13F HOLDINGS REPORT
Ardmore Road Asset Management LP
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001835730-25-000006
Total Value
$1.21B
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 600,000 | $105.7M | 8.75% |
| 2 | ADVANCED MICRO DEVICES INC | AMD | 600,000 | $85.1M | 7.05% |
| 3 | AT&T INC | T-PC | 2,500,000 | $72.3M | 5.99% |
| 4 | CISCO SYS INC | CSCO | 1,000,000 | $69.4M | 5.74% |
| 5 | AMAZON COM INC | AMZN | 293,000 | $64.3M | 5.32% |
| 6 | FLUTTER ENTMT PLC | G3643J108 | 200,000 | $57.2M | 4.73% |
| 7 | BROADCOM INC | AVGO | 200,000 | $55.1M | 4.56% |
| 8 | NVIDIA CORPORATION | NVDA | 330,958 | $52.3M | 4.33% |
| 9 | DISNEY WALT CO | 254687106 | 400,000 | $49.6M | 4.11% |
| 10 | PAYPAL HLDGS INC | PYPL | 650,000 | $48.3M | 4.00% |
| 11 | BOOKING HOLDINGS INC | BKNG | 7,000 | $40.5M | 3.35% |
| 12 | BLOCK INC | BSQKZ | 550,000 | $37.4M | 3.09% |
| 13 | DRAFTKINGS INC NEW | DKNG | 850,000 | $36.5M | 3.02% |
| 14 | AFFIRM HLDGS INC | AFRM | 500,000 | $34.6M | 2.86% |
| 15 | JD.COM INC | JDCMF | 900,000 | $29.4M | 2.43% |
| 16 | MARVELL TECHNOLOGY INC | MRVL | 350,000 | $27.1M | 2.24% |
| 17 | PINTEREST INC | PINS | 700,000 | $25.1M | 2.08% |
| 18 | DOORDASH INC | DASH | 101,000 | $24.9M | 2.06% |
| 19 | MICROSOFT CORP | MSFT | 50,000 | $24.9M | 2.06% |
| 20 | META PLATFORMS INC | META | 30,000 | $22.1M | 1.83% |
| 21 | ROKU INC | ROKU | 250,000 | $22.0M | 1.82% |
| 22 | ISHARES TR | 464287515 | 200,000 | $21.9M | 1.81% |
| 23 | ISHARES BITCOIN TRUST ETF | IBIT | 344,000 | $21.1M | 1.74% |
| 24 | TRIP COM GROUP LTD | TRPCF | 350,000 | $20.5M | 1.70% |
| 25 | APPLOVIN CORP | APP | 49,900 | $17.5M | 1.45% |
| 26 | CHEWY INC | CHWY | 404,100 | $17.2M | 1.43% |
| 27 | CORE SCIENTIFIC INC NEW | 21874A106 | 1,000,000 | $17.1M | 1.41% |
| 28 | CELESTICA INC | CLS | 100,000 | $15.6M | 1.29% |
| 29 | ETSY INC | ETSY | 301,000 | $15.1M | 1.25% |
| 30 | UBER TECHNOLOGIES INC | UBER | 150,000 | $14.0M | 1.16% |
| 31 | ROBLOX CORP | RBLX | 125,000 | $13.2M | 1.09% |
| 32 | ON SEMICONDUCTOR CORP | ON | 250,000 | $13.1M | 1.08% |
| 33 | DOCUSIGN INC | DOCU | 156,000 | $12.2M | 1.01% |
| 34 | EQUINIX INC | EQIX | 8,647 | $6.9M | 0.57% |
| 35 | PELOTON INTERACTIVE INC | PTON | 800,000 | $5.6M | 0.46% |
| 36 | APPLIED DIGITAL CORP | APLD | 453,365 | $4.6M | 0.38% |
| 37 | EXPEDIA GROUP INC | EXPE | 25,000 | $4.2M | 0.35% |
| 38 | IREN LIMITED | IREN | 288,920 | $4.2M | 0.35% |
| 39 | MOBILEYE GLOBAL INC | MBLY | 40,000 | $719,200 | 0.06% |