The Analysis of Honeycomb Asset Management LP's Holdings & P&L

Currently, Honeycomb Asset Management LP holds 4 types of securities in its portfolio with a total value $19.4K. In the most recent quarter, they have increased their positions in CHTR (+59.0K shares, valued at $12.7K), CHWY (+175.0K shares, valued at $4.7K), NKE (+23.8K shares, valued at $1.3K); initiated new positions in CHTR (+59.0K shares, valued at $12.7K), CHWY (+175.0K shares, valued at $4.7K), NKE (+23.8K shares, valued at $1.3K).

1M P&L

-1.7M-11.24%

3M P&L

-6.2M-31.15%

HY P&L

-7.2M-34.68%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Telecom Services12.7K

65.5%

2Internet Retail4.7K

24.3%

3Footwear & Accessories1.3K

6.5%

Top Industries by Stock Count

1Telecom Services1 stocks

25.0%

2Internet Retail1 stocks

25.0%

3Footwear & Accessories1 stocks

25.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CHTR CHARTER COMMUNICATIONS INC59.0K sharesnew addition2026-03-312026-05-15

CHWY CHEWY INC175.0K sharesnew addition2026-03-312026-05-15

NKE NIKE INC23.8K sharesnew addition2026-03-312026-05-15

WULF TERAWULF INC50.0K sharesnew addition2026-03-312026-05-15

CHTR

CHARTER COMMUNICATIONS INC

New

Shares59.0K

Event2026-03-31

Filed2026-05-15

CHWY

CHEWY INC

New

Shares175.0K

Event2026-03-31

Filed2026-05-15

NKE

NIKE INC

New

Shares23.8K

Event2026-03-31

Filed2026-05-15

WULF

TERAWULF INC

New

Shares50.0K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available