Ardmore Road Asset Management LP Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$223.2T
Holdings
29
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 80,000 | $23.1M | 0.00% | |
| 2 | PRKSSEAWORLD ENTMT INC | 325,000 | $19.9M | 0.00% | |
| 3 | MLB1MERCADOLIBRE INC | 13,000 | $17.1M | 0.00% | |
| 4 | CRMSALESFORCE INC | 75,000 | $15.0M | 0.00% | |
| 5 | INTUINTUIT | 30,000 | $13.4M | 0.00% | |
| 6 | EXPEEXPEDIA GROUP INC | 130,600 | $12.7M | 0.00% | |
| 7 | TTDTHE TRADE DESK INC | 200,000 | $12.2M | 0.00% | |
| 8 | UBERUBER TECHNOLOGIES INC | 350,000 | $11.1M | 0.00% | |
| 9 | SMHVANECK ETF TRUST | 40,000 | $10.5M | 0.00% | |
| 10 | PINSPINTEREST INC | 350,000 | $9.5M | 0.00% | |
| 11 | RBLXROBLOX CORP | 208,500 | $9.4M | 0.00% | |
| 12 | METAMETA PLATFORMS INC | 40,000 | $8.5M | 0.00% | |
| 13 | PYPLPAYPAL HLDGS INC | 100,000 | $7.6M | 0.00% | |
| 14 | ATVIEURACTIVISION BLIZZARD INC | 70,000 | $6.0M | 0.00% | |
| 15 | MTCHMATCH GROUP INC NEW | 150,000 | $5.8M | 0.00% | |
| 16 | LYFTLYFT INC | 500,000 | $4.6M | 0.00% | |
| 17 | BIDUNBAIDU INC | 30,000 | $4.5M | 0.00% | |
| 18 | XPEVXPENG INC | 379,148 | $4.2M | 0.00% | |
| 19 | XYZBLOCK INC | 60,000 | $4.1M | 0.00% | |
| 20 | TRIPTRIPADVISOR INC | 200,000 | $4.0M | 0.00% | |
| 21 | WSMWILLIAMS SONOMA INC | 30,000 | $3.6M | 0.00% | |
| 22 | IQIQIYI INC | 500,000 | $3.6M | 0.00% | |
| 23 | CPNGCOUPANG INC | 200,000 | $3.2M | 0.00% | |
| 24 | DASHDOORDASH INC | 50,000 | $3.2M | 0.00% | |
| 25 | HOODROBINHOOD MKTS INC | 300,000 | $2.9M | 0.00% | |
| 26 | GRABGRAB HOLDINGS LIMITED | 500,000 | $1.5M | 0.00% | |
| 27 | WWAYFAIR INC | 40,000 | $1.4M | 0.00% | |
| 28 | AMZNAMAZON COM INC | 5,000 | $516K | 0.00% | |
| 29 | SHOPSHOPIFY INC | 1,100 | $52K | 0.00% |