Honeycomb Asset Management LP 13F Holdings · Q1 2026
Honeycomb Asset Management LP reported 4 securities worth $19.44M in its SEC 13F filing for Q1 2026 (period ended 2026-03-31). Top holdings: CHTR (65.51%), CHWY (24.30%), NKE (6.47%). Among its top 25 positions this quarter: 4 new, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CHTR | CHARTER COMMUNICATIONS INC | $12.7M | 65.51% | 59,000 | New |
| 2 | CHWY | CHEWY INC | $4.7M | 24.30% | 175,000 | New |
| 3 | NKE | NIKE INC | $1.3M | 6.47% | 23,800 | New |
| 4 | WULF | TERAWULF INC | $722,000 | 3.71% | 50,000 | New |
| 5 | KLAR | KLARNA GROUP PLC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR