Honeycomb Asset Management as of Dec. 31, 2019
Portfolio Holdings for Honeycomb Asset Management
Honeycomb Asset Management holds 31 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 11.3 | $118M | 575k | 205.25 | |
| Amazon (AMZN) | 7.3 | $76M | 41k | 1847.84 | |
| Tencent Music Entertco L spon ad (TME) | 7.2 | $74M | 6.3M | 11.74 | |
| Spdr S&p 500 Etf (SPY) | 7.0 | $72M | 225k | 321.86 | |
| Netflix (NFLX) | 5.7 | $59M | 182k | 323.57 | |
| Viacomcbs (PARA) | 5.0 | $53M | 1.3M | 41.97 | |
| Uber Technologies (UBER) | 4.7 | $49M | 1.7M | 29.74 | |
| salesforce (CRM) | 4.4 | $46M | 282k | 162.64 | |
| Alphabet Inc Class A cs (GOOGL) | 3.9 | $40M | 30k | 1339.40 | |
| Anaplan | 3.0 | $31M | 600k | 52.40 | |
| Activision Blizzard | 3.0 | $31M | 518k | 59.42 | |
| Clear Channel Outdoor Holdings (CCO) | 3.0 | $31M | 11M | 2.86 | |
| Liberty Media Corp Series C Li | 2.9 | $30M | 646k | 45.97 | |
| Jd (JD) | 2.7 | $28M | 800k | 35.23 | |
| Altice Usa Inc cl a (ATUS) | 2.6 | $27M | 1.0M | 27.34 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 2.4 | $25M | 500k | 49.87 | |
| Dynatrace (DT) | 2.4 | $25M | 975k | 25.30 | |
| Hubspot (HUBS) | 2.3 | $24M | 150k | 158.50 | |
| Ringcentral (RNG) | 2.0 | $21M | 125k | 168.67 | |
| Iqvia Holdings (IQV) | 1.9 | $19M | 125k | 154.51 | |
| Fiserv (FI) | 1.7 | $18M | 153k | 115.63 | |
| Gci Liberty Incorporated | 1.7 | $18M | 250k | 70.85 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 1.6 | $17M | 35k | 485.08 | |
| Twilio Inc cl a (TWLO) | 1.6 | $17M | 175k | 98.28 | |
| Snap Inc cl a (SNAP) | 1.6 | $16M | 1.0M | 16.33 | |
| Alibaba Group Holding (BABA) | 1.5 | $16M | 75k | 212.11 | |
| Qualcomm (QCOM) | 1.5 | $16M | 175k | 88.23 | |
| Clarivate Analytics Plc sn (CLVT) | 1.4 | $14M | 850k | 16.80 | |
| Five9 (FIVN) | 1.3 | $13M | 201k | 65.58 | |
| Peloton Interactive Inc cl a (PTON) | 1.0 | $9.9M | 350k | 28.40 | |
| Nuance Communications | 0.5 | $5.3M | 300k | 17.83 |
