Ardmore Road Asset Management LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$975.2B
Holdings
38
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (38 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | 140,000 | $80.7B | 8.27% | |
| 2 | XYZBLOCK INC | 1,050,000 | $57.0B | 5.85% | |
| 3 | SNOWSNOWFLAKE INC | 360,000 | $52.6B | 5.40% | |
| 4 | CSCOCISCO SYS INC | 800,000 | $49.4B | 5.06% | |
| 5 | FLUTFLUTTER ENTMT PLC | 220,000 | $48.7B | 5.00% | |
| 6 | TEAMATLASSIAN CORPORATION | 200,000 | $42.4B | 4.35% | |
| 7 | BKNGBOOKING HOLDINGS INC | 9,000 | $41.5B | 4.25% | |
| 8 | ROKUROKU INC | 525,000 | $37.0B | 3.79% | |
| 9 | JDJD.COM INC | 800,000 | $32.9B | 3.37% | |
| 10 | NFLXNETFLIX INC | 35,000 | $32.6B | 3.35% | |
| 11 | EXPEEXPEDIA GROUP INC | 190,000 | $31.9B | 3.28% | |
| 12 | CVNACARVANA CO | 150,000 | $31.4B | 3.22% | |
| 13 | INTUINTUIT | 50,980 | $31.3B | 3.21% | |
| 14 | QCOMQUALCOMM INC | 200,000 | $30.7B | 3.15% | |
| 15 | AFRMAFFIRM HLDGS INC | 600,000 | $27.1B | 2.78% | |
| 16 | SESEA LTD | 200,000 | $26.1B | 2.68% | |
| 17 | FOXAFOX CORP | 420,000 | $23.8B | 2.44% | |
| 18 | IBITISHARES BITCOIN TRUST ETF | 488,000 | $22.8B | 2.34% | |
| 19 | DKNGDRAFTKINGS INC NEW | 600,000 | $19.9B | 2.04% | |
| 20 | DDOGDATADOG INC | 200,000 | $19.8B | 2.03% | |
| 21 | BABAALIBABA GROUP HLDG LTD | 150,000 | $19.8B | 2.03% | |
| 22 | PYPLPAYPAL HLDGS INC | 300,000 | $19.6B | 2.01% | |
| 23 | RDDTREDDIT INC | 180,000 | $18.9B | 1.94% | |
| 24 | ESTCELASTIC N V | 210,000 | $18.7B | 1.92% | |
| 25 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 110,000 | $18.3B | 1.87% | |
| 26 | WDCWESTERN DIGITAL CORP | 400,000 | $16.2B | 1.66% | |
| 27 | CARTMAPLEBEAR INC | 400,000 | $16.0B | 1.64% | |
| 28 | AMDADVANCED MICRO DEVICES INC | 150,000 | $15.4B | 1.58% | |
| 29 | DASHDOORDASH INC | 80,000 | $14.6B | 1.50% | |
| 30 | UBERUBER TECHNOLOGIES INC | 200,000 | $14.6B | 1.49% | |
| 31 | ARKKARK ETF TR | 270,000 | $12.8B | 1.32% | |
| 32 | MUMICRON TECHNOLOGY INC | 130,000 | $11.3B | 1.16% | |
| 33 | TTDTHE TRADE DESK INC | 200,738 | $11.0B | 1.13% | |
| 34 | BEKEKE HLDGS INC | 525,000 | $10.5B | 1.08% | |
| 35 | DOCUDOCUSIGN INC | 110,000 | $9.0B | 0.92% | |
| 36 | PTONPELOTON INTERACTIVE INC | 1,100,000 | $7.0B | 0.71% | |
| 37 | VOOVANGUARD INDEX FDS | 2,700 | $1.4B | 0.14% | |
| 38 | NDQINVESCO QQQ TR | 1,000 | $468.9M | 0.05% |