Honeycomb Asset Management as of March 31, 2025
Portfolio Holdings for Honeycomb Asset Management
Honeycomb Asset Management holds 27 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 9.1 | $19M | 100k | 190.26 | |
| Microsoft Corporation (MSFT) | 9.0 | $19M | 50k | 375.39 | |
| Meta Platforms Cl A (META) | 5.7 | $12M | 21k | 576.36 | |
| Celestica (CLS) | 5.6 | $12M | 150k | 78.81 | |
| Charter Communications Inc N Cl A (CHTR) | 5.3 | $11M | 30k | 368.53 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.6 | $9.6M | 58k | 166.00 | |
| Intuit (INTU) | 4.5 | $9.5M | 16k | 613.99 | |
| Adobe Systems Incorporated (ADBE) | 4.5 | $9.4M | 25k | 383.53 | |
| Twilio Cl A (TWLO) | 4.5 | $9.4M | 96k | 97.91 | |
| Chewy Cl A (CHWY) | 4.2 | $8.8M | 270k | 32.51 | |
| Monday SHS (MNDY) | 4.1 | $8.5M | 35k | 243.16 | |
| Royal Caribbean Cruises (RCL) | 3.9 | $8.2M | 40k | 205.44 | |
| Pinterest Cl A (PINS) | 3.7 | $7.8M | 250k | 31.00 | |
| Snowflake Cl A (SNOW) | 3.5 | $7.3M | 50k | 146.16 | |
| Live Nation Entertainment (LYV) | 3.1 | $6.5M | 50k | 130.58 | |
| Equifax (EFX) | 2.9 | $6.1M | 25k | 243.56 | |
| Rh (RH) | 2.8 | $5.9M | 25k | 234.41 | |
| Procore Technologies (PCOR) | 2.7 | $5.7M | 87k | 66.02 | |
| Lyft Cl A Com (LYFT) | 2.7 | $5.7M | 478k | 11.87 | |
| Kilroy Realty Corporation (KRC) | 2.3 | $4.9M | 150k | 32.76 | |
| Riot Blockchain (RIOT) | 2.2 | $4.6M | 650k | 7.12 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 2.1 | $4.5M | 50k | 90.01 | |
| Sphere Entertainment Cl A (SPHR) | 2.0 | $4.1M | 125k | 32.72 | |
| Acm Resh Com Cl A (ACMR) | 1.9 | $4.1M | 174k | 23.34 | |
| Apollo Global Mgmt (APO) | 1.6 | $3.4M | 25k | 136.94 | |
| Reddit Cl A (RDDT) | 0.8 | $1.6M | 15k | 104.90 | |
| Applied Digital Corp Com New (APLD) | 0.7 | $1.4M | 250k | 5.62 |
