Ardmore Road Asset Management as of Dec. 31, 2022
Portfolio Holdings for Ardmore Road Asset Management
Ardmore Road Asset Management holds 27 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 11.4 | $22M | 250k | 88.23 | |
| MercadoLibre (MELI) | 9.2 | $18M | 21k | 846.24 | |
| Meta Platforms Cl A (META) | 7.5 | $14M | 120k | 120.34 | |
| Baidu Spon Adr Rep A (BIDU) | 7.4 | $14M | 125k | 114.38 | |
| Shopify Cl A (SHOP) | 6.3 | $12M | 350k | 34.71 | |
| Booking Holdings (BKNG) | 6.3 | $12M | 6.0k | 2015.28 | |
| Uber Technologies (UBER) | 5.5 | $11M | 425k | 24.73 | |
| Servicenow (NOW) | 5.0 | $9.7M | 25k | 388.27 | |
| Farfetch Ord Sh Cl A (FTCHQ) | 4.4 | $8.5M | 1.8M | 4.73 | |
| Amazon (AMZN) | 4.4 | $8.4M | 100k | 84.00 | |
| Microsoft Corporation (MSFT) | 3.7 | $7.2M | 30k | 239.82 | |
| Atlassian Corporation Cl A (TEAM) | 3.0 | $5.8M | 45k | 128.68 | |
| Seaworld Entertainment (PRKS) | 2.8 | $5.4M | 100k | 53.51 | |
| Expedia Group Com New (EXPE) | 2.7 | $5.3M | 60k | 87.60 | |
| Liberty Media Corp Del Com C Siriusxm | 2.6 | $5.1M | 130k | 39.13 | |
| Netflix (NFLX) | 2.3 | $4.4M | 15k | 294.88 | |
| Coupang Cl A (CPNG) | 1.9 | $3.7M | 250k | 14.71 | |
| Doordash Cl A (DASH) | 1.8 | $3.4M | 70k | 48.82 | |
| Liberty Media Corp Del Com A Siriusxm | 1.6 | $3.1M | 80k | 39.31 | |
| Block Cl A (SQ) | 1.6 | $3.1M | 50k | 62.84 | |
| Revolve Group Cl A (RVLV) | 1.6 | $3.1M | 140k | 22.26 | |
| Iqiyi Sponsored Ads (IQ) | 1.4 | $2.7M | 500k | 5.30 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.4 | $2.6M | 25k | 105.29 | |
| Liberty Media Corp Del Com Ser A Frmla | 1.2 | $2.4M | 45k | 53.43 | |
| Wayfair Cl A (W) | 1.0 | $2.0M | 60k | 32.89 | |
| Activision Blizzard | 1.0 | $1.9M | 25k | 76.55 | |
| Bill Com Holdings Ord (BILL) | 0.8 | $1.6M | 15k | 108.96 |
