303 is the total number of securities Honeycomb Asset Management LP has owned. The longest Honeycomb Asset Management LP has owned a single stock is 25 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| GOOGL | ALPHABET INC | 10 | 5 | 1.11% | 5.05% | 12.35% | Q4 2016 | Q3 2023 | 25 |
| FB | META PLATFORMS INC | 13 | 1 | 2.77% | 6.78% | 15.97% | Q4 2016 | Q3 2023 | 24 |
| AMZN | AMAZON COM INC | 13 | 2 | 3.62% | 6.33% | 11.52% | Q3 2017 | Q2 2023 | 21 |
| MSFT | MICROSOFT CORP | 8 | 1 | 2.29% | 5.48% | 18.46% | Q1 2017 | Q3 2023 | 20 |
| BABA | ALIBABA GROUP HLDG LTD | 9 | 1 | 0.92% | 4.78% | 8.12% | Q1 2017 | Q2 2023 | 16 |
| CHTR | CHARTER COMMUNICATIONS... | 9 | 1 | 1.56% | 4.54% | 14.00% | Q4 2016 | Q4 2022 | 16 |
| FWONK | LIBERTY MEDIA CORP DEL... | 7 | 1 | 0.45% | 4.38% | 14.16% | Q2 2017 | Q2 2023 | 15 |
| NFLX | NETFLIX INC | 4 | 1 | 1.51% | 3.97% | 9.59% | Q4 2016 | Q1 2023 | 14 |
| V | VISA INC | 6 | 1 | 1.69% | 4.57% | 12.53% | Q1 2017 | Q3 2022 | 13 |
| LBRDK | LIBERTY BROADBAND CORP | 5 | 4 | 0.84% | 2.10% | 4.38% | Q4 2016 | Q3 2023 | 13 |
| SPY | SPDR S&P 500 ETF TR | 3 | 1 | 2.18% | 8.39% | 18.18% | Q1 2017 | Q4 2021 | 12 |
| EXPE | EXPEDIA INC DEL | 3 | 1 | 1.50% | 3.68% | 6.59% | Q2 2017 | Q2 2023 | 12 |
| CMCSA | COMCAST CORP NEW | 5 | 1 | 0.50% | 3.48% | 7.31% | Q4 2016 | Q4 2022 | 12 |
| SPOT | SPOTIFY TECHNOLOGY S A | 5 | 1 | 1.83% | 6.16% | 20.67% | Q2 2018 | Q1 2023 | 11 |
| ADBE | ADOBE SYSTEMS INCORPOR... | 5 | 1 | 0.94% | 4.70% | 6.69% | Q2 2017 | Q1 2023 | 11 |
| CRM | SALESFORCE INC | 5 | 1 | 1.62% | 4.36% | 7.04% | Q4 2018 | Q3 2023 | 11 |
| NOW | SERVICENOW INC | 3 | 1 | 0.58% | 2.90% | 5.93% | Q4 2016 | Q3 2022 | 11 |
| SNAP | SNAP INC | 3 | 1 | 0.70% | 2.08% | 3.78% | Q1 2018 | Q3 2022 | 11 |
| UBER | UBER TECHNOLOGIES INC | 6 | 1 | 0.76% | 4.30% | 8.65% | Q4 2019 | Q3 2023 | 10 |
| YOU | CLEAR SECURE INC | 10 | 10 | 0.27% | 1.49% | 2.58% | Q2 2021 | Q3 2023 | 10 |
| DIS | DISNEY WALT CO | 3 | 1 | 0.99% | 3.74% | 5.34% | Q1 2017 | Q3 2023 | 9 |
| ATUS | ALTICE USA INC | 5 | 1 | 0.97% | 3.27% | 7.40% | Q4 2017 | Q4 2020 | 9 |
| PTON | PELOTON INTERACTIVE INC | 9 | 9 | 0.96% | 2.45% | 4.41% | Q4 2019 | Q4 2021 | 9 |
| RNG | RINGCENTRAL INC | 3 | 1 | 1.06% | 2.12% | 3.38% | Q3 2017 | Q2 2022 | 9 |
| QQQ | INVESCO QQQ TR | 3 | 1 | 4.11% | 6.06% | 9.60% | Q1 2019 | Q3 2022 | 8 |
| ATVI | ACTIVISION BLIZZARD INC | 6 | 2 | 1.78% | 3.43% | 6.58% | Q4 2016 | Q4 2020 | 8 |
| FB | FACEBOOK INC | 3 | 1 | 1.67% | 3.24% | 5.40% | Q4 2016 | Q3 2020 | 8 |
| WDAY | WORKDAY INC | 6 | 1 | 2.25% | 2.90% | 3.49% | Q1 2018 | Q1 2022 | 8 |
| PLAN | ANAPLAN INC | 7 | 1 | 1.09% | 2.70% | 3.95% | Q4 2018 | Q4 2020 | 8 |
| DT | DYNATRACE INC | 5 | 3 | 1.50% | 2.68% | 4.37% | Q4 2019 | Q4 2021 | 8 |
| NFLX | NETFLIX INC | 3 | 1 | 0.99% | 2.49% | 3.83% | Q3 2017 | Q3 2022 | 8 |
| AMD | ADVANCED MICRO DEVICES... | 4 | 1 | 0.96% | 2.48% | 4.86% | Q3 2017 | Q3 2023 | 8 |
| GLIBA | GCI LIBERTY INC | 8 | 8 | 0.72% | 2.19% | 3.97% | Q4 2018 | Q3 2020 | 8 |
| JD | JD.COM INC | 5 | 1 | 1.24% | 2.83% | 5.06% | Q1 2019 | Q2 2023 | 7 |
| BKNG | BOOKING HOLDINGS INC | 3 | 1 | 1.09% | 2.42% | 4.37% | Q2 2020 | Q3 2023 | 7 |
| TWLO | TWILIO INC | 3 | 1 | 0.65% | 1.98% | 2.98% | Q2 2018 | Q3 2021 | 7 |
| LYV | LIVE NATION ENTERTAINM... | 5 | 1 | 1.01% | 3.66% | 6.95% | Q3 2018 | Q2 2023 | 6 |
