Investor Details
| Filer Name: | HONEYCOMB ASSET MANAGEMENT LP |
|---|---|
| CIK: | 1675688 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 19 |
| Portfolio Value: | $0.27B |
Honeycomb Asset Management Lp Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| NVDA | US | NVIDIA CORP | 300,000 | $40M | 15.03% | 500.0% | - |
| AMZN | US | AMAZON.COM INC | 175,000 | $38M | 14.32% | 250.0% | - |
| MSFT | US | MICROSOFT CORP | 65,000 | $27M | 10.22% | 160.0% | - |
| DELL | US | DELL TECHNOLOGIES -C | 200,000 | $23M | 8.60% | 300.0% | - |
| ORCL | US | ORACLE CORP | 125,000 | $21M | 7.77% | 100.0% | - |
| MRVL | US | MARVELL TECHNOLOGY INC | 175,000 | $19M | 7.21% | 100.0% | - |
| UBER | US | UBER TECHNOLOGIES INC | 300,000 | $18M | 6.75% | 100.0% | - |
| GOOGL | US | ALPHABET INC-CL A | 75,000 | $14M | 5.30% | 100.0% | - |
| VST | US | VISTRA CORP | 75,000 | $10M | 3.86% | 100.0% | - |
| PCOR | US | PROCORE TECHNOLOGIES INC | 125,000 | $9M | 3.49% | 100.0% | - |
| APP | US | APPLOVIN CORP-CLASS A | 28,500 | $9M | 3.44% | 100.0% | - |
| VRT | US | VERTIV HOLDINGS CO-A | 75,000 | $9M | 3.18% | 100.0% | - |
| INTU | US | INTUIT INC | 12,500 | $8M | 2.93% | 100.0% | - |
| SPHR | US | SPHERE ENTERTAINMENT CO | 125,000 | $5M | 1.88% | -73.7% | - |
| PDD | US | PDD HOLDINGS INC | 50,000 | $5M | 1.81% | 100.0% | - |
| NWSA | US | NEWS CORP - CLASS A | 175,000 | $5M | 1.80% | -50.0% | - |
| YOU | US | CLEAR SECURE INC -CLASS A | 100,000 | $3M | 0.99% | 100.0% | - |
| HUT | US | HUT 8 CORP | 94,000 | $2M | 0.72% | 100.0% | - |
| CORZ | US | CORE SCIENTIFIC INC | 135,000 | $2M | 0.71% | 100.0% | - |