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Ardmore Road Asset Management LP 13F Holdings
Holdings from the most recent 13F from Ardmore Road Asset Management LP
Filed: 2022-05-16 (Q1 2022) | Holdings: 19 | Value: $167.0M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| BKNG - BOOKING HOLDINGS INC | Add 52% ($6.0M) | 10.65% | $17.8M | +166.68% | +0.22% | +26.90% | |
| WSM - WILLIAMS SONOMA INC | New Purchase | 10.42% | $17.4M | +169.41% | +29.52% | -7.86% | |
| AMZN - AMAZON COM INC | Add 14% ($2.0M) | 9.98% | $16.7M | +91.68% | +25.45% | +1.96% | |
| OPEN - OPENDOOR TECHNOLOGIES INC | Add 3100% ($13.4M) | 8.29% | $13.8M | -92.62% | -30.25% | -67.63% | |
| IGV - ISHARES TR | New Purchase | 8.26% | $13.8M | +94.77% | +11.14% | +9.52% | |
| UBER - UBER TECHNOLOGIES INC | Add 54% ($3.7M) | 6.41% | $10.7M | +282.89% | +26.32% | +55.59% | |
| VZIO - VIZIO HLDG CORP | Add 36% ($2.7M) | 6.01% | $10.0M | +42.46% | -14.62% | ||
| BIDU - BAIDU INC | New Purchase | 5.93% | $9.9M | -29.94% | +7.48% | +5.76% | |
| AFRM - AFFIRM HLDGS INC | Add 122% ($5.1M) | 5.54% | $9.3M | +181.80% | +57.50% | -44.57% | |
| RVLV - REVOLVE GROUP INC | Reduce 62% $(12.7M) | 4.75% | $7.9M | -30.37% | -8.99% | -39.91% | |
| SEAS - SEAWORLD ENTMT INC | New Purchase | 4.46% | $7.4M | -19.22% | -5.70% | -2.05% | |
| WOOF - PETCO HEALTH & WELLNESS CO I | New Purchase | 3.81% | $6.4M | -84.95% | -9.28% | -45.25% | |
| GRAB - GRAB HOLDINGS LIMITED | New Purchase | 3.77% | $6.3M | +78.93% | +36.78% | +23.37% | |
| SIX - SIX FLAGS ENTMT CORP NEW | Add 188% ($4.1M) | 3.75% | $6.3M | -13.02% | -7.66% | ||
| EXPE - EXPEDIA GROUP INC | New Purchase | 3.57% | $6.0M | +32.01% | -10.17% | -24.97% | |
| IHRT - IHEARTMEDIA INC | New Purchase | 1.70% | $2.8M | -86.45% | -20.32% | -77.98% | |
| TCOM - TRIP COM GROUP LTD | Reduce 50% $(2.3M) | 1.38% | $2.3M | +166.94% | +18.56% | +52.78% | |
| HTZ - HERTZ GLOBAL HLDGS INC | Reduce 69% $(3.0M) | 0.80% | $1.3M | -60.69% | +9.41% | -14.98% | |
| FIGS - FIGS INC | New Purchase | 0.52% | $861.0K | -40.85% | +28.05% | -14.53% | |
| GOOGL - ALPHABET INC | Reduce 100% | 0.00% | $0.00 | ||||
| APP - APPLOVIN CORP | Reduce 100% | 0.00% | $0.00 | ||||
| BMBL - BUMBLE INC | Reduce 100% | 0.00% | $0.00 | ||||
| COUR - COURSERA INC | Reduce 100% | 0.00% | $0.00 | ||||
| CPNG - COUPANG INC | Reduce 100% | 0.00% | $0.00 | ||||
| META - META PLATFORMS INC | Reduce 100% | 0.00% | $0.00 | ||||
| GDRX - GOODRX HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| JD - JD.COM INC | Reduce 100% | 0.00% | $0.00 | ||||
| MELI - MERCADOLIBRE INC | Reduce 100% | 0.00% | $0.00 | ||||
| NIO - NIO INC | Reduce 100% | 0.00% | $0.00 | ||||
| OSTK - OVERSTOCK COM INC DEL | Reduce 100% | 0.00% | $0.00 | ||||
| PYPL - PAYPAL HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| SNAP - SNAP INC | Reduce 100% | 0.00% | $0.00 | ||||
| TWTR - TWITTER INC | Reduce 100% | 0.00% | $0.00 | ||||
| SMH - VANECK ETF TRUST | Reduce 100% | 0.00% | $0.00 | ||||