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Ardmore Road Asset Management LP 13F Holdings
Holdings from the most recent 13F from Ardmore Road Asset Management LP
Filed: 2023-05-15 (Q1 2023) | Holdings: 29 | Value: $223.2M | 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 |
| MSFT - MICROSOFT CORP | Add 167% ($14.4M) | 10.33% | $23.1M | +62.91% | +3.86% | +37.24% | |
| SEAS - SEAWORLD ENTMT INC | Add 225% ($13.8M) | 8.93% | $19.9M | -17.08% | -14.52% | -8.20% | |
| MELI - MERCADOLIBRE INC | Reduce 38% $(10.5M) | 7.68% | $17.1M | +99.04% | -3.01% | +35.22% | |
| CRM - SALESFORCE INC | New Purchase | 6.71% | $15.0M | +36.59% | +2.51% | +41.16% | |
| INTU - INTUIT | New Purchase | 5.99% | $13.4M | +86.33% | +17.61% | +55.76% | |
| EXPE - EXPEDIA GROUP INC | Add 118% ($6.9M) | 5.68% | $12.7M | +83.69% | +14.74% | +21.49% | |
| TTD - THE TRADE DESK INC | New Purchase | 5.46% | $12.2M | +8.94% | +14.30% | +46.43% | |
| UBER - UBER TECHNOLOGIES INC | Reduce 18% $(2.4M) | 4.97% | $11.1M | +141.31% | +15.08% | +74.14% | |
| SMH - VANECK ETF TRUST | New Purchase | 4.72% | $10.5M | +123.80% | +16.54% | +85.82% | |
| PINS - PINTEREST INC | New Purchase | 4.28% | $9.5M | +63.71% | +19.35% | +94.76% | |
| RBLX - ROBLOX CORP | New Purchase | 4.20% | $9.4M | +171.44% | -24.83% | -15.78% | |
| META - META PLATFORMS INC | Reduce 67% $(17.0M) | 3.80% | $8.5M | +212.84% | +24.81% | +100.91% | |
| PYPL - PAYPAL HLDGS INC | New Purchase | 3.40% | $7.6M | +19.16% | -3.43% | +3.72% | |
| ATVI - ACTIVISION BLIZZARD INC | Add 180% ($3.9M) | 2.68% | $6.0M | ||||
| MTCH - MATCH GROUP INC NEW | New Purchase | 2.58% | $5.8M | -3.38% | +38.66% | -2.94% | |
| LYFT - LYFT INC | New Purchase | 2.08% | $4.6M | +85.82% | +34.28% | +100.35% | |
| BIDU - BAIDU INC | Reduce 76% $(14.3M) | 2.03% | $4.5M | -31.49% | +3.87% | -10.44% | |
| XPEV - XPENG INC | New Purchase | 1.89% | $4.2M | +89.25% | +62.63% | -13.67% | |
| SQ - BLOCK INC | Add 20% ($686.5K) | 1.85% | $4.1M | +19.54% | +3.14% | +28.72% | |
| TRIP - TRIPADVISOR INC | New Purchase | 1.78% | $4.0M | -17.13% | -2.79% | +18.59% | |
| WSM - WILLIAMS SONOMA INC | New Purchase | 1.64% | $3.6M | +199.40% | +17.44% | +180.99% | |
| IQ - IQIYI INC | 1.63% | $3.6M | -71.68% | -12.00% | -7.36% | ||
| CPNG - COUPANG INC | Reduce 20% $(800.0K) | 1.43% | $3.2M | +89.02% | +13.50% | +40.31% | |
| DASH - DOORDASH INC | Reduce 29% $(1.3M) | 1.42% | $3.2M | +269.66% | +21.72% | +77.21% | |
| HOOD - ROBINHOOD MKTS INC | New Purchase | 1.31% | $2.9M | +873.39% | +19.46% | +109.85% | |
| GRAB - GRAB HOLDINGS LIMITED | New Purchase | 0.67% | $1.5M | +52.32% | +2.17% | +13.00% | |
| W - WAYFAIR INC | Reduce 33% $(686.8K) | 0.62% | $1.4M | +41.84% | +104.98% | +90.17% | |
| AMZN - AMAZON COM INC | Reduce 95% $(9.8M) | 0.23% | $516.5K | +101.08% | +21.63% | +65.36% | |
| SHOP - SHOPIFY INC | Reduce 100% $(16.7M) | 0.02% | $52.7K | +85.70% | -9.58% | -5.54% | |
| NFLX - NETFLIX INC | Reduce 100% | 0.00% | $0.00 | ||||
| LSXMK - LIBERTY MEDIA CORP DEL | Reduce 100% | 0.00% | $0.00 | ||||
| FTCH - FARFETCH LTD | Reduce 100% | 0.00% | $0.00 | ||||
| GOOGL - ALPHABET INC | Reduce 100% | 0.00% | $0.00 | ||||
| LSXMA - LIBERTY MEDIA CORP DEL | Reduce 100% | 0.00% | $0.00 | ||||
| FWONA - LIBERTY MEDIA CORP DEL | Reduce 100% | 0.00% | $0.00 | ||||
| RVLV - REVOLVE GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| CRWD - CROWDSTRIKE HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| BILL - BILL COM HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| TEAM - ATLASSIAN CORPORATION | Reduce 100% | 0.00% | $0.00 | ||||
| BKNG - BOOKING HOLDINGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| NOW - SERVICENOW INC | Reduce 100% | 0.00% | $0.00 | ||||