Ardmore Road Asset Management LP Q4 2024 Filing
Filed February 12, 2025
Portfolio Value
$685.8B
Holdings
36
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | 90,000 | $52.7B | 7.68% | |
| 2 | FLUTFLUTTER ENTMT PLC | 189,594 | $49.0B | 7.14% | |
| 3 | JDJD.COM INC | 1,320,000 | $45.8B | 6.67% | |
| 4 | AMZNAMAZON COM INC | 202,000 | $44.3B | 6.46% | |
| 5 | TAT&T INC | 1,500,000 | $34.2B | 4.98% | |
| 6 | MRVLMARVELL TECHNOLOGY INC | 300,000 | $33.1B | 4.83% | |
| 7 | GOOGLALPHABET INC | 151,000 | $28.6B | 4.17% | |
| 8 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 140,000 | $27.6B | 4.03% | |
| 9 | MSFTMICROSOFT CORP | 60,000 | $25.3B | 3.69% | |
| 10 | CSCOCISCO SYS INC | 400,000 | $23.7B | 3.45% | |
| 11 | CVNACARVANA CO | 100,000 | $20.3B | 2.97% | |
| 12 | PYPLPAYPAL HLDGS INC | 230,000 | $19.6B | 2.86% | |
| 13 | AVGOBROADCOM INC | 81,000 | $18.8B | 2.74% | |
| 14 | WMGWARNER MUSIC GROUP CORP | 600,000 | $18.6B | 2.71% | |
| 15 | SNOWSNOWFLAKE INC | 120,000 | $18.5B | 2.70% | |
| 16 | AFRMAFFIRM HLDGS INC | 301,000 | $18.3B | 2.67% | |
| 17 | CHTRCHARTER COMMUNICATIONS INC N | 50,000 | $17.1B | 2.50% | |
| 18 | QCOMQUALCOMM INC | 100,000 | $15.4B | 2.24% | |
| 19 | BKNGBOOKING HOLDINGS INC | 3,000 | $14.9B | 2.17% | |
| 20 | ESTCELASTIC N V | 150,000 | $14.9B | 2.17% | |
| 21 | FOXAFOX CORP | 300,000 | $14.6B | 2.12% | |
| 22 | ROKUROKU INC | 193,976 | $14.4B | 2.10% | |
| 23 | DDOGDATADOG INC | 100,000 | $14.3B | 2.08% | |
| 24 | ANETARISTA NETWORKS INC | 120,000 | $13.3B | 1.93% | |
| 25 | DASHDOORDASH INC | 75,000 | $12.6B | 1.83% | |
| 26 | EXPEEXPEDIA GROUP INC | 60,000 | $11.2B | 1.63% | |
| 27 | INTCINTEL CORP | 510,000 | $10.2B | 1.49% | |
| 28 | CARTMAPLEBEAR INC | 225,000 | $9.3B | 1.36% | |
| 29 | WDCWESTERN DIGITAL CORP | 150,000 | $8.9B | 1.30% | |
| 30 | TEAMATLASSIAN CORPORATION | 35,000 | $8.5B | 1.24% | |
| 31 | SOFISOFI TECHNOLOGIES INC | 500,000 | $7.7B | 1.12% | |
| 32 | CPNGCOUPANG INC | 350,000 | $7.7B | 1.12% | |
| 33 | GRABGRAB HOLDINGS LIMITED | 1,000,000 | $4.7B | 0.69% | |
| 34 | VOOVANGUARD INDEX FDS | 7,100 | $3.8B | 0.56% | |
| 35 | IBITISHARES BITCOIN TRUST ETF | 37,456 | $2.0B | 0.29% | |
| 36 | DKNGDRAFTKINGS INC NEW | 50,000 | $1.9B | 0.27% |