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Size ($ in 1000's)
At 12/31/2023: $417,057
At 09/30/2023: $425,248
Honeycomb Asset Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Honeycomb Asset Management LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Honeycomb Asset Management LP top holdings by largest position size, as per the latest 13f filing made by Honeycomb Asset Management LP.
In the Honeycomb Asset Management LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Honeycomb Asset Management LP in that top holding, then the share count change between reporting periods, and finally the Honeycomb Asset Management LP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
 ENDEAVOR GROUP HLDGS INC |
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$85,428 | | EDR | 3,400,000 | +3,400,000 | $80,682 | | Call | 200,000 | +200,000 | $4,746 | | META PLATFORMS INC |
125,000 |
-101,200 |
$44,245 | | META | 125,000 | -101,200 | $44,245 | | SNOWFLAKE INC |
125,000 |
+125,000 |
$24,875 | | SNOW | 125,000 | +125,000 | $24,875 | | ATLANTA BRAVES HLDGS INC |
500,000 |
UNCH |
$19,790 | | BATRK | 500,000 | UNCH | $19,790 | | LIVE NATION ENTERTAINMENT IN |
200,000 |
+200,000 |
$18,720 | | LYV | 200,000 | +200,000 | $18,720 | | AMAZON COM INC |
100,000 |
+100,000 |
$15,194 | | AMZN | 100,000 | +100,000 | $15,194 | | LIBERTY MEDIA CORP DEL |
234,739 |
-215,261 |
$14,819 | | FWONK | 234,739 | -215,261 | $14,819 | | PARAMOUNT GLOBAL |
1,000,000 |
+1,000,000 |
$14,790 | | PARA | 1,000,000 | +1,000,000 | $14,790 | | DOUBLEVERIFY HLDGS INC |
400,000 |
+400,000 |
$14,712 | | DV | 400,000 | +400,000 | $14,712 | | PDD HOLDINGS INC |
100,000 |
+100,000 |
$14,631 | | PDD | 100,000 | +100,000 | $14,631 | | WYNN RESORTS LTD |
150,000 |
+150,000 |
$13,666 | | WYNN | 150,000 | +150,000 | $13,666 | | CLEAR SECURE INC |
600,000 |
+174,000 |
$12,390 | | YOU | 600,000 | +174,000 | $12,390 | | NVIDIA CORPORATION |
25,000 |
+25,000 |
$12,380 | | NVDA | 25,000 | +25,000 | $12,380 | | MADISON SQUARE GRDN SPRT COR |
63,147 |
UNCH |
$11,482 | | MSGS | 63,147 | UNCH | $11,482 | | CAESARS ENTERTAINMENT INC NE |
215,000 |
+215,000 |
$10,079 | | CZR | 215,000 | +215,000 | $10,079 | | INTEL CORP |
200,000 |
+200,000 |
$10,050 | | INTC | 200,000 | +200,000 | $10,050 | | TAKE TWO INTERACTIVE SOFTWAR |
60,000 |
+60,000 |
$9,657 | | TTWO | 60,000 | +60,000 | $9,657 | | WARNER MUSIC GROUP CORP |
250,000 |
+59,000 |
$8,948 | | WMG | 250,000 | +59,000 | $8,948 | | LIBERTY BROADBAND CORP |
100,000 |
UNCH |
$8,059 | | LBRDK | 100,000 | UNCH | $8,059 | | APPLOVIN CORP |
200,000 |
-274,014 |
$7,970 | | APP | 200,000 | -274,014 | $7,970 | | ORACLE CORP |
70,000 |
+70,000 |
$7,380 | | ORCL | 70,000 | +70,000 | $7,380 | | VERTIV HOLDINGS CO |
150,000 |
-100,000 |
$7,204 | | VRT | 150,000 | -100,000 | $7,204 | | WAYFAIR INC |
100,000 |
+100,000 |
$6,170 | | W | 100,000 | +100,000 | $6,170 | | NEWS CORP NEW |
198,000 |
-102,000 |
$4,861 | | NWSA | 198,000 | -102,000 | $4,861 | | SPOTIFY TECHNOLOGY S A |
25,000 |
+25,000 |
$4,698 | | SPOT | 25,000 | +25,000 | $4,698 | | DELL TECHNOLOGIES INC |
50,000 |
+50,000 |
$3,825 | | DELL | 50,000 | +50,000 | $3,825 | | GLOBALSTAR INC |
1,850,000 |
UNCH |
$3,589 | | GSAT | 1,850,000 | UNCH | $3,589 | | MAPLEBEAR INC |
150,000 |
+150,000 |
$3,520 | | CART | 150,000 | +150,000 | $3,520 | | PELOTON INTERACTIVE INC |
500,000 |
+500,000 |
$3,045 | | PTON | 500,000 | +500,000 | $3,045 |
See Full List: All Stocks Held By Honeycomb Asset Management LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Honeycomb Asset Management LP
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