Ardmore Road Asset Management LP Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$192.7T
Holdings
27
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 250,000 | $22.1T | 11.44% | |
| 2 | MLB1MERCADOLIBRE INC | 21,000 | $17.8T | 9.22% | |
| 3 | METAMETA PLATFORMS INC | 120,000 | $14.4T | 7.49% | |
| 4 | BIDUNBAIDU INC | 125,000 | $14.3T | 7.42% | |
| 5 | SHOPSHOPIFY INC | 350,000 | $12.1T | 6.30% | |
| 6 | BKNGBOOKING HOLDINGS INC | 6,000 | $12.1T | 6.27% | |
| 7 | UBERUBER TECHNOLOGIES INC | 425,000 | $10.5T | 5.45% | |
| 8 | NOWSERVICENOW INC | 25,000 | $9.7T | 5.04% | |
| 9 | FTCHQFARFETCH LTD | 1,800,000 | $8.5T | 4.42% | |
| 10 | AMZNAMAZON COM INC | 100,000 | $8.4T | 4.36% | |
| 11 | MSFTMICROSOFT CORP | 30,000 | $7.2T | 3.73% | |
| 12 | TEAMATLASSIAN CORPORATION | 45,000 | $5.8T | 3.00% | |
| 13 | PRKSSEAWORLD ENTMT INC | 100,000 | $5.4T | 2.78% | |
| 14 | EXPEEXPEDIA GROUP INC | 60,000 | $5.3T | 2.73% | |
| 15 | LSXMKUSDLIBERTY MEDIA CORP DEL | 130,000 | $5.1T | 2.64% | |
| 16 | NFLXNETFLIX INC | 15,000 | $4.4T | 2.29% | |
| 17 | CPNGCOUPANG INC | 250,000 | $3.7T | 1.91% | |
| 18 | DASHDOORDASH INC | 70,000 | $3.4T | 1.77% | |
| 19 | LM03LIBERTY MEDIA CORP DEL | 80,000 | $3.1T | 1.63% | |
| 20 | XYZBLOCK INC | 50,000 | $3.1T | 1.63% | |
| 21 | RVLVREVOLVE GROUP INC | 140,000 | $3.1T | 1.62% | |
| 22 | IQIQIYI INC | 500,000 | $2.6T | 1.37% | |
| 23 | CRWDCROWDSTRIKE HLDGS INC | 25,000 | $2.6T | 1.37% | |
| 24 | LM05LIBERTY MEDIA CORP DEL | 45,000 | $2.4T | 1.25% | |
| 25 | WWAYFAIR INC | 60,000 | $2.0T | 1.02% | |
| 26 | ATVIEURACTIVISION BLIZZARD INC | 25,000 | $1.9T | 0.99% | |
| 27 | BILLBILL COM HLDGS INC | 15,000 | $1.6T | 0.85% |