Ardmore Road Asset Management LP Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$775.7T

Holdings

41

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (41 positions)

#StockSharesValue% PortfolioType
1
NDQINVESCO QQQ TR
100,000$48.8M0.00%
2
METAMETA PLATFORMS INC
80,000$45.8M0.00%
3
AVGOBROADCOM INC
250,000$43.1M0.00%
4
SPOTSPOTIFY TECHNOLOGY S A
110,000$40.5M0.00%
5
PYPLPAYPAL HLDGS INC
501,151$39.1M0.00%
6
AMDADVANCED MICRO DEVICES INC
225,000$36.9M0.00%
7
MSFTMICROSOFT CORP
80,000$34.4M0.00%
8
DASHDOORDASH INC
201,000$28.7M0.00%
9
JDJD.COM INC
700,000$28.0M0.00%
10
EXPEEXPEDIA GROUP INC
175,000$25.9M0.00%
11
BKNGBOOKING HOLDINGS INC
6,000$25.3M0.00%
12
PDDPDD HOLDINGS INC
182,000$24.5M0.00%
13
IWMISHARES TR
100,000$22.1M0.00%
14
TAT&T INC
900,000$19.8M0.00%
15
CLVTRIP COM GROUP LTD
325,000$19.3M0.00%
16
ROKUROKU INC
250,000$18.7M0.00%
17
MRVLMARVELL TECHNOLOGY INC
250,000$18.0M0.00%
18
DDOGDATADOG INC
150,000$17.3M0.00%
19
INTCINTEL CORP
700,000$16.4M0.00%
20
CSCOCISCO SYS INC
300,000$16.0M0.00%
21
UUNITY SOFTWARE INC
700,000$15.8M0.00%
22
DKNGDRAFTKINGS INC NEW
400,000$15.7M0.00%
23
FLUTFLUTTER ENTMT PLC
65,000$15.4M0.00%
24
IYRISHARES TR
150,000$15.3M0.00%
25
ESTCELASTIC N V
175,000$13.4M0.00%
26
XYZBLOCK INC
200,000$13.4M0.00%
27
SMHVANECK ETF TRUST
51,475$12.6M0.00%
28
CARTMAPLEBEAR INC
300,000$12.2M0.00%
29
ADBEADOBE INC
20,000$10.4M0.00%
30
BABAALIBABA GROUP HLDG LTD
90,000$9.6M0.00%
31
WMGWARNER MUSIC GROUP CORP
300,000$9.4M0.00%
32
IBITISHARES BITCOIN TRUST ETF
253,287$9.2M0.00%
33
KWEBKRANESHARES TRUST
251,000$8.5M0.00%
34
QCOMQUALCOMM INC
50,000$8.5M0.00%
35
AFRMAFFIRM HLDGS INC
200,000$8.2M0.00%
36
APPAPPLOVIN CORP
50,000$6.5M0.00%
37
SOFISOFI TECHNOLOGIES INC
800,000$6.3M0.00%
38
DOCUDOCUSIGN INC
100,000$6.2M0.00%
39
NFLXNETFLIX INC
6,481$4.6M0.00%
40
GRABGRAB HOLDINGS LIMITED
1,000,000$3.8M0.00%
41
SPYSPDR S&P 500 ETF TR
3,528$2.0M0.00%