Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Honeycomb Asset Management LP 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Honeycomb Asset Management LP (CIK 1675688) reported $19.4M across 4 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CHTR ($12.7M, 65.51%), CHWY ($4.7M, 24.30%), NKE ($1.3M, 6.47%), WULF ($722,000, 3.71%), ($0, 0.00%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1CHTRCHARTER COMMUNICATIONS INC$12.7M65.51%59,000New
2CHWYCHEWY INC$4.7M24.30%175,000New
3NKENIKE INC$1.3M6.47%23,800New
4WULFTERAWULF INC$722,0003.71%50,000New
5KLARNA GROUP PLC$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-03-31