Honeycomb Asset Management LP
•CIK: 1675688•Filing: Q4 2025
**Honeycomb Asset Management LP** is a concentrated, single-stock focused manager currently overseeing $30M in assets under management. The firm's portfolio is highly concentrated, with its entire disclosed position allocated to JHG, representing $30.1M of the total AUM. This structure indicates a high conviction, single-name investment thesis within the current market cycle.
Total AUM
$30.1M
QoQ Performance
-21.1%
Positions
1
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
KLAR
KLARNA100.0%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023