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Ardmore Road Asset Management LP 13F Holdings
Holdings from the most recent 13F from Ardmore Road Asset Management LP
Filed: 2023-02-14 (Q4 2022) | Holdings: 27 | Value: $192.7M | 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 |
| GOOGL - ALPHABET INC | New Purchase | 11.44% | $22.1M | +87.63% | +23.30% | +51.10% | |
| MELI - MERCADOLIBRE INC | Add 425% ($14.4M) | 9.22% | $17.8M | +132.94% | +15.58% | +57.92% | |
| META - META PLATFORMS INC | 7.49% | $14.4M | +320.68% | +35.40% | +174.37% | ||
| BIDU - BAIDU INC | Add 25% ($2.9M) | 7.42% | $14.3M | -43.97% | -16.63% | -30.20% | |
| SHOP - SHOPIFY INC | New Purchase | 6.30% | $12.1M | +126.18% | +20.75% | +64.71% | |
| BKNG - BOOKING HOLDINGS INC | Reduce 40% $(8.1M) | 6.27% | $12.1M | +134.51% | +5.84% | +50.03% | |
| UBER - UBER TECHNOLOGIES INC | Add 608% ($9.0M) | 5.45% | $10.5M | +166.50% | +8.94% | +132.48% | |
| NOW - SERVICENOW INC | New Purchase | 5.04% | $9.7M | +123.99% | +0.91% | +69.94% | |
| FTCH - FARFETCH LTD | Add 125% ($4.7M) | 4.42% | $8.5M | ||||
| AMZN - AMAZON COM INC | 4.36% | $8.4M | +121.40% | +12.22% | +71.36% | ||
| MSFT - MICROSOFT CORP | New Purchase | 3.73% | $7.2M | +88.67% | +15.33% | +52.76% | |
| TEAM - ATLASSIAN CORPORATION | New Purchase | 3.00% | $5.8M | +12.20% | -19.69% | +17.75% | |
| SEAS - SEAWORLD ENTMT INC | Reduce 38% $(3.2M) | 2.78% | $5.4M | -28.94% | -13.11% | -28.24% | |
| EXPE - EXPEDIA GROUP INC | Reduce 82% $(23.2M) | 2.73% | $5.3M | +45.18% | -20.98% | +18.70% | |
| LSXMK - LIBERTY MEDIA CORP DEL | Reduce 5% $(257.9K) | 2.64% | $5.1M | -18.28% | +11.27% | ||
| NFLX - NETFLIX INC | New Purchase | 2.29% | $4.4M | +275.50% | -5.82% | +66.41% | |
| CPNG - COUPANG INC | New Purchase | 1.91% | $3.7M | +93.29% | +6.71% | +1.68% | |
| DASH - DOORDASH INC | New Purchase | 1.77% | $3.4M | +289.80% | +4.68% | +99.67% | |
| LSXMA - LIBERTY MEDIA CORP DEL | Reduce 37% $(1.8M) | 1.63% | $3.1M | -18.25% | +17.63% | ||
| SQ - BLOCK INC | Reduce 76% $(9.9M) | 1.63% | $3.1M | -13.68% | -27.74% | -11.72% | |
| RVLV - REVOLVE GROUP INC | Add 40% ($890.4K) | 1.62% | $3.1M | -23.91% | -31.39% | -35.03% | |
| IQ - IQIYI INC | New Purchase | 1.37% | $2.6M | -76.34% | -20.19% | -52.01% | |
| CRWD - CROWDSTRIKE HLDGS INC | New Purchase | 1.37% | $2.6M | +336.39% | +16.14% | +183.93% | |
| FWONA - LIBERTY MEDIA CORP DEL | Reduce 34% $(1.2M) | 1.25% | $2.4M | +55.33% | +5.41% | +1.22% | |
| W - WAYFAIR INC | New Purchase | 1.02% | $2.0M | +0.25% | -28.03% | +2.37% | |
| ATVI - ACTIVISION BLIZZARD INC | Reduce 87% $(12.6M) | 0.99% | $1.9M | ||||
| BILL - BILL COM HLDGS INC | New Purchase | 0.85% | $1.6M | -52.08% | +1.19% | -32.58% | |
| KMX - CARMAX INC | Reduce 100% | 0.00% | $0.00 | ||||
| GRAB - GRAB HOLDINGS LIMITED | Reduce 100% | 0.00% | $0.00 | ||||
| ABNB - AIRBNB INC | Reduce 100% | 0.00% | $0.00 | ||||
| TSLA - TESLA INC | Reduce 100% | 0.00% | $0.00 | ||||
| DKNG - DRAFTKINGS INC NEW | Reduce 100% | 0.00% | $0.00 | ||||
| SNAP - SNAP INC | Reduce 100% | 0.00% | $0.00 | ||||
| FIGS - FIGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| WSM - WILLIAMS SONOMA INC | Reduce 100% | 0.00% | $0.00 | ||||
| JD - JD.COM INC | Reduce 100% | 0.00% | $0.00 | ||||
| VZIO - VIZIO HLDG CORP | Reduce 100% | 0.00% | $0.00 | ||||
| TWTR - TWITTER INC | Reduce 100% | 0.00% | $0.00 | ||||
| BABA - ALIBABA GROUP HLDG LTD | Reduce 100% | 0.00% | $0.00 | ||||
| OPEN - OPENDOOR TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | ||||
| SPOT - SPOTIFY TECHNOLOGY S A | Reduce 100% | 0.00% | $0.00 | ||||
| TCOM - TRIP COM GROUP LTD | Reduce 100% | 0.00% | $0.00 | ||||