10,000+ stock pitches from top investors available on joinyellowbrick.com
Ardmore Road Asset Management LP 13F Holdings
Holdings from the most recent 13F from Ardmore Road Asset Management LP
Filed: 2024-08-14 (Q2 2024) | Holdings: 43 | Value: $658.0M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| NVDA - NVIDIA CORPORATION | Add 775% ($38.3M) | 6.57% | $43.2M | +32.87% | +19.56% | ||
| FLUT - FLUTTER ENTMT PLC | New Purchase | 5.54% | $36.5M | +35.40% | +28.97% | ||
| AAPL - APPLE INC | New Purchase | 5.44% | $35.8M | -10.16% | +0.29% | ||
| MSFT - MICROSOFT CORP | Add 26% ($6.9M) | 5.13% | $33.7M | +18.83% | -1.14% | ||
| AMZN - AMAZON COM INC | Reduce 40% $(19.3M) | 4.41% | $29.0M | +27.70% | +15.87% | ||
| BABA - ALIBABA GROUP HLDG LTD | Reduce 20% $(7.1M) | 4.40% | $28.9M | +48.89% | +13.72% | ||
| PDD - PDD HOLDINGS INC | Add 34% ($6.8M) | 4.06% | $26.7M | -26.99% | -20.83% | ||
| TSM - TAIWAN SEMICONDUCTOR MFG LTD | Add 50% ($8.7M) | 3.96% | $26.1M | +34.05% | +8.19% | ||
| T - AT&T INC | Reduce 19% $(5.7M) | 3.78% | $24.8M | +48.88% | +17.50% | ||
| SQ - BLOCK INC | Add 483% ($18.7M) | 3.43% | $22.6M | +4.80% | +32.59% | ||
| DASH - DOORDASH INC | New Purchase | 3.31% | $21.8M | +89.99% | +32.84% | ||
| JD - JD.COM INC | Add 8000% ($20.7M) | 3.18% | $20.9M | +25.69% | +29.29% | ||
| PYPL - PAYPAL HLDGS INC | Add 400% ($13.9M) | 2.65% | $17.4M | +9.65% | +27.80% | ||
| NFLX - NETFLIX INC | Reduce 58% $(23.6M) | 2.56% | $16.9M | +97.93% | +23.26% | ||
| APP - APPLOVIN CORP | Reduce 43% $(12.5M) | 2.53% | $16.6M | +288.07% | +238.44% | ||
| SNAP - SNAP INC | Reduce 23% $(5.0M) | 2.52% | $16.6M | -5.01% | +15.47% | ||
| NXPI - NXP SEMICONDUCTORS N V | New Purchase | 2.49% | $16.4M | -11.78% | -13.02% | ||
| SPOT - SPOTIFY TECHNOLOGY S A | Add 25% ($3.1M) | 2.38% | $15.7M | +129.26% | +36.00% | ||
| TCOM - TRIP COM GROUP LTD | Reduce 50% $(14.1M) | 2.14% | $14.1M | +40.93% | +42.25% | ||
| LYFT - LYFT INC | New Purchase | 2.14% | $14.1M | +51.59% | +74.73% | ||
| WMG - WARNER MUSIC GROUP CORP | Add 29% ($3.1M) | 2.10% | $13.8M | -2.73% | +15.70% | ||
| CMCSA - COMCAST CORP NEW | New Purchase | 2.09% | $13.7M | -7.82% | +9.98% | ||
| CRM - SALESFORCE INC | New Purchase | 1.95% | $12.9M | +6.64% | +26.32% | ||
| EXPE - EXPEDIA GROUP INC | Reduce 73% $(34.7M) | 1.91% | $12.6M | +31.69% | +39.23% | ||
| ROKU - ROKU INC | Add 823% ($10.7M) | 1.83% | $12.1M | +52.10% | +20.49% | ||
| ADBE - ADOBE INC | New Purchase | 1.69% | $11.1M | -29.23% | -7.67% | ||
| GRAB - GRAB HOLDINGS LIMITED | Add 30% ($2.5M) | 1.62% | $10.7M | +54.23% | +48.28% | ||
| ASML - ASML HOLDING N V | Reduce 13% $(1.6M) | 1.62% | $10.6M | -11.03% | -26.71% | ||
| PINS - PINTEREST INC | Reduce 41% $(7.2M) | 1.58% | $10.4M | +21.58% | -4.50% | ||
| QCOM - QUALCOMM INC | New Purchase | 1.57% | $10.3M | -5.66% | -6.07% | ||
| TSLA - TESLA INC | PUT | New Purchase | 1.36% | $8.9M | |||
| VZ - VERIZON COMMUNICATIONS INC | New Purchase | 1.26% | $8.3M | +8.80% | +3.57% | ||
| DKNG - DRAFTKINGS INC NEW | New Purchase | 1.17% | $7.7M | +30.64% | +21.35% | ||
| LRCX - LAM RESEARCH CORP | New Purchase | 1.02% | $6.7M | +13.72% | -18.74% | ||
| SHOP - SHOPIFY INC | Reduce 50% $(6.5M) | 1.01% | $6.7M | +55.64% | +48.58% | ||
| NYT - NEW YORK TIMES CO | New Purchase | 0.95% | $6.3M | +1.68% | -4.67% | ||
| CVNA - CARVANA CO | Add 311% ($4.4M) | 0.88% | $5.8M | +118.10% | +64.63% | ||
| SE - SEA LTD | Add 5000% ($3.6M) | 0.55% | $3.6M | +105.40% | +32.72% | ||
| BILI - BILIBILI INC | New Purchase | 0.53% | $3.5M | +60.33% | +36.98% | ||
| COIN - COINBASE GLOBAL INC | New Purchase | 0.34% | $2.2M | +78.03% | +54.07% | ||
| VZIO - VIZIO HLDG CORP | Add 9% ($140.4K) | 0.25% | $1.6M | +1.53% | |||
| CART - MAPLEBEAR INC | New Purchase | 0.05% | $321.4K | +39.64% | +30.74% | ||
| GOOGL - ALPHABET INC | New Purchase | 0.03% | $186.7K | +11.77% | +7.61% | ||
| RBLX - ROBLOX CORP | Reduce 100% | 0.00% | $0.00 | ||||
| META - META PLATFORMS INC | Reduce 100% | 0.00% | $0.00 | ||||
| TTD - THE TRADE DESK INC | Reduce 100% | 0.00% | $0.00 | ||||
| SMCI - SUPER MICRO COMPUTER INC | Reduce 100% | 0.00% | $0.00 | ||||
| DOCU - DOCUSIGN INC | Reduce 100% | 0.00% | $0.00 | ||||
| CHWY - CHEWY INC | Reduce 100% | 0.00% | $0.00 | ||||
| MU - MICRON TECHNOLOGY INC | Reduce 100% | 0.00% | $0.00 | ||||
| WBD - WARNER BROS DISCOVERY INC | Reduce 100% | 0.00% | $0.00 | ||||
| PARA - PARAMOUNT GLOBAL | Reduce 100% | 0.00% | $0.00 | ||||
| DDOG - DATADOG INC | Reduce 100% | 0.00% | $0.00 | ||||
| DELL - DELL TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | ||||