Ardmore Road Asset Management

Ardmore Road Asset Management as of Dec. 31, 2024

Portfolio Holdings for Ardmore Road Asset Management

Ardmore Road Asset Management holds 36 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Meta Platforms Cl A (META) 7.7 $53M 90k 585.51
Flutter Entmt SHS (FLUT) 7.1 $49M 190k 258.45
Jd.com Spon Ads Cl A (JD) 6.7 $46M 1.3M 34.67
Amazon (AMZN) 6.5 $44M 202k 219.39
At&t (T) 5.0 $34M 1.5M 22.77
Marvell Technology (MRVL) 4.8 $33M 300k 110.45
Alphabet Cap Stk Cl A (GOOGL) 4.2 $29M 151k 189.30
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 4.0 $28M 140k 197.49
Microsoft Corporation (MSFT) 3.7 $25M 60k 421.50
Cisco Systems (CSCO) 3.5 $24M 400k 59.20
Carvana Cl A (CVNA) 3.0 $20M 100k 203.36
Paypal Holdings (PYPL) 2.9 $20M 230k 85.35
Broadcom (AVGO) 2.7 $19M 81k 231.84
Warner Music Group Corp Com Cl A (WMG) 2.7 $19M 600k 31.00
Snowflake Cl A (SNOW) 2.7 $19M 120k 154.41
Affirm Hldgs Com Cl A (AFRM) 2.7 $18M 301k 60.90
Charter Communications Inc N Cl A (CHTR) 2.5 $17M 50k 342.77
Qualcomm (QCOM) 2.2 $15M 100k 153.62
Booking Holdings (BKNG) 2.2 $15M 3.0k 4968.42
Elastic N V Ord Shs (ESTC) 2.2 $15M 150k 99.08
Fox Corp Cl A Com (FOXA) 2.1 $15M 300k 48.58
Roku Com Cl A (ROKU) 2.1 $14M 194k 74.34
Datadog Cl A Com (DDOG) 2.1 $14M 100k 142.89
Arista Networks Com Shs (ANET) 1.9 $13M 120k 110.53
Doordash Cl A (DASH) 1.8 $13M 75k 167.75
Expedia Group Com New (EXPE) 1.6 $11M 60k 186.33
Intel Corporation (INTC) 1.5 $10M 510k 20.05
Maplebear (CART) 1.4 $9.3M 225k 41.42
Western Digital (WDC) 1.3 $8.9M 150k 59.63
Atlassian Corporation Cl A (TEAM) 1.2 $8.5M 35k 243.38
Sofi Technologies (SOFI) 1.1 $7.7M 500k 15.40
Coupang Cl A (CPNG) 1.1 $7.7M 350k 21.98
Grab Holdings Class A Ord (GRAB) 0.7 $4.7M 1.0M 4.72
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $3.8M 7.1k 538.81
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $2.0M 38k 53.05
Draftkings Com Cl A (DKNG) 0.3 $1.9M 50k 37.20