Ardmore Road Asset Management LP Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$658.0T
Holdings
43
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (43 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 350,000 | $43.2M | 0.00% | |
| 2 | FLUTFLUTTER ENTMT PLC | 199,962 | $36.5M | 0.00% | |
| 3 | AAPLAPPLE INC | 170,000 | $35.8M | 0.00% | |
| 4 | MSFTMICROSOFT CORP | 75,500 | $33.7M | 0.00% | |
| 5 | AMZNAMAZON COM INC | 150,000 | $29.0M | 0.00% | |
| 6 | BABAALIBABA GROUP HLDG LTD | 402,000 | $28.9M | 0.00% | |
| 7 | PDDPDD HOLDINGS INC | 201,000 | $26.7M | 0.00% | |
| 8 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 150,000 | $26.1M | 0.00% | |
| 9 | TAT&T INC | 1,300,000 | $24.8M | 0.00% | |
| 10 | XYZBLOCK INC | 350,000 | $22.6M | 0.00% | |
| 11 | DASHDOORDASH INC | 200,500 | $21.8M | 0.00% | |
| 12 | JDJD.COM INC | 810,000 | $20.9M | 0.00% | |
| 13 | PYPLPAYPAL HLDGS INC | 300,000 | $17.4M | 0.00% | |
| 14 | NFLXNETFLIX INC | 25,000 | $16.9M | 0.00% | |
| 15 | APPAPPLOVIN CORP | 200,000 | $16.6M | 0.00% | |
| 16 | SNAPSNAP INC | 1,000,000 | $16.6M | 0.00% | |
| 17 | NXPINXP SEMICONDUCTORS N V | 61,000 | $16.4M | 0.00% | |
| 18 | SPOTSPOTIFY TECHNOLOGY S A | 50,000 | $15.7M | 0.00% | |
| 19 | CLVTRIP COM GROUP LTD | 300,000 | $14.1M | 0.00% | |
| 20 | LYFTLYFT INC | 1,000,000 | $14.1M | 0.00% | |
| 21 | WMGWARNER MUSIC GROUP CORP | 450,000 | $13.8M | 0.00% | |
| 22 | CMCSACOMCAST CORP NEW | 351,000 | $13.7M | 0.00% | |
| 23 | CRMSALESFORCE INC | 50,000 | $12.9M | 0.00% | |
| 24 | EXPEEXPEDIA GROUP INC | 99,800 | $12.6M | 0.00% | |
| 25 | ROKUROKU INC | 201,142 | $12.1M | 0.00% | |
| 26 | ADBEADOBE INC | 20,000 | $11.1M | 0.00% | |
| 27 | GRABGRAB HOLDINGS LIMITED | 3,000,000 | $10.7M | 0.00% | |
| 28 | ASMLASML HOLDING N V | 10,394 | $10.6M | 0.00% | |
| 29 | PINSPINTEREST INC | 236,400 | $10.4M | 0.00% | |
| 30 | QCOMQUALCOMM INC | 51,900 | $10.3M | 0.00% | |
| 31 | TSLATESLA INC | 45,100 | $8.9M | 0.00% | Put |
| 32 | BACVERIZON COMMUNICATIONS INC | 201,000 | $8.3M | 0.00% | |
| 33 | DKNGDRAFTKINGS INC NEW | 201,000 | $7.7M | 0.00% | |
| 34 | LRCXEURLAM RESEARCH CORP | 6,295 | $6.7M | 0.00% | |
| 35 | SHOPSHOPIFY INC | 101,000 | $6.7M | 0.00% | |
| 36 | NYTNEW YORK TIMES CO | 122,467 | $6.3M | 0.00% | |
| 37 | CVNACARVANA CO | 45,200 | $5.8M | 0.00% | |
| 38 | SESEA LTD | 51,000 | $3.6M | 0.00% | |
| 39 | BILIBILIBILI INC | 227,033 | $3.5M | 0.00% | |
| 40 | COINCOINBASE GLOBAL INC | 10,000 | $2.2M | 0.00% | |
| 41 | VZIOEURVIZIO HLDG CORP | 150,000 | $1.6M | 0.00% | |
| 42 | CARTMAPLEBEAR INC | 10,000 | $321K | 0.00% | |
| 43 | GOOGLALPHABET INC | 1,025 | $186K | 0.00% |