13F HOLDINGS REPORT
Ardmore Road Asset Management LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001835730-25-000005
Total Value
$975.2M
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 140,000 | $80.7M | 8.27% |
| 2 | BLOCK INC | BSQKZ | 1,050,000 | $57.0M | 5.85% |
| 3 | SNOWFLAKE INC | SNOW | 360,000 | $52.6M | 5.40% |
| 4 | CISCO SYS INC | CSCO | 800,000 | $49.4M | 5.06% |
| 5 | FLUTTER ENTMT PLC | G3643J108 | 220,000 | $48.7M | 5.00% |
| 6 | ATLASSIAN CORPORATION | TEAM | 200,000 | $42.4M | 4.35% |
| 7 | BOOKING HOLDINGS INC | BKNG | 9,000 | $41.5M | 4.25% |
| 8 | ROKU INC | ROKU | 525,000 | $37.0M | 3.79% |
| 9 | JD.COM INC | JDCMF | 800,000 | $32.9M | 3.37% |
| 10 | NETFLIX INC | NFLX | 35,000 | $32.6M | 3.35% |
| 11 | EXPEDIA GROUP INC | EXPE | 190,000 | $31.9M | 3.28% |
| 12 | CARVANA CO | CVNA | 150,000 | $31.4M | 3.22% |
| 13 | INTUIT | INTU | 50,980 | $31.3M | 3.21% |
| 14 | QUALCOMM INC | QCOM | 200,000 | $30.7M | 3.15% |
| 15 | AFFIRM HLDGS INC | AFRM | 600,000 | $27.1M | 2.78% |
| 16 | SEA LTD | SE | 200,000 | $26.1M | 2.68% |
| 17 | FOX CORP | FOX | 420,000 | $23.8M | 2.44% |
| 18 | ISHARES BITCOIN TRUST ETF | IBIT | 488,000 | $22.8M | 2.34% |
| 19 | DRAFTKINGS INC NEW | DKNG | 600,000 | $19.9M | 2.04% |
| 20 | DATADOG INC | DDOG | 200,000 | $19.8M | 2.03% |
| 21 | ALIBABA GROUP HLDG LTD | BBAAY | 150,000 | $19.8M | 2.03% |
| 22 | PAYPAL HLDGS INC | PYPL | 300,000 | $19.6M | 2.01% |
| 23 | REDDIT INC | RDDT | 180,000 | $18.9M | 1.94% |
| 24 | ELASTIC N V | ESTC | 210,000 | $18.7M | 1.92% |
| 25 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 110,000 | $18.3M | 1.87% |
| 26 | WESTERN DIGITAL CORP | WDC | 400,000 | $16.2M | 1.66% |
| 27 | MAPLEBEAR INC | CART | 400,000 | $16.0M | 1.64% |
| 28 | ADVANCED MICRO DEVICES INC | AMD | 150,000 | $15.4M | 1.58% |
| 29 | DOORDASH INC | DASH | 80,000 | $14.6M | 1.50% |
| 30 | UBER TECHNOLOGIES INC | UBER | 200,000 | $14.6M | 1.49% |
| 31 | ARK ETF TR | 00214Q104 | 270,000 | $12.8M | 1.32% |
| 32 | MICRON TECHNOLOGY INC | MU | 130,000 | $11.3M | 1.16% |
| 33 | THE TRADE DESK INC | 88339J105 | 200,738 | $11.0M | 1.13% |
| 34 | KE HLDGS INC | BEKE | 525,000 | $10.5M | 1.08% |
| 35 | DOCUSIGN INC | DOCU | 110,000 | $9.0M | 0.92% |
| 36 | PELOTON INTERACTIVE INC | PTON | 1,100,000 | $7.0M | 0.71% |
| 37 | VANGUARD INDEX FDS | 922908363 | 2,700 | $1.4M | 0.14% |
| 38 | INVESCO QQQ TR | IVZ | 1,000 | $468,920 | 0.05% |