Established in June 2016 by David Fiszel, Honeycomb Asset Management is a distinguished hedge fund manager headquartered in New York City. Specializing in global investments across technology, media, telecom, and consumer-company stocks within the US market, the firm is renowned for its expertise in long/short equity strategies.
David Fiszel is a multifaceted investor, philanthropist, and lifelong learner. As the founder and Chief Investment Officer (CIO) of Honeycomb Asset Management LP, Fiszel shapes the firm's investment style and strategy. Honeycomb specializes in long/short equity and private growth investments, with a strong focus on innovation. Fiszel's global investment approach spans diverse industries such as technology, media, telecommunications, and consumer-related sectors. Since its inception in 2016, the firm has grown to manage over $1.4 billion in assets, thanks to its established, repeatable, and scalable investment methodology. With two decades of experience, Fiszel began his career as a financial analyst at Omega and subsequently served as a portfolio manager at Point72, where he invested in both public and private companies. Known for his attentive approach to investing and adept trend-spotting abilities, Fiszel's leadership at Honeycomb drives the firm's mission to "Invest in the Future and Short the Past." In 2018, Fiszel established the Fiszel Family Foundation, dedicated to investing in education and healthcare initiatives. He also serves on the NYU Langone Orthopedic Hospital board and remains an active alumnus and supporter of Stuyvesant High School. He is an alumnus of The University of Texas at Austin, where he earned a B.B.A. in Finance.
Honeycomb Asset Management is a prominent hedge fund managing assets for 6 clients, with discretionary assets under management totaling $748,252,424 as per their Form ADV dated March 2024. Their latest 13F filing for Q1 2024 disclosed managed 13F securities valued at $632,787,927, with a top 10 holdings concentration of 52.35%. Apple Inc. stands as their largest holding, with 300,000 shares held.
| Fund Name: | Honeycomb Asset Management |
| Manager | David Fiszel |
| Portfolio Value | $283,091,321 |
| Change This QTR | +0.74% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | AAPL | 200,000 | $46,600,000 | -20% | 16.46% | ||
| 2. | SPOT | 75,000 | $27,639,750 | -29% | 9.76% | ||
| 3. | DKNG | 700,000 | $27,440,000 | NEW | 9.69% | ||
| 4. | SPY | 42,000 | $24,097,920 | NEW | 8.51% | ||
| 5. | SPHR | 475,000 | $20,985,500 | NEW | 7.41% |
