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Ardmore Road Asset Management LP 13F Holdings
Holdings from the most recent 13F from Ardmore Road Asset Management LP
Filed: 2024-05-15 (Q1 2024) | Holdings: 36 | Value: $567.7M | 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 |
| EXPE - EXPEDIA GROUP INC | Add 369% ($40.6M) | 9.10% | $51.7M | +52.62% | +16.59% | +48.60% | |
| AMZN - AMAZON COM INC | 7.94% | $45.1M | +20.31% | -4.60% | +10.77% | ||
| NFLX - NETFLIX INC | Add 200% ($24.3M) | 6.42% | $36.4M | +114.88% | +9.47% | +93.51% | |
| BABA - ALIBABA GROUP HLDG LTD | New Purchase | 6.37% | $36.2M | +44.56% | +3.67% | +53.87% | |
| NVDA - NVIDIA CORPORATION | Reduce 47% $(31.6M) | 6.37% | $36.1M | +66.28% | +31.27% | +42.71% | |
| META - META PLATFORMS INC | Reduce 47% $(25.7M) | 5.13% | $29.1M | +55.13% | +11.15% | +35.30% | |
| T - AT&T INC | Add 167% ($17.6M) | 4.96% | $28.2M | +70.66% | +13.40% | +68.47% | |
| TCOM - TRIP COM GROUP LTD | Add 445% ($21.5M) | 4.64% | $26.3M | +6.19% | -22.97% | +17.59% | |
| MSFT - MICROSOFT CORP | Add 50% ($8.4M) | 4.45% | $25.2M | +18.48% | -0.61% | +8.52% | |
| APP - APPLOVIN CORP | Add 40% ($6.9M) | 4.27% | $24.2M | +298.12% | +2.99% | +332.18% | |
| RBLX - ROBLOX CORP | Add 400% ($15.3M) | 3.36% | $19.1M | +219.87% | +22.96% | +146.20% | |
| PDD - PDD HOLDINGS INC | Add 150% ($10.5M) | 3.07% | $17.4M | -25.83% | +5.32% | -17.03% | |
| SHOP - SHOPIFY INC | New Purchase | 2.72% | $15.4M | +93.78% | +27.11% | +88.83% | |
| SNAP - SNAP INC | New Purchase | 2.63% | $14.9M | -45.60% | -42.42% | -45.41% | |
| DDOG - DATADOG INC | New Purchase | 2.61% | $14.8M | +11.14% | -3.25% | -0.98% | |
| PINS - PINTEREST INC | New Purchase | 2.44% | $13.9M | -15.29% | -26.93% | -23.26% | |
| TSM - TAIWAN SEMICONDUCTOR MFG LTD | New Purchase | 2.40% | $13.6M | +50.37% | +13.54% | +27.41% | |
| DOCU - DOCUSIGN INC | Add 5% ($595.5K) | 2.20% | $12.5M | +25.36% | -6.89% | +51.51% | |
| MU - MICRON TECHNOLOGY INC | New Purchase | 2.08% | $11.8M | -2.03% | -15.51% | -23.04% | |
| ASML - ASML HOLDING N V | New Purchase | 2.05% | $11.6M | -14.33% | -1.75% | -19.48% | |
| WMG - WARNER MUSIC GROUP CORP | Add 75% ($5.0M) | 2.04% | $11.6M | -14.30% | -13.16% | -13.35% | |
| SPOT - SPOTIFY TECHNOLOGY S A | Reduce 50% $(10.6M) | 1.86% | $10.6M | +155.37% | +11.52% | +116.93% | |
| TTD - THE TRADE DESK INC | New Purchase | 1.69% | $9.6M | -23.18% | +12.39% | -15.45% | |
| CHWY - CHEWY INC | Add 71% ($4.0M) | 1.68% | $9.5M | +159.58% | +64.24% | +153.09% | |
| GRAB - GRAB HOLDINGS LIMITED | New Purchase | 1.27% | $7.2M | +30.85% | -15.69% | +35.37% | |
| DELL - DELL TECHNOLOGIES INC | New Purchase | 1.21% | $6.8M | -16.17% | -25.79% | -22.79% | |
| SMCI - SUPER MICRO COMPUTER INC | Reduce 91% $(64.4M) | 1.11% | $6.3M | -48.51% | -31.95% | -50.05% | |
| PARA - PARAMOUNT GLOBAL | Add 43% ($1.8M) | 1.04% | $5.9M | +2.62% | -11.49% | -4.58% | |
| SQ - BLOCK INC | New Purchase | 0.89% | $5.1M | -6.47% | -7.54% | -19.06% | |
| PYPL - PAYPAL HLDGS INC | New Purchase | 0.71% | $4.0M | +15.80% | +6.87% | +13.51% | |
| WBD - WARNER BROS DISCOVERY INC | Reduce 50% $(3.1M) | 0.54% | $3.1M | +37.14% | -10.07% | +11.17% | |
| VZIO - VIZIO HLDG CORP | New Purchase | 0.26% | $1.5M | +5.41% | |||
| ROKU - ROKU INC | New Purchase | 0.25% | $1.4M | +40.70% | -5.20% | +15.50% | |
| CVNA - CARVANA CO | New Purchase | 0.17% | $967.0K | +165.25% | +29.55% | +149.16% | |
| JD - JD.COM INC | Reduce 99% $(20.3M) | 0.05% | $273.9K | -1.38% | -15.10% | +0.05% | |
| SE - SEA LTD | New Purchase | 0.01% | $53.7K | +127.78% | +12.70% | +130.93% | |
| AMD - ADVANCED MICRO DEVICES INC | Reduce 100% | 0.00% | $0.00 | ||||
| IGV - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| MELI - MERCADOLIBRE INC | Reduce 100% | 0.00% | $0.00 | ||||
| ESTC - ELASTIC N V | Reduce 100% | 0.00% | $0.00 | ||||
| BKNG - BOOKING HOLDINGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| CRM - SALESFORCE INC | Reduce 100% | 0.00% | $0.00 | ||||
| KRE - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||
| IWM - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| TMUS - T-MOBILE US INC | Reduce 100% | 0.00% | $0.00 | ||||
| BIDU - BAIDU INC | Reduce 100% | 0.00% | $0.00 | ||||
| GTLB - GITLAB INC | Reduce 100% | 0.00% | $0.00 | ||||
| VZ - VERIZON COMMUNICATIONS INC | Reduce 100% | 0.00% | $0.00 | ||||