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
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CHTR | CHARTER COMMUNICATIONS INC | $142.00 | -2.20% | -46.35% | -82.61% | $13K | 65.51% | — | HELD |
| 2 | CHWY | CHEWY INC | $22.82 | -2.06% | -36.45% | -74.10% | $5K | 24.30% | — | HELD |
| 3 | NKE | NIKE INC | $42.29 | -2.15% | -42.87% | -72.69% | $1K | 6.47% | — | HELD |
| 4 | WULF | TERAWULF INC | $17.82 | 18.09% | 274.37% | -23.71% | $722 | 3.71% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-002040. 13F discloses long positions only — shorts, foreign equities, and options are excluded.