StockDriftsStockDriftsTop 4 Honeycomb Asset Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CHTR | CHARTER COMMUNICATIONS INC | 65.51% | 59.0K | $12.7M | new | $414.59(-66.15%) | 2026-03-31 | |
| CHWY | CHEWY INC | 24.3% | 175.0K | $4.7M | new | $31.11(-31.60%) | 2026-03-31 | |
| NKE | NIKE INC | 6.47% | 23.8K | $1.3M | new | $67.17(-37.65%) | 2026-03-31 | |
| WULF | TERAWULF INC | 3.71% | 50.0K | $722K | new | $12.96(+72.22%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.01% | +77.21% | +6.34% | +35.99% |
| Top 20 Holdings Unweighted | +18.50% | +66.41% | +3.81% | +20.55% |
Honeycomb Asset Management Lp reports $19.44M in US-listed equity holdings across 4 positions in its most recent 13F filing. Its largest disclosed positions are CHTR (65.5%), CHWY (24.3%) and NKE (6.5%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +77.21% on a three-year cumulative basis. Figures reflect the Q1 2026 filing.
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Holdings on this page are parsed from Honeycomb Asset Management Lp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1675688). View Honeycomb Asset Management Lp’s 13F filings on SEC