The Analysis of Ardmore Road Asset Management LP's Holdings
Currently, Ardmore Road Asset Management LP holds 71 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in TSM (+200.0K shares, valued at $55.9M), NFLX (+41.0K shares, valued at $49.2M), CRWV (+350.0K shares, valued at $47.9M); decreased their positions in GOOGL (-300.0K shares, valued at $72.9M), T (-1.3M shares, valued at $36.7M), PYPL (-500.0K shares, valued at $33.5M); initiated new positions in TSM (+200.0K shares, valued at $55.9M), NFLX (+41.0K shares, valued at $49.2M), CRWV (+350.0K shares, valued at $47.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION500.0K shares51.08%2025-09-302025-11-13
AMD ADVANCED MICRO DEVICES INC451.0K shares-24.83%2025-09-302025-11-13 GOOGL ALPHABET INC300.0K shares-50.00%2025-09-302025-11-13 XYZ BLOCK INC850.0K shares54.55%2025-09-302025-11-13 FLUT FLUTTER ENTMT PLC225.0K shares12.50%2025-09-302025-11-13 TSM TAIWAN SEMICONDUCTOR MFG LTD200.0K sharesnew addition2025-09-302025-11-13 NFLX NETFLIX INC41.0K sharesnew addition2025-09-302025-11-13 CRWV COREWEAVE INC350.0K sharesnew addition2025-09-302025-11-13 BABA ALIBABA GROUP HLDG LTD250.0K sharesnew addition2025-09-302025-11-13 SPOT SPOTIFY TECHNOLOGY S A60.0K sharesnew addition2025-09-302025-11-13 DIS DISNEY WALT CO350.0K shares-12.50%2025-09-302025-11-13 EQIX EQUINIX INC50.0K shares478.24%2025-09-302025-11-13 TTD THE TRADE DESK INC750.0K sharesnew addition2025-09-302025-11-13 ETSY ETSY INC550.0K shares82.72%2025-09-302025-11-13 SE SEA LTD201.0K sharesnew addition2025-09-302025-11-13 FOX FOX CORP625.0K sharesnew addition2025-09-302025-11-13 RBLX ROBLOX CORP250.0K shares100.00%2025-09-302025-11-13 INTU INTUIT50.0K sharesnew addition2025-09-302025-11-13 CVNA CARVANA CO90.0K sharesnew addition2025-09-302025-11-13 T AT&T INC1.2M shares-52.00%2025-09-302025-11-13 DKNG DRAFTKINGS INC NEW900.0K shares5.88%2025-09-302025-11-13 META META PLATFORMS INC40.0K shares33.33%2025-09-302025-11-13 LITE LUMENTUM HLDGS INC180.0K sharesnew addition2025-09-302025-11-13 PINS PINTEREST INC900.0K shares28.57%2025-09-302025-11-13 PDD PDD HOLDINGS INC200.0K sharesnew addition2025-09-302025-11-13 MSFT MICROSOFT CORP51.0K shares2.00%2025-09-302025-11-13 IBIT ISHARES BITCOIN TRUST ETF400.0K shares16.28%2025-09-302025-11-13 TWLO TWILIO INC250.0K sharesnew addition2025-09-302025-11-13 SNPS SYNOPSYS INC50.0K sharesnew addition2025-09-302025-11-13 ROKU ROKU INC240.0K shares-4.00%2025-09-302025-11-13 NBIS NEBIUS GROUP N.V.201.0K sharesnew addition2025-09-302025-11-13 TEAM ATLASSIAN CORPORATION140.0K sharesnew addition2025-09-302025-11-13 FTNT FORTINET INC250.0K sharesnew addition2025-09-302025-11-13 CPNG COUPANG INC650.0K sharesnew addition2025-09-302025-11-13 CART MAPLEBEAR INC553.0K sharesnew addition2025-09-302025-11-13 JD JD.COM INC500.0K shares-44.44%2025-09-302025-11-13 BKNG BOOKING HOLDINGS INC3.2K shares-54.91%2025-09-302025-11-13 MDB MONGODB INC50.0K sharesnew addition2025-09-302025-11-13 GDS GDS HLDGS LTD401.0K sharesnew addition2025-09-302025-11-13 AFRM AFFIRM HLDGS INC200.0K shares-60.00%2025-09-302025-11-13 HSAI HESAI GROUP450.0K sharesnew addition2025-09-302025-11-13 PRKS UNITED PARKS & RESORTS INC225.0K sharesnew addition2025-09-302025-11-13 EA ELECTRONIC ARTS INC50.9K sharesnew addition2025-09-302025-11-13 CHWY CHEWY INC250.0K shares-38.13%2025-09-302025-11-13 PYPL PAYPAL HLDGS INC150.0K shares-76.92%2025-09-302025-11-13 UBER UBER TECHNOLOGIES INC100.0K shares-33.33%2025-09-302025-11-13 EBAY EBAY INC.101.0K sharesnew addition2025-09-302025-11-13 PTON PELOTON INTERACTIVE INC1.0M shares25.00%2025-09-302025-11-13 APP APPLOVIN CORP10.5K shares-78.96%2025-09-302025-11-13 DASH DOORDASH INC20.0K shares-80.20%2025-09-302025-11-13 COIN COINBASE GLOBAL INC10.0K sharesnew addition2025-09-302025-11-13 TCOM TRIP COM GROUP LTD40.0K shares-88.57%2025-09-302025-11-13 IBM INTERNATIONAL BUSINESS MACHS10.0K sharesnew addition2025-09-302025-11-13 ORCL ORACLE CORP10.0K sharesnew addition2025-09-302025-11-13 CHTR CHARTER COMMUNICATIONS INC N10.0K sharesnew addition2025-09-302025-11-13 CRCL CIRCLE INTERNET GROUP INC20.0K sharesnew addition2025-09-302025-11-13 ABNB AIRBNB INC20.0K sharesnew addition2025-09-302025-11-13 TMUS T-MOBILE US INC10.0K sharesnew addition2025-09-302025-11-13 ALAB ASTERA LABS INC10.0K sharesnew addition2025-09-302025-11-13 ANET ARISTA NETWORKS INC10.0K sharesnew addition2025-09-302025-11-13 CRDO CREDO TECHNOLOGY GROUP HOLDI10.0K sharesnew addition2025-09-302025-11-13 HIMS HIMS & HERS HEALTH INC20.0K sharesnew addition2025-09-302025-11-13 FIG FIGMA INC20.0K sharesnew addition2025-09-302025-11-13 UPST UPSTART HLDGS INC20.0K sharesnew addition2025-09-302025-11-13 CABO CABLE ONE INC5.0K sharesnew addition2025-09-302025-11-13 RCI ROGERS COMMUNICATIONS INC20.0K sharesnew addition2025-09-302025-11-13 SOFI SOFI TECHNOLOGIES INC20.0K sharesnew addition2025-09-302025-11-13 PSKY PARAMOUNT SKYDANCE CORP20.0K sharesnew addition2025-09-302025-11-13 STUB STUBHUB HLDGS INC20.0K sharesnew addition2025-09-302025-11-13 TU TELUS CORPORATION20.0K sharesnew addition2025-09-302025-11-13 FUBO FUBOTV INC20.0K sharesnew addition2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available