13F HOLDINGS REPORT
Ardmore Road Asset Management LP
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001835730-25-000009
Total Value
$1.55B
Positions
71
Other Managers
0
Confidential Omitted
No
Holdings (71)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 500,000 | $93.3M | 6.02% |
| 2 | ADVANCED MICRO DEVICES INC | AMD | 451,000 | $73.0M | 4.71% |
| 3 | ALPHABET INC | GOOG | 300,000 | $72.9M | 4.71% |
| 4 | BLOCK INC | BSQKZ | 850,000 | $61.4M | 3.97% |
| 5 | FLUTTER ENTMT PLC | G3643J108 | 225,000 | $57.1M | 3.69% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 200,000 | $55.9M | 3.61% |
| 7 | NETFLIX INC | NFLX | 41,000 | $49.2M | 3.17% |
| 8 | COREWEAVE INC | CRWV | 350,000 | $47.9M | 3.09% |
| 9 | ALIBABA GROUP HLDG LTD | BBAAY | 250,000 | $44.7M | 2.89% |
| 10 | SPOTIFY TECHNOLOGY S A | SPOT | 60,000 | $41.9M | 2.70% |
| 11 | DISNEY WALT CO | 254687106 | 350,000 | $40.1M | 2.59% |
| 12 | EQUINIX INC | EQIX | 50,000 | $39.2M | 2.53% |
| 13 | THE TRADE DESK INC | 88339J105 | 750,000 | $36.8M | 2.37% |
| 14 | ETSY INC | ETSY | 550,000 | $36.5M | 2.36% |
| 15 | SEA LTD | SE | 201,000 | $35.9M | 2.32% |
| 16 | FOX CORP | FOX | 625,000 | $35.8M | 2.31% |
| 17 | ROBLOX CORP | RBLX | 250,000 | $34.6M | 2.24% |
| 18 | INTUIT | INTU | 50,000 | $34.1M | 2.21% |
| 19 | CARVANA CO | CVNA | 90,000 | $34.0M | 2.19% |
| 20 | AT&T INC | T-PC | 1,200,000 | $33.9M | 2.19% |
| 21 | DRAFTKINGS INC NEW | DKNG | 900,000 | $33.7M | 2.17% |
| 22 | META PLATFORMS INC | META | 40,000 | $29.4M | 1.90% |
| 23 | LUMENTUM HLDGS INC | LITE | 180,000 | $29.3M | 1.89% |
| 24 | PINTEREST INC | PINS | 900,000 | $29.0M | 1.87% |
| 25 | PDD HOLDINGS INC | PDD | 200,000 | $26.4M | 1.71% |
| 26 | MICROSOFT CORP | MSFT | 51,000 | $26.4M | 1.71% |
| 27 | ISHARES BITCOIN TRUST ETF | IBIT | 400,000 | $26.0M | 1.68% |
| 28 | TWILIO INC | TWLO | 250,000 | $25.0M | 1.62% |
| 29 | SYNOPSYS INC | SNPS | 50,000 | $24.7M | 1.59% |
| 30 | ROKU INC | ROKU | 240,000 | $24.0M | 1.55% |
| 31 | NEBIUS GROUP N.V. | NBIS | 201,000 | $22.6M | 1.46% |
| 32 | ATLASSIAN CORPORATION | TEAM | 140,000 | $22.4M | 1.44% |
| 33 | FORTINET INC | FTNT | 250,000 | $21.0M | 1.36% |
| 34 | COUPANG INC | CPNG | 650,000 | $20.9M | 1.35% |
| 35 | MAPLEBEAR INC | CART | 553,000 | $20.3M | 1.31% |
| 36 | JD.COM INC | JDCMF | 500,000 | $17.5M | 1.13% |
| 37 | BOOKING HOLDINGS INC | BKNG | 3,156 | $17.0M | 1.10% |
| 38 | MONGODB INC | MDB | 50,000 | $15.5M | 1.00% |
| 39 | GDS HLDGS LTD | GDHLF | 401,000 | $15.5M | 1.00% |
| 40 | AFFIRM HLDGS INC | AFRM | 200,000 | $14.6M | 0.94% |
| 41 | HESAI GROUP | HSIGF | 450,000 | $12.6M | 0.82% |
| 42 | UNITED PARKS & RESORTS INC | PRKS | 225,000 | $11.6M | 0.75% |
| 43 | ELECTRONIC ARTS INC | EA | 50,900 | $10.3M | 0.66% |
| 44 | CHEWY INC | CHWY | 250,000 | $10.1M | 0.65% |
| 45 | PAYPAL HLDGS INC | PYPL | 150,000 | $10.1M | 0.65% |
| 46 | UBER TECHNOLOGIES INC | UBER | 100,000 | $9.8M | 0.63% |
| 47 | EBAY INC. | EBAY | 101,000 | $9.2M | 0.59% |
| 48 | PELOTON INTERACTIVE INC | PTON | 1,000,000 | $9.0M | 0.58% |
| 49 | APPLOVIN CORP | APP | 10,500 | $7.5M | 0.49% |
| 50 | DOORDASH INC | DASH | 20,000 | $5.4M | 0.35% |
| 51 | COINBASE GLOBAL INC | COIN | 10,000 | $3.4M | 0.22% |
| 52 | TRIP COM GROUP LTD | TRPCF | 40,000 | $3.0M | 0.19% |
| 53 | INTERNATIONAL BUSINESS MACHS | INTR | 10,000 | $2.8M | 0.18% |
| 54 | ORACLE CORP | ORCL-PD | 10,000 | $2.8M | 0.18% |
| 55 | CHARTER COMMUNICATIONS INC N | 16119P108 | 10,000 | $2.8M | 0.18% |
| 56 | CIRCLE INTERNET GROUP INC | CRCL | 20,000 | $2.7M | 0.17% |
| 57 | AIRBNB INC | ABNB | 20,000 | $2.4M | 0.16% |
| 58 | T-MOBILE US INC | TMUSZ | 10,000 | $2.4M | 0.15% |
| 59 | ASTERA LABS INC | ALAB | 10,000 | $2.0M | 0.13% |
| 60 | ARISTA NETWORKS INC | ANET | 10,000 | $1.5M | 0.09% |
| 61 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 10,000 | $1.5M | 0.09% |
| 62 | HIMS & HERS HEALTH INC | HIMS | 20,000 | $1.1M | 0.07% |
| 63 | FIGMA INC | FIG | 20,000 | $1.0M | 0.07% |
| 64 | UPSTART HLDGS INC | UPST | 20,000 | $1.0M | 0.07% |
| 65 | CABLE ONE INC | CABO | 5,000 | $885,250 | 0.06% |
| 66 | ROGERS COMMUNICATIONS INC | RCIAF | 20,000 | $689,400 | 0.04% |
| 67 | SOFI TECHNOLOGIES INC | SOFI | 20,000 | $528,400 | 0.03% |
| 68 | PARAMOUNT SKYDANCE CORP | PSKY | 20,000 | $378,400 | 0.02% |
| 69 | STUBHUB HLDGS INC | STUB | 20,000 | $336,800 | 0.02% |
| 70 | TELUS CORPORATION | TU | 20,000 | $315,400 | 0.02% |
| 71 | FUBOTV INC | FUBO | 20,000 | $83,000 | 0.01% |