Honeycomb Asset Management Lp Top Holdings and 13F Report (2025) About Honeycomb Asset Management LpInvestment ActivityHoneycomb Asset Management Lp has $268.09 million in total holdings as of December 31, 2024.Honeycomb Asset Management Lp owns shares of 19 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 83.65% of the portfolio was purchased this quarter.About 89.39% of the portfolio was sold this quarter.This quarter, Honeycomb Asset Management Lp has purchased 23 new stocks and bought additional shares in 4 stocks.Honeycomb Asset Management Lp sold shares of 2 stocks and completely divested from 17 stocks this quarter.Largest Holdings NVIDIA $40,287,000Amazon.com $38,393,250Microsoft $27,397,500Dell Technologies $23,048,000Oracle $20,830,000 Largest New Holdings this Quarter Oracle $20,830,000 HoldingMarvell Technology $19,328,750 HoldingUber Technologies $18,096,000 HoldingAlphabet $14,197,500 HoldingVistra $10,340,250 Holding Largest Purchases this Quarter NVIDIA 250,000 shares (about $33.57M)Amazon.com 125,000 shares (about $27.42M)Oracle 125,000 shares (about $20.83M)Marvell Technology 175,000 shares (about $19.33M)Uber Technologies 300,000 shares (about $18.10M) Largest Sales this Quarter Sphere Entertainment 350,000 shares (about $14.11M)News 175,000 shares (about $4.82M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHoneycomb Asset Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$40,287,000$33,572,500 ▲500.0%300,00015.0%Computer and TechnologyAMZNAmazon.com$38,393,250$27,423,750 ▲250.0%175,00014.3%Retail/WholesaleMSFTMicrosoft$27,397,500$16,860,000 ▲160.0%65,00010.2%Computer and TechnologyDELLDell Technologies$23,048,000$17,286,000 ▲300.0%200,0008.6%Computer and TechnologyORCLOracle$20,830,000$20,830,000 ▲New Holding125,0007.8%Computer and TechnologyMRVLMarvell Technology$19,328,750$19,328,750 ▲New Holding175,0007.2%Computer and TechnologyUBERUber Technologies$18,096,000$18,096,000 ▲New Holding300,0006.8%Computer and TechnologyGOOGLAlphabet$14,197,500$14,197,500 ▲New Holding75,0005.3%Computer and TechnologyVSTVistra$10,340,250$10,340,250 ▲New Holding75,0003.9%UtilitiesPCORProcore Technologies$9,366,250$9,366,250 ▲New Holding125,0003.5%Computer and TechnologyAPPLOVIN CORP$9,229,155$9,229,155 ▲New Holding28,5003.4%COM CL AVRTVertiv$8,520,750$8,520,750 ▲New Holding75,0003.2%Computer and TechnologyINTUIntuit$7,856,250$7,856,250 ▲New Holding12,5002.9%Computer and TechnologySPHRSphere Entertainment$5,040,000$14,112,000 ▼-73.7%125,0001.9%Consumer DiscretionaryPDDPDD$4,849,500$4,849,500 ▲New Holding50,0001.8%Retail/WholesaleNWSANews$4,819,500$4,819,500 ▼-50.0%175,0001.8%Consumer DiscretionaryYOUClear Secure$2,664,000$2,664,000 ▲New Holding100,0001.0%Computer and TechnologyHUT 8 CORP$1,926,060$1,926,060 ▲New Holding94,0000.7%COMCORE SCIENTIFIC INC NEW$1,896,750$1,896,750 ▲New Holding135,0000.7%COMAAPLApple$0$46,600,000 ▼-100.0%00.0%Computer and TechnologySPOTSpotify Technology$0$27,639,750 ▼-100.0%00.0%Business ServicesDKNGDraftKings$0$27,440,000 ▼-100.0%00.0%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$0$24,097,920 ▼-100.0%00.0%FinanceAPOApollo Global Management$0$18,736,500 ▼-100.0%00.0%FinanceTSLATesla$0$13,081,500 ▼-100.0%00.0%Auto/Tires/TrucksFWONKFormula One Group$0$12,477,767 ▼-100.0%00.0%Consumer DiscretionaryANETArista Networks$0$8,673,181 ▼-100.0%00.0%Computer and TechnologyVRNSVaronis Systems$0$8,475,000 ▼-100.0%00.0%Computer and TechnologyNFLXNetflix$0$7,092,700 ▼-100.0%00.0%Consumer DiscretionaryETNEaton$0$4,872,168 ▼-100.0%00.0%Industrial ProductsRKLBRocket Lab USA$0$4,865,000 ▼-100.0%00.0%AerospaceNOVTNovanta$0$4,473,000 ▼-100.0%00.0%Computer and TechnologyFOXAFOX$0$4,233,000 ▼-100.0%00.0%Consumer DiscretionaryBGCGeneral Cable$0$4,039,200 ▼-100.0%00.0%FinanceDBRGDigitalBridge Group$0$3,532,500 ▼-100.0%00.0%FinanceWISHContextLogic$0$383,135 ▼-100.0%00.0%Consumer CyclicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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