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Ardmore Road Asset Management LP 13F Holdings
Holdings from the most recent 13F from Ardmore Road Asset Management LP
Filed: 2023-08-14 (Q2 2023) | Holdings: 24 | Value: $331.9M | 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 168% ($24.0M) | 11.53% | $38.3M | +53.18% | +16.39% | +18.07% | |
| MSFT - MICROSOFT CORP | Add 40% ($11.0M) | 11.53% | $38.3M | +55.93% | +14.92% | +31.61% | |
| SQ - BLOCK INC | Add 733% ($29.3M) | 10.03% | $33.3M | +10.88% | -6.31% | +6.92% | |
| META - META PLATFORMS INC | Add 100% ($11.5M) | 6.92% | $23.0M | +140.95% | +8.68% | +75.88% | |
| AMZN - AMAZON COM INC | Add 3147% ($20.5M) | 6.38% | $21.2M | +59.44% | +2.25% | +26.80% | |
| TMUS - T-MOBILE US INC | New Purchase | 6.28% | $20.8M | +74.07% | +6.12% | +42.03% | |
| NVDA - NVIDIA CORPORATION | New Purchase | 5.73% | $19.0M | +254.23% | +9.72% | +175.80% | |
| BIDU - BAIDU INC | Add 300% ($12.3M) | 4.95% | $16.4M | -36.95% | -17.40% | -36.92% | |
| T - AT&T INC | New Purchase | 4.90% | $16.3M | +118.98% | +13.10% | +43.63% | |
| NFLX - NETFLIX INC | New Purchase | 4.43% | $14.7M | +211.76% | +8.84% | +56.27% | |
| FTCH - FARFETCH LTD | New Purchase | 3.82% | $12.7M | ||||
| BMBL - BUMBLE INC | New Purchase | 3.03% | $10.1M | -61.99% | -11.96% | -65.23% | |
| SEAS - SEAWORLD ENTMT INC | Reduce 52% $(9.5M) | 2.61% | $8.7M | -7.05% | -3.10% | -4.03% | |
| HOOD - ROBINHOOD MKTS INC | Add 167% ($5.0M) | 2.41% | $8.0M | +687.01% | -21.04% | +85.31% | |
| WMG - WARNER MUSIC GROUP CORP | New Purchase | 2.36% | $7.8M | -14.69% | -0.92% | -13.34% | |
| DASH - DOORDASH INC | Add 100% ($3.8M) | 2.30% | $7.6M | +205.07% | +19.80% | +64.03% | |
| PDD - PDD HOLDINGS INC | New Purchase | 2.08% | $6.9M | +30.29% | +41.78% | +79.78% | |
| QQQ - INVESCO QQQ TR | New Purchase | 1.98% | $6.6M | +50.26% | +4.55% | +29.33% | |
| AFRM - AFFIRM HLDGS INC | New Purchase | 1.85% | $6.1M | +356.78% | +74.36% | +90.40% | |
| DKNG - DRAFTKINGS INC NEW | New Purchase | 1.60% | $5.3M | +47.29% | +25.76% | +17.24% | |
| MELI - MERCADOLIBRE INC | Reduce 77% $(11.8M) | 1.07% | $3.6M | +100.00% | +12.70% | +55.97% | |
| LYFT - LYFT INC | Reduce 36% $(1.7M) | 0.92% | $3.1M | +30.73% | -9.69% | -10.10% | |
| BKNG - BOOKING HOLDINGS INC | New Purchase | 0.81% | $2.7M | +78.80% | -3.22% | +13.27% | |
| IQ - IQIYI INC | Reduce 40% $(1.1M) | 0.48% | $1.6M | -68.73% | -7.24% | -45.94% | |
| MTCH - MATCH GROUP INC NEW | Reduce 100% | 0.00% | $0.00 | ||||
| UBER - UBER TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | ||||
| TRIP - TRIPADVISOR INC | Reduce 100% | 0.00% | $0.00 | ||||
| XPEV - XPENG INC | Reduce 100% | 0.00% | $0.00 | ||||
| W - WAYFAIR INC | Reduce 100% | 0.00% | $0.00 | ||||
| WSM - WILLIAMS SONOMA INC | Reduce 100% | 0.00% | $0.00 | ||||
| GRAB - GRAB HOLDINGS LIMITED | Reduce 100% | 0.00% | $0.00 | ||||
| SHOP - SHOPIFY INC | Reduce 100% | 0.00% | $0.00 | ||||
| SMH - VANECK ETF TRUST | Reduce 100% | 0.00% | $0.00 | ||||
| ATVI - ACTIVISION BLIZZARD INC | Reduce 100% | 0.00% | $0.00 | ||||
| CRM - SALESFORCE INC | Reduce 100% | 0.00% | $0.00 | ||||
| INTU - INTUIT | Reduce 100% | 0.00% | $0.00 | ||||
| TTD - THE TRADE DESK INC | Reduce 100% | 0.00% | $0.00 | ||||
| PYPL - PAYPAL HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| PINS - PINTEREST INC | Reduce 100% | 0.00% | $0.00 | ||||
| CPNG - COUPANG INC | Reduce 100% | 0.00% | $0.00 | ||||
| RBLX - ROBLOX CORP | Reduce 100% | 0.00% | $0.00 | ||||