Honeycomb Asset Management as of Sept. 30, 2022
Portfolio Holdings for Honeycomb Asset Management
Honeycomb Asset Management holds 29 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.3 | $70M | 300k | 232.90 | |
| Meta Platforms Cl A (META) | 7.7 | $58M | 427k | 135.68 | |
| Uber Technologies (UBER) | 7.4 | $56M | 2.1M | 26.50 | |
| Netflix (NFLX) | 7.1 | $53M | 226k | 235.44 | |
| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 5.4 | $41M | 153k | 267.26 | |
| Expedia Group Com New (EXPE) | 5.2 | $39M | 416k | 93.69 | |
| Amazon (AMZN) | 4.5 | $34M | 300k | 113.00 | |
| Booking Holdings (BKNG) | 4.4 | $33M | 20k | 1643.20 | |
| Intuit (INTU) | 3.9 | $29M | 75k | 387.32 | |
| Snap Cl A (SNAP) | 3.8 | $29M | 2.9M | 9.82 | |
| Liberty Media Corp Del Com Ser C Frmla | 3.7 | $28M | 480k | 58.50 | |
| American Express Company (AXP) | 3.7 | $28M | 204k | 134.91 | |
| Visa Com Cl A (V) | 3.4 | $26M | 145k | 177.65 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.4 | $26M | 322k | 79.99 | |
| Match Group (MTCH) | 2.9 | $22M | 450k | 47.75 | |
| Dycom Industries (DY) | 2.5 | $19M | 200k | 95.53 | |
| Walt Disney Company (DIS) | 2.5 | $19M | 200k | 94.33 | |
| Paypal Holdings (PYPL) | 2.3 | $17M | 200k | 86.07 | |
| Global Payments (GPN) | 2.2 | $16M | 150k | 108.05 | |
| Deckers Outdoor Corporation (DECK) | 2.1 | $16M | 50k | 312.62 | |
| Sentinelone Cl A (S) | 2.0 | $15M | 600k | 25.56 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $14M | 150k | 95.65 | |
| Metropcs Communications (TMUS) | 1.8 | $13M | 100k | 134.17 | |
| Palo Alto Networks (PANW) | 1.6 | $12M | 75k | 163.79 | |
| Elastic N V Ord Shs (ESTC) | 1.4 | $11M | 150k | 71.74 | |
| Servicenow (NOW) | 1.3 | $9.4M | 25k | 377.60 | |
| Clear Secure Com Cl A (YOU) | 1.1 | $8.2M | 358k | 22.86 | |
| Live Nation Entertainment (LYV) | 1.0 | $7.6M | 100k | 76.04 | |
| Toast Cl A (TOST) | 0.7 | $5.1M | 307k | 16.72 |
