SEC 13F Intelligence

Honeycomb Asset Management LP / AMD

Honeycomb Asset Management LP’s Advanced Micro Devices Inc Position

Does Honeycomb Asset Management LP own Advanced Micro Devices Inc (AMD)? Not currently — the last reported position was 150.0K shares worth $27M in Q1 2024; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$27M
Q1 2024
Shares
150.0K
% of Portfolio
+4.28%
Quarters Held
8
position exited

Position History AMD

Reported value by quarter
Q4 ’20: $49MQ4 ’20Q2 ’21: $40MQ2 ’21Q3 ’21: $50MQ3 ’21Q4 ’21: $14MQ4 ’21Q1 ’22: $22MQ1 ’22Q1 ’23: $7MQ1 ’23Q3 ’23: $21MQ3 ’23Q1 ’24: $27MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2024150.0K$27M+4.28%
Q3 2023200.8K$21M+4.86%
Q1 202375.0K$7M+1.52%
Q1 2022200.0K$22M+2.81%
Q4 2021100.0K$14M+0.96%
Q3 2021487.2K$50M+3.07%
Q2 2021425.0K$40M+2.66%
Q4 2020530.0K$49M+2.83%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Honeycomb Asset Management LP’s full portfolio or all institutional holders of AMD.