ARDMORE ROAD ASSET MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SNPS | 50K | $24.67M |
 | MDB | 50K | $15.52M |
 | INTU | 50K | $34.15M |
 | NFLX | 41K | $49.16M |
 | META | 40K | $29.38M |
 | TCOM | 40K | $3.01M |
 | HIMS | 20K | $1.13M |
 | FUBO | 20K | $83.00K |
 | FIG | 20K | $1.04M |
 | DASH | 20K | $5.44M |
 | PSKY | 20K | $378.40K |
 | CRCL | 20K | $2.65M |
 | RCI | 20K | $689.40K |
 | SOFI | 20K | $528.40K |
 | ABNB | 20K | $2.43M |
 | TU | 20K | $315.40K |
 | UPST | 20K | $1.02M |
 | APP | 11K | $7.54M |
 | ORCL | 10K | $2.81M |
 | IBM | 10K | $2.82M |
Synopsys, Inc.
SNPS
Shares Held
50K
Value
$24.67M
MongoDB, Inc.
MDB
Shares Held
50K
Value
$15.52M
Intuit Inc.
INTU
Shares Held
50K
Value
$34.15M
Netflix, Inc.
NFLX
Shares Held
41K
Value
$49.16M
Meta Platforms, Inc.
META
Shares Held
40K
Value
$29.38M
Trip.com Group Limited
TCOM
Shares Held
40K
Value
$3.01M
Hims & Hers Health, Inc.
HIMS
Shares Held
20K
Value
$1.13M
fuboTV Inc.
FUBO
Shares Held
20K
Value
$83.00K
Figma, Inc.
FIG
Shares Held
20K
Value
$1.04M
DoorDash, Inc.
DASH
Shares Held
20K
Value
$5.44M
Paramount Skydance Corporation Class B Common Stock
PSKY
Shares Held
20K
Value
$378.40K
Circle Internet Group
CRCL
Shares Held
20K
Value
$2.65M
Rogers Communications Inc.
RCI
Shares Held
20K
Value
$689.40K
SoFi Technologies, Inc.
SOFI
Shares Held
20K
Value
$528.40K
Airbnb, Inc.
ABNB
Shares Held
20K
Value
$2.43M
TELUS Corporation
TU
Shares Held
20K
Value
$315.40K
Upstart Holdings, Inc.
UPST
Shares Held
20K
Value
$1.02M
AppLovin Corporation
APP
Shares Held
11K
Value
$7.54M
Oracle Corporation
ORCL
Shares Held
10K
Value
$2.81M
International Business Machines Corporation
IBM
Shares Held
10K
Value
$2.82M