ARDMORE ROAD ASSET MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RBLX | 250K | $34.63M |
 | CHWY | 250K | $10.11M |
 | FTNT | 250K | $21.02M |
 | ROKU | 240K | $24.03M |
 | FLUT | 225K | $57.15M |
 | PRKS | 225K | $11.63M |
 | SE | 201K | $35.92M |
 | TSM | 200K | $55.86M |
 | PDD | 200K | $26.43M |
 | AFRM | 200K | $14.62M |
 | LITE | 180K | $29.29M |
 | PYPL | 150K | $10.06M |
 | TEAM | 140K | $22.36M |
 | EBAY | 101K | $9.19M |
 | UBER | 100K | $9.80M |
 | CVNA | 90K | $33.95M |
 | SPOT | 60K | $41.88M |
 | MSFT | 51K | $26.42M |
 | EA | 51K | $10.27M |
 | EQIX | 50K | $39.16M |
Roblox Corporation
RBLX
Shares Held
250K
Value
$34.63M
Chewy, Inc.
CHWY
Shares Held
250K
Value
$10.11M
Fortinet, Inc.
FTNT
Shares Held
250K
Value
$21.02M
Roku, Inc.
ROKU
Shares Held
240K
Value
$24.03M
Flutter Entertainment plc
FLUT
Shares Held
225K
Value
$57.15M
United Parks & Resorts Inc.
PRKS
Shares Held
225K
Value
$11.63M
Sea Limited
SE
Shares Held
201K
Value
$35.92M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
200K
Value
$55.86M
PDD Holdings Inc.
PDD
Shares Held
200K
Value
$26.43M
Affirm Holdings, Inc.
AFRM
Shares Held
200K
Value
$14.62M
Lumentum Holdings Inc.
LITE
Shares Held
180K
Value
$29.29M
PayPal Holdings, Inc.
PYPL
Shares Held
150K
Value
$10.06M
Atlassian Corporation
TEAM
Shares Held
140K
Value
$22.36M
eBay Inc.
EBAY
Shares Held
101K
Value
$9.19M
Uber Technologies, Inc.
UBER
Shares Held
100K
Value
$9.80M
Carvana Co.
CVNA
Shares Held
90K
Value
$33.95M
Spotify Technology S.A.
SPOT
Shares Held
60K
Value
$41.88M
Microsoft Corporation
MSFT
Shares Held
51K
Value
$26.42M
Electronic Arts Inc.
EA
Shares Held
51K
Value
$10.27M
Equinix, Inc.
EQIX
Shares Held
50K
Value
$39.16M