Ardmore Road Asset Management LP Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$658.0T
Holdings
43
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (43 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 350,000 | $43.2T | 6.57% | |
| 2 | FLUTFLUTTER ENTMT PLC | 199,962 | $36.5T | 5.54% | |
| 3 | AAPLAPPLE INC | 170,000 | $35.8T | 5.44% | |
| 4 | MSFTMICROSOFT CORP | 75,500 | $33.7T | 5.13% | |
| 5 | AMZNAMAZON COM INC | 150,000 | $29.0T | 4.41% | |
| 6 | BABAALIBABA GROUP HLDG LTD | 402,000 | $28.9T | 4.40% | |
| 7 | PDDPDD HOLDINGS INC | 201,000 | $26.7T | 4.06% | |
| 8 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 150,000 | $26.1T | 3.96% | |
| 9 | TAT&T INC | 1,300,000 | $24.8T | 3.78% | |
| 10 | XYZBLOCK INC | 350,000 | $22.6T | 3.43% | |
| 11 | DASHDOORDASH INC | 200,500 | $21.8T | 3.31% | |
| 12 | JDJD.COM INC | 810,000 | $20.9T | 3.18% | |
| 13 | PYPLPAYPAL HLDGS INC | 300,000 | $17.4T | 2.65% | |
| 14 | NFLXNETFLIX INC | 25,000 | $16.9T | 2.56% | |
| 15 | APPAPPLOVIN CORP | 200,000 | $16.6T | 2.53% | |
| 16 | SNAPSNAP INC | 1,000,000 | $16.6T | 2.52% | |
| 17 | NXPINXP SEMICONDUCTORS N V | 61,000 | $16.4T | 2.49% | |
| 18 | SPOTSPOTIFY TECHNOLOGY S A | 50,000 | $15.7T | 2.38% | |
| 19 | CLVTRIP COM GROUP LTD | 300,000 | $14.1T | 2.14% | |
| 20 | LYFTLYFT INC | 1,000,000 | $14.1T | 2.14% | |
| 21 | WMGWARNER MUSIC GROUP CORP | 450,000 | $13.8T | 2.10% | |
| 22 | CMCSACOMCAST CORP NEW | 351,000 | $13.7T | 2.09% | |
| 23 | CRMSALESFORCE INC | 50,000 | $12.9T | 1.95% | |
| 24 | EXPEEXPEDIA GROUP INC | 99,800 | $12.6T | 1.91% | |
| 25 | ROKUROKU INC | 201,142 | $12.1T | 1.83% | |
| 26 | ADBEADOBE INC | 20,000 | $11.1T | 1.69% | |
| 27 | GRABGRAB HOLDINGS LIMITED | 3,000,000 | $10.7T | 1.62% | |
| 28 | ASMLASML HOLDING N V | 10,394 | $10.6T | 1.62% | |
| 29 | PINSPINTEREST INC | 236,400 | $10.4T | 1.58% | |
| 30 | QCOMQUALCOMM INC | 51,900 | $10.3T | 1.57% | |
| 31 | TSLATESLA INC | 45,100 | $8.9T | 1.36% | Put |
| 32 | BACVERIZON COMMUNICATIONS INC | 201,000 | $8.3T | 1.26% | |
| 33 | DKNGDRAFTKINGS INC NEW | 201,000 | $7.7T | 1.17% | |
| 34 | LRCXEURLAM RESEARCH CORP | 6,295 | $6.7T | 1.02% | |
| 35 | SHOPSHOPIFY INC | 101,000 | $6.7T | 1.01% | |
| 36 | NYTNEW YORK TIMES CO | 122,467 | $6.3T | 0.95% | |
| 37 | CVNACARVANA CO | 45,200 | $5.8T | 0.88% | |
| 38 | SESEA LTD | 51,000 | $3.6T | 0.55% | |
| 39 | BILIBILIBILI INC | 227,033 | $3.5T | 0.53% | |
| 40 | COINCOINBASE GLOBAL INC | 10,000 | $2.2T | 0.34% | |
| 41 | VZIOEURVIZIO HLDG CORP | 150,000 | $1.6T | 0.25% | |
| 42 | CARTMAPLEBEAR INC | 10,000 | $321.4B | 0.05% | |
| 43 | GOOGLALPHABET INC | 1,025 | $186.7B | 0.03% |