Ardmore Road Asset Management LP Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$567.7T
Holdings
36
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EXPEEXPEDIA GROUP INC | 375,000 | $51.7T | 9.10% | |
| 2 | AMZNAMAZON COM INC | 250,000 | $45.1T | 7.94% | |
| 3 | NFLXNETFLIX INC | 60,000 | $36.4T | 6.42% | |
| 4 | BABAALIBABA GROUP HLDG LTD | 500,000 | $36.2T | 6.37% | |
| 5 | NVDANVIDIA CORPORATION | 40,000 | $36.1T | 6.37% | |
| 6 | METAMETA PLATFORMS INC | 60,000 | $29.1T | 5.13% | |
| 7 | TAT&T INC | 1,600,000 | $28.2T | 4.96% | |
| 8 | CLVTRIP COM GROUP LTD | 600,000 | $26.3T | 4.64% | |
| 9 | MSFTMICROSOFT CORP | 60,000 | $25.2T | 4.45% | |
| 10 | APPAPPLOVIN CORP | 350,000 | $24.2T | 4.27% | |
| 11 | RBLXROBLOX CORP | 500,000 | $19.1T | 3.36% | |
| 12 | PDDPDD HOLDINGS INC | 150,000 | $17.4T | 3.07% | |
| 13 | SHOPSHOPIFY INC | 200,000 | $15.4T | 2.72% | |
| 14 | SNAPSNAP INC | 1,300,000 | $14.9T | 2.63% | |
| 15 | DDOGDATADOG INC | 120,000 | $14.8T | 2.61% | |
| 16 | PINSPINTEREST INC | 400,000 | $13.9T | 2.44% | |
| 17 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 100,000 | $13.6T | 2.40% | |
| 18 | DOCUDOCUSIGN INC | 210,000 | $12.5T | 2.20% | |
| 19 | MUMICRON TECHNOLOGY INC | 100,000 | $11.8T | 2.08% | |
| 20 | ASMLASML HOLDING N V | 12,000 | $11.6T | 2.05% | |
| 21 | WMGWARNER MUSIC GROUP CORP | 350,000 | $11.6T | 2.04% | |
| 22 | SPOTSPOTIFY TECHNOLOGY S A | 40,000 | $10.6T | 1.86% | |
| 23 | TTDTHE TRADE DESK INC | 110,000 | $9.6T | 1.69% | |
| 24 | CHWYCHEWY INC | 600,000 | $9.5T | 1.68% | |
| 25 | GRABGRAB HOLDINGS LIMITED | 2,300,000 | $7.2T | 1.27% | |
| 26 | DELLDELL TECHNOLOGIES INC | 60,000 | $6.8T | 1.21% | |
| 27 | SMCIUSDSUPER MICRO COMPUTER INC | 6,252 | $6.3T | 1.11% | |
| 28 | 0VVBPARAMOUNT GLOBAL | 500,000 | $5.9T | 1.04% | |
| 29 | XYZBLOCK INC | 60,000 | $5.1T | 0.89% | |
| 30 | PYPLPAYPAL HLDGS INC | 60,000 | $4.0T | 0.71% | |
| 31 | WBDWARNER BROS DISCOVERY INC | 350,000 | $3.1T | 0.54% | |
| 32 | VZIOEURVIZIO HLDG CORP | 137,000 | $1.5T | 0.26% | |
| 33 | ROKUROKU INC | 21,800 | $1.4T | 0.25% | |
| 34 | CVNACARVANA CO | 11,000 | $967.0B | 0.17% | |
| 35 | JDJD.COM INC | 10,000 | $273.9B | 0.05% | |
| 36 | SESEA LTD | 1,000 | $53.7B | 0.01% |