0001172661-23-002328.txt : 20230515 0001172661-23-002328.hdr.sgml : 20230515 20230515164403 ACCESSION NUMBER: 0001172661-23-002328 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Honeycomb Asset Management LP CENTRAL INDEX KEY: 0001675688 IRS NUMBER: 475265100 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17825 FILM NUMBER: 23923531 BUSINESS ADDRESS: STREET 1: 645 MADISON AVENUE STREET 2: 17TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 646-883-1105 MAIL ADDRESS: STREET 1: 645 MADISON AVENUE STREET 2: 17TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001675688 XXXXXXXX 03-31-2023 03-31-2023 false Honeycomb Asset Management LP

645 MADISON AVENUE 17TH FLOOR NEW YORK NY 10022

13F HOLDINGS REPORT 028-17825 000283312 801-107504 N Vickramajit Sandhu 646-883-1105 Vickramajit Sandhu NEW YORK NY 05-15-2023 0 31 484977870 INFORMATION TABLE 2 q2201813f.inftab.xml ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 32371080 84000 SH SOLE 84000 0 0 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 7350750 75000 SH SOLE 75000 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 20746000 200000 SH SOLE 200000 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 20658000 200000 SH SOLE 200000 0 0 AT&T INC COM 00206R102 BBG001S5VWH2 7700000 400000 SH SOLE 400000 0 0 BILL HOLDINGS INC COM 090043100 BBG00QVJV7L3 12982400 160000 SH Call SOLE 160000 0 0 BLOCK INC CL A 852234103 BBG001TFLWL5 10297500 150000 SH SOLE 150000 0 0 BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 5304820 2000 SH SOLE 2000 0 0 CLEAR SECURE INC COM CL A 18467V109 BBG011C0FSZ6 7249090 277000 SH SOLE 277000 0 0 DECKERS OUTDOOR CORP COM 243537107 BBG001S7GXB9 11238750 25000 SH SOLE 25000 0 0 DISNEY WALT CO COM 254687106 BBG001S5QHF3 20026000 200000 SH SOLE 200000 0 0 ERMENEGILDO ZEGNA N V ORD SHS N30577105 BBG001TD5LN0 6820000 500000 SH SOLE 500000 0 0 EXPEDIA GROUP INC COM NEW 30212P303 BBG001SP8VM0 9703000 100000 SH SOLE 100000 0 0 FISERV INC COM 337738108 BBG001S5R6Q4 11303000 100000 SH SOLE 100000 0 0 GLOBAL PMTS INC COM 37940X102 BBG001SGS2Z8 10524000 100000 SH SOLE 100000 0 0 IMAX CORP COM 45245E109 BBG001S5Z701 19180000 1000000 SH SOLE 1000000 0 0 LIBERTY BROADBAND CORP COM SER C 530307305 BBG006GNSZX4 4085000 50000 SH SOLE 50000 0 0 LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 BBG00BFHDFQ5 18707500 250000 SH Call SOLE 250000 0 0 LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 BBG00BFHDFQ5 43625890 583000 SH SOLE 583000 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 BBG001SNP2B2 19250000 275000 SH SOLE 275000 0 0 NETFLIX INC COM 64110L106 BBG001SF6L46 13819200 40000 SH SOLE 40000 0 0 SAP SE SPON ADR 803054204 BBG001S6RD41 15818750 125000 SH SOLE 125000 0 0 SHIFT4 PMTS INC CL A 82452J109 BBG00TX393M3 12810200 169000 SH SOLE 169000 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 BBG003T4VFD1 20043000 150000 SH SOLE 150000 0 0 TENABLE HLDGS INC COM 88025T102 BBG00LBLCDR3 21379500 450000 SH SOLE 450000 0 0 UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 25360000 800000 SH SOLE 800000 0 0 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG002D68GN8 26319000 100000 SH Put SOLE 100000 0 0 VERISK ANALYTICS INC COM 92345Y106 BBG001SBRX64 22063900 115000 SH SOLE 115000 0 0 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 BBG001S6MDB8 11040000 1000000 SH SOLE 1000000 0 0 WARNER MUSIC GROUP CORP COM CL A 934550203 BBG00RP2T9V3 8075540 242000 SH SOLE 242000 0 0 WORLD WRESTLING ENTMT INC CL A 98156Q108 BBG001S7W1P6 9126000 100000 SH SOLE 100000 0 0