2026 Q1 Portfolio Activity
In 2026 Q1, Honeycomb Asset Management LP maintained a portfolio of 5 distinct positions. The most significant new addition was CHARTER COMMUNICATIONS INC, now representing 65.51% of the total fund value. Conversely, Honeycomb Asset Management LP completely exited their position in KLARNA GROUP PLC.
Position History
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Total Positions
5
Quarter
2026 Q1
Top Holding
CHTR (65.5%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-5 of 5
Honeycomb Asset Management LP Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
CHTR
CHARTER COMMUNI...
|
Communication Services | 65.51% | — |
#1
Prev: #—
|
9.5 |
—
|
59,000 | — |
NEW
|
59,000 | $12,737 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CHWY
CHEWY INC
|
Consumer Cyclical | 24.30% | — |
#2
Prev: #—
|
9.0 |
—
|
175,000 | — |
NEW
|
175,000 | $4,725 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NKE
NIKE INC
|
Consumer Cyclical | 6.47% | — |
#3
Prev: #—
|
7.1 |
—
|
23,800 | — |
NEW
|
23,800 | $1,258 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WULF
TERAWULF INC
|
Financial Services | 3.71% | — |
#4
Prev: #—
|
5.5 |
—
|
50,000 | — |
NEW
|
50,000 | $722 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
KLARNA GROUP PL...
|
|
Unknown | 0.00% | 100.00% |
Sold All 😨
(Was: #1) |
0.0 |
—
|
-1,041,228 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-5 of 5 holdings