Honeycomb Asset Management LP Buys Expedia Group Inc, RingCentral Inc, Vimeo … – GuruFocus

Investment company Honeycomb Asset Management LP (Current Portfolio) buys Expedia Group Inc, RingCentral Inc, Vimeo Inc, Advanced Micro Devices Inc, Farfetch, sells Alphabet Inc, TripAdvisor Inc, Charter Communications Inc, Nuance Communications Inc, Snowflake Inc during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Honeycomb Asset Management LP. As of 2021Q2, Honeycomb Asset Management LP owns 48 stocks with a total value of $1.5 billion. These are the details of the buys and sells.New Purchases: EXPE, RNG, VMEO, AMD, FTCH, DT, NFLX, CRM, TWTR, GRUB, WMG, BOWX, BABA, FOXA, S, S, LEVI, VIAC, YOU, OUT, Added Positions: UBER, MTCH, CRNC, Reduced Positions: GOOGL, TRIP, CHTR, SPOT, ADBE, FB, TWLO, AMZN, MSFT, BMBL, WDAY, PTON, BFLY, XPOA, FST, Sold Out: NUAN, SNOW, IAC, V, MA, NOW, SNAP, SHOP, CVNA, PSFE, TSLA, SABR, For the details of Honeycomb Asset Management LP’s stock buys and sells, go to https://www.gurufocus.com/guru/honeycomb+asset+management+lp/current-portfolio/portfolioThese are the top 5 holdings of Honeycomb Asset Management LPS&P 500 ETF TRUST ETF (SPY) – 425,000 shares, 12.10% of the total portfolio. Facebook Inc (FB) – 253,550 shares, 5.87% of the total portfolio. Shares reduced by 28.28%Amazon.com Inc (AMZN) – 20,911 shares, 4.79% of the total portfolio. Shares…
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