Honeycomb Asset Management as of Dec. 31, 2017
Portfolio Holdings for Honeycomb Asset Management
Honeycomb Asset Management holds 28 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Inc Class A cs (GOOGL) | 11.9 | $95M | 90k | 1053.40 | |
| Alibaba Group Holding (BABA) | 9.7 | $78M | 450k | 172.43 | |
| Facebook Inc cl a (META) | 8.8 | $71M | 400k | 176.46 | |
| PowerShares QQQ Trust, Series 1 | 7.8 | $62M | 400k | 155.76 | |
| iShares Russell 2000 Index (IWM) | 7.6 | $61M | 400k | 152.46 | |
| Amazon (AMZN) | 6.6 | $53M | 45k | 1169.47 | |
| Via | 4.6 | $37M | 1.2M | 30.81 | |
| Electronic Arts (EA) | 4.0 | $32M | 300k | 105.06 | |
| Microsoft Corporation (MSFT) | 3.8 | $30M | 350k | 85.54 | |
| Visa (V) | 3.6 | $29M | 250k | 114.02 | |
| Yandex Nv-a (YNDX) | 3.5 | $28M | 850k | 32.75 | |
| Universal Display Corporation (OLED) | 3.0 | $24M | 140k | 172.65 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 2.6 | $21M | 63k | 335.96 | |
| Altaba | 2.6 | $21M | 300k | 69.85 | |
| Netflix (NFLX) | 2.4 | $19M | 100k | 191.96 | |
| Norwegian Cruise Line Hldgs (NCLH) | 2.3 | $19M | 350k | 53.25 | |
| Crown Castle Intl (CCI) | 2.1 | $17M | 150k | 111.01 | |
| Applied Materials (AMAT) | 1.9 | $15M | 300k | 51.12 | |
| DISH Network | 1.8 | $14M | 300k | 47.75 | |
| Ringcentral (RNG) | 1.5 | $12M | 250k | 48.40 | |
| Expedia (EXPE) | 1.5 | $12M | 100k | 119.77 | |
| Altice Usa Inc cl a (ATUS) | 1.5 | $12M | 550k | 21.23 | |
| Shopify Inc cl a (SHOP) | 1.3 | $10M | 100k | 101.00 | |
| International Business Machines (IBM) | 1.0 | $7.7M | 50k | 153.42 | |
| Carnival Corporation (CCL) | 0.8 | $6.6M | 100k | 66.37 | |
| Nxp Semiconductors N V (NXPI) | 0.7 | $5.9M | 50k | 117.08 | |
| Comcast Corporation (CMCSA) | 0.5 | $4.0M | 100k | 40.05 | |
| Stitch Fix (SFIX) | 0.5 | $3.9M | 150k | 25.83 |
