Ardmore Road Asset Management LP Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$167.0B
Holdings
19
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BKNGBOOKING HOLDINGS INC | 7,576 | $17.8B | 10.65% | |
| 2 | WSMWILLIAMS SONOMA INC | 120,000 | $17.4B | 10.42% | |
| 3 | AMZNAMAZON COM INC | 5,113 | $16.7B | 9.98% | |
| 4 | OPENOPENDOOR TECHNOLOGIES INC | 1,600,000 | $13.8B | 8.29% | |
| 5 | IGVISHARES TR | 40,018 | $13.8B | 8.26% | |
| 6 | UBERUBER TECHNOLOGIES INC | 300,241 | $10.7B | 6.41% | |
| 7 | VZIOEURVIZIO HLDG CORP | 1,130,010 | $10.0B | 6.01% | |
| 8 | BIDUNBAIDU INC | 74,850 | $9.9B | 5.93% | |
| 9 | AFRMAFFIRM HLDGS INC | 200,000 | $9.3B | 5.54% | |
| 10 | RVLVREVOLVE GROUP INC | 147,672 | $7.9B | 4.75% | |
| 11 | PRKSSEAWORLD ENTMT INC | 100,030 | $7.4B | 4.46% | |
| 12 | WOOFPETCO HEALTH & WELLNESS CO I | 325,000 | $6.4B | 3.81% | |
| 13 | GRABGRAB HOLDINGS LIMITED | 1,800,000 | $6.3B | 3.77% | |
| 14 | SIXEURSIX FLAGS ENTMT CORP NEW | 144,132 | $6.3B | 3.75% | |
| 15 | EXPEEXPEDIA GROUP INC | 30,486 | $6.0B | 3.57% | |
| 16 | IHRTIHEARTMEDIA INC | 150,354 | $2.8B | 1.70% | |
| 17 | CLVTRIP COM GROUP LTD | 99,976 | $2.3B | 1.38% | |
| 18 | HTZHERTZ GLOBAL HLDGS INC | 60,019 | $1.3B | 0.80% | |
| 19 | FIGSFIGS INC | 40,029 | $861.0M | 0.52% |