Honeycomb Asset Management

Honeycomb Asset Management as of March 31, 2019

Portfolio Holdings for Honeycomb Asset Management

Honeycomb Asset Management holds 31 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 18.2 $283M 1.0M 282.48
Facebook Inc cl a (META) 9.4 $146M 875k 166.69
Walt Disney Company (DIS) 8.6 $133M 1.2M 111.03
Invesco Qqq Trust Series 1 (QQQ) 5.8 $90M 500k 179.66
Jd (JD) 4.8 $75M 2.5M 30.15
Adobe Systems Incorporated (ADBE) 4.3 $67M 250k 266.49
Spotify Technology Sa (SPOT) 4.3 $66M 478k 138.80
Comcast Corporation (CMCSA) 4.1 $64M 1.6M 39.98
Alphabet Inc Class A cs (GOOGL) 3.8 $59M 50k 1176.90
Sea Ltd Adr Isin Us81141r1005 (SE) 3.8 $59M 2.5M 23.52
Alibaba Group Holding (BABA) 3.5 $55M 300k 182.45
Microsoft Corporation (MSFT) 3.4 $53M 450k 117.94
salesforce (CRM) 3.1 $48M 300k 158.37
Netflix (NFLX) 2.9 $45M 125k 356.56
Snap Inc cl a (SNAP) 2.8 $44M 4.0M 11.02
Boeing Company (BA) 2.5 $38M 100k 381.42
Technology SPDR (XLK) 2.2 $34M 460k 74.00
Liberty Media Corp Series C Li 1.8 $28M 800k 35.05
Fox Corp (FOXA) 1.5 $23M 625k 36.71
Rh (RH) 1.3 $21M 200k 102.95
Docusign (DOCU) 1.3 $21M 400k 51.84
Select Sector Spdr Tr Communic etfeqty (XLC) 1.2 $19M 400k 46.77
Altice Usa Inc cl a (ATUS) 1.0 $15M 700k 21.48
Waitr Hldgs 0.9 $15M 1.2M 12.29
CBS Corporation 0.8 $12M 250k 47.53
Gci Liberty Incorporated 0.7 $11M 200k 55.61
REPCOM cla 0.5 $8.4M 100k 84.01
Norwegian Cruise Line Hldgs (NCLH) 0.5 $8.2M 150k 54.96
Madison Square Garden Cl A (MSGS) 0.5 $7.3M 25k 293.12
Nokia Corporation (NOK) 0.4 $5.7M 1.0M 5.72
Farfetch Ltd ord sh cl a (FTCHQ) 0.2 $2.7M 100k 26.91