Honeycomb Asset Management as of March 31, 2020
Portfolio Holdings for Honeycomb Asset Management
Honeycomb Asset Management holds 27 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc New Cl A cl a (CHTR) | 23.7 | $107M | 245k | 436.31 | |
| Altice Usa Inc cl a (ATUS) | 7.4 | $33M | 1.5M | 22.29 | |
| Microsoft Corporation (MSFT) | 7.0 | $32M | 200k | 157.71 | |
| Activision Blizzard | 6.6 | $30M | 500k | 59.48 | |
| Nuance Communications | 4.7 | $21M | 1.3M | 16.78 | |
| Peloton Interactive Inc cl a (PTON) | 4.4 | $20M | 750k | 26.55 | |
| Alibaba Group Holding (BABA) | 4.3 | $19M | 100k | 194.48 | |
| Gci Liberty Incorporated | 4.0 | $18M | 315k | 56.97 | |
| Global Payments (GPN) | 3.2 | $14M | 100k | 144.23 | |
| Micron Technology (MU) | 3.1 | $14M | 337k | 42.06 | |
| Anaplan | 3.0 | $14M | 445k | 30.26 | |
| Facebook Inc cl a (META) | 2.8 | $13M | 75k | 166.80 | |
| Alphabet Inc Class A cs (GOOGL) | 2.6 | $12M | 10k | 1162.00 | |
| Clarivate Analytics Plc sn (CLVT) | 2.5 | $11M | 548k | 20.75 | |
| Elastic N V ord (ESTC) | 2.5 | $11M | 200k | 55.81 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 2.5 | $11M | 200k | 55.68 | |
| Equinix (EQIX) | 2.4 | $11M | 18k | 624.57 | |
| Intel Corporation (INTC) | 2.4 | $11M | 200k | 54.12 | |
| Spotify Technology Sa (SPOT) | 2.1 | $9.5M | 78k | 121.44 | |
| Jd (JD) | 1.8 | $8.1M | 200k | 40.50 | |
| Five9 (FIVN) | 1.7 | $7.7M | 101k | 76.46 | |
| Dynatrace (DT) | 1.5 | $6.8M | 284k | 23.84 | |
| New York Times Company (NYT) | 1.4 | $6.1M | 200k | 30.71 | |
| Estee Lauder Companies (EL) | 0.9 | $4.0M | 25k | 159.36 | |
| World Wrestling Entertainment | 0.8 | $3.4M | 100k | 33.93 | |
| Tiffany & Co. | 0.7 | $3.2M | 25k | 129.51 | |
| Clear Channel Outdoor Holdings (CCO) | 0.2 | $1.1M | 1.7M | 0.64 |
