Filed: 8/14/2025ACC: 0001172661-25-003520
📋 What this filing means
HONEYCOMB ASSET MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $171.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$171.89M
Total AUM (reported)
2.49M
Total Shares
Allocation by class
COM$71.32M41.5%
CL A$51.05M29.7%
COM CL A$29.91M17.4%
CL A COM$14.83M8.6%
SHS$3.08M1.8%
CL B$1.69M1.0%
Portfolio Concentration
Top 3$76.04M44.2%
4–10$70.27M40.9%
11–25$25.58M14.9%
Top 3 weight
44.2%
Top 10 weight
85.1%
Voting Authority Distribution
Total shares with voting rights: 2.49M
Sole
Full voting authority
2.49M
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)
Sole19
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings19
Rows:
AMAZON COM INC
SOLEShares150K
TypeSH
Market value$32.91M
19.15%
Sole
150K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares59K
TypeSH
Market value$24.12M
14.03%
Sole
59K
Shared
0.00
None
0.00
SOLARIS ENERGY INFRAS INC
SOLEShares672K
TypeSH
Market value$19.01M
11.06%
Sole
672K
Shared
0.00
None
0.00
PINTEREST INC
SOLEShares500K
TypeSH
Market value$17.93M
10.43%
Sole
500K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares110.40K
TypeSH
Market value$14.83M
8.63%
Sole
110.40K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares24K
TypeSH
Market value$9.29M
5.40%
Sole
24K
Shared
0.00
None
0.00
COREWEAVE INC
SOLEShares50K
TypeSH
Market value$8.15M
4.74%
Sole
50K
Shared
0.00
None
0.00
APOLLO GLOBAL MGMT INC
SOLEShares50K
TypeSH
Market value$7.09M
4.13%
Sole
50K
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares34.60K
TypeSH
Market value$6.71M
3.90%
Sole
34.60K
Shared
0.00
None
0.00
SPHERE ENTERTAINMENT CO
SOLEShares150K
TypeSH
Market value$6.27M
3.65%
Sole
150K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares25K
TypeSH
Market value$5.96M
3.47%
Sole
25K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares5.50K
TypeSH
Market value$4.29M
2.49%
Sole
5.50K
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares9.80K
TypeSH
Market value$3.08M
1.79%
Sole
9.80K
Shared
0.00
None
0.00
ROCKET COS INC
SOLEShares194K
TypeSH
Market value$2.75M
1.60%
Sole
194K
Shared
0.00
None
0.00
CHEWY INC
SOLEShares64K
TypeSH
Market value$2.73M
1.59%
Sole
64K
Shared
0.00
None
0.00
A2Z CUST2MATE SOLUTIONS CORP
SOLEShares167.73K
TypeSH
Market value$1.77M
1.03%
Sole
167.73K
Shared
0.00
None
0.00
CORE SCIENTIFIC INC NEW
SOLEShares100K
TypeSH
Market value$1.71M
0.99%
Sole
100K
Shared
0.00
None
0.00
NIKE INC
SOLEShares23.80K
TypeSH
Market value$1.69M
0.98%
Sole
23.80K
Shared
0.00
None
0.00
STARZ ENTERTAINMENT CORP.
SOLEShares100K
TypeSH
Market value$1.61M
0.93%
Sole
100K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 150K | SH | $32.91M 19.15% | 150K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 59K | SH | $24.12M 14.03% | 59K | 0.00 | 0.00 |
SOLARIS ENERGY INFRAS INCSOLE | COM CL A | 672K | SH | $19.01M 11.06% | 672K | 0.00 | 0.00 |
PINTEREST INCSOLE | CL A | 500K | SH | $17.93M 10.43% | 500K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 110.40K | SH | $14.83M 8.63% | 110.40K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 24K | SH | $9.29M 5.40% | 24K | 0.00 | 0.00 |
COREWEAVE INCSOLE | COM CL A | 50K | SH | $8.15M 4.74% | 50K | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCSOLE | COM | 50K | SH | $7.09M 4.13% | 50K | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 34.60K | SH | $6.71M 3.90% | 34.60K | 0.00 | 0.00 |
SPHERE ENTERTAINMENT COSOLE | CL A | 150K | SH | $6.27M 3.65% | 150K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 25K | SH | $5.96M 3.47% | 25K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 5.50K | SH | $4.29M 2.49% | 5.50K | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 9.80K | SH | $3.08M 1.79% | 9.80K | 0.00 | 0.00 |
ROCKET COS INCSOLE | COM CL A | 194K | SH | $2.75M 1.60% | 194K | 0.00 | 0.00 |
CHEWY INCSOLE | CL A | 64K | SH | $2.73M 1.59% | 64K | 0.00 | 0.00 |
A2Z CUST2MATE SOLUTIONS CORPSOLE | COM | 167.73K | SH | $1.77M 1.03% | 167.73K | 0.00 | 0.00 |
CORE SCIENTIFIC INC NEWSOLE | COM | 100K | SH | $1.71M 0.99% | 100K | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 23.80K | SH | $1.69M 0.98% | 23.80K | 0.00 | 0.00 |
STARZ ENTERTAINMENT CORP.SOLE | COM | 100K | SH | $1.61M 0.93% | 100K | 0.00 | 0.00 |