Ardmore Road Asset Management LP Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$252.6B
Holdings
30
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EXPEEXPEDIA GROUP INC | 325,000 | $30.4B | 12.05% | |
| 2 | CLVTRIP COM GROUP LTD | 900,000 | $24.6B | 9.73% | |
| 3 | SNAPSNAP INC | 2,196,512 | $21.6B | 8.54% | |
| 4 | ABNBAIRBNB INC | 200,000 | $21.0B | 8.32% | |
| 5 | BKNGBOOKING HOLDINGS INC | 10,000 | $16.4B | 6.51% | |
| 6 | METAMETA PLATFORMS INC | 120,000 | $16.3B | 6.45% | |
| 7 | ATVIEURACTIVISION BLIZZARD INC | 190,137 | $14.1B | 5.60% | |
| 8 | BIDUNBAIDU INC | 100,000 | $11.7B | 4.65% | |
| 9 | XYZBLOCK INC | 208,100 | $11.4B | 4.53% | |
| 10 | AMZNAMAZON COM INC | 100,000 | $11.3B | 4.47% | |
| 11 | TWTRUSDTWITTER INC | 200,000 | $8.8B | 3.47% | |
| 12 | BABAALIBABA GROUP HLDG LTD | 100,000 | $8.0B | 3.17% | |
| 13 | PRKSSEAWORLD ENTMT INC | 160,000 | $7.3B | 2.88% | |
| 14 | FTCHQFARFETCH LTD | 800,000 | $6.0B | 2.36% | |
| 15 | TSLATESLA INC | 20,000 | $5.3B | 2.10% | |
| 16 | LSXMKUSDLIBERTY MEDIA CORP DEL | 136,590 | $5.2B | 2.04% | |
| 17 | LM03LIBERTY MEDIA CORP DEL | 126,833 | $4.8B | 1.91% | |
| 18 | SPOTSPOTIFY TECHNOLOGY S A | 50,000 | $4.3B | 1.71% | |
| 19 | LM05LIBERTY MEDIA CORP DEL | 68,296 | $3.6B | 1.42% | |
| 20 | MLB1MERCADOLIBRE INC | 4,000 | $3.3B | 1.31% | |
| 21 | JDJD.COM INC | 50,000 | $2.5B | 1.00% | |
| 22 | OPENOPENDOOR TECHNOLOGIES INC | 800,000 | $2.5B | 0.98% | |
| 23 | WSMWILLIAMS SONOMA INC | 20,000 | $2.4B | 0.93% | |
| 24 | RVLVREVOLVE GROUP INC | 100,000 | $2.2B | 0.86% | |
| 25 | KMXCARMAX INC | 25,000 | $1.7B | 0.65% | |
| 26 | UBERUBER TECHNOLOGIES INC | 60,000 | $1.6B | 0.63% | |
| 27 | DKNGDRAFTKINGS INC NEW | 100,000 | $1.5B | 0.60% | |
| 28 | VZIOEURVIZIO HLDG CORP | 119,592 | $1.0B | 0.41% | |
| 29 | FIGSFIGS INC | 125,000 | $1.0B | 0.41% | |
| 30 | GRABGRAB HOLDINGS LIMITED | 300,000 | $789.0M | 0.31% |