Honeycomb Asset Management Lp Top Holdings and 13F Report (2024) → SHOCKING Crypto Leak… (From Crypto 101 Media) (Ad) About Honeycomb Asset Management LpInvestment ActivityHoneycomb Asset Management Lp has $632.79 million in total holdings as of March 31, 2024.Honeycomb Asset Management Lp owns shares of 30 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 72.70% of the portfolio was purchased this quarter.About 45.85% of the portfolio was sold this quarter.This quarter, Honeycomb Asset Management Lp has purchased 30 new stocks and bought additional shares in 9 stocks.Honeycomb Asset Management Lp sold shares of 5 stocks and completely divested from 16 stocks this quarter.Largest Holdings Apple $90,027,000Amazon.com $45,095,000Meta Platforms $39,481,539Dell Technologies $34,233,000Microsoft $31,554,000 Largest New Holdings this Quarter Apple $90,027,000 HoldingMicrosoft $31,554,000 HoldingArista Networks $29,838,942 HoldingAdvanced Micro Devices $27,073,500 HoldingCharter Communications $25,982,322 Holding Largest Purchases this Quarter Apple 525,000 shares (about $90.03M)Microsoft 75,000 shares (about $31.55M)Arista Networks 102,900 shares (about $29.84M)Dell Technologies 250,000 shares (about $28.53M)Advanced Micro Devices 150,000 shares (about $27.07M) Largest Sales this Quarter Endeavor Group 2,902,000 shares (about $74.67M)Meta Platforms 43,692 shares (about $21.22M)NVIDIA 10,000 shares (about $9.04M)Live Nation Entertainment 50,000 shares (about $5.29M)Madison Square Garden Sports 23,147 shares (about $4.27M) 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 PortfolioSectorAAPLApple$90,027,000$90,027,000 ▲New Holding525,00014.2%Computer and TechnologyAMZNAmazon.com$45,095,000$27,057,000 ▲150.0%250,0007.1%Retail/WholesaleMETAMeta Platforms$39,481,539$21,215,962 ▼-35.0%81,3086.2%Computer and TechnologyDELLDell Technologies$34,233,000$28,527,500 ▲500.0%300,0005.4%Computer and TechnologyMSFTMicrosoft$31,554,000$31,554,000 ▲New Holding75,0005.0%Computer and TechnologyANETArista Networks$29,838,942$29,838,942 ▲New Holding102,9004.7%Computer and TechnologyAMDAdvanced Micro Devices$27,073,500$27,073,500 ▲New Holding150,0004.3%Computer and TechnologyWMGWarner Music Group$26,752,804$18,497,804 ▲224.1%810,2004.2%Consumer DiscretionaryCHTRCharter Communications$25,982,322$25,982,322 ▲New Holding89,4004.1%Consumer DiscretionaryADBEAdobe$25,230,000$25,230,000 ▲New Holding50,0004.0%Computer and TechnologySPOTSpotify Technology$23,751,000$17,153,500 ▲260.0%90,0003.8%Business ServicesFWONKFormula One Group$18,678,878$3,280,000 ▲21.3%284,7393.0%Consumer DiscretionaryMAPLEBEAR INC$18,645,000$13,051,500 ▲233.3%500,0002.9%COMDISWalt Disney$18,354,000$18,354,000 ▲New Holding150,0002.9%Consumer DiscretionaryEDREndeavor Group$17,959,540$74,668,460 ▼-80.6%698,0002.8%Consumer DiscretionaryLYVLive Nation Entertainment$15,865,500$5,288,500 ▼-25.0%150,0002.5%Consumer DiscretionaryNFLXNetflix$15,183,250$15,183,250 ▲New Holding25,0002.4%Consumer DiscretionaryYOUClear Secure$13,825,500$1,063,500 ▲8.3%650,0002.2%Industrial ProductsNVDANVIDIA$13,553,400$9,035,600 ▼-40.0%15,0002.1%Computer and TechnologySGHSMART Global$13,133,680$13,133,680 ▲New Holding499,0002.1%Computer and TechnologyQCOMQUALCOMM$12,697,500$12,697,500 ▲New Holding75,0002.0%Computer and TechnologyNWSANews$11,781,000$6,597,360 ▲127.3%450,0001.9%Consumer DiscretionaryEQIXEquinix$11,059,422$11,059,422 ▲New Holding13,4001.7%FinanceCRMSalesforce$10,541,300$10,541,300 ▲New Holding35,0001.7%Computer and TechnologyZZillow Group$9,756,000$9,756,000 ▲New Holding200,0001.5%FinanceMDBMongoDB$8,966,000$8,966,000 ▲New Holding25,0001.4%Computer and TechnologyMSGSMadison Square Garden Sports$7,380,800$4,271,084 ▼-36.7%40,0001.2%Consumer DiscretionaryCOHRCoherent$6,213,550$6,213,550 ▲New Holding102,5001.0%Business ServicesPARAAParamount Global$5,457,500$4,480,389 ▲458.5%250,0000.9%Consumer DiscretionaryVRNSVaronis Systems$4,717,000$4,717,000 ▲New Holding100,0000.7%Computer and TechnologySNOWSnowflake$0$24,875,000 ▼-100.0%00.0%Computer and TechnologyBATRKAtlanta Braves$0$19,790,000 ▼-100.0%00.0%Multi-Sector ConglomeratesPARAParamount Global$0$14,790,000 ▼-100.0%00.0%Consumer DiscretionaryDVDoubleVerify$0$14,712,000 ▼-100.0%00.0%Computer and TechnologyPDDPDD$0$14,631,000 ▼-100.0%00.0%Retail/WholesaleWYNNWynn Resorts$0$13,666,500 ▼-100.0%00.0%Consumer DiscretionaryCZRCaesars Entertainment$0$10,079,200 ▼-100.0%00.0%Consumer DiscretionaryINTCIntel$0$10,050,000 ▼-100.0%00.0%Computer and TechnologyTTWOTake-Two Interactive Software$0$9,657,000 ▼-100.0%00.0%Consumer DiscretionaryLBRDKLiberty Broadband$0$8,059,000 ▼-100.0%00.0%Consumer DiscretionaryAPPLOVIN CORP$0$7,970,000 ▼-100.0%00.0%COM CL AORCLOracle$0$7,380,100 ▼-100.0%00.0%Computer and TechnologyVRTVertiv$0$7,204,500 ▼-100.0%00.0%Computer and TechnologyWWayfair$0$6,170,000 ▼-100.0%00.0%Retail/WholesaleGSATGlobalstar$0$3,589,000 ▼-100.0%00.0%Computer and TechnologyPTONPeloton Interactive$0$3,045,000 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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