Ardmore Road Asset Management LP Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$296.0T
Holdings
31
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | 107,589 | $32.3T | 10.91% | |
| 2 | MSFTMICROSOFT CORP | 100,000 | $31.6T | 10.67% | |
| 3 | NVDANVIDIA CORPORATION | 61,490 | $26.7T | 9.04% | |
| 4 | EXPEEXPEDIA GROUP INC | 200,000 | $20.6T | 6.96% | |
| 5 | ORCLORACLE CORP | 150,000 | $15.9T | 5.37% | |
| 6 | BKNGBOOKING HOLDINGS INC | 5,000 | $15.4T | 5.21% | |
| 7 | MLB1MERCADOLIBRE INC | 12,000 | $15.2T | 5.14% | |
| 8 | UBERUBER TECHNOLOGIES INC | 300,000 | $13.8T | 4.66% | |
| 9 | CMCSACOMCAST CORP NEW | 300,000 | $13.3T | 4.49% | |
| 10 | TMUST-MOBILE US INC | 90,000 | $12.6T | 4.26% | |
| 11 | SPOTSPOTIFY TECHNOLOGY S A | 70,006 | $10.8T | 3.66% | |
| 12 | CLVTRIP COM GROUP LTD | 250,000 | $8.7T | 2.95% | |
| 13 | TTDTHE TRADE DESK INC | 110,000 | $8.6T | 2.90% | |
| 14 | SMCIUSDSUPER MICRO COMPUTER INC | 30,000 | $8.2T | 2.78% | |
| 15 | TAT&T INC | 500,000 | $7.5T | 2.54% | |
| 16 | SHOPSHOPIFY INC | 130,000 | $7.1T | 2.40% | |
| 17 | PINSPINTEREST INC | 200,000 | $5.4T | 1.83% | |
| 18 | IWMISHARES TR | 25,000 | $4.4T | 1.49% | |
| 19 | RBLXROBLOX CORP | 150,000 | $4.3T | 1.47% | |
| 20 | BMBLBUMBLE INC | 238,000 | $3.6T | 1.20% | |
| 21 | DKNGDRAFTKINGS INC NEW | 120,000 | $3.5T | 1.19% | |
| 22 | SESEA LTD | 80,000 | $3.5T | 1.19% | |
| 23 | WMGWARNER MUSIC GROUP CORP | 100,000 | $3.1T | 1.06% | |
| 24 | WWAYFAIR INC | 50,000 | $3.0T | 1.02% | |
| 25 | ESTCELASTIC N V | 35,000 | $2.8T | 0.96% | |
| 26 | BIDUNBAIDU INC | 20,000 | $2.7T | 0.91% | |
| 27 | CPNGCOUPANG INC | 150,000 | $2.5T | 0.86% | |
| 28 | APPAPPLOVIN CORP | 60,000 | $2.4T | 0.81% | |
| 29 | DASHDOORDASH INC | 30,000 | $2.4T | 0.81% | |
| 30 | WBDWARNER BROS DISCOVERY INC | 200,000 | $2.2T | 0.73% | |
| 31 | OVEROVERSTOCK COM INC DEL | 100,000 | $1.6T | 0.53% |