Ardmore Road Asset Management LP Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$331.9T
Holdings
24
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EXPEEXPEDIA GROUP INC | 350,000 | $38.3T | 11.53% | |
| 2 | MSFTMICROSOFT CORP | 112,350 | $38.3T | 11.53% | |
| 3 | XYZBLOCK INC | 500,000 | $33.3T | 10.03% | |
| 4 | METAMETA PLATFORMS INC | 80,000 | $23.0T | 6.92% | |
| 5 | AMZNAMAZON COM INC | 162,357 | $21.2T | 6.38% | |
| 6 | TMUST-MOBILE US INC | 150,000 | $20.8T | 6.28% | |
| 7 | NVDANVIDIA CORPORATION | 45,000 | $19.0T | 5.73% | |
| 8 | BIDUNBAIDU INC | 120,000 | $16.4T | 4.95% | |
| 9 | TAT&T INC | 1,020,000 | $16.3T | 4.90% | |
| 10 | NFLXNETFLIX INC | 33,400 | $14.7T | 4.43% | |
| 11 | FTCHQFARFETCH LTD | 2,100,000 | $12.7T | 3.82% | |
| 12 | BMBLBUMBLE INC | 600,000 | $10.1T | 3.03% | |
| 13 | PRKSSEAWORLD ENTMT INC | 154,636 | $8.7T | 2.61% | |
| 14 | HOODROBINHOOD MKTS INC | 800,000 | $8.0T | 2.41% | |
| 15 | WMGWARNER MUSIC GROUP CORP | 300,000 | $7.8T | 2.36% | |
| 16 | DASHDOORDASH INC | 100,000 | $7.6T | 2.30% | |
| 17 | PDDPDD HOLDINGS INC | 100,000 | $6.9T | 2.08% | |
| 18 | NDQINVESCO QQQ TR | 17,755 | $6.6T | 1.98% | |
| 19 | AFRMAFFIRM HLDGS INC | 400,000 | $6.1T | 1.85% | |
| 20 | DKNGDRAFTKINGS INC NEW | 200,000 | $5.3T | 1.60% | |
| 21 | MLB1MERCADOLIBRE INC | 3,000 | $3.6T | 1.07% | |
| 22 | LYFTLYFT INC | 320,000 | $3.1T | 0.92% | |
| 23 | BKNGBOOKING HOLDINGS INC | 1,000 | $2.7T | 0.81% | |
| 24 | IQIQIYI INC | 300,000 | $1.6T | 0.48% |