13F HOLDINGS REPORT
Ardmore Road Asset Management LP
Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0001835730-25-000002
Total Value
$685.8M
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 90,000 | $52.7M | 7.68% |
| 2 | FLUTTER ENTMT PLC | G3643J108 | 189,594 | $49.0M | 7.14% |
| 3 | JD.COM INC | JDCMF | 1,320,000 | $45.8M | 6.67% |
| 4 | AMAZON COM INC | AMZN | 202,000 | $44.3M | 6.46% |
| 5 | AT&T INC | T-PC | 1,500,000 | $34.2M | 4.98% |
| 6 | MARVELL TECHNOLOGY INC | MRVL | 300,000 | $33.1M | 4.83% |
| 7 | ALPHABET INC | GOOG | 151,000 | $28.6M | 4.17% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 140,000 | $27.6M | 4.03% |
| 9 | MICROSOFT CORP | MSFT | 60,000 | $25.3M | 3.69% |
| 10 | CISCO SYS INC | CSCO | 400,000 | $23.7M | 3.45% |
| 11 | CARVANA CO | CVNA | 100,000 | $20.3M | 2.97% |
| 12 | PAYPAL HLDGS INC | PYPL | 230,000 | $19.6M | 2.86% |
| 13 | BROADCOM INC | AVGO | 81,000 | $18.8M | 2.74% |
| 14 | WARNER MUSIC GROUP CORP | WMG | 600,000 | $18.6M | 2.71% |
| 15 | SNOWFLAKE INC | SNOW | 120,000 | $18.5M | 2.70% |
| 16 | AFFIRM HLDGS INC | AFRM | 301,000 | $18.3M | 2.67% |
| 17 | CHARTER COMMUNICATIONS INC N | 16119P108 | 50,000 | $17.1M | 2.50% |
| 18 | QUALCOMM INC | QCOM | 100,000 | $15.4M | 2.24% |
| 19 | BOOKING HOLDINGS INC | BKNG | 3,000 | $14.9M | 2.17% |
| 20 | ELASTIC N V | ESTC | 150,000 | $14.9M | 2.17% |
| 21 | FOX CORP | FOX | 300,000 | $14.6M | 2.12% |
| 22 | ROKU INC | ROKU | 193,976 | $14.4M | 2.10% |
| 23 | DATADOG INC | DDOG | 100,000 | $14.3M | 2.08% |
| 24 | ARISTA NETWORKS INC | ANET | 120,000 | $13.3M | 1.93% |
| 25 | DOORDASH INC | DASH | 75,000 | $12.6M | 1.83% |
| 26 | EXPEDIA GROUP INC | EXPE | 60,000 | $11.2M | 1.63% |
| 27 | INTEL CORP | INTC | 510,000 | $10.2M | 1.49% |
| 28 | MAPLEBEAR INC | CART | 225,000 | $9.3M | 1.36% |
| 29 | WESTERN DIGITAL CORP | WDC | 150,000 | $8.9M | 1.30% |
| 30 | ATLASSIAN CORPORATION | TEAM | 35,000 | $8.5M | 1.24% |
| 31 | SOFI TECHNOLOGIES INC | SOFI | 500,000 | $7.7M | 1.12% |
| 32 | COUPANG INC | CPNG | 350,000 | $7.7M | 1.12% |
| 33 | GRAB HOLDINGS LIMITED | GRABW | 1,000,000 | $4.7M | 0.69% |
| 34 | VANGUARD INDEX FDS | 922908363 | 7,100 | $3.8M | 0.56% |
| 35 | ISHARES BITCOIN TRUST ETF | IBIT | 37,456 | $2.0M | 0.29% |
| 36 | DRAFTKINGS INC NEW | DKNG | 50,000 | $1.9M | 0.27% |