Institutional
Honeycomb Asset Management LP
CIK 0001675688
$19,442
Reported AUM
4
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Honeycomb Asset Management LP · Q1 2026
AI · grounded in 13F
Honeycomb Asset Management LP closed its position in KLARNA GROUP PLC, a move totaling -$30.1M. The fund established four new positions, led by a $12.7B investment in Charter Communications Inc CHTR. Other new additions include Chewy Inc CHWY at $4.7B, Nike Inc NKE at $1.2B, and TeraWulf Inc WULF at $722M.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CHTR | CHARTER COMMUNICATIONS INC | $132.12 | 2.38% | -66.67% | -82.24% | $13K | 65.51% | +59,000 | NEW |
| 2 | CHWY | CHEWY INC | $20.64 | -0.86% | -57.19% | -75.34% | $5K | 24.30% | +175,000 | NEW |
| 3 | NKE | NIKE INC | $42.98 | -1.47% | -29.22% | -72.13% | $1K | 6.47% | +23,800 | NEW |
| 4 | WULF | TERAWULF INC | $24.00 | -8.36% | 451.72% | 29.32% | $722 | 3.71% | +50,000 | NEW |
| 5 | KLAR | KLARNA GROUP PLC | $16.36 | -6.35% | -61.88% | -56.45% | — | — | −1,041,228 | EXITED |
Source: SEC EDGAR · accession 0001172661-26-002040. 13F discloses long positions only — shorts, foreign equities, and options are excluded.