Ardmore Road Asset Management LP Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$192.7T
Holdings
27
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 250,000 | $22.1M | 0.00% | |
| 2 | MLB1MERCADOLIBRE INC | 21,000 | $17.8M | 0.00% | |
| 3 | METAMETA PLATFORMS INC | 120,000 | $14.4M | 0.00% | |
| 4 | BIDUNBAIDU INC | 125,000 | $14.3M | 0.00% | |
| 5 | SHOPSHOPIFY INC | 350,000 | $12.1M | 0.00% | |
| 6 | BKNGBOOKING HOLDINGS INC | 6,000 | $12.1M | 0.00% | |
| 7 | UBERUBER TECHNOLOGIES INC | 425,000 | $10.5M | 0.00% | |
| 8 | NOWSERVICENOW INC | 25,000 | $9.7M | 0.00% | |
| 9 | FTCHQFARFETCH LTD | 1,800,000 | $8.5M | 0.00% | |
| 10 | AMZNAMAZON COM INC | 100,000 | $8.4M | 0.00% | |
| 11 | MSFTMICROSOFT CORP | 30,000 | $7.2M | 0.00% | |
| 12 | TEAMATLASSIAN CORPORATION | 45,000 | $5.8M | 0.00% | |
| 13 | PRKSSEAWORLD ENTMT INC | 100,000 | $5.4M | 0.00% | |
| 14 | EXPEEXPEDIA GROUP INC | 60,000 | $5.3M | 0.00% | |
| 15 | LSXMKUSDLIBERTY MEDIA CORP DEL | 130,000 | $5.1M | 0.00% | |
| 16 | NFLXNETFLIX INC | 15,000 | $4.4M | 0.00% | |
| 17 | CPNGCOUPANG INC | 250,000 | $3.7M | 0.00% | |
| 18 | DASHDOORDASH INC | 70,000 | $3.4M | 0.00% | |
| 19 | LM03LIBERTY MEDIA CORP DEL | 80,000 | $3.1M | 0.00% | |
| 20 | XYZBLOCK INC | 50,000 | $3.1M | 0.00% | |
| 21 | RVLVREVOLVE GROUP INC | 140,000 | $3.1M | 0.00% | |
| 22 | IQIQIYI INC | 500,000 | $2.6M | 0.00% | |
| 23 | CRWDCROWDSTRIKE HLDGS INC | 25,000 | $2.6M | 0.00% | |
| 24 | LM05LIBERTY MEDIA CORP DEL | 45,000 | $2.4M | 0.00% | |
| 25 | WWAYFAIR INC | 60,000 | $2.0M | 0.00% | |
| 26 | ATVIEURACTIVISION BLIZZARD INC | 25,000 | $1.9M | 0.00% | |
| 27 | BILLBILL COM HLDGS INC | 15,000 | $1.6M | 0.00% |