Ardmore Road Asset Management LP Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$1.5T
Holdings
71
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (71 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 500,000 | $93.3B | 6.02% | |
| 2 | AMDADVANCED MICRO DEVICES INC | 451,000 | $73.0B | 4.71% | |
| 3 | GOOGLALPHABET INC | 300,000 | $72.9B | 4.71% | |
| 4 | XYZBLOCK INC | 850,000 | $61.4B | 3.97% | |
| 5 | FLUTFLUTTER ENTMT PLC | 225,000 | $57.1B | 3.69% | |
| 6 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 200,000 | $55.9B | 3.61% | |
| 7 | NFLXNETFLIX INC | 41,000 | $49.2B | 3.17% | |
| 8 | CRWVCOREWEAVE INC | 350,000 | $47.9B | 3.09% | |
| 9 | BABAALIBABA GROUP HLDG LTD | 250,000 | $44.7B | 2.89% | |
| 10 | SPOTSPOTIFY TECHNOLOGY S A | 60,000 | $41.9B | 2.70% | |
| 11 | DISDISNEY WALT CO | 350,000 | $40.1B | 2.59% | |
| 12 | EQIXEQUINIX INC | 50,000 | $39.2B | 2.53% | |
| 13 | TTDTHE TRADE DESK INC | 750,000 | $36.8B | 2.37% | |
| 14 | ETSYETSY INC | 550,000 | $36.5B | 2.36% | |
| 15 | SESEA LTD | 201,000 | $35.9B | 2.32% | |
| 16 | FOXFOX CORP | 625,000 | $35.8B | 2.31% | |
| 17 | RBLXROBLOX CORP | 250,000 | $34.6B | 2.24% | |
| 18 | INTUINTUIT | 50,000 | $34.1B | 2.21% | |
| 19 | CVNACARVANA CO | 90,000 | $34.0B | 2.19% | |
| 20 | TAT&T INC | 1,200,000 | $33.9B | 2.19% | |
| 21 | DKNGDRAFTKINGS INC NEW | 900,000 | $33.7B | 2.17% | |
| 22 | METAMETA PLATFORMS INC | 40,000 | $29.4B | 1.90% | |
| 23 | LITELUMENTUM HLDGS INC | 180,000 | $29.3B | 1.89% | |
| 24 | PINSPINTEREST INC | 900,000 | $29.0B | 1.87% | |
| 25 | PDDPDD HOLDINGS INC | 200,000 | $26.4B | 1.71% | |
| 26 | MSFTMICROSOFT CORP | 51,000 | $26.4B | 1.71% | |
| 27 | IBITISHARES BITCOIN TRUST ETF | 400,000 | $26.0B | 1.68% | |
| 28 | TWLOTWILIO INC | 250,000 | $25.0B | 1.62% | |
| 29 | SNPSSYNOPSYS INC | 50,000 | $24.7B | 1.59% | |
| 30 | ROKUROKU INC | 240,000 | $24.0B | 1.55% | |
| 31 | NBISNEBIUS GROUP N.V. | 201,000 | $22.6B | 1.46% | |
| 32 | TEAMATLASSIAN CORPORATION | 140,000 | $22.4B | 1.44% | |
| 33 | FTNTFORTINET INC | 250,000 | $21.0B | 1.36% | |
| 34 | CPNGCOUPANG INC | 650,000 | $20.9B | 1.35% | |
| 35 | CARTMAPLEBEAR INC | 553,000 | $20.3B | 1.31% | |
| 36 | JDJD.COM INC | 500,000 | $17.5B | 1.13% | |
| 37 | BKNGBOOKING HOLDINGS INC | 3,156 | $17.0B | 1.10% | |
| 38 | MDBMONGODB INC | 50,000 | $15.5B | 1.00% | |
| 39 | GDSGDS HLDGS LTD | 401,000 | $15.5B | 1.00% | |
| 40 | AFRMAFFIRM HLDGS INC | 200,000 | $14.6B | 0.94% | |
| 41 | HSAIHESAI GROUP | 450,000 | $12.6B | 0.82% | |
| 42 | PRKSUNITED PARKS & RESORTS INC | 225,000 | $11.6B | 0.75% | |
| 43 | EAELECTRONIC ARTS INC | 50,900 | $10.3B | 0.66% | |
| 44 | CHWYCHEWY INC | 250,000 | $10.1B | 0.65% | |
| 45 | PYPLPAYPAL HLDGS INC | 150,000 | $10.1B | 0.65% | |
| 46 | UBERUBER TECHNOLOGIES INC | 100,000 | $9.8B | 0.63% | |
| 47 | EBAEBAY INC. | 101,000 | $9.2B | 0.59% | |
| 48 | PTONPELOTON INTERACTIVE INC | 1,000,000 | $9.0B | 0.58% | |
| 49 | APPAPPLOVIN CORP | 10,500 | $7.5B | 0.49% | |
| 50 | DASHDOORDASH INC | 20,000 | $5.4B | 0.35% | |
| 51 | COINCOINBASE GLOBAL INC | 10,000 | $3.4B | 0.22% | |
| 52 | CLVTRIP COM GROUP LTD | 40,000 | $3.0B | 0.19% | |
| 53 | IBMINTERNATIONAL BUSINESS MACHS | 10,000 | $2.8B | 0.18% | |
| 54 | ORCLORACLE CORP | 10,000 | $2.8B | 0.18% | |
| 55 | CHTRCHARTER COMMUNICATIONS INC N | 10,000 | $2.8B | 0.18% | |
| 56 | CRCLCIRCLE INTERNET GROUP INC | 20,000 | $2.7B | 0.17% | |
| 57 | ABNBAIRBNB INC | 20,000 | $2.4B | 0.16% | |
| 58 | TMUST-MOBILE US INC | 10,000 | $2.4B | 0.15% | |
| 59 | ALABASTERA LABS INC | 10,000 | $2.0B | 0.13% | |
| 60 | ANETARISTA NETWORKS INC | 10,000 | $1.5B | 0.09% | |
| 61 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 10,000 | $1.5B | 0.09% | |
| 62 | HIMSHIMS & HERS HEALTH INC | 20,000 | $1.1B | 0.07% | |
| 63 | FIGFIGMA INC | 20,000 | $1.0B | 0.07% | |
| 64 | UPSTUPSTART HLDGS INC | 20,000 | $1.0B | 0.07% | |
| 65 | CABOCABLE ONE INC | 5,000 | $885.3M | 0.06% | |
| 66 | RCI/BROGERS COMMUNICATIONS INC | 20,000 | $689.4M | 0.04% | |
| 67 | SOFISOFI TECHNOLOGIES INC | 20,000 | $528.4M | 0.03% | |
| 68 | PSKYPARAMOUNT SKYDANCE CORP | 20,000 | $378.4M | 0.02% | |
| 69 | STUBSTUBHUB HLDGS INC | 20,000 | $336.8M | 0.02% | |
| 70 | TTELUS CORPORATION | 20,000 | $315.4M | 0.02% | |
| 71 | FUBOFUBOTV INC | 20,000 | $83.0M | 0.01% |