Ardmore Road Asset Management as of March 31, 2025
Portfolio Holdings for Ardmore Road Asset Management
Ardmore Road Asset Management holds 38 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 8.3 | $81M | 140k | 576.36 | |
| Block Cl A (XYZ) | 5.8 | $57M | 1.1M | 54.33 | |
| Snowflake Cl A (SNOW) | 5.4 | $53M | 360k | 146.16 | |
| Cisco Systems (CSCO) | 5.1 | $49M | 800k | 61.71 | |
| Flutter Entmt SHS (FLUT) | 5.0 | $49M | 220k | 221.55 | |
| Atlassian Corporation Cl A (TEAM) | 4.4 | $42M | 200k | 212.21 | |
| Booking Holdings (BKNG) | 4.3 | $42M | 9.0k | 4606.91 | |
| Roku Com Cl A (ROKU) | 3.8 | $37M | 525k | 70.44 | |
| Jd.com Spon Ads Cl A (JD) | 3.4 | $33M | 800k | 41.12 | |
| Netflix (NFLX) | 3.3 | $33M | 35k | 932.53 | |
| Expedia Group Com New (EXPE) | 3.3 | $32M | 190k | 168.10 | |
| Carvana Cl A (CVNA) | 3.2 | $31M | 150k | 209.08 | |
| Intuit (INTU) | 3.2 | $31M | 51k | 613.99 | |
| Qualcomm (QCOM) | 3.2 | $31M | 200k | 153.61 | |
| Affirm Hldgs Com Cl A (AFRM) | 2.8 | $27M | 600k | 45.19 | |
| Sea Sponsord Ads (SE) | 2.7 | $26M | 200k | 130.49 | |
| Fox Corp Cl A Com (FOXA) | 2.4 | $24M | 420k | 56.60 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 2.3 | $23M | 488k | 46.81 | |
| Draftkings Com Cl A (DKNG) | 2.0 | $20M | 600k | 33.21 | |
| Datadog Cl A Com (DDOG) | 2.0 | $20M | 200k | 99.21 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 2.0 | $20M | 150k | 132.23 | |
| Paypal Holdings (PYPL) | 2.0 | $20M | 300k | 65.25 | |
| Reddit Cl A (RDDT) | 1.9 | $19M | 180k | 104.90 | |
| Elastic N V Ord Shs (ESTC) | 1.9 | $19M | 210k | 89.10 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.9 | $18M | 110k | 166.00 | |
| Western Digital (WDC) | 1.7 | $16M | 400k | 40.43 | |
| Maplebear (CART) | 1.6 | $16M | 400k | 39.89 | |
| Advanced Micro Devices (AMD) | 1.6 | $15M | 150k | 102.74 | |
| Doordash Cl A (DASH) | 1.5 | $15M | 80k | 182.77 | |
| Uber Technologies (UBER) | 1.5 | $15M | 200k | 72.86 | |
| Ark Etf Tr Innovation Etf (ARKK) | 1.3 | $13M | 270k | 47.58 | |
| Micron Technology (MU) | 1.2 | $11M | 130k | 86.89 | |
| The Trade Desk Com Cl A (TTD) | 1.1 | $11M | 201k | 54.72 | |
| Ke Hldgs Sponsored Ads (BEKE) | 1.1 | $11M | 525k | 20.09 | |
| Docusign (DOCU) | 0.9 | $9.0M | 110k | 81.40 | |
| Peloton Interactive Cl A Com (PTON) | 0.7 | $7.0M | 1.1M | 6.32 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.4M | 2.7k | 513.91 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $469k | 1.0k | 468.92 |
