Ardmore Road Asset Management as of Dec. 31, 2021
Portfolio Holdings for Ardmore Road Asset Management
Ardmore Road Asset Management holds 25 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Revolve Group Cl A (RVLV) | 11.4 | $22M | 385k | 56.04 | |
| Meta Platforms Cl A (META) | 10.6 | $20M | 60k | 336.35 | |
| Vizio Hldg Corp Cl A Com (VZIO) | 8.5 | $16M | 830k | 19.43 | |
| Amazon (AMZN) | 7.9 | $15M | 4.5k | 3334.37 | |
| MercadoLibre (MELI) | 6.4 | $12M | 9.0k | 1348.44 | |
| Booking Holdings (BKNG) | 6.3 | $12M | 5.0k | 2399.20 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.3 | $12M | 4.1k | 2897.02 | |
| Overstock (BYON) | 5.6 | $11M | 180k | 59.01 | |
| Bumble Com Cl A (BMBL) | 5.4 | $10M | 300k | 33.86 | |
| Affirm Hldgs Com Cl A (AFRM) | 4.8 | $9.1M | 90k | 100.56 | |
| Uber Technologies (UBER) | 4.3 | $8.2M | 196k | 41.93 | |
| Applovin Corp Com Cl A (APP) | 3.7 | $7.1M | 75k | 94.27 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 2.7 | $5.0M | 16k | 308.81 | |
| Trip Com Group Ads (TCOM) | 2.6 | $4.9M | 200k | 24.62 | |
| Hertz Global Hldgs Com New (HTZ) | 2.6 | $4.9M | 195k | 24.99 | |
| Nio Spon Ads (NIO) | 2.5 | $4.8M | 150k | 31.68 | |
| Coupang Cl A (CPNG) | 1.5 | $2.9M | 100k | 29.38 | |
| 1.1 | $2.2M | 50k | 43.22 | ||
| Six Flags Entertainment (SIX) | 1.1 | $2.1M | 50k | 42.58 | |
| Jd.com Spon Adr Cl A (JD) | 1.0 | $1.9M | 28k | 70.08 | |
| Paypal Holdings (PYPL) | 1.0 | $1.9M | 10k | 188.60 | |
| Coursera (COUR) | 0.9 | $1.7M | 70k | 24.44 | |
| Goodrx Hldgs Com Cl A (GDRX) | 0.9 | $1.6M | 50k | 32.68 | |
| Snap Cl A (SNAP) | 0.5 | $964k | 21k | 47.02 | |
| Opendoor Technologies (OPEN) | 0.4 | $731k | 50k | 14.62 |
