Ardmore Road Asset Management LP Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$223.2T
Holdings
29
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 80,000 | $23.1T | 10.33% | |
| 2 | PRKSSEAWORLD ENTMT INC | 325,000 | $19.9T | 8.93% | |
| 3 | MLB1MERCADOLIBRE INC | 13,000 | $17.1T | 7.68% | |
| 4 | CRMSALESFORCE INC | 75,000 | $15.0T | 6.71% | |
| 5 | INTUINTUIT | 30,000 | $13.4T | 5.99% | |
| 6 | EXPEEXPEDIA GROUP INC | 130,600 | $12.7T | 5.68% | |
| 7 | TTDTHE TRADE DESK INC | 200,000 | $12.2T | 5.46% | |
| 8 | UBERUBER TECHNOLOGIES INC | 350,000 | $11.1T | 4.97% | |
| 9 | SMHVANECK ETF TRUST | 40,000 | $10.5T | 4.72% | |
| 10 | PINSPINTEREST INC | 350,000 | $9.5T | 4.28% | |
| 11 | RBLXROBLOX CORP | 208,500 | $9.4T | 4.20% | |
| 12 | METAMETA PLATFORMS INC | 40,000 | $8.5T | 3.80% | |
| 13 | PYPLPAYPAL HLDGS INC | 100,000 | $7.6T | 3.40% | |
| 14 | ATVIEURACTIVISION BLIZZARD INC | 70,000 | $6.0T | 2.68% | |
| 15 | MTCHMATCH GROUP INC NEW | 150,000 | $5.8T | 2.58% | |
| 16 | LYFTLYFT INC | 500,000 | $4.6T | 2.08% | |
| 17 | BIDUNBAIDU INC | 30,000 | $4.5T | 2.03% | |
| 18 | XPEVXPENG INC | 379,148 | $4.2T | 1.89% | |
| 19 | XYZBLOCK INC | 60,000 | $4.1T | 1.85% | |
| 20 | TRIPTRIPADVISOR INC | 200,000 | $4.0T | 1.78% | |
| 21 | WSMWILLIAMS SONOMA INC | 30,000 | $3.6T | 1.64% | |
| 22 | IQIQIYI INC | 500,000 | $3.6T | 1.63% | |
| 23 | CPNGCOUPANG INC | 200,000 | $3.2T | 1.43% | |
| 24 | DASHDOORDASH INC | 50,000 | $3.2T | 1.42% | |
| 25 | HOODROBINHOOD MKTS INC | 300,000 | $2.9T | 1.31% | |
| 26 | GRABGRAB HOLDINGS LIMITED | 500,000 | $1.5T | 0.67% | |
| 27 | WWAYFAIR INC | 40,000 | $1.4T | 0.62% | |
| 28 | AMZNAMAZON COM INC | 5,000 | $516.5B | 0.23% | |
| 29 | SHOPSHOPIFY INC | 1,100 | $52.7B | 0.02% |