Honeycomb Asset Management LP — Q1 2026 13F-HR

← Honeycomb Asset Management LP

Q1 2026 · 13F-HR

Honeycomb Asset Management LPholdings as filed

Filed 2026-05-15 · accession 0001172661-26-002040

$19,442

Reported value

Positions

2026-03-31

Period end

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The Brief · Honeycomb Asset Management LP · Q1 2026

AI · grounded in 13F

Honeycomb Asset Management LP closed its position in KLARNA GROUP PLC, a move totaling -$30.1M. The fund established four new positions, led by a $12.7B investment in Charter Communications Inc CHTR. Other new additions include Chewy Inc CHWY at $4.7B, Nike Inc NKE at $1.2B, and TeraWulf Inc WULF at $722M.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
16119P108	CHTR	CHARTER COMMUNICATIONS INC	$12,737	65.5%	59,000	Common	SOLE
16679L109	CHWY	CHEWY INC	$4,725	24.3%	175,000	Common	SOLE
654106103	NKE	NIKE INC	$1,258	6.47%	23,800	Common	SOLE
88080T104	WULF	TERAWULF INC	$722	3.71%	50,000	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.