| NUAN | NUANCE COMMUNICATIONS INC | 6 | 6 | 0.52% | 2.83% | 4.74% | Q4 2019 | Q1 2021 | 6 |
| ESTC | ELASTIC N V | 4 | 1 | 1.14% | 2.05% | 2.88% | Q1 2020 | Q3 2022 | 6 |
| TOAST INC | 4 | 1 | 0.31% | 1.82% | 3.15% | Q3 2021 | Q2 2023 | 6 | |
| TMUS | T-MOBILE US INC | 3 | 1 | 0.87% | 1.71% | 2.68% | Q4 2016 | Q3 2022 | 6 |
| WMG | WARNER MUSIC GROUP CORP | 3 | 1 | 1.21% | 1.62% | 2.30% | Q2 2021 | Q3 2023 | 6 |
| CLVT | CLARIVATE PLC | 6 | 6 | 0.61% | 1.35% | 2.52% | Q3 2019 | Q4 2020 | 6 |
| XPOAWS | DPCM CAP INC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 6 |
| AABA | ALTABA INC | 5 | 5 | 1.84% | 4.81% | 12.06% | Q2 2017 | Q2 2018 | 5 |
| NCLH | NORWEGIAN CRUISE LINE ... | 2 | 1 | 0.53% | 3.28% | 5.29% | Q4 2016 | Q1 2019 | 5 |
| SQ | SQUARE INC | 2 | 1 | 2.12% | 3.24% | 5.86% | Q3 2021 | Q1 2023 | 5 |
| CBS | CBS CORP NEW | 3 | 1 | 0.76% | 2.98% | 4.50% | Q1 2017 | Q3 2019 | 5 |
| MSGS | MADISON SQUARE GRDN SP... | 2 | 1 | 0.47% | 2.66% | 6.41% | Q3 2018 | Q3 2023 | 5 |
| FISV | FISERV INC | 3 | 1 | 1.70% | 2.48% | 2.99% | Q4 2019 | Q1 2023 | 5 |
| CRWD | CROWDSTRIKE HLDGS INC | 2 | 1 | 0.32% | 1.97% | 2.80% | Q2 2019 | Q4 2021 | 5 |
| SHOP | SHOPIFY INC | 1 | 1 | 0.64% | 1.48% | 2.20% | Q4 2017 | Q3 2023 | 5 |
| CRNC | CERENCE INC | 3 | 2 | 0.88% | 1.33% | 2.06% | Q2 2020 | Q3 2021 | 5 |
| FTCH | FARFETCH LTD | 2 | 1 | 0.17% | 1.29% | 2.51% | Q1 2019 | Q3 2021 | 5 |
| GPN | GLOBAL PMTS INC | 1 | 1 | 2.15% | 3.52% | 6.58% | Q1 2020 | Q1 2023 | 4 |
| YNDX | YANDEX N V | 4 | 4 | 1.80% | 3.40% | 4.89% | Q3 2017 | Q2 2018 | 4 |
| VIAB | VIACOM INC NEW | 2 | 1 | 0.77% | 3.07% | 6.01% | Q4 2016 | Q2 2019 | 4 |
| PYPL | PAYPAL HLDGS INC | 2 | 1 | 1.44% | 2.74% | 5.01% | Q2 2018 | Q4 2022 | 4 |
| AMAT | APPLIED MATLS INC | 4 | 4 | 1.83% | 2.74% | 4.92% | Q2 2017 | Q1 2018 | 4 |
| FOUR | SHIFT4 PMTS INC | 4 | 4 | 1.30% | 2.56% | 3.31% | Q4 2022 | Q3 2023 | 4 |
| IMAX | IMAX CORP | 4 | 4 | 1.39% | 2.18% | 3.96% | Q4 2022 | Q3 2023 | 4 |
| PANW | PALO ALTO NETWORKS INC | 3 | 1 | 0.44% | 2.16% | 3.59% | Q3 2021 | Q3 2022 | 4 |
| NXPI | NXP SEMICONDUCTORS N V | 3 | 1 | 0.73% | 2.09% | 4.06% | Q4 2017 | Q4 2020 | 4 |
| MTCH | MATCH GROUP INC NEW | 2 | 1 | 1.23% | 2.08% | 2.86% | Q3 2020 | Q3 2022 | 4 |
| CCI | CROWN CASTLE INTL CORP... | 4 | 4 | 1.11% | 2.08% | 3.33% | Q1 2017 | Q4 2017 | 4 |
| HUBS | HUBSPOT INC | 2 | 1 | 1.20% | 1.96% | 2.41% | Q4 2019 | Q2 2022 | 4 |
| T | AT&T INC | 2 | 2 | 0.41% | 1.75% | 3.03% | Q4 2021 | Q1 2023 | 4 |
| FOXA | TWENTY FIRST CENTY FOX... | 3 | 1 | 0.87% | 1.54% | 2.29% | Q4 2016 | Q3 2018 | 4 |
| DISH | DISH NETWORK CORPORATION | 2 | 1 | 1.21% | 1.50% | 1.80% | Q4 2016 | Q2 2020 | 4 |
| FIVN | FIVE9 INC | 3 | 1 | 0.91% | 1.36% | 1.70% | Q3 2019 | Q3 2020 | 4 |
| LGVU | LONGVIEW ACQUISITION C... | 4 | 4 | 0.60% | 0.64% | 0.67% | Q1 2021 | Q4 2021 | 4 |
| IWM | ISHARES TR | 1 | 1 | 2.64% | 5.17% | 7.64% | Q1 2017 | Q1 2021 | 3 |
| BABA | ALIBABA GROUP HLDG LTD | 1 | 1 | 3.21% | 5.11% | 7.80% | Q2 2017 | Q2 2018 | 3 |
| GOOGL | ALPHABET INC | 1 | 1 | 1.95% | 4.66% | 8.06% | Q1 2017 | Q2 2018 | 3 |
| EA | ELECTRONIC ARTS INC | 2 | 1 | 3.03% | 3.40% | 3.95% | Q4 2017 | Q3 2018 | 3 |
| EQIX | EQUINIX INC | 2 | 1 | 2.42% | 3.24% | 3.96% | Q2 2017 | Q1 2020 | 3 |
| TME | TENCENT MUSIC ENTMT GROUP | 2 | 1 | 1.07% | 3.16% | 7.15% | Q4 2018 | Q4 2019 | 3 |
| HLT | HILTON WORLDWIDE HLDGS... | 2 | 1 | 2.51% | 3.08% | 3.94% | Q2 2018 | Q2 2022 | 3 |
