Ardmore Road Asset Management LP Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$189.6B
Holdings
25
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RVLVREVOLVE GROUP INC | 385,000 | $21.6B | 11.38% | |
| 2 | METAMETA PLATFORMS INC | 60,000 | $20.2B | 10.64% | |
| 3 | VZIOEURVIZIO HLDG CORP | 830,000 | $16.1B | 8.50% | |
| 4 | AMZNAMAZON COM INC | 4,486 | $15.0B | 7.89% | |
| 5 | MLB1MERCADOLIBRE INC | 9,000 | $12.1B | 6.40% | |
| 6 | BKNGBOOKING HOLDINGS INC | 5,000 | $12.0B | 6.33% | |
| 7 | GOOGLALPHABET INC | 4,098 | $11.9B | 6.26% | |
| 8 | OVEROVERSTOCK COM INC DEL | 180,000 | $10.6B | 5.60% | |
| 9 | BMBLBUMBLE INC | 300,000 | $10.2B | 5.36% | |
| 10 | AFRMAFFIRM HLDGS INC | 90,000 | $9.1B | 4.77% | |
| 11 | UBERUBER TECHNOLOGIES INC | 195,593 | $8.2B | 4.32% | |
| 12 | APPAPPLOVIN CORP | 75,000 | $7.1B | 3.73% | |
| 13 | SMHVANECK ETF TRUST | 16,285 | $5.0B | 2.65% | |
| 14 | CLVTRIP COM GROUP LTD | 200,000 | $4.9B | 2.60% | |
| 15 | HTZHERTZ GLOBAL HLDGS INC | 195,336 | $4.9B | 2.57% | |
| 16 | NIONIO INC | 150,000 | $4.8B | 2.51% | |
| 17 | CPNGCOUPANG INC | 100,000 | $2.9B | 1.55% | |
| 18 | TWTRUSDTWITTER INC | 50,000 | $2.2B | 1.14% | |
| 19 | SIXEURSIX FLAGS ENTMT CORP NEW | 50,000 | $2.1B | 1.12% | |
| 20 | JDJD.COM INC | 27,698 | $1.9B | 1.02% | |
| 21 | PYPLPAYPAL HLDGS INC | 10,000 | $1.9B | 0.99% | |
| 22 | COURCOURSERA INC | 70,000 | $1.7B | 0.90% | |
| 23 | GDRXGOODRX HLDGS INC | 50,000 | $1.6B | 0.86% | |
| 24 | SNAPSNAP INC | 20,500 | $964.0M | 0.51% | |
| 25 | OPENOPENDOOR TECHNOLOGIES INC | 50,000 | $731.0M | 0.39% |