Honeycomb Asset Management as of Dec. 31, 2018
Portfolio Holdings for Honeycomb Asset Management
Honeycomb Asset Management holds 25 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 12.2 | $62M | 475k | 131.09 | |
| Amazon (AMZN) | 10.3 | $53M | 35k | 1501.97 | |
| Alphabet Inc Class A cs (GOOGL) | 9.2 | $47M | 45k | 1044.96 | |
| Comcast Corporation (CMCSA) | 7.3 | $38M | 1.1M | 34.05 | |
| Altice Usa Inc cl a (ATUS) | 6.5 | $33M | 2.0M | 16.52 | |
| Spotify Technology Sa (SPOT) | 6.3 | $32M | 283k | 113.50 | |
| Adobe Systems Incorporated (ADBE) | 5.0 | $26M | 113k | 226.24 | |
| New Oriental Education & Tech | 4.3 | $22M | 400k | 54.81 | |
| salesforce (CRM) | 4.0 | $21M | 150k | 136.97 | |
| Bilibili Ads (BILI) | 3.3 | $17M | 1.2M | 14.59 | |
| Gci Liberty Incorporated | 3.2 | $17M | 404k | 41.16 | |
| Ringcentral (RNG) | 3.2 | $17M | 200k | 82.44 | |
| Apple (AAPL) | 3.1 | $16M | 100k | 157.74 | |
| Alibaba Group Holding (BABA) | 2.7 | $14M | 100k | 137.07 | |
| Netflix (NFLX) | 2.6 | $13M | 50k | 267.66 | |
| Anaplan | 2.3 | $12M | 450k | 26.54 | |
| Nokia Corporation (NOK) | 2.3 | $12M | 2.0M | 5.82 | |
| Zayo Group Hldgs | 2.2 | $11M | 500k | 22.84 | |
| Nike (NKE) | 2.2 | $11M | 150k | 74.14 | |
| Visa (V) | 1.9 | $9.9M | 75k | 131.95 | |
| Chegg (CHGG) | 1.4 | $7.1M | 250k | 28.42 | |
| Liberty Media Corp Series C Li | 1.4 | $6.9M | 225k | 30.70 | |
| Tencent Music Entertco L spon ad (TME) | 1.3 | $6.4M | 487k | 13.22 | |
| Vodafone Group New Adr F (VOD) | 1.1 | $5.8M | 300k | 19.28 | |
| Stars Group | 1.0 | $5.0M | 300k | 16.52 |
