Ardmore Road Asset Management as of June 30, 2025
Portfolio Holdings for Ardmore Road Asset Management
Ardmore Road Asset Management holds 39 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 8.8 | $106M | 600k | 176.23 | |
| Advanced Micro Devices (AMD) | 7.0 | $85M | 600k | 141.90 | |
| At&t (T) | 6.0 | $72M | 2.5M | 28.94 | |
| Cisco Systems (CSCO) | 5.7 | $69M | 1.0M | 69.38 | |
| Amazon (AMZN) | 5.3 | $64M | 293k | 219.39 | |
| Flutter Entmt SHS (FLUT) | 4.7 | $57M | 200k | 285.76 | |
| Broadcom (AVGO) | 4.6 | $55M | 200k | 275.65 | |
| NVIDIA Corporation (NVDA) | 4.3 | $52M | 331k | 157.99 | |
| Walt Disney Company (DIS) | 4.1 | $50M | 400k | 124.01 | |
| Paypal Holdings (PYPL) | 4.0 | $48M | 650k | 74.32 | |
| Booking Holdings (BKNG) | 3.4 | $41M | 7.0k | 5789.24 | |
| Block Cl A (XYZ) | 3.1 | $37M | 550k | 67.93 | |
| Draftkings Com Cl A (DKNG) | 3.0 | $37M | 850k | 42.89 | |
| Affirm Hldgs Com Cl A (AFRM) | 2.9 | $35M | 500k | 69.14 | |
| Jd.com Spon Ads Cl A (JD) | 2.4 | $29M | 900k | 32.64 | |
| Marvell Technology (MRVL) | 2.2 | $27M | 350k | 77.40 | |
| Pinterest Cl A (PINS) | 2.1 | $25M | 700k | 35.86 | |
| Doordash Cl A (DASH) | 2.1 | $25M | 101k | 246.51 | |
| Microsoft Corporation (MSFT) | 2.1 | $25M | 50k | 497.41 | |
| Meta Platforms Cl A (META) | 1.8 | $22M | 30k | 738.09 | |
| Roku Com Cl A (ROKU) | 1.8 | $22M | 250k | 87.89 | |
| Ishares Tr Expanded Tech (IGV) | 1.8 | $22M | 200k | 109.50 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.7 | $21M | 344k | 61.21 | |
| Trip Com Group Ads (TCOM) | 1.7 | $21M | 350k | 58.64 | |
| Applovin Corp Com Cl A (APP) | 1.4 | $18M | 50k | 350.08 | |
| Chewy Cl A (CHWY) | 1.4 | $17M | 404k | 42.62 | |
| Core Scientific (CORZ) | 1.4 | $17M | 1.0M | 17.07 | |
| Celestica (CLS) | 1.3 | $16M | 100k | 156.11 | |
| Etsy (ETSY) | 1.2 | $15M | 301k | 50.16 | |
| Uber Technologies (UBER) | 1.2 | $14M | 150k | 93.30 | |
| Roblox Corp Cl A (RBLX) | 1.1 | $13M | 125k | 105.20 | |
| ON Semiconductor (ON) | 1.1 | $13M | 250k | 52.41 | |
| Docusign (DOCU) | 1.0 | $12M | 156k | 77.89 | |
| Equinix (EQIX) | 0.6 | $6.9M | 8.6k | 795.47 | |
| Peloton Interactive Cl A Com (PTON) | 0.5 | $5.6M | 800k | 6.94 | |
| Applied Digital Corp Com New (APLD) | 0.4 | $4.6M | 453k | 10.07 | |
| Expedia Group Com New (EXPE) | 0.3 | $4.2M | 25k | 168.68 | |
| Iren Ordinary Shares (IREN) | 0.3 | $4.2M | 289k | 14.57 | |
| Mobileye Global Common Class A (MBLY) | 0.1 | $719k | 40k | 17.98 |
