K

Value:$18.8M

% of Portfolio:9.0% ($18.8M/$209.4M)

Meta Platforms, Inc.

META|30303M102

Shares:20.6K

Value:$11.9M

% of Portfolio:5.7% ($11.9M/$209.4M)

CELESTICA INC

CLS|15101Q207

Shares:150.0K

Value:$11.8M

% of Portfolio:5.6% ($11.8M/$209.4M)

CHARTER COMMUNICATIONS, INC. /MO/

CHTR|16119P108

Shares:30.0K

Value:$11.1M

% of Portfolio:5.3% ($11.1M/$209.4M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:58.0K

Value:$9.6M

% of Portfolio:4.6% ($9.6M/$209.4M)

INTUIT INC.

INTU|461202103

Shares:15.5K

Value:$9.5M

% of Portfolio:4.5% ($9.5M/$209.4M)

ADOBE INC.

ADBE|00724F101

Shares:24.5K

Value:$9.4M

% of Portfolio:4.5% ($9.4M/$209.4M)

TWILIO INC

TWLO|90138F102

Shares:95.5K

Value:$9.4M

% of Portfolio:4.5% ($9.4M/$209.4M)

Chewy, Inc.

CHWY|16679L109

Shares:269.7K

Value:$8.8M

% of Portfolio:4.2% ($8.8M/$209.4M)

monday.com Ltd.

MNDY|M7S64H106

Shares:35.0K

Value:$8.5M

% of Portfolio:4.1% ($8.5M/$209.4M)

ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

Shares:40.0K

Value:$8.2M

% of Portfolio:3.9% ($8.2M/$209.4M)

PINTEREST, INC.

PINS|72352L106

Shares:250.0K

Value:$7.8M

% of Portfolio:3.7% ($7.8M/$209.4M)

Snowflake Inc.

SNOW|833445109

Shares:50.0K

Value:$7.3M

% of Portfolio:3.5% ($7.3M/$209.4M)

Live Nation Entertainment, Inc.

LYV|538034109

Shares:50.0K

Value:$6.5M

% of Portfolio:3.1% ($6.5M/$209.4M)

EQUIFAX INC

EFX|294429105

Shares:25.0K

Value:$6.1M

% of Portfolio:2.9% ($6.1M/$209.4M)

RH|74967X103

Shares:25.0K

Value:$5.9M

% of Portfolio:2.8% ($5.9M/$209.4M)

PROCORE TECHNOLOGIES, INC.

PCOR|74275K108

Shares:86.6K

Value:$5.7M

% of Portfolio:2.7% ($5.7M/$209.4M)

Lyft, Inc.

LYFT|55087P104

Shares:478.0K

Value:$5.7M

% of Portfolio:2.7% ($5.7M/$209.4M)