| DY | DYCOM INDS INC | 3 | 3 | 0.61% | 2.79% | 5.22% | Q1 2022 | Q3 2022 | 3 |
| MSFT | MICROSOFT CORP | 3 | 3 | 2.23% | 2.58% | 3.23% | Q1 2018 | Q3 2018 | 3 |
| IQV | IQVIA HLDGS INC | 3 | 3 | 1.86% | 2.53% | 2.94% | Q2 2019 | Q4 2019 | 3 |
| DECK | DECKERS OUTDOOR CORP | 2 | 1 | 2.08% | 2.53% | 3.18% | Q2 2022 | Q1 2023 | 3 |
| TRIP | TRIPADVISOR INC | 3 | 3 | 1.25% | 2.47% | 4.82% | Q4 2020 | Q2 2021 | 3 |
| MA | MASTERCARD INCORPORATED | 2 | 1 | 1.80% | 2.30% | 2.81% | Q4 2020 | Q4 2021 | 3 |
| ZAYO | ZAYO GROUP HLDGS INC | 2 | 1 | 2.04% | 2.26% | 2.50% | Q4 2016 | Q4 2018 | 3 |
| BMBL | BUMBLE INC | 3 | 3 | 1.61% | 2.11% | 2.80% | Q1 2021 | Q3 2021 | 3 |
| PRPL | PURPLE INNOVATION INC | 3 | 3 | 0.96% | 1.95% | 2.82% | Q2 2020 | Q4 2020 | 3 |
| MCHP | MICROCHIP TECHNOLOGY INC. | 3 | 3 | 1.49% | 1.84% | 2.09% | Q4 2020 | Q2 2021 | 3 |
| FOXA | FOX CORP | 2 | 1 | 0.86% | 1.64% | 2.58% | Q1 2019 | Q2 2021 | 3 |
| ZI | ZOOMINFO TECHNOLOGIES INC | 2 | 1 | 0.83% | 1.43% | 1.76% | Q3 2021 | Q2 2022 | 3 |
| TWTR | TWITTER INC | 2 | 1 | 1.09% | 1.39% | 1.60% | Q2 2017 | Q3 2021 | 3 |
| MGM | MGM RESORTS INTERNATIONAL | 1 | 1 | 0.68% | 1.33% | 2.24% | Q4 2016 | Q1 2022 | 3 |
| COMM | COMMSCOPE HLDG CO INC | 2 | 1 | 0.74% | 1.29% | 1.68% | Q4 2016 | Q3 2017 | 3 |
| S | SENTINELONE INC | 2 | 1 | 0.38% | 1.21% | 2.04% | Q2 2021 | Q3 2022 | 3 |
| AMC | AMC ENTMT HLDGS INC | 2 | 1 | 0.64% | 1.12% | 1.72% | Q2 2017 | Q2 2018 | 3 |
| CHGG | CHEGG INC | 2 | 1 | 0.74% | 1.05% | 1.39% | Q3 2018 | Q4 2021 | 3 |
| PTON | PELOTON INTERACTIVE INC | 3 | 3 | 0.67% | 1.03% | 1.60% | Q1 2021 | Q3 2021 | 3 |
| BFLY | BUTTERFLY NETWORK INC | 3 | 3 | 0.54% | 0.90% | 1.35% | Q1 2021 | Q3 2021 | 3 |
| TWX | TIME WARNER INC | 1 | 1 | 7.59% | 9.48% | 11.36% | Q4 2016 | Q3 2017 | 2 |
| INTU | INTUIT | 1 | 1 | 3.86% | 5.01% | 6.17% | Q1 2022 | Q3 2022 | 2 |
| EBAY | EBAY INC. | 2 | 2 | 3.16% | 4.69% | 6.22% | Q2 2020 | Q3 2020 | 2 |
| SE | SEA LTD | 2 | 2 | 2.27% | 3.82% | 5.38% | Q1 2019 | Q2 2019 | 2 |
| DIS | DISNEY WALT CO | 1 | 1 | 3.57% | 3.69% | 3.81% | Q1 2019 | Q3 2023 | 2 |
| EDU | NEW ORIENTAL ED & TECH... | 2 | 2 | 2.89% | 3.58% | 4.28% | Q3 2018 | Q4 2018 | 2 |
| AXP | AMERICAN EXPRESS CO | 2 | 2 | 3.46% | 3.56% | 3.66% | Q2 2022 | Q3 2022 | 2 |
| UBER | UBER TECHNOLOGIES INC | 2 | 2 | 1.76% | 3.43% | 5.10% | Q2 2022 | Q3 2022 | 2 |
| SAP | SAP SE | 1 | 1 | 3.26% | 3.31% | 3.36% | Q2 2019 | Q1 2023 | 2 |
| APP | APPLOVIN CORP | 1 | 1 | 1.41% | 2.93% | 4.45% | Q1 2022 | Q3 2023 | 2 |
| HD | HOME DEPOT INC | 2 | 2 | 1.40% | 2.78% | 4.17% | Q4 2016 | Q1 2017 | 2 |
| FRPT | FRESHPET INC | 2 | 2 | 2.16% | 2.78% | 3.40% | Q2 2019 | Q3 2019 | 2 |
| RH | RH | 1 | 1 | 1.32% | 2.75% | 4.18% | Q1 2019 | Q1 2022 | 2 |
| VIAC | VIACOMCBS INC | 1 | 1 | 0.30% | 2.67% | 5.05% | Q4 2019 | Q2 2021 | 2 |
| WWE | WORLD WRESTLING ENTMT INC | 1 | 1 | 1.88% | 2.67% | 3.45% | Q3 2017 | Q1 2023 | 2 |
| BILI | BILIBILI INC | 2 | 2 | 1.98% | 2.62% | 3.27% | Q3 2018 | Q4 2018 | 2 |
| CHTR | CHARTER COMMUNICATIONS... | 2 | 2 | 1.05% | 2.54% | 4.03% | Q3 2017 | Q4 2017 | 2 |
| AVGO | BROADCOM LTD | 2 | 2 | 2.08% | 2.42% | 2.75% | Q4 2016 | Q1 2017 | 2 |
| FVRR | FIVERR INTL LTD | 2 | 2 | 1.90% | 2.16% | 2.42% | Q3 2021 | Q4 2021 | 2 |
| EBAY | EBAY INC. | 1 | 1 | 1.09% | 2.01% | 2.93% | Q2 2020 | Q4 2020 | 2 |
