Filed: 5/15/2025ACC: 0001172661-25-002375
📋 What this filing means
HONEYCOMB ASSET MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $209.45M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$209.45M
Total AUM (reported)
3.29M
Total Shares
Allocation by class
COM$113.91M54.4%
CL A$61.77M29.5%
SPONSORED ADS$9.63M4.6%
SHS$8.51M4.1%
CL A COM$5.67M2.7%
COM LBTY ONE S C$4.50M2.1%
COM CL A$4.05M1.9%
Portfolio Concentration
Top 3$49.67M23.7%
4–10$69.54M33.2%
11–25$87.27M41.7%
Rest$2.98M1.4%
Top 3 weight
23.7%
Top 10 weight
56.9%
Voting Authority Distribution
Total shares with voting rights: 3.29M
Sole
Full voting authority
3.29M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole27
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings27
Rows:
AMAZON COM INC
SOLEShares100K
TypeSH
Market value$19.03M
9.08%
Sole
100K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares50K
TypeSH
Market value$18.77M
8.96%
Sole
50K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares20.60K
TypeSH
Market value$11.87M
5.67%
Sole
20.60K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares150K
TypeSH
Market value$11.82M
5.64%
Sole
150K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares30K
TypeSH
Market value$11.06M
5.28%
Sole
30K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares58K
TypeSH
Market value$9.63M
4.60%
Sole
58K
Shared
0.00
None
0.00
INTUIT
SOLEShares15.50K
TypeSH
Market value$9.52M
4.54%
Sole
15.50K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares24.50K
TypeSH
Market value$9.40M
4.49%
Sole
24.50K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares95.50K
TypeSH
Market value$9.35M
4.46%
Sole
95.50K
Shared
0.00
None
0.00
CHEWY INC
SOLEShares269.70K
TypeSH
Market value$8.77M
4.19%
Sole
269.70K
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares35K
TypeSH
Market value$8.51M
4.06%
Sole
35K
Shared
0.00
None
0.00
ROYAL CARIBBEAN GROUP
SOLEShares40K
TypeSH
Market value$8.22M
3.92%
Sole
40K
Shared
0.00
None
0.00
PINTEREST INC
SOLEShares250K
TypeSH
Market value$7.75M
3.70%
Sole
250K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares50K
TypeSH
Market value$7.31M
3.49%
Sole
50K
Shared
0.00
None
0.00
LIVE NATION ENTERTAINMENT IN
SOLEShares50K
TypeSH
Market value$6.53M
3.12%
Sole
50K
Shared
0.00
None
0.00
EQUIFAX INC
SOLEShares25K
TypeSH
Market value$6.09M
2.91%
Sole
25K
Shared
0.00
None
0.00
RH
SOLEShares25K
TypeSH
Market value$5.86M
2.80%
Sole
25K
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares86.60K
TypeSH
Market value$5.72M
2.73%
Sole
86.60K
Shared
0.00
None
0.00
LYFT INC
SOLEShares478K
TypeSH
Market value$5.67M
2.71%
Sole
478K
Shared
0.00
None
0.00
KILROY RLTY CORP
SOLEShares150K
TypeSH
Market value$4.91M
2.35%
Sole
150K
Shared
0.00
None
0.00
RIOT PLATFORMS INC
SOLEShares650K
TypeSH
Market value$4.63M
2.21%
Sole
650K
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares50K
TypeSH
Market value$4.50M
2.15%
Sole
50K
Shared
0.00
None
0.00
SPHERE ENTERTAINMENT CO
SOLEShares125K
TypeSH
Market value$4.09M
1.95%
Sole
125K
Shared
0.00
None
0.00
ACM RESH INC
SOLEShares173.70K
TypeSH
Market value$4.05M
1.94%
Sole
173.70K
Shared
0.00
None
0.00
APOLLO GLOBAL MGMT INC
SOLEShares25K
TypeSH
Market value$3.42M
1.63%
Sole
25K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 100K | SH | $19.03M 9.08% | 100K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 50K | SH | $18.77M 8.96% | 50K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 20.60K | SH | $11.87M 5.67% | 20.60K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 150K | SH | $11.82M 5.64% | 150K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 30K | SH | $11.06M 5.28% | 30K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 58K | SH | $9.63M 4.60% | 58K | 0.00 | 0.00 |
INTUITSOLE | COM | 15.50K | SH | $9.52M 4.54% | 15.50K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 24.50K | SH | $9.40M 4.49% | 24.50K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 95.50K | SH | $9.35M 4.46% | 95.50K | 0.00 | 0.00 |
CHEWY INCSOLE | CL A | 269.70K | SH | $8.77M 4.19% | 269.70K | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 35K | SH | $8.51M 4.06% | 35K | 0.00 | 0.00 |
ROYAL CARIBBEAN GROUPSOLE | COM | 40K | SH | $8.22M 3.92% | 40K | 0.00 | 0.00 |
PINTEREST INCSOLE | CL A | 250K | SH | $7.75M 3.70% | 250K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | CL A | 50K | SH | $7.31M 3.49% | 50K | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENT INSOLE | COM | 50K | SH | $6.53M 3.12% | 50K | 0.00 | 0.00 |
EQUIFAX INCSOLE | COM | 25K | SH | $6.09M 2.91% | 25K | 0.00 | 0.00 |
RHSOLE | COM | 25K | SH | $5.86M 2.80% | 25K | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 86.60K | SH | $5.72M 2.73% | 86.60K | 0.00 | 0.00 |
LYFT INCSOLE | CL A COM | 478K | SH | $5.67M 2.71% | 478K | 0.00 | 0.00 |
KILROY RLTY CORPSOLE | COM | 150K | SH | $4.91M 2.35% | 150K | 0.00 | 0.00 |
RIOT PLATFORMS INCSOLE | COM | 650K | SH | $4.63M 2.21% | 650K | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 50K | SH | $4.50M 2.15% | 50K | 0.00 | 0.00 |
SPHERE ENTERTAINMENT COSOLE | CL A | 125K | SH | $4.09M 1.95% | 125K | 0.00 | 0.00 |
ACM RESH INCSOLE | COM CL A | 173.70K | SH | $4.05M 1.94% | 173.70K | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCSOLE | COM | 25K | SH | $3.42M 1.63% | 25K | 0.00 | 0.00 |
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