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Ardmore Road Asset Management LP 13F Holdings
Holdings from the most recent 13F from Ardmore Road Asset Management LP
Filed: 2024-11-14 (Q3 2024) | Holdings: 41 | Value: $775.7M | 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 |
| QQQ - INVESCO QQQ TR | New Purchase | 6.29% | $48.8M | +9.44% | +7.42% | ||
| META - META PLATFORMS INC | New Purchase | 5.90% | $45.8M | +28.75% | +25.51% | ||
| AVGO - BROADCOM INC | New Purchase | 5.56% | $43.1M | +61.17% | +36.01% | ||
| SPOT - SPOTIFY TECHNOLOGY S A | Add 120% ($22.1M) | 5.23% | $40.5M | +63.00% | +33.03% | ||
| PYPL - PAYPAL HLDGS INC | Add 67% ($15.7M) | 5.04% | $39.1M | -13.72% | -7.89% | ||
| AMD - ADVANCED MICRO DEVICES INC | New Purchase | 4.76% | $36.9M | +5.30% | -16.32% | ||
| MSFT - MICROSOFT CORP | Add 6% ($1.9M) | 4.44% | $34.4M | +18.82% | -2.23% | ||
| DASH - DOORDASH INC | 3.70% | $28.7M | +39.65% | +22.17% | |||
| JD - JD.COM INC | Reduce 14% $(4.4M) | 3.61% | $28.0M | -0.66% | +13.61% | ||
| EXPE - EXPEDIA GROUP INC | Add 75% ($11.1M) | 3.34% | $25.9M | -4.72% | +13.44% | ||
| BKNG - BOOKING HOLDINGS INC | New Purchase | 3.26% | $25.3M | +15.17% | +3.63% | ||
| PDD - PDD HOLDINGS INC | Reduce 9% $(2.6M) | 3.16% | $24.5M | -8.13% | +12.25% | ||
| IWM - ISHARES TR | New Purchase | 2.85% | $22.1M | -6.47% | -1.87% | ||
| T - AT&T INC | Reduce 31% $(8.8M) | 2.55% | $19.8M | +29.21% | +18.71% | ||
| TCOM - TRIP COM GROUP LTD | Add 8% ($1.5M) | 2.49% | $19.3M | -1.66% | +12.08% | ||
| ROKU - ROKU INC | Add 24% ($3.6M) | 2.41% | $18.7M | +16.70% | +28.59% | ||
| MRVL - MARVELL TECHNOLOGY INC | New Purchase | 2.32% | $18.0M | -13.30% | +20.42% | ||
| DDOG - DATADOG INC | New Purchase | 2.22% | $17.3M | +2.35% | +1.22% | ||
| INTC - INTEL CORP | New Purchase | 2.12% | $16.4M | -8.54% | +10.40% | ||
| CSCO - CISCO SYS INC | New Purchase | 2.06% | $16.0M | +21.11% | +13.19% | ||
| U - UNITY SOFTWARE INC | New Purchase | 2.04% | $15.8M | +31.46% | +17.95% | ||
| DKNG - DRAFTKINGS INC NEW | Add 99% ($7.8M) | 2.02% | $15.7M | +5.25% | +26.36% | ||
| FLUT - FLUTTER ENTMT PLC | Reduce 67% $(32.0M) | 1.99% | $15.4M | +6.02% | +11.95% | ||
| IYR - ISHARES TR | New Purchase | 1.97% | $15.3M | -1.54% | -0.14% | ||
| ESTC - ELASTIC N V | New Purchase | 1.73% | $13.4M | -6.40% | +30.08% | ||
| SQ - BLOCK INC | Reduce 43% $(10.1M) | 1.73% | $13.4M | -19.29% | +1.97% | ||
| SMH - VANECK ETF TRUST | New Purchase | 1.63% | $12.6M | +14.53% | +5.40% | ||
