ARDMORE ROAD ASSET MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | T | 1.20M | $33.89M |
 | PTON | 1.00M | $9.00M |
 | DKNG | 900K | $33.66M |
 | PINS | 900K | $28.95M |
 | XYZ | 850K | $61.43M |
 | TTD | 750K | $36.76M |
 | CPNG | 650K | $20.93M |
 | FOX | 625K | $35.81M |
 | CART | 553K | $20.33M |
 | ETSY | 550K | $36.51M |
 | NVDA | 500K | $93.29M |
 | JD | 500K | $17.49M |
 | AMD | 451K | $72.97M |
 | HSAI | 450K | $12.64M |
 | GDS | 401K | $15.52M |
 | CRWV | 350K | $47.90M |
 | DIS | 350K | $40.08M |
 | GOOGL | 300K | $72.93M |
 | BABA | 250K | $44.68M |
 | TWLO | 250K | $25.02M |
AT&T Inc.
T
Shares Held
1.20M
Value
$33.89M
Peloton Interactive, Inc.
PTON
Shares Held
1.00M
Value
$9.00M
DraftKings Inc.
DKNG
Shares Held
900K
Value
$33.66M
Pinterest, Inc.
PINS
Shares Held
900K
Value
$28.95M
Block, Inc.
XYZ
Shares Held
850K
Value
$61.43M
The Trade Desk, Inc.
TTD
Shares Held
750K
Value
$36.76M
Coupang, Inc.
CPNG
Shares Held
650K
Value
$20.93M
Fox Corporation
FOX
Shares Held
625K
Value
$35.81M
Instacart (Maplebear Inc.)
CART
Shares Held
553K
Value
$20.33M
Etsy, Inc.
ETSY
Shares Held
550K
Value
$36.51M
NVIDIA Corporation
NVDA
Shares Held
500K
Value
$93.29M
JD.com, Inc.
JD
Shares Held
500K
Value
$17.49M
Advanced Micro Devices, Inc.
AMD
Shares Held
451K
Value
$72.97M
Hesai Group
HSAI
Shares Held
450K
Value
$12.64M
GDS Holdings Limited
GDS
Shares Held
401K
Value
$15.52M
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
350K
Value
$47.90M
The Walt Disney Company
DIS
Shares Held
350K
Value
$40.08M
Alphabet Inc.
GOOGL
Shares Held
300K
Value
$72.93M
Alibaba Group Holding Limited
BABA
Shares Held
250K
Value
$44.68M
Twilio Inc.
TWLO
Shares Held
250K
Value
$25.02M