| NVDA | NVIDIA CORPORATION | 1 | 1 | 1.83% | 1.94% | 2.05% | Q1 2018 | Q4 2020 | 2 |
| OPEN | OPENDOOR TECHNOLOGIES INC | 2 | 2 | 1.39% | 1.78% | 2.18% | Q4 2021 | Q1 2022 | 2 |
| VOD | VODAFONE GROUP PLC NEW | 1 | 1 | 1.13% | 1.70% | 2.28% | Q4 2018 | Q1 2023 | 2 |
| PAYC | PAYCOM SOFTWARE INC | 1 | 1 | 1.10% | 1.64% | 2.18% | Q3 2021 | Q1 2022 | 2 |
| CCO | CLEAR CHANNEL OUTDOOR ... | 2 | 2 | 0.24% | 1.60% | 2.95% | Q4 2019 | Q1 2020 | 2 |
| AMCX | AMC NETWORKS INC | 1 | 1 | 1.37% | 1.50% | 1.62% | Q3 2017 | Q1 2018 | 2 |
| ERMENEGILDO ZEGNA N V | 2 | 2 | 1.41% | 1.44% | 1.47% | Q1 2023 | Q2 2023 | 2 | |
| NYT | NEW YORK TIMES CO | 1 | 1 | 1.36% | 1.37% | 1.39% | Q1 2018 | Q1 2020 | 2 |
| LOW | LOWES COS INC | 2 | 2 | 1.11% | 1.34% | 1.56% | Q4 2016 | Q1 2017 | 2 |
| SMAR | SMARTSHEET INC | 2 | 2 | 1.12% | 1.33% | 1.55% | Q3 2021 | Q4 2021 | 2 |
| NOK | NOKIA CORP | 2 | 2 | 0.37% | 1.32% | 2.27% | Q4 2018 | Q1 2019 | 2 |
| DOCU | DOCUSIGN INC | 2 | 2 | 1.30% | 1.32% | 1.34% | Q1 2019 | Q2 2019 | 2 |
| TRIP | TRIPADVISOR INC | 1 | 1 | 1.26% | 1.30% | 1.35% | Q3 2017 | Q4 2020 | 2 |
| NKE | NIKE INC | 2 | 2 | 0.41% | 1.29% | 2.17% | Q3 2018 | Q4 2018 | 2 |
| JBGS | JBG SMITH PPTYS | 2 | 2 | 1.08% | 1.17% | 1.26% | Q2 2018 | Q3 2018 | 2 |
| CPNG | COUPANG INC | 2 | 2 | 0.85% | 1.16% | 1.47% | Q3 2021 | Q4 2021 | 2 |
| YELP | YELP INC | 1 | 1 | 1.00% | 1.12% | 1.24% | Q4 2016 | Q2 2017 | 2 |
| FTCH | FARFETCH LTD | 1 | 1 | 0.42% | 1.10% | 1.78% | Q2 2021 | Q2 2022 | 2 |
| CFLT | CONFLUENT INC | 2 | 2 | 1.02% | 1.03% | 1.05% | Q4 2021 | Q1 2022 | 2 |
| CCL | CARNIVAL CORP | 2 | 2 | 0.83% | 1.00% | 1.16% | Q4 2017 | Q1 2018 | 2 |
| VIAC | PARAMOUNT GLOBAL | 1 | 1 | 0.74% | 0.98% | 1.23% | Q2 2022 | Q2 2023 | 2 |
| WTRH | WAITR HLDGS INC | 2 | 2 | 0.79% | 0.87% | 0.95% | Q1 2019 | Q2 2019 | 2 |
| TSG | STARS GROUP INC | 2 | 2 | 0.73% | 0.85% | 0.97% | Q3 2018 | Q4 2018 | 2 |
| ZUO | ZUORA INC | 2 | 2 | 0.78% | 0.84% | 0.90% | Q2 2018 | Q3 2018 | 2 |
| SNAP | SNAP INC | 1 | 1 | 0.71% | 0.82% | 0.94% | Q1 2019 | Q4 2021 | 2 |
| MOMO | MOMO INC | 2 | 2 | 0.42% | 0.82% | 1.23% | Q2 2017 | Q3 2017 | 2 |
| SEND | SENDGRID INC | 2 | 2 | 0.72% | 0.78% | 0.84% | Q2 2018 | Q3 2018 | 2 |
| CONE | CYRUSONE INC | 1 | 1 | 0.48% | 0.69% | 0.90% | Q2 2020 | Q3 2021 | 2 |
| XPOA | DPCM CAP INC | 2 | 2 | 0.58% | 0.64% | 0.70% | Q1 2021 | Q2 2021 | 2 |
| FST | FAST ACQUISITION CORP | 2 | 2 | 0.63% | 0.64% | 0.65% | Q1 2021 | Q2 2021 | 2 |
| WWE | WORLD WRESTLING ENTMT INC | 2 | 2 | 0.52% | 0.63% | 0.75% | Q1 2020 | Q2 2020 | 2 |
| COMP | COMPASS INC | 1 | 1 | 0.31% | 0.56% | 0.81% | Q4 2022 | Q2 2023 | 2 |
| MTCH | MATCH GROUP INC | 1 | 1 | 0.46% | 0.55% | 0.63% | Q3 2019 | Q2 2020 | 2 |
| LTRPA | LIBERTY TRIPADVISOR HL... | 2 | 2 | 0.41% | 0.49% | 0.57% | Q1 2021 | Q2 2021 | 2 |
| PLTR | PALANTIR TECHNOLOGIES INC | 2 | 2 | 0.14% | 0.25% | 0.37% | Q3 2020 | Q4 2020 | 2 |
| FWONA | LIBERTY MEDIA CORP DEL | 2 | 2 | 0.12% | 0.19% | 0.25% | Q4 2021 | Q1 2022 | 2 |
| WARNER BROS DISCOVERY INC | 1 | 1 | 12.59% | 12.59% | 12.59% | Q4 2022 | Q4 2022 | 1 | |
| AMZN | AMAZON COM INC | 1 | 1 | 10.10% | 10.10% | 10.10% | Q2 2023 | Q2 2023 | 1 |
| CHTR | CHARTER COMMUNICATIONS... | 1 | 1 | 9.66% | 9.66% | 9.66% | Q1 2020 | Q1 2020 | 1 |
| QQQ | POWERSHARES QQQ TRUST | 1 | 1 | 7.81% | 7.81% | 7.81% | Q4 2017 | Q4 2017 | 1 |
| LIBERTY MEDIA CORP DEL | 1 | 1 | 6.59% | 6.59% | 6.59% | Q3 2023 | Q3 2023 | 1 | |
