Honeycomb Asset Management LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Honeycomb Asset Management LP disclosed 4 US equity positions worth $19.4m in its Q1 2026 13F filing. The largest position was CHTR at 65.5% of the reported book, followed by CHWY and NKE.
What did Honeycomb Asset Management LP own in Q1 2026? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CHTR CHARTER COMMUNICATIONS INC | Communication Services | 65.5% | $12.7m | 59,000 | – | |
| 2 | CHWY CHEWY INC | Consumer Cyclical | 24.3% | $4.7m | 175,000 | – | |
| 3 | NKE NIKE INC | Consumer Cyclical | 6.5% | $1.3m | 23,800 | – | |
| 4 | WULF TERAWULF INC | Financial Services | 3.7% | $722.0k | 50,000 | – |
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.