Honeycomb Asset Management LP

Portfolio Overview

Honeycomb Asset Management LP disclosed 4 positions worth $19,442 in its Form 13F-HR for Q1 2026, led by $CHTR (CHARTER COMMUNICATIONS, INC. /MO/) at 65.5% of the equity portfolio, followed by $CHWY and $NKE. During the quarter the fund opened 4 new positions and exited 1 — including a new stake in $CHTR and a full exit from $KLAR. The portfolio is most concentrated in Communication Services (65.5% of disclosed assets). All figures are sourced directly from Honeycomb Asset Management LP’s Form 13F-HR filing with the SEC under CIK 1675688.

• 

  CHARTER COMMUNICATIONS, INC. /MO/

  $CHTR

  57.7#1,025

  Quality

  $12.7K59,000 sh
• 

  Chewy, Inc.

  $CHWY

  61.3#811

  Quality

  $4.7K175,000 sh
• 

  NIKE, Inc.

  $NKE

  53.4#1,274

  Quality

  $1.3K23,800 sh
• 

  TERAWULF INC.

  $WULF

  25.2

  Quality

  $72250,000 sh

Company	Quality	Value	Shares
CHARTER COMMUNICATIONS, INC. /MO/$CHTR	57.7#1,025	$12.7K	59,000
Chewy, Inc.$CHWY	61.3#811	$4.7K	175,000
NIKE, Inc.$NKE	53.4#1,274	$1.3K	23,800
TERAWULF INC.$WULF	25.2	$722	50,000

Showing top 4 of 4 holdings.

Full Holdings — Honeycomb Asset Management LP (Q1 2026)

All 4 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$CHTR	CHARTER COMMUNICATIONS, INC. /MO/	$12,737	65.5%	NEW	57.7
2	$CHWY	Chewy, Inc.	$4,725	24.3%	NEW	61.3
3	$NKE	NIKE, Inc.	$1,258	6.5%	NEW	53.4
4	$WULF	TERAWULF INC.	$722	3.7%	NEW	25.2