| TSG | STARS GROUP INC | 1 | 1 | 5.66% | 5.66% | 5.66% | Q2 2018 | Q2 2018 | 1 |
| SMH | VANECK ETF TRUST | 1 | 1 | 5.43% | 5.43% | 5.43% | Q1 2023 | Q1 2023 | 1 |
| DISCA | DISCOVERY COMMUNICATNS... | 1 | 1 | 4.74% | 4.74% | 4.74% | Q1 2018 | Q1 2018 | 1 |
| PCLN | PRICELINE GRP INC | 1 | 1 | 4.56% | 4.56% | 4.56% | Q4 2016 | Q4 2016 | 1 |
| VRSK | VERISK ANALYTICS INC | 1 | 1 | 4.55% | 4.55% | 4.55% | Q1 2023 | Q1 2023 | 1 |
| TENB | TENABLE HLDGS INC | 1 | 1 | 4.41% | 4.41% | 4.41% | Q1 2023 | Q1 2023 | 1 |
| HYG | ISHARES TR | 1 | 1 | 4.40% | 4.40% | 4.40% | Q1 2022 | Q1 2022 | 1 |
| ATLANTA BRAVES HLDGS INC | 1 | 1 | 4.20% | 4.20% | 4.20% | Q3 2023 | Q3 2023 | 1 | |
| AVGO | BROADCOM INC | 1 | 1 | 4.04% | 4.04% | 4.04% | Q1 2022 | Q1 2022 | 1 |
| VIAB | VIACOM INC NEW | 1 | 1 | 3.86% | 3.86% | 3.86% | Q4 2017 | Q4 2017 | 1 |
| FWONK | LIBERTY MEDIA CORP DEL | 1 | 1 | 3.86% | 3.86% | 3.86% | Q1 2023 | Q1 2023 | 1 |
| DOCU | DOCUSIGN INC | 1 | 1 | 3.84% | 3.84% | 3.84% | Q2 2019 | Q2 2019 | 1 |
| T | AT&T INC | 1 | 1 | 3.70% | 3.70% | 3.70% | Q2 2018 | Q2 2018 | 1 |
| VSAT | VIASAT INC | 1 | 1 | 3.61% | 3.61% | 3.61% | Q4 2016 | Q4 2016 | 1 |
| PYPL | PAYPAL HLDGS INC | 1 | 1 | 3.48% | 3.48% | 3.48% | Q2 2022 | Q2 2022 | 1 |
| VMEO | VIMEO INC | 1 | 1 | 3.31% | 3.31% | 3.31% | Q2 2021 | Q2 2021 | 1 |
| BATRK | LIBERTY MEDIA CORP DEL | 1 | 1 | 3.22% | 3.22% | 3.22% | Q2 2023 | Q2 2023 | 1 |
| SNOW | SNOWFLAKE INC | 1 | 1 | 3.16% | 3.16% | 3.16% | Q1 2021 | Q1 2021 | 1 |
| MU | MICRON TECHNOLOGY INC | 1 | 1 | 3.14% | 3.14% | 3.14% | Q1 2020 | Q1 2020 | 1 |
| AAPL | APPLE INC | 1 | 1 | 3.08% | 3.08% | 3.08% | Q4 2018 | Q4 2018 | 1 |
| OLED | UNIVERSAL DISPLAY CORP | 1 | 1 | 3.03% | 3.03% | 3.03% | Q4 2017 | Q4 2017 | 1 |
| DELL | DELL TECHNOLOGIES INC | 1 | 1 | 3.00% | 3.00% | 3.00% | Q4 2021 | Q4 2021 | 1 |
| RCL | ROYAL CARIBBEAN GROUP | 1 | 1 | 2.96% | 2.96% | 2.96% | Q1 2022 | Q1 2022 | 1 |
| MSGS | MADISON SQUARE GRDN SP... | 1 | 1 | 2.92% | 2.92% | 2.92% | Q2 2023 | Q2 2023 | 1 |
| BILL | BILL HOLDINGS INC | 1 | 1 | 2.68% | 2.68% | 2.68% | Q1 2023 | Q1 2023 | 1 |
| LBTYK | LIBERTY GLOBAL PLC | 1 | 1 | 2.66% | 2.66% | 2.66% | Q1 2017 | Q1 2017 | 1 |
| ROK | ROCKWELL AUTOMATION INC | 1 | 1 | 2.62% | 2.62% | 2.62% | Q1 2018 | Q1 2018 | 1 |
| NFLX | NETFLIX INC | 1 | 1 | 2.61% | 2.61% | 2.61% | Q1 2018 | Q1 2018 | 1 |
| IAC | IAC INTERACTIVECORP NEW | 1 | 1 | 2.59% | 2.59% | 2.59% | Q1 2021 | Q1 2021 | 1 |
| HQY | HEALTHEQUITY INC | 1 | 1 | 2.55% | 2.55% | 2.55% | Q4 2022 | Q4 2022 | 1 |
| RVLV | REVOLVE GROUP INC | 1 | 1 | 2.55% | 2.55% | 2.55% | Q1 2022 | Q1 2022 | 1 |
| WARNER BROS DISCOVERY INC | 1 | 1 | 2.52% | 2.52% | 2.52% | Q4 2022 | Q4 2022 | 1 | |
| FIS | FIDELITY NATL INFORMAT... | 1 | 1 | 2.51% | 2.51% | 2.51% | Q2 2020 | Q2 2020 | 1 |
| ROKU | ROKU INC | 1 | 1 | 2.46% | 2.46% | 2.46% | Q2 2018 | Q2 2018 | 1 |
| BA | BOEING CO | 1 | 1 | 2.46% | 2.46% | 2.46% | Q1 2019 | Q1 2019 | 1 |
| INTC | INTEL CORP | 1 | 1 | 2.40% | 2.40% | 2.40% | Q1 2020 | Q1 2020 | 1 |
| TRI | THOMSON REUTERS CORP. | 1 | 1 | 2.39% | 2.39% | 2.39% | Q4 2021 | Q4 2021 | 1 |
| DASH | DOORDASH INC | 1 | 1 | 2.37% | 2.37% | 2.37% | Q2 2023 | Q2 2023 | 1 |
| HTZZ | HERTZ GLOBAL HLDGS INC | 1 | 1 | 2.26% | 2.26% | 2.26% | Q2 2023 | Q2 2023 | 1 |
| XLK | SELECT SECTOR SPDR TR | 1 | 1 | 2.19% | 2.19% | 2.19% | Q1 2019 | Q1 2019 | 1 |
