HAM
Honeycomb Asset Management Portfolio holdings
AUM
$38.2M
1-Year Est. Return
11.64%
1 Year Est. Return
-11.64%
AUM
$38.2M
AUM Growth
-$126M
(-77%)
Holding
20
Top Sells
| 1 | +$32.9M | |
| 2 | +$24.1M | |
| 3 | +$19M | |
| 4 |
Pinterest
PINS
|
+$17.9M |
| 5 |
Datadog
DDOG
|
+$14.8M |
Sector Composition
| 1 | Technology | 100% |
| 2 | Consumer Discretionary | 0% |
| 3 | Energy | 0% |
| 4 | Communication Services | 0% |
| 5 | Healthcare | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
KLAR
1
Klarna Group
KLAR
$11.9B
| $38.2M | 100% |
+1,041,228
|
|
||
|
STRZ
2
Starz Entertainment Corp
STRZ
$184M
| – | – |
-100,000
|
|
||
3
Adobe
ADBE
$134B
| – | – |
-24,000
|
|
||
4
Amazon
AMZN
$2.49T
| – | – |
-150,000
|
|
||
5
Apollo Global Management
APO
$76.5B
| – | – |
-50,000
|
|
||
6
A2Z Smart Technologies
AZ
$293M
| – | – |
-167,732
|
|
||
7
Charter Communications
CHTR
$25.9B
| – | – |
-59,000
|
|
||
8
Chewy
CHWY
$14.4B
| – | – |
-64,000
|
|
||
9
Core Scientific
CORZ
$5.24B
| – | – |
-100,000
|
|
||
|
10
Datadog
DDOG
$56.1B
| – | – |
-110,400
|
|
||
11
Eli Lilly
LLY
$963B
| – | – |
-5,500
|
|
||
12
monday.com
MNDY
$7.42B
| – | – |
-9,800
|
|
||
13
Nike
NKE
$95.5B
| – | – |
-23,800
|
|
||
|
14
Pinterest
PINS
$17.6B
| – | – |
-500,000
|
|
||
15
Rocket Companies
RKT
$56.3B
| – | – |
-194,000
|
|
||
16
Sphere Entertainment
SPHR
$2.99B
| – | – |
-150,000
|
|
||
|
CRWV
17
CoreWeave Inc
CRWV
$36.4B
| – | – |
0
|
|
||
18
T-Mobile US
TMUS
$234B
| – | – |
-25,000
|
|
||
19
Vistra
VST
$60.6B
| – | – |
-34,600
|
|
||
|
SEI
20
Solaris Energy Infrastructure
SEI
$2.34B
| – | – |
-672,000
|
|