Honeycomb Asset Management LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Honeycomb Asset Management LP disclosed 18 US equity positions worth $163.7m in its Q2 2025 13F filing. The largest position was AMZN at 20.1% of the reported book, followed by CHTR and SEI. Against the Q1 2025 filing, it opened 10 new positions, added to 5 and reduced 3 among the top 18 holdings.
What did Honeycomb Asset Management LP own in Q2 2025? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 20.1% | $32.9m | 150,000 | 50% | added |
| 2 | CHTR CHARTER COMMUNICATIONS INC N | Communication Services | 14.7% | $24.1m | 59,000 | 97% | added |
| 3 | SEI SOLARIS ENERGY INFRAS INC | Energy | 11.6% | $19.0m | 672,000 | – | new |
| 4 | PINS PINTEREST INC | Communication Services | 11.0% | $17.9m | 500,000 | 100% | added |
| 5 | DDOG DATADOG INC | Technology | 9.1% | $14.8m | 110,400 | – | new |
| 6 | ADBE ADOBE INC | Technology | 5.7% | $9.3m | 24,000 | -2% | reduced |
| 7 | APO APOLLO GLOBAL MGMT INC | Financial Services | 4.3% | $7.1m | 50,000 | 100% | added |
| 8 | VST VISTRA CORP | Utilities | 4.1% | $6.7m | 34,600 | – | new |
| 9 | SPHR SPHERE ENTERTAINMENT CO | Communication Services | 3.8% | $6.3m | 150,000 | 20% | added |
| 10 | TMUS T-MOBILE US INC | Communication Services | 3.6% | $6.0m | 25,000 | – | new |
| 11 | LLY ELI LILLY & CO | Healthcare | 2.6% | $4.3m | 5,500 | – | new |
| 12 | MNDY MONDAY COM LTD | Technology | 1.9% | $3.1m | 9,800 | -72% | reduced |
| 13 | RKT ROCKET COS INC | Financial Services | 1.7% | $2.8m | 194,000 | – | new |
| 14 | CHWY CHEWY INC | Consumer Cyclical | 1.7% | $2.7m | 64,000 | -76% | reduced |
| 15 | AZ A2Z CUST2MATE SOLUTIONS CORP | 1.1% | $1.8m | 167,732 | – | new | |
| 16 | CORZ CORE SCIENTIFIC INC NEW | Technology | 1.0% | $1.7m | 100,000 | – | new |
| 17 | NKE NIKE INC | Consumer Cyclical | 1.0% | $1.7m | 23,800 | – | new |
| 18 | STRZ STARZ ENTERTAINMENT CORP. | 1.0% | $1.6m | 100,000 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.