SEC 13F Intelligence

Honeycomb Asset Management LP / APP

Honeycomb Asset Management LP’s Applovin Corp Position

Does Honeycomb Asset Management LP own Applovin Corp (APP)? Not currently — the last reported position was 28.5K shares worth $9M in Q4 2024; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$9M
Q4 2024
Shares
28.5K
% of Portfolio
+3.44%
Quarters Held
4
position exited

Position History APP

Reported value by quarter
Q1 ’22: $11MQ1 ’22Q3 ’23: $19MQ3 ’23Q4 ’23: $8MQ4 ’23Q4 ’24: $9MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202428.5K$9M+3.44%
Q4 2023200.0K$8M+1.91%
Q3 2023474.0K$19M+4.45%
Q1 2022200.0K$11M+1.41%

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 APP.