Honeycomb Asset Management LP

Est. AUM

$19.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CHARTER COMMUNICATIONS INC	CL A	$12.7M	59000	65.51%	SOLE
2	CHEWY INC	CL A	$4.7M	175000	24.30%	SOLE
3	NIKE INC	CL B	$1.3M	23800	6.47%	SOLE
4	TERAWULF INC	COM	$722K	50000	3.71%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.