KILROY REALTY CORP

KRC|49427F108

Shares:150.0K

Value:$4.9M

% of Portfolio:2.3% ($4.9M/$209.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMAZON COM INC(AMZNcusip023135106)	100.0K	QoQ -42.85% (-75.0K) YoY 0.00% (+0)	All Managers (Combined)	$19.0M	9.1% ($19.0M/$209.4M)	QoQ -50.44% (-$19.4M) YoY +5.47% (+$988.0K)
MICROSOFT CORP(MSFTcusip594918104)	50.0K	QoQ -23.07% (-15.0K) YoY -33.33% (-25.0K)	All Managers (Combined)	$18.8M	9.0% ($18.8M/$209.4M)	QoQ -31.49% (-$8.6M) YoY -40.51% (-$12.8M)
Meta Platforms, Inc.(METAcusip30303M102)	20.6K	QoQ NEW(+20.6K) YoY -74.66% (-60.7K)	All Managers (Combined)	$11.9M	5.7% ($11.9M/$209.4M)	QoQ NEW(+$11.9M) YoY -69.92% (-$27.6M)
CELESTICA INC(CLScusip15101Q207)	150.0K	QoQ NEW(+150.0K) YoY NEW(+150.0K)	All Managers (Combined)	$11.8M	5.6% ($11.8M/$209.4M)	QoQ NEW(+$11.8M) YoY NEW(+$11.8M)
CHARTER COMMUNICATIONS, INC. /MO/(CHTRcusip16119P108)	30.0K	QoQ NEW(+30.0K) YoY -40.00% (-20.0K)	All Managers (Combined)	$11.1M	5.3% ($11.1M/$209.4M)	QoQ NEW(+$11.1M) YoY -23.91% (-$3.5M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	58.0K	QoQ NEW(+58.0K) YoY NEW(+58.0K)	All Managers (Combined)	$9.6M	4.6% ($9.6M/$209.4M)	QoQ NEW(+$9.6M) YoY NEW(+$9.6M)
INTUIT INC.(INTUcusip461202103)	15.5K	QoQ +24.00% (+3.0K) YoY NEW(+15.5K)	All Managers (Combined)	$9.5M	4.5% ($9.5M/$209.4M)	QoQ +21.13% (+$1.7M) YoY NEW(+$9.5M)
ADOBE INC.(ADBEcusip00724F101)	24.5K	QoQ NEW(+24.5K) YoY -51.00% (-25.5K)	All Managers (Combined)	$9.4M	4.5% ($9.4M/$209.4M)	QoQ NEW(+$9.4M) YoY -62.75% (-$15.8M)
TWILIO INC(TWLOcusip90138F102)	95.5K	QoQ NEW(+95.5K) YoY NEW(+95.5K)	All Managers (Combined)	$9.4M	4.5% ($9.4M/$209.4M)	QoQ NEW(+$9.4M) YoY NEW(+$9.4M)
Chewy, Inc.(CHWYcusip16679L109)	269.7K	QoQ NEW(+269.7K) YoY NEW(+269.7K)	All Managers (Combined)	$8.8M	4.2% ($8.8M/$209.4M)	QoQ NEW(+$8.8M) YoY NEW(+$8.8M)
monday.com Ltd.(MNDYcusipM7S64H106)	35.0K	QoQ NEW(+35.0K) YoY NEW(+35.0K)	All Managers (Combined)	$8.5M	4.1% ($8.5M/$209.4M)	QoQ NEW(+$8.5M) YoY NEW(+$8.5M)
ROYAL CARIBBEAN CRUISES LTD(RCLcusipV7780T103)	40.0K	QoQ NEW(+40.0K) YoY NEW(+40.0K)	All Managers (Combined)	$8.2M	3.9% ($8.2M/$209.4M)	QoQ NEW(+$8.2M) YoY NEW(+$8.2M)
PINTEREST, INC.(PINScusip72352L106)	250.0K	QoQ NEW(+250.0K) YoY NEW(+250.0K)	All Managers (Combined)	$7.8M	3.7% ($7.8M/$209.4M)	QoQ NEW(+$7.8M) YoY NEW(+$7.8M)
Snowflake Inc.(SNOWcusip833445109)	50.0K	QoQ NEW(+50.0K) YoY NEW(+50.0K)	All Managers (Combined)	$7.3M	3.5% ($7.3M/$209.4M)	QoQ NEW(+$7.3M) YoY NEW(+$7.3M)
Live Nation Entertainment, Inc.(LYVcusip538034109)	50.0K	QoQ NEW(+50.0K) YoY -66.66% (-100.0K)	All Managers (Combined)	$6.5M	3.1% ($6.5M/$209.4M)	QoQ NEW(+$6.5M) YoY -58.84% (-$9.3M)
EQUIFAX INC(EFXcusip294429105)	25.0K	QoQ NEW(+25.0K) YoY NEW(+25.0K)	All Managers (Combined)	$6.1M	2.9% ($6.1M/$209.4M)	QoQ NEW(+$6.1M) YoY NEW(+$6.1M)
RH(RHcusip74967X103)	25.0K	QoQ NEW(+25.0K) YoY NEW(+25.0K)	All Managers (Combined)	$5.9M	2.8% ($5.9M/$209.4M)	QoQ NEW(+$5.9M) YoY NEW(+$5.9M)
PROCORE TECHNOLOGIES, INC.(PCORcusip74275K108)	86.6K	QoQ -30.72% (-38.4K) YoY NEW(+86.6K)	All Managers (Combined)	$5.7M	2.7% ($5.7M/$209.4M)	QoQ -38.95% (-$3.6M) YoY NEW(+$5.7M)
Lyft, Inc.(LYFTcusip55087P104)	478.0K	QoQ NEW(+478.0K) YoY NEW(+478.0K)	All Managers (Combined)	$5.7M	2.7% ($5.7M/$209.4M)	QoQ NEW(+$5.7M) YoY NEW(+$5.7M)
KILROY REALTY CORP(KRCcusip49427F108)	150.0K	QoQ NEW(+150.0K) YoY NEW(+150.0K)	All Managers (Combined)	$4.9M	2.3% ($4.9M/$209.4M)	QoQ NEW(+$4.9M) YoY NEW(+$4.9M)