| VRT | VERTIV HOLDINGS CO | 1 | 1 | 2.19% | 2.19% | 2.19% | Q3 2023 | Q3 2023 | 1 |
| OKTA | OKTA INC | 1 | 1 | 2.12% | 2.12% | 2.12% | Q1 2018 | Q1 2018 | 1 |
| STZ | CONSTELLATION BRANDS INC | 1 | 1 | 2.11% | 2.11% | 2.11% | Q3 2018 | Q3 2018 | 1 |
| KWEB | KRANESHARES TR | 1 | 1 | 2.04% | 2.04% | 2.04% | Q2 2022 | Q2 2022 | 1 |
| ULTA | ULTA BEAUTY INC | 1 | 1 | 2.02% | 2.02% | 2.02% | Q2 2018 | Q2 2018 | 1 |
| ADBE | ADOBE SYS INC | 1 | 1 | 1.91% | 1.91% | 1.91% | Q1 2018 | Q1 2018 | 1 |
| KHC | KRAFT HEINZ CO | 1 | 1 | 1.81% | 1.81% | 1.81% | Q2 2018 | Q2 2018 | 1 |
| FACEBOOK INC | 1 | 1 | 1.79% | 1.79% | 1.79% | Q4 2016 | Q4 2016 | 1 | |
| SPOT | SPOTIFY TECHNOLOGY S A | 1 | 1 | 1.77% | 1.77% | 1.77% | Q3 2018 | Q3 2018 | 1 |
| SSTK | SHUTTERSTOCK INC | 1 | 1 | 1.76% | 1.76% | 1.76% | Q4 2022 | Q4 2022 | 1 |
| TOAST INC | 1 | 1 | 1.75% | 1.75% | 1.75% | Q2 2023 | Q2 2023 | 1 | |
| AAPL | APPLE INC | 1 | 1 | 1.71% | 1.71% | 1.71% | Q3 2017 | Q3 2017 | 1 |
| SSNC | SS&C TECHNOLOGIES HLDG... | 1 | 1 | 1.69% | 1.69% | 1.69% | Q2 2020 | Q2 2020 | 1 |
| SNI | SCRIPPS NETWORKS INTER... | 1 | 1 | 1.67% | 1.67% | 1.67% | Q4 2016 | Q4 2016 | 1 |
| MRVL | MARVELL TECHNOLOGY GRO... | 1 | 1 | 1.66% | 1.66% | 1.66% | Q2 2020 | Q2 2020 | 1 |
| DDOG | DATADOG INC | 1 | 1 | 1.66% | 1.66% | 1.66% | Q4 2021 | Q4 2021 | 1 |
| QSR | RESTAURANT BRANDS INTL... | 1 | 1 | 1.64% | 1.64% | 1.64% | Q3 2019 | Q3 2019 | 1 |
| AMCX | AMC NETWORKS INC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q3 2017 | Q3 2017 | 1 |
| EFX | EQUIFAX INC | 1 | 1 | 1.60% | 1.60% | 1.60% | Q3 2020 | Q3 2020 | 1 |
| LGFA | LIONS GATE ENTMNT CORP | 1 | 1 | 1.58% | 1.58% | 1.58% | Q3 2017 | Q3 2017 | 1 |
| CVNA | CARVANA CO | 1 | 1 | 1.57% | 1.57% | 1.57% | Q1 2021 | Q1 2021 | 1 |
| SPOT | SPOTIFY TECHNOLOGY S A | 1 | 1 | 1.56% | 1.56% | 1.56% | Q4 2021 | Q4 2021 | 1 |
| ZEN | ZENDESK INC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q1 2022 | Q1 2022 | 1 |
| W | WAYFAIR INC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q2 2019 | Q2 2019 | 1 |
| SE | SEA LTD | 1 | 1 | 1.51% | 1.51% | 1.51% | Q1 2019 | Q1 2019 | 1 |
| CY | CYPRESS SEMICONDUCTOR ... | 1 | 1 | 1.50% | 1.50% | 1.50% | Q1 2018 | Q1 2018 | 1 |
| QCOM | QUALCOMM INC | 1 | 1 | 1.49% | 1.49% | 1.49% | Q4 2019 | Q4 2019 | 1 |
| GRUB | JUST EAT TAKEAWAY COM N V | 1 | 1 | 1.47% | 1.47% | 1.47% | Q2 2021 | Q2 2021 | 1 |
| EDU | NEW ORIENTAL ED & TECH... | 1 | 1 | 1.45% | 1.45% | 1.45% | Q3 2018 | Q3 2018 | 1 |
| ARKK | ARK ETF TR | 1 | 1 | 1.44% | 1.44% | 1.44% | Q2 2021 | Q2 2021 | 1 |
| BOWX | BOWX ACQUISITION CORP | 1 | 1 | 1.43% | 1.43% | 1.43% | Q2 2021 | Q2 2021 | 1 |
| AMT | AMERICAN TOWER CORP NEW | 1 | 1 | 1.42% | 1.42% | 1.42% | Q3 2019 | Q3 2019 | 1 |
| NWSA | NEWS CORP NEW | 1 | 1 | 1.42% | 1.42% | 1.42% | Q3 2023 | Q3 2023 | 1 |
| PSFE | PAYSAFE LIMITED | 1 | 1 | 1.40% | 1.40% | 1.40% | Q1 2021 | Q1 2021 | 1 |
| BIDU | BAIDU INC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q2 2018 | Q2 2018 | 1 |
| MRVL | MARVELL TECHNOLOGY INC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q1 2022 | Q1 2022 | 1 |
| ATVI | ACTIVISION BLIZZARD INC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q3 2019 | Q3 2019 | 1 |
| SONO | SONOS INC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q3 2021 | Q3 2021 | 1 |
| GMHI | GORES METROPOULOS INC | 1 | 1 | 1.30% | 1.30% | 1.30% | Q3 2020 | Q3 2020 | 1 |
