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Ardmore Road Asset Management LP 13F Holdings
Holdings from the most recent 13F from Ardmore Road Asset Management LP
Filed: 2025-02-12 (Q4 2024) | Holdings: 36 | Value: $685.8M | 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 |
| META - META PLATFORMS INC | Add 13% ($5.9M) | 7.68% | $52.7M | +1.85% | -9.00% | ||
| FLUT - FLUTTER ENTMT PLC | Add 192% ($32.2M) | 7.14% | $49.0M | -1.01% | -14.09% | ||
| JD - JD.COM INC | Add 89% ($21.5M) | 6.67% | $45.8M | -10.81% | +0.46% | ||
| AMZN - AMAZON COM INC | New Purchase | 6.46% | $44.3M | -2.43% | -7.64% | ||
| T - AT&T INC | Add 67% ($13.7M) | 4.98% | $34.2M | +11.42% | +4.95% | ||
| MRVL - MARVELL TECHNOLOGY INC | Add 20% ($5.5M) | 4.83% | $33.1M | -26.68% | -37.77% | ||
| GOOGL - ALPHABET INC | New Purchase | 4.17% | $28.6M | -2.91% | -13.35% | ||
| TSM - TAIWAN SEMICONDUCTOR MFG LTD | New Purchase | 4.03% | $27.6M | +13.88% | -3.62% | ||
| MSFT - MICROSOFT CORP | Reduce 25% $(8.4M) | 3.69% | $25.3M | +22.32% | +10.58% | ||
| CSCO - CISCO SYS INC | Add 33% ($5.9M) | 3.45% | $23.7M | +4.55% | -5.91% | ||
| CVNA - CARVANA CO | New Purchase | 2.97% | $20.3M | +19.01% | +9.24% | ||
| PYPL - PAYPAL HLDGS INC | Reduce 54% $(23.1M) | 2.86% | $19.6M | -3.57% | -5.34% | ||
| AVGO - BROADCOM INC | Reduce 68% $(39.2M) | 2.74% | $18.8M | +14.72% | -1.24% | ||
| WMG - WARNER MUSIC GROUP CORP | Add 100% ($9.3M) | 2.71% | $18.6M | -20.76% | -20.49% | ||
| SNOW - SNOWFLAKE INC | New Purchase | 2.70% | $18.5M | +19.07% | -3.18% | ||
| AFRM - AFFIRM HLDGS INC | Add 51% ($6.2M) | 2.67% | $18.3M | -11.17% | -29.60% | ||
| CHTR - CHARTER COMMUNICATIONS INC N | New Purchase | 2.50% | $17.1M | +12.32% | +15.17% | ||
| QCOM - QUALCOMM INC | Add 100% ($7.7M) | 2.24% | $15.4M | -5.78% | -10.60% | ||
| BKNG - BOOKING HOLDINGS INC | Reduce 50% $(14.9M) | 2.17% | $14.9M | +12.95% | +4.22% | ||
| ESTC - ELASTIC N V | Reduce 14% $(2.5M) | 2.17% | $14.9M | -29.13% | -19.87% | ||
| FOXA - FOX CORP | New Purchase | 2.12% | $14.6M | +4.53% | +1.68% | ||
| ROKU - ROKU INC | Reduce 22% $(4.2M) | 2.10% | $14.4M | +6.34% | -12.67% | ||
| DDOG - DATADOG INC | Reduce 33% $(7.1M) | 2.08% | $14.3M | -3.27% | -14.09% | ||
| ANET - ARISTA NETWORKS INC | New Purchase | 1.93% | $13.3M | -9.41% | -11.37% | ||
| DASH - DOORDASH INC | Reduce 63% $(21.1M) | 1.83% | $12.6M | +20.62% | -1.54% | ||
| EXPE - EXPEDIA GROUP INC | Reduce 66% $(21.4M) | 1.63% | $11.2M | -15.92% | -16.80% | ||
| INTC - INTEL CORP | Reduce 27% $(3.8M) | 1.49% | $10.2M | -0.66% | -1.23% | ||
| CART - MAPLEBEAR INC | Reduce 25% $(3.1M) | 1.36% | $9.3M | -10.35% | -11.45% | ||
| WDC - WESTERN DIGITAL CORP | New Purchase | 1.30% | $8.9M | +24.58% | -3.71% | ||
| TEAM - ATLASSIAN CORPORATION | New Purchase | 1.24% | $8.5M | -36.47% | -27.93% | ||
| SOFI - SOFI TECHNOLOGIES INC | Reduce 38% $(4.6M) | 1.12% | $7.7M | +14.84% | -4.48% | ||
| CPNG - COUPANG INC | New Purchase | 1.12% | $7.7M | +30.50% | +12.49% | ||
| GRAB - GRAB HOLDINGS LIMITED | 0.69% | $4.7M | -2.96% | -0.79% | |||
| VOO - VANGUARD INDEX FDS | New Purchase | 0.56% | $3.8M | +2.35% | -2.62% | ||
| IBIT - ISHARES BITCOIN TRUST ETF | Reduce 85% $(11.4M) | 0.29% | $2.0M | +11.27% | +9.25% | ||
| DKNG - DRAFTKINGS INC NEW | Reduce 88% $(13.0M) | 0.27% | $1.9M | -4.60% | -16.19% | ||
| IYR - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| SPOT - SPOTIFY TECHNOLOGY S A | Reduce 100% | 0.00% | $0.00 | ||||
| APP - APPLOVIN CORP | Reduce 100% | 0.00% | $0.00 | ||||
| KWEB - KRANESHARES TRUST | Reduce 100% | 0.00% | $0.00 | ||||
| ADBE - ADOBE INC | Reduce 100% | 0.00% | $0.00 | ||||
| BABA - ALIBABA GROUP HLDG LTD | Reduce 100% | 0.00% | $0.00 | ||||
| SPY - SPDR S&P 500 ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| QQQ - INVESCO QQQ TR | Reduce 100% | 0.00% | $0.00 | ||||
| TCOM - TRIP COM GROUP LTD | Reduce 100% | 0.00% | $0.00 | ||||
| DOCU - DOCUSIGN INC | Reduce 100% | 0.00% | $0.00 | ||||
| AMD - ADVANCED MICRO DEVICES INC | Reduce 100% | 0.00% | $0.00 | ||||
| SMH - VANECK ETF TRUST | Reduce 100% | 0.00% | $0.00 | ||||
| PDD - PDD HOLDINGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| IWM - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| U - UNITY SOFTWARE INC | Reduce 100% | 0.00% | $0.00 | ||||
| SQ - BLOCK INC | Reduce 100% | 0.00% | $0.00 | ||||
| NFLX - NETFLIX INC | Reduce 100% | 0.00% | $0.00 | ||||