Honeycomb Asset Management

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
SMART Global Holdings, Inc.
SGH
$13.13M0.95499,000New+$13.13M2.52
Clear Secure, Inc.
YOU
$13.83M0.45650,000+8.33%+$1.06M2.66
Instacart (Maplebear Inc.)
CART
$18.64M0.19500,000+233.33%+$13.05M3.58
Madison Square Garden Sports Corp.
MSGS
$7.38M0.1740,000-36.66%-$4.27M1.42
Warner Music Group Corp.
WMG
$26.75M0.16810,200+224.08%+$18.5M5.14
Varonis Systems, Inc.
VRNS
$4.72M0.09100,000New+$4.72M0.91
News Corporation
NWSA
$11.78M0.08450,000+127.27%+$6.6M2.26
Coherent, Inc.
COHR
$6.21M0.07102,500New+$6.21M1.19
Live Nation Entertainment, Inc.
LYV
$15.87M0.07150,000-25%-$5.29M3.05
Spotify Technology S.A.
SPOT
$23.75M0.0590,000+260%+$17.15M4.56
Formula One Group
FWONA
$18.68M0.04284,739New+$18.68M3.59
Dell Technologies Inc.
DELL
$34.23M0.04300,000+500%+$28.53M6.57
Endeavor Group Holdings, Inc.
EDR
$5.09M0.04198,000-94.18%-$82.39M0.98
MongoDB, Inc.
MDB
$8.97M0.0325,000New+$8.97M1.72
Arista Networks, Inc.
ANET
$29.84M0.03102,900New+$29.84M5.73
Charter Communications, Inc.
CHTR
$11.45M0.0339,400New+$11.45M2.2
Equinix, Inc.
EQIX
$11.06M0.0113,400New+$11.06M2.12
Adobe Inc.
ADBE
$25.23M0.0150,000New+$25.23M4.85
Advanced Micro Devices, Inc.
AMD
$27.07M0.01150,000New+$27.07M5.2
The Walt Disney Company
DIS
$18.35M0.01150,000New+$18.35M3.53
QUALCOMM Incorporated
QCOM
$12.7M0.0175,000New+$12.7M2.44
Netflix, Inc.
NFLX
$15.18M0.0125,000New+$15.18M2.92
Salesforce, Inc.
CRM
$10.54M<0.0135,000New+$10.54M2.02
Meta Platforms, Inc.
META
$39.48M<0.0181,308-34.95%-$21.22M7.58
Apple Inc.
AAPL
$38.58M<0.01225,000New+$38.58M7.41
NVIDIA Corporation
NVDA
$13.55M<0.0115,000-40%-$9.04M2.6
Microsoft Corporation
MSFT
$31.55M<0.0175,000New+$31.55M6.06
Amazon.com, Inc.
AMZN
$27.06M<0.01150,000+50%+$9.02M5.2