| PINS | PINTEREST INC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q4 2022 | Q4 2022 | 1 |
| LVS | LAS VEGAS SANDS CORP | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2022 | Q4 2022 | 1 |
| CCK | CROWN HOLDINGS INC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q2 2019 | Q2 2019 | 1 |
| TEAM | ATLASSIAN CORP PLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q4 2021 | Q4 2021 | 1 |
| CTRP | CTRIP COM INTL LTD | 1 | 1 | 1.24% | 1.24% | 1.24% | Q4 2016 | Q4 2016 | 1 |
| PRTY | PARTY CITY HOLDCO INC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q4 2020 | Q4 2020 | 1 |
| DISH | DISH NETWORK CORP | 1 | 1 | 1.21% | 1.21% | 1.21% | Q1 2017 | Q1 2017 | 1 |
| XLC | SELECT SECTOR SPDR TR | 1 | 1 | 1.20% | 1.20% | 1.20% | Q1 2019 | Q1 2019 | 1 |
| NCR | NCR CORP NEW | 1 | 1 | 1.16% | 1.16% | 1.16% | Q2 2022 | Q2 2022 | 1 |
| BFT | FOLEY TRASIMENE ACQUIS... | 1 | 1 | 1.14% | 1.14% | 1.14% | Q4 2020 | Q4 2020 | 1 |
| PLNT | PLANET FITNESS INC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q2 2019 | Q2 2019 | 1 |
| TDOC | TELADOC HEALTH INC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q2 2021 | Q2 2021 | 1 |
| SONY | SONY CORP | 1 | 1 | 1.09% | 1.09% | 1.09% | Q2 2019 | Q2 2019 | 1 |
| VMW | VMWARE INC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q1 2018 | Q1 2018 | 1 |
| ORLY | O REILLY AUTOMOTIVE IN... | 1 | 1 | 1.06% | 1.06% | 1.06% | Q2 2017 | Q2 2017 | 1 |
| AZO | AUTOZONE INC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q2 2017 | Q2 2017 | 1 |
| ROCKET LAB USA INC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q3 2023 | Q3 2023 | 1 | |
| TSLA | TESLA INC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q1 2021 | Q1 2021 | 1 |
| M | MACYS INC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2016 | Q4 2016 | 1 |
| OPEN | OPENDOOR TECHNOLOGIES INC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q4 2021 | Q4 2021 | 1 |
| JD | JD COM INC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q1 2019 | Q1 2019 | 1 |
| PAGS | PAGSEGURO DIGITAL LTD | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2018 | Q2 2018 | 1 |
| IBM | INTERNATIONAL BUSINESS... | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2017 | Q4 2017 | 1 |
| BIGC | BIGCOMMERCE HLDGS INC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2020 | Q4 2020 | 1 |
| MTN | VAIL RESORTS INC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q4 2020 | Q4 2020 | 1 |
| SABR | SABRE CORP | 1 | 1 | 0.89% | 0.89% | 0.89% | Q1 2021 | Q1 2021 | 1 |
| EL | LAUDER ESTEE COS INC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2020 | Q1 2020 | 1 |
| RACE | FERRARI N V | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2022 | Q1 2022 | 1 |
| DPZ | DOMINOS PIZZA INC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2017 | Q1 2017 | 1 |
| ELF | E L F BEAUTY INC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q1 2017 | Q1 2017 | 1 |
| FCAU | FIAT CHRYSLER AUTOMOBI... | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2018 | Q3 2018 | 1 |
| NVDA | NVIDIA CORP | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2016 | Q4 2016 | 1 |
| NVIDIA CORP | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2016 | Q4 2016 | 1 | |
| FTNT | FORTINET INC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q2 2017 | Q2 2017 | 1 |
| DESP | DESPEGAR COM CORP | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2017 | Q3 2017 | 1 |
