Ardmore Road Asset Management

Ardmore Road Asset Management as of Sept. 30, 2025

Portfolio Holdings for Ardmore Road Asset Management

Ardmore Road Asset Management holds 71 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 6.0 $93M 500k 186.58
Advanced Micro Devices (AMD) 4.7 $73M 451k 161.79
Alphabet Cap Stk Cl A (GOOGL) 4.7 $73M 300k 243.10
Block Cl A (XYZ) 4.0 $61M 850k 72.27
Flutter Entmt SHS (FLUT) 3.7 $57M 225k 254.00
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 3.6 $56M 200k 279.29
Netflix (NFLX) 3.2 $49M 41k 1198.92
Coreweave Com Cl A (CRWV) 3.1 $48M 350k 136.85
Alibaba Group Hldg Sponsored Ads (BABA) 2.9 $45M 250k 178.73
Spotify Technology S A SHS (SPOT) 2.7 $42M 60k 698.00
Walt Disney Company (DIS) 2.6 $40M 350k 114.50
Equinix (EQIX) 2.5 $39M 50k 783.24
The Trade Desk Com Cl A (TTD) 2.4 $37M 750k 49.01
Etsy (ETSY) 2.4 $37M 550k 66.39
Sea Sponsord Ads (SE) 2.3 $36M 201k 178.73
Fox Corp Cl B Com (FOX) 2.3 $36M 625k 57.29
Roblox Corp Cl A (RBLX) 2.2 $35M 250k 138.52
Intuit (INTU) 2.2 $34M 50k 682.91
Carvana Cl A (CVNA) 2.2 $34M 90k 377.24
At&t (T) 2.2 $34M 1.2M 28.24
Draftkings Com Cl A (DKNG) 2.2 $34M 900k 37.40
Meta Platforms Cl A (META) 1.9 $29M 40k 734.38
Lumentum Hldgs (LITE) 1.9 $29M 180k 162.71
Pinterest Cl A (PINS) 1.9 $29M 900k 32.17
Pdd Holdings Sponsored Ads (PDD) 1.7 $26M 200k 132.17
Microsoft Corporation (MSFT) 1.7 $26M 51k 517.95
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.7 $26M 400k 65.00
Twilio Cl A (TWLO) 1.6 $25M 250k 100.09
Synopsys (SNPS) 1.6 $25M 50k 493.39
Roku Com Cl A (ROKU) 1.6 $24M 240k 100.13
Nebius Group Shs Class A (NBIS) 1.5 $23M 201k 112.27
Atlassian Corporation Cl A (TEAM) 1.4 $22M 140k 159.70
Fortinet (FTNT) 1.4 $21M 250k 84.08
Coupang Cl A (CPNG) 1.4 $21M 650k 32.20
Maplebear (CART) 1.3 $20M 553k 36.76
Jd.com Spon Ads Cl A (JD) 1.1 $18M 500k 34.98
Booking Holdings (BKNG) 1.1 $17M 3.2k 5399.27
Mongodb Cl A (MDB) 1.0 $16M 50k 310.38
GDS HLDGS Sponsored Ads (GDS) 1.0 $16M 401k 38.70
Affirm Hldgs Com Cl A (AFRM) 0.9 $15M 200k 73.08
Hesai Group Sponsored Ads (HSAI) 0.8 $13M 450k 28.10
Seaworld Entertainment (PRKS) 0.8 $12M 225k 51.70
Electronic Arts (EA) 0.7 $10M 51k 201.70
Chewy Cl A (CHWY) 0.7 $10M 250k 40.45
Paypal Holdings (PYPL) 0.6 $10M 150k 67.06
Uber Technologies (UBER) 0.6 $9.8M 100k 97.97
eBay (EBAY) 0.6 $9.2M 101k 90.95
Peloton Interactive Cl A Com (PTON) 0.6 $9.0M 1.0M 9.00
Applovin Corp Com Cl A (APP) 0.5 $7.5M 11k 718.54
Doordash Cl A (DASH) 0.4 $5.4M 20k 271.99
Coinbase Global Com Cl A (COIN) 0.2 $3.4M 10k 337.49
Trip Com Group Ads (TCOM) 0.2 $3.0M 40k 75.20
International Business Machines (IBM) 0.2 $2.8M 10k 282.16
Oracle Corporation (ORCL) 0.2 $2.8M 10k 281.24
Charter Communications Inc N Cl A (CHTR) 0.2 $2.8M 10k 275.11
Circle Internet Group Com Cl A (CRCL) 0.2 $2.7M 20k 132.58
Airbnb Com Cl A (ABNB) 0.2 $2.4M 20k 121.42
Metropcs Communications (TMUS) 0.2 $2.4M 10k 239.38
Astera Labs (ALAB) 0.1 $2.0M 10k 195.80
Arista Networks Com Shs (ANET) 0.1 $1.5M 10k 145.71
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.1 $1.5M 10k 145.61
Hims & Hers Health Com Cl A (HIMS) 0.1 $1.1M 20k 56.72
Figma Class A Com Stk (FIG) 0.1 $1.0M 20k 51.87
Upstart Hldgs (UPST) 0.1 $1.0M 20k 50.80
Cable One (CABO) 0.1 $885k 5.0k 177.05
Rogers Communications CL B (RCI) 0.0 $689k 20k 34.47
Sofi Technologies (SOFI) 0.0 $528k 20k 26.42
Paramount Skydance Corp Com Cl B (PSKY) 0.0 $378k 20k 18.92
Stubhub Hldgs Cl A 0.0 $337k 20k 16.84
Telus Ord (TU) 0.0 $315k 20k 15.77
Fubotv (FUBO) 0.0 $83k 20k 4.15