| CART - MAPLEBEAR INC | Add 2900% ($11.8M) | 1.58% | $12.2M | +4.50% | +17.28% | ||
| ADBE - ADOBE INC | 1.34% | $10.4M | -25.84% | -10.80% | |||
| BABA - ALIBABA GROUP HLDG LTD | Reduce 78% $(33.1M) | 1.23% | $9.6M | +28.59% | +40.69% | ||
| WMG - WARNER MUSIC GROUP CORP | Reduce 33% $(4.7M) | 1.21% | $9.4M | -16.78% | +8.51% | ||
| IBIT - ISHARES BITCOIN TRUST ETF | New Purchase | 1.18% | $9.2M | +19.43% | +5.25% | ||
| KWEB - KRANESHARES TRUST | New Purchase | 1.10% | $8.5M | +17.70% | +21.63% | ||
| QCOM - QUALCOMM INC | Reduce 4% $(323.1K) | 1.10% | $8.5M | -1.11% | +7.08% | ||
| AFRM - AFFIRM HLDGS INC | New Purchase | 1.05% | $8.2M | +28.42% | +52.79% | ||
| APP - APPLOVIN CORP | Reduce 75% $(19.6M) | 0.84% | $6.5M | +18.99% | +76.83% | ||
| SOFI - SOFI TECHNOLOGIES INC | New Purchase | 0.81% | $6.3M | +29.95% | +27.31% | ||
| DOCU - DOCUSIGN INC | New Purchase | 0.80% | $6.2M | -3.68% | +10.01% | ||
| NFLX - NETFLIX INC | Reduce 74% $(13.1M) | 0.59% | $4.6M | +59.02% | +24.50% | ||
| GRAB - GRAB HOLDINGS LIMITED | Reduce 67% $(7.6M) | 0.49% | $3.8M | +4.68% | +12.77% | ||
| SPY - SPDR S&P 500 ETF TR | New Purchase | 0.26% | $2.0M | +5.25% | +4.04% | ||
| AMZN - AMAZON COM INC | Reduce 100% | 0.00% | $0.00 | ||||
| VZ - VERIZON COMMUNICATIONS INC | Reduce 100% | 0.00% | $0.00 | ||||
| LRCX - LAM RESEARCH CORP | Reduce 100% | 0.00% | $0.00 | ||||
| VZIO - VIZIO HLDG CORP | Reduce 100% | 0.00% | $0.00 | ||||
| SHOP - SHOPIFY INC | Reduce 100% | 0.00% | $0.00 | ||||
| COIN - COINBASE GLOBAL INC | Reduce 100% | 0.00% | $0.00 | ||||
| GOOGL - ALPHABET INC | Reduce 100% | 0.00% | $0.00 | ||||
| CVNA - CARVANA CO | Reduce 100% | 0.00% | $0.00 | ||||
| NVDA - NVIDIA CORPORATION | Reduce 100% | 0.00% | $0.00 | ||||
| NYT - NEW YORK TIMES CO | Reduce 100% | 0.00% | $0.00 | ||||
| LYFT - LYFT INC | Reduce 100% | 0.00% | $0.00 | ||||
| AAPL - APPLE INC | Reduce 100% | 0.00% | $0.00 | ||||
| CMCSA - COMCAST CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| ASML - ASML HOLDING N V | Reduce 100% | 0.00% | $0.00 | ||||
| CRM - SALESFORCE INC | Reduce 100% | 0.00% | $0.00 | ||||
| SNAP - SNAP INC | Reduce 100% | 0.00% | $0.00 | ||||
| TSM - TAIWAN SEMICONDUCTOR MFG LTD | Reduce 100% | 0.00% | $0.00 | ||||
| NXPI - NXP SEMICONDUCTORS N V | Reduce 100% | 0.00% | $0.00 | ||||
| BILI - BILIBILI INC | Reduce 100% | 0.00% | $0.00 | ||||
| TSLA - TESLA INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| SE - SEA LTD | Reduce 100% | 0.00% | $0.00 | ||||
| PINS - PINTEREST INC | Reduce 100% | 0.00% | $0.00 | ||||