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| Name: |
Ardmore Road Asset Management LP |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10022 |
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data |
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| Holdings
Found :
13 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BABA |
Alibaba Group Holding Limited |
4 |
New |
$78.45 |
$36,180,000 |
500,000 |
6.37% |
36,180,000 |
500,000 |
0.018 |
N/A |
|
|
SNAP |
Snap Inc |
14 |
New |
$14.89 |
$14,924,000 |
1,300,000 |
2.63% |
14,924,000 |
1,300,000 |
0.106 |
N/A |
|
|
DDOG |
Datadog, Inc. |
15 |
New |
$0.00 |
$14,832,000 |
120,000 |
2.61% |
14,832,000 |
120,000 |
0.047 |
N/A |
|
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TSM |
Taiwan Semiconductor Mfg. C... |
17 |
New |
$152.47 |
$13,605,000 |
100,000 |
2.4% |
13,605,000 |
100,000 |
0.002 |
Semiconductor - Integ... |
|
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MU |
Micron Technology Inc |
19 |
New |
$126.64 |
$11,789,000 |
100,000 |
2.08% |
11,789,000 |
100,000 |
0.009 |
Semiconductor - Memor... |
|
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ASML |
ASML Holding N.V. (ADR) |
20 |
New |
$0.00 |
$11,646,000 |
12,000 |
2.05% |
11,646,000 |
12,000 |
0.003 |
Semiconductor Equipme... |
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GRAB |
Grab Holdings Ord Shs Class A |
25 |
New |
$0.00 |
$7,222,000 |
2,300,000 |
1.27% |
7,222,000 |
2,300,000 |
0.064 |
N/A |
|
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DELL |
Dell Technologies Inc |
26 |
New |
$135.76 |
$6,847,000 |
60,000 |
1.21% |
6,847,000 |
60,000 |
0.023 |
N/A |
|
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SQ |
Square Inc |
29 |
New |
$64.25 |
$5,075,000 |
60,000 |
0.89% |
5,075,000 |
60,000 |
0.011 |
N/A |
|
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PYPL |
Paypal Holdings, Inc. |
30 |
New |
$63.33 |
$4,019,000 |
60,000 |
0.71% |
4,019,000 |
60,000 |
0.005 |
N/A |
|
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VZIO |
Vizio Holding Corp. |
32 |
New |
$0.00 |
$1,499,000 |
137,000 |
0.26% |
1,499,000 |
137,000 |
0.161 |
N/A |
|
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ROKU |
Roku, Inc |
33 |
New |
$57.78 |
$1,421,000 |
21,800 |
0.25% |
1,421,000 |
21,800 |
0.02 |
N/A |
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CVNA |
Carvana Co. |
34 |
New |
$101.10 |
$967,000 |
11,000 |
0.17% |
967,000 |
11,000 |
0.009 |
N/A |
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