Ardmore Road Asset Management as of March 31, 2023
Portfolio Holdings for Ardmore Road Asset Management
Ardmore Road Asset Management holds 29 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.3 | $23M | 80k | 288.30 | |
| Seaworld Entertainment (PRKS) | 8.9 | $20M | 325k | 61.31 | |
| MercadoLibre (MELI) | 7.7 | $17M | 13k | 1318.06 | |
| salesforce (CRM) | 6.7 | $15M | 75k | 199.78 | |
| Intuit (INTU) | 6.0 | $13M | 30k | 445.83 | |
| Expedia Group Com New (EXPE) | 5.7 | $13M | 131k | 97.03 | |
| The Trade Desk Com Cl A (TTD) | 5.5 | $12M | 200k | 60.91 | |
| Uber Technologies (UBER) | 5.0 | $11M | 350k | 31.70 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 4.7 | $11M | 40k | 263.19 | |
| Pinterest Cl A (PINS) | 4.3 | $9.5M | 350k | 27.27 | |
| Roblox Corp Cl A (RBLX) | 4.2 | $9.4M | 209k | 44.98 | |
| Meta Platforms Cl A (META) | 3.8 | $8.5M | 40k | 211.94 | |
| Paypal Holdings (PYPL) | 3.4 | $7.6M | 100k | 75.94 | |
| Activision Blizzard | 2.7 | $6.0M | 70k | 85.59 | |
| Match Group (MTCH) | 2.6 | $5.8M | 150k | 38.39 | |
| Lyft Cl A Com (LYFT) | 2.1 | $4.6M | 500k | 9.27 | |
| Baidu Spon Adr Rep A (BIDU) | 2.0 | $4.5M | 30k | 150.92 | |
| Xpeng Ads (XPEV) | 1.9 | $4.2M | 379k | 11.11 | |
| Block Cl A (SQ) | 1.8 | $4.1M | 60k | 68.65 | |
| Tripadvisor (TRIP) | 1.8 | $4.0M | 200k | 19.86 | |
| Williams-Sonoma (WSM) | 1.6 | $3.6M | 30k | 121.66 | |
| Iqiyi Sponsored Ads (IQ) | 1.6 | $3.6M | 500k | 7.28 | |
| Coupang Cl A (CPNG) | 1.4 | $3.2M | 200k | 16.00 | |
| Doordash Cl A (DASH) | 1.4 | $3.2M | 50k | 63.56 | |
| Robinhood Mkts Com Cl A (HOOD) | 1.3 | $2.9M | 300k | 9.71 | |
| Grab Holdings Class A Ord (GRAB) | 0.7 | $1.5M | 500k | 3.01 | |
| Wayfair Cl A (W) | 0.6 | $1.4M | 40k | 34.34 | |
| Amazon (AMZN) | 0.2 | $517k | 5.0k | 103.29 | |
| Shopify Cl A (SHOP) | 0.0 | $53k | 1.1k | 47.94 |
