Honeycomb Asset Management as of Dec. 31, 2024
Portfolio Holdings for Honeycomb Asset Management
Honeycomb Asset Management holds 19 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 15.0 | $40M | 300k | 134.29 | |
| Amazon (AMZN) | 14.3 | $38M | 175k | 219.39 | |
| Microsoft Corporation (MSFT) | 10.2 | $27M | 65k | 421.50 | |
| Dell Technologies CL C (DELL) | 8.6 | $23M | 200k | 115.24 | |
| Oracle Corporation (ORCL) | 7.8 | $21M | 125k | 166.64 | |
| Marvell Technology (MRVL) | 7.2 | $19M | 175k | 110.45 | |
| Uber Technologies (UBER) | 6.8 | $18M | 300k | 60.32 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.3 | $14M | 75k | 189.30 | |
| Vistra Energy (VST) | 3.9 | $10M | 75k | 137.87 | |
| Procore Technologies (PCOR) | 3.5 | $9.4M | 125k | 74.93 | |
| Applovin Corp Com Cl A (APP) | 3.4 | $9.2M | 29k | 323.83 | |
| Vertiv Holdings Com Cl A (VRT) | 3.2 | $8.5M | 75k | 113.61 | |
| Intuit (INTU) | 2.9 | $7.9M | 13k | 628.50 | |
| Sphere Entertainment Cl A (SPHR) | 1.9 | $5.0M | 125k | 40.32 | |
| Pdd Holdings Sponsored Ads (PDD) | 1.8 | $4.8M | 50k | 96.99 | |
| News Corp Cl A (NWSA) | 1.8 | $4.8M | 175k | 27.54 | |
| Clear Secure Com Cl A (YOU) | 1.0 | $2.7M | 100k | 26.64 | |
| Hut 8 Corp (HUT) | 0.7 | $1.9M | 94k | 20.49 | |
| Core Scientific (CORZ) | 0.7 | $1.9M | 135k | 14.05 |
