Honeycomb Asset Management LP [Rocket]

Holdings

Honeycomb Asset Management LP

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
AMAZON COM INC	AMZN	COM	500,000	500,000	65,180,000,000	65,180,000,000	10.10		Hist	06/30/2023
AMAZON COM INC	AMZN	Common	450,000	250,000	58,662,000,000	38,004,000,000	9.09		Hist	06/30/2023
MICROSOFT CORP	MSFT	Common	150,000	150,000	51,081,000,000	51,081,000,000	7.92	0.00	Hist	06/30/2023
Liberty Media Corp	FWONK	Common	558,000	-25,000	42,006,240,000	-1,619,650,000	6.51	0.09	Hist	06/30/2023
Madison Square Garden Sports Corp.	MSG	CL A	220,000	220,000	41,371,000,000	41,371,000,000	6.41		Hist	06/30/2023
Meta Platforms, Inc.	FB	Common	125,000	125,000	35,872,500,000	35,872,500,000	5.56		Hist	06/30/2023
Uber Technologies, Inc	UBER	Common Stock	700,000	-100,000	30,219,000,000	4,859,000,000	4.68		Hist	06/30/2023
Live Nation Entertainment, Inc.	LYV	Common	247,000	-28,000	22,504,170,000	3,254,170,000	3.49	0.11	Hist	06/30/2023
Salesforce, Inc.	CRM	Common	105,000	105,000	22,182,300,000	22,182,300,000	3.44		Hist	06/30/2023
Expedia Group, Inc.	EXPE	Common	200,000	100,000	21,878,000,000	12,175,000,000	3.39		Hist	06/30/2023
Shift4 Payments, Inc.	FOUR	CL A	314,000	145,000	21,323,740,000	8,513,540,000	3.31		Hist	06/30/2023
Booking Holdings Inc.	BKNG	COMMON STOCK	7,750	5,750	20,927,558,000	15,622,738,000	3.24	0.02	Hist	06/30/2023
Alibaba Group Holding Ltd	BABA	SPONSORED ADS	250,000	250,000	20,837,500,000	20,837,500,000	3.23		Hist	06/30/2023
Liberty Media Corp	BATRK	Common	525,000	525,000	20,800,500,000	20,800,500,000	3.22	0.09	Hist	06/30/2023
Toast, Inc.	TOST	Common	900,000	900,000	20,313,000,000	20,313,000,000	3.15		Hist	06/30/2023
Madison Square Garden Sports Corp.	MSG	CL A	100,000	100,000	18,805,000,000	18,805,000,000	2.92		Hist	06/30/2023
Alphabet Inc.	GOOGL	COM	150,000	-50,000	17,955,000,000	-2,791,000,000	2.78		Hist	06/30/2023
Liberty Broadband Corp	LBRDK	COM SER C	210,000	160,000	16,823,100,000	12,738,100,000	2.61		Hist	06/30/2023
Clear Secure, Inc.	YOU	COM	719,000	442,000	16,659,230,000	9,410,140,000	2.58		Hist	06/30/2023
DoorDash, Inc.	DASH	COM	200,000	200,000	15,284,000,000	15,284,000,000	2.37		Hist	06/30/2023
HERTZ GLOBAL HOLDINGS, INC	HTZZ	COM	791,000	791,000	14,546,490,000	14,546,490,000	2.26	0.25	Hist	06/30/2023
Toast, Inc.	TOST	PUT	500,000	500,000	11,285,000,000	11,285,000,000	1.75		Hist	06/30/2023
Ermenegildo Zegna N.V.	ZGN	ORD SHS	750,000	250,000	9,510,000,000	2,690,000,000	1.47	0.31	Hist	06/30/2023
IMAX CORP	IMAX	Common	529,000	-471,000	8,987,710,000	-10,192,290,000	1.39	0.98	Hist	06/30/2023
JD.com, Inc.	JD	Common	235,000	235,000	8,020,550,000	8,020,550,000	1.24		Hist	06/30/2023
Compass, Inc.	COMP	CL A	1,500,000	1,500,000	5,250,000,000	5,250,000,000	0.81		Hist	06/30/2023
Paramount Global	VIAC	CL B	300,000	300,000	4,773,000,000	4,773,000,000	0.74		Hist	06/30/2023
HERTZ GLOBAL HOLDINGS, INC	HTZWW	*W EXP 06/30/205	200,000	200,000	2,018,000,000	2,018,000,000	0.31		Hist	06/30/2023
Tenable Holdings, Inc.	TENB	COM	0	-450,000	0	-21,379,500,000	0.00	0.00	Hist	06/30/2023
VODAFONE GROUP PUBLIC LTD CO	VOD	Common	0	-1,000,000	0	-11,040,000,000	0.00	0.00	Hist	06/30/2023
AT&T CORP	T	Common	0	-400,000	0	-7,700,000,000	0.00	0.00	Hist	06/30/2023
Liberty Media Corp	FWONK	COM SER C FRMLA	0	-250,000	0	-18,707,500,000	0.00	0.00	Hist	06/30/2023
Warner Music Group Corp.	WMG	Common	0	-242,000	0	-8,075,540,000	0.00	0.00	Hist	06/30/2023
Walt Disney Co	DIS	Common	0	-200,000	0	-20,026,000,000	0.00	0.00	Hist	06/30/2023
BILL Holdings, Inc.	BILL	Call	0	-160,000	0	-12,982,400,000	0.00	0.00	Hist	06/30/2023
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