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Ardmore Road Asset Management LP 13F Holdings
Holdings from the most recent 13F from Ardmore Road Asset Management LP
Filed: 2022-11-14 (Q3 2022) | Holdings: 30 | Value: $252.6M | 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 |
| EXPE - EXPEDIA GROUP INC | Add 261% ($22.0M) | 12.05% | $30.4M | +68.53% | +13.93% | +28.05% | |
| TCOM - TRIP COM GROUP LTD | Add 350% ($19.1M) | 9.73% | $24.6M | +98.44% | +27.37% | +20.51% | |
| SNAP - SNAP INC | New Purchase | 8.54% | $21.6M | -25.85% | -4.25% | +3.74% | |
| ABNB - AIRBNB INC | New Purchase | 8.32% | $21.0M | +23.11% | +25.39% | +17.46% | |
| BKNG - BOOKING HOLDINGS INC | Add 150% ($9.9M) | 6.51% | $16.4M | +184.06% | +23.99% | +53.76% | |
| META - META PLATFORMS INC | Add 50% ($5.4M) | 6.45% | $16.3M | +535.53% | +52.63% | +186.65% | |
| ATVI - ACTIVISION BLIZZARD INC | New Purchase | 5.60% | $14.1M | ||||
| BIDU - BAIDU INC | Add 233% ($8.2M) | 4.65% | $11.7M | -11.78% | +55.73% | +15.58% | |
| SQ - BLOCK INC | Add 732% ($10.1M) | 4.53% | $11.4M | -10.89% | +10.59% | -24.70% | |
| AMZN - AMAZON COM INC | Add 186% ($7.3M) | 4.47% | $11.3M | +116.36% | -1.99% | +38.75% | |
| TWTR - TWITTER INC | Add 300% ($6.6M) | 3.47% | $8.8M | ||||
| BABA - ALIBABA GROUP HLDG LTD | New Purchase | 3.17% | $8.0M | +52.08% | +30.60% | +10.31% | |
| SEAS - SEAWORLD ENTMT INC | Reduce 66% $(14.1M) | 2.88% | $7.3M | -18.45% | +14.32% | -14.99% | |
| FTCH - FARFETCH LTD | New Purchase | 2.36% | $6.0M | ||||
| TSLA - TESLA INC | New Purchase | 2.10% | $5.3M | +65.22% | +9.37% | +23.97% | |
| LSXMK - LIBERTY MEDIA CORP DEL | Add 241% ($3.6M) | 2.04% | $5.2M | -22.46% | -24.50% | ||
| LSXMA - LIBERTY MEDIA CORP DEL | New Purchase | 1.91% | $4.8M | -22.56% | -20.67% | ||
| SPOT - SPOTIFY TECHNOLOGY S A | New Purchase | 1.71% | $4.3M | +798.48% | +49.17% | +102.07% | |
| FWONA - LIBERTY MEDIA CORP DEL | Add 247% ($2.6M) | 1.42% | $3.6M | +92.71% | +24.32% | +15.89% | |
| MELI - MERCADOLIBRE INC | Reduce 69% $(7.4M) | 1.31% | $3.3M | +153.54% | +14.84% | +42.86% | |
| JD - JD.COM INC | New Purchase | 1.00% | $2.5M | -35.49% | -5.04% | -47.26% | |
| OPEN - OPENDOOR TECHNOLOGIES INC | Add 700% ($2.2M) | 0.98% | $2.5M | -72.63% | +14.71% | +21.08% | |
| WSM - WILLIAMS SONOMA INC | Reduce 85% $(13.8M) | 0.93% | $2.4M | +151.65% | -3.75% | +20.73% | |
| RVLV - REVOLVE GROUP INC | Reduce 60% $(3.3M) | 0.86% | $2.2M | -27.18% | -5.02% | -50.24% | |
| KMX - CARMAX INC | New Purchase | 0.65% | $1.7M | -12.59% | -0.84% | -10.84% | |
| UBER - UBER TECHNOLOGIES INC | Reduce 70% $(3.7M) | 0.63% | $1.6M | +202.58% | +19.77% | +77.72% | |
| DKNG - DRAFTKINGS INC NEW | New Purchase | 0.60% | $1.5M | +181.43% | +16.67% | +140.29% | |
| VZIO - VIZIO HLDG CORP | Reduce 86% $(6.7M) | 0.41% | $1.0M | -8.12% | -37.35% | ||
| FIGS - FIGS INC | Reduce 46% $(866.0K) | 0.41% | $1.0M | -11.56% | +47.00% | -2.10% | |
| GRAB - GRAB HOLDINGS LIMITED | Reduce 83% $(3.9M) | 0.31% | $789.0K | +60.26% | +19.87% | +11.40% | |
| IGV - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| QQQ - INVESCO QQQ TR | Reduce 100% | 0.00% | $0.00 | ||||
| IHRT - IHEARTMEDIA INC | Reduce 100% | 0.00% | $0.00 | ||||
| FSLY - FASTLY INC | Reduce 100% | 0.00% | $0.00 | ||||
| DISH - DISH NETWORK CORPORATION | Reduce 100% | 0.00% | $0.00 | ||||
| UPWK - UPWORK INC | Reduce 100% | 0.00% | $0.00 | ||||