| LVNTA | LIBERTY INTERACTIVE CORP | 1 | 1 | 0.79% | 0.79% | 0.79% | Q1 2017 | Q1 2017 | 1 |
| LGVW | LONGVIEW ACQUISITION CORP | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2020 | Q4 2020 | 1 |
| FVRR | FIVERR INTL LTD | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2021 | Q4 2021 | 1 |
| TIF | TIFFANY & CO NEW | 1 | 1 | 0.72% | 0.72% | 0.72% | Q1 2020 | Q1 2020 | 1 |
| WDAY | WORKDAY INC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2020 | Q4 2020 | 1 |
| ASTS | AST SPACEMOBILE INC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2022 | Q1 2022 | 1 |
| VIPS | VIPSHOP HLDGS LTD | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2018 | Q2 2018 | 1 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2020 | Q2 2020 | 1 |
| TIME | TIME INC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2017 | Q1 2017 | 1 |
| GSAT | GLOBALSTAR INC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2023 | Q3 2023 | 1 |
| YY | YY INC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2019 | Q1 2019 | 1 |
| KR | KROGER CO | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2016 | Q4 2016 | 1 |
| AAP | ADVANCE AUTO PARTS INC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2017 | Q2 2017 | 1 |
| PTC | PTC INC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2017 | Q1 2017 | 1 |
| SFIX | STITCH FIX INC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2017 | Q4 2017 | 1 |
| IQ | IQIYI INC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2018 | Q2 2018 | 1 |
| P | PANDORA MEDIA INC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2018 | Q3 2018 | 1 |
| MB | MINDBODY INC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2017 | Q2 2017 | 1 |
| ROBINHOOD MKTS INC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2022 | Q1 2022 | 1 | |
| REAL | THE REALREAL INC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2019 | Q2 2019 | 1 |
| WARBY PARKER INC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2022 | Q4 2022 | 1 | |
| MQ | MARQETA INC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2022 | Q1 2022 | 1 |
| LEVI | LEVI STRAUSS & CO NEW | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2021 | Q2 2021 | 1 |
| HTZZW | HERTZ GLOBAL HLDGS INC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2023 | Q2 2023 | 1 |
| LGFB | LIONS GATE ENTMNT CORP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2017 | Q3 2017 | 1 |
| QRTEA | QURATE RETAIL INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2020 | Q2 2020 | 1 |
| BIGC | BIGCOMMERCE HLDGS INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2020 | Q4 2020 | 1 |
| HEAR | TURTLE BEACH CORP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2018 | Q3 2018 | 1 |
| OUT | OUTFRONT MEDIA INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
| CD | CHINDATA GROUP HLDGS LTD | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
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The securities at the top of the list , including ALPHABET INC, META PLATFORMS INC, and AMAZON COM INC, are the highest-conviction holdings of Honeycomb Asset Management LP.
The conviction is calculated by counting the number of quarters a security has been reported by Honeycomb Asset Management LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Honeycomb Asset Management LP owns currently or has owned in the past.