HA

Honeycomb Asset Management LP

13F
Honeycomb Asset Management LP
Last update 2024-08-14 26 Stocks (13 new)
Value $385.00 Mil Turnover 46 %
Countries:
Top Holdings: AMZN(15.07%)AAPL(13.68%)SPOT(8.56%)TSM(6.80%)UBER(5.19%)
Portfolio Report
Summary Stock Picks Current Portfolio
Honeycomb Asset Management LP Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AMZN 		Amazon.com Inc
300,000
57975.000
+100.00%
15.070
+7.54%
0.000
+25.04%
+37.27%
2197111.550
Retail - Cyclical
AAPL 		Apple Inc
250,000
52655.000
+11.11%
13.680
+1.37%
0.000
+3.37%
+17.23%
3389420.990
Hardware
SPOT 		Spotify Technology SA
105,000
32947.950
+16.67%
8.560
+1.22%
0.050
+23.09%
+122.96%
84216.941
Interactive Media
TSM 		Taiwan Semiconductor Manufacturing Co Ltd
150,600
26175.790
New Holding
6.800
+6.80%
0.000
+14.62%
+86.06%
994534.562
Semiconductors
UBER 		Uber Technologies Inc
275,000
19987.000
New Holding
5.190
+5.19%
0.010
+3.27%
+16.17%
150284.469
Software
AMZN CALL 		Amazon.com Inc
100,000
19325.000
0%
5.020
0%
0.000
+25.04%
+37.27%
2197111.550
Retail - Cyclical
VRT 		Vertiv Holdings Co
210,000
18179.700
New Holding
4.720
+4.72%
0.060
+69.71%
+157.88%
46470.351
Industrial Products
ANET 		Arista Networks Inc
50,000
17524.000
-51.41%
4.550
-2.43%
0.020
+16.90%
+67.94%
124574.471
Hardware
DELL 		Dell Technologies Inc
102,000
14066.820
-66.00%
3.660
-3.57%
0.010
+43.62%
+80.99%
95801.449
Hardware
NWSA 		News Corp
450,000
12406.500
0%
3.220
0%
0.080
+8.56%
+20.34%
17173.147
Media - Diversified

Honeycomb Asset Management LP's Historical Top Holdings Breakdowns

Honeycomb Asset Management LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AMZN 		Amazon.com Inc2024-06-30Add
+7.54%
●
173.67 ($183.7) 197.85
$208.91
13.72%
Add 100%
300,000
150,000
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2024-06-30New Buy
+6.80%
●
127.7 ($151.69) 179.69
$191.77
26.42%
New holding
150,600
150,600
META 		Meta Platforms Inc2024-06-30Sold Out
-6.24%
●
430.17 ($486.09) 527.34
$584.82
20.31%
Sold Out
0
-81,308
UBER 		Uber Technologies Inc2024-06-30New Buy
+5.19%
●
63.52 ($69.5) 77.16
$71.37
2.69%
New holding
275,000
275,000
MSFT 		Microsoft Corp2024-06-30Sold Out
-4.99%
●
389.33 ($422.32) 452.85
$423.03
0.17%
Sold Out
0
-75,000
VRT 		Vertiv Holdings Co2024-06-30New Buy
+4.72%
●
75.01 ($91.04) 106.17
$123.81
36.00%
New holding
210,000
210,000
AMD 		Advanced Micro Devices Inc2024-06-30Sold Out
-4.28%
●
144.27 ($160.87) 183.34
$143.63
-10.72%
Sold Out
0
-150,000
ADBE 		Adobe Inc2024-06-30Sold Out
-3.99%
●
439.02 ($484.22) 555.54
$526.42
8.72%
Sold Out
0
-50,000
DELL 		Dell Technologies Inc2024-06-30Reduce
-3.57%
●
114.87 ($134.06) 179.21
$136.47
1.80%
Reduce -66%
102,000
-198,000
ESTC 		Elastic NV2024-06-30New Buy
+2.96%
●
93.18 ($105.02) 114.76
$89.80
-14.49%
New holding
100,000
100,000

Honeycomb Asset Management LP Total Holding History ($B)

To

Honeycomb Asset Management LP's Asset Allocation

To

Honeycomb Asset Management LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Honeycomb Asset Management LP's Hypothetical Growth since 2024-06-30

Honeycomb Asset Management LP's Yearly Returns

Year Portfolio % % Excess Gain %

Honeycomb Asset Management LP's Holdings Heat Map

Size field:

Honeycomb Asset Management LP's Holdings Bubble Chart

Honeycomb Asset Management LP News

  • 1

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