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CIK: 0001675688
Total reported value
—
$171.9M
19 檔
63.3%
During the Q2 2025 filing period, Honeycomb Asset Management LP (CIK: 0001675688) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $171.9M across 19 reported positions.
In Q2 2025, Honeycomb Asset Management LP adopted a defensive or profit-taking posture, trimming 3 positions and completely liquidating 19 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 19.15% | — | +50.00% | |
| 2 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 14.03% | — | +96.67% | |
| 3 | SEI | Solaris Energy Infrastructur | Stock-Energy | 11.06% | — | — | |
| 4 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 10.43% | — | +100.00% | |
| 5 | DDOG | Datadog Inc - Class A | Stock-Tech | 8.63% | — | — | |
| 6 | ADBE | Adobe Inc | Stock-Tech | 5.40% | — | -2.04% | |
| 7 | CRWV | Coreweave Inc-cl A | Stock-Tech | 4.74% | — | — | |
| 8 | APO | Apollo Global Management Inc | Stock-Financials | 4.13% | — | +100.00% | |
| 9 | VST | Vistra CORP | Stock-Utilities | 3.90% | — | — | |
| 10 | SPHR | Sphere Entertainment Co | Stock-Comm Services | 3.65% | — | +20.00% | |
| 11 | TMUS | T-mobile US Inc | Stock-Comm Services | 3.47% | — | — | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.49% | — | — | |
| 13 | MNDY | monday.com Ltd. | Stock-Tech | 1.79% | — | -72.00% | |
| 14 | RKT | Rocket Cos Inc-class A | Stock-Financials | 1.60% | — | — | |
| 15 | CHWY | Chewy Inc - Class A | Stock-Consumer Disc | 1.59% | — | -76.27% | |
| 16 | AZ | A2z Cust2mate Solutions CORP | Stock-Other | 1.03% | — | — | |
| 17 | CORZ | Core Scientific Inc | Stock-Tech | 0.99% | — | — | |
| 18 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.98% | — | — | |
| 19 | STRZ | Starz Entertainment CORP | Stock-Other | 0.93% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SEI | Solaris Energy Infrastructur | +11.1% | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | +10.1% | +50.00% | Add |
| 3 | CHTR | Charter Communications Inc-a | +8.8% | +96.67% | Add |
| 4 | DDOG | Datadog Inc - Class A | +8.6% | NEW | New buy |
| 5 | PINS | Pinterest Inc- Class A | +6.7% | +100.00% | Add |
| 6 | CRWV | Coreweave Inc-cl A | +4.7% | NEW | New buy |
| 7 | VST | Vistra CORP | +3.9% | NEW | New buy |
| 8 | TMUS | T-mobile US Inc | +3.5% | NEW | New buy |
| 9 | APO | Apollo Global Management Inc | +2.5% | +100.00% | Add |
| 10 | LLY | Eli Lilly & Co | +2.5% | NEW | New buy |
| 11 | SPHR | Sphere Entertainment Co | +1.7% | +20.00% | Add |
| 12 | RKT | Rocket Cos Inc-class A | +1.6% | NEW | New buy |
| 13 | AZ | A2z Cust2mate Solutions CORP | +1% | NEW | New buy |
| 14 | CORZ | Core Scientific Inc | +1% | NEW | New buy |
| 15 | NKE | Nike Inc -cl B | +1% | NEW | New buy |
| 16 | STRZ | Starz Entertainment CORP | +0.9% | NEW | New buy |
| 17 | ADBE | Adobe Inc | +0.9% | -2.04% | Trim |
| 18 | APLD | Applied Digital CORP | -0.7% | EXIT | Sold out |
| 19 | RDDT | Reddit Inc-cl A | -0.8% | EXIT | Sold out |
| 20 | ACMR | Acm Research Inc-class A | -1.9% | EXIT | Sold out |
| 21 | FWONK | Liberty Media Corp-formula-c | -2.2% | EXIT | Sold out |
| 22 | RIOT | Riot Platforms Inc | -2.2% | EXIT | Sold out |
| 23 | MNDY | monday.com Ltd. | -2.3% | -72.00% | Trim |
| 24 | KRC | Kilroy Realty CORP | -2.4% | EXIT | Sold out |
| 25 | CHWY | Chewy Inc - Class A | -2.6% | -76.27% | Trim |
| 26 | LYFT | Lyft Inc-a | -2.7% | EXIT | Sold out |
| 27 | PCOR | Procore Technologies Inc | -2.7% | EXIT | Sold out |
| 28 | RH | Rh | -2.8% | EXIT | Sold out |
| 29 | EFX | Equifax Inc | -2.9% | EXIT | Sold out |
| 30 | LYV | Live Nation Entertainment In | -3.1% | EXIT | Sold out |
| 31 | SNOW | Snowflake Inc | -3.5% | EXIT | Sold out |
| 32 | RCL | Royal Caribbean Cruises Ltd. | -3.9% | EXIT | Sold out |
| 33 | TWLO | Twilio Inc - A | -4.5% | EXIT | Sold out |
| 34 | INTU | Intuit Inc | -4.5% | EXIT | Sold out |
| 35 | TSM | Taiwan Semiconductor-sp Adr | -4.6% | EXIT | Sold out |
| 36 | CLS | Celestica Inc | -5.6% | EXIT | Sold out |
| 37 | META | Meta Platforms Inc-class A | -5.7% | EXIT | Sold out |
| 38 | MSFT | Microsoft CORP | -9% | EXIT | Sold out |
According to official SEC Form 13F filings, Honeycomb Asset Management LP reported a total U.S. public equity portfolio value of $171.9M across 19 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, CHTR, SEI) accounted for 63.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
SEI
市值: $19.0M
Top Position Liquidated / Trimmed
MSFT
前期市值: $18.8M
During Q2 2025, Honeycomb Asset Management LP's top holdings by market value included AMZN (19.1%)、CHTR (14.0%)、SEI (11.1%). The largest single position, AMZN, represented 19.1% of total portfolio value.
In Q2 2025, Honeycomb Asset Management LP made 38 total portfolio adjustments, initiating 11 new buys, adding to 5 positions, trimming 3 holdings, and fully liquidating 19 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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