Honeycomb Asset Management as of June 30, 2025
Portfolio Holdings for Honeycomb Asset Management
Honeycomb Asset Management holds 19 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 19.1 | $33M | 150k | 219.39 | |
| Charter Communications Inc N Cl A (CHTR) | 14.0 | $24M | 59k | 408.81 | |
| Solaris Energy Infras Com Cl A (SEI) | 11.1 | $19M | 672k | 28.29 | |
| Pinterest Cl A (PINS) | 10.4 | $18M | 500k | 35.86 | |
| Datadog Cl A Com (DDOG) | 8.6 | $15M | 110k | 134.33 | |
| Adobe Systems Incorporated (ADBE) | 5.4 | $9.3M | 24k | 386.88 | |
| Coreweave Com Cl A Put Option (CRWV) | 4.7 | $8.2M | 50k | 163.06 | |
| Apollo Global Mgmt (APO) | 4.1 | $7.1M | 50k | 141.87 | |
| Vistra Energy (VST) | 3.9 | $6.7M | 35k | 193.81 | |
| Sphere Entertainment Cl A (SPHR) | 3.6 | $6.3M | 150k | 41.80 | |
| Metropcs Communications (TMUS) | 3.5 | $6.0M | 25k | 238.26 | |
| Eli Lilly & Co. (LLY) | 2.5 | $4.3M | 5.5k | 779.53 | |
| Monday SHS (MNDY) | 1.8 | $3.1M | 9.8k | 314.48 | |
| Rocket Cos Com Cl A (RKT) | 1.6 | $2.8M | 194k | 14.18 | |
| Chewy Cl A (CHWY) | 1.6 | $2.7M | 64k | 42.62 | |
| A2z Cust2mate Solutions Corp (AZ) | 1.0 | $1.8M | 168k | 10.57 | |
| Core Scientific (CORZ) | 1.0 | $1.7M | 100k | 17.07 | |
| Nike CL B (NKE) | 1.0 | $1.7M | 24k | 71.04 | |
| Starz Entmt Corp (STRZ) | 0.9 | $1.6M | 100k | 16.07 |
