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Asset Manager ← All Institutions

Ardmore Road Asset Management LP

Q2 2025 · Filed 2025-08-13

Q1 2026 Q4 2025 Q3 2025 Q2 2025

Market Value

$1.2B

+24.2%

Holdings

New Purchases

Added To

Closed

Reduced

Top 10 Concentration

55.8%

Turnover

72.9%

Top Buys (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
GOOGL	9.19%	0.00%	+9.19%	$106M
T	6.29%	0.00%	+6.29%	$72M
AMD	7.40%	1.66%	+5.73%	$85M
AMZN	5.58%	0.00%	+5.58%	$64M
AVGO	4.79%	0.00%	+4.79%	$55M
NVDA	4.54%	0.00%	+4.54%	$52M
DIS	4.31%	0.00%	+4.31%	$50M
MRVL	2.35%	0.00%	+2.35%	$27M
PINS	2.18%	0.00%	+2.18%	$25M
MSFT	2.16%	0.00%	+2.16%	$25M
PYPL	4.20%	2.11%	+2.08%	$48M
IGV	1.90%	0.00%	+1.90%	$22M
TCOM	1.78%	0.00%	+1.78%	$21M
APP	1.52%	0.00%	+1.52%	$17M
CHWY	1.50%	0.00%	+1.50%	$17M

Top Sells (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
META	1.92%	8.71%	-6.79%	$22M
SNOW	0.00%	5.68%	-5.68%	$0
TEAM	0.00%	4.58%	-4.58%	$0
NFLX	0.00%	3.52%	-3.52%	$0
CVNA	0.00%	3.39%	-3.39%	$0
INTU	0.00%	3.38%	-3.38%	$0
QCOM	0.00%	3.32%	-3.32%	$0
EXPE	0.37%	3.45%	-3.08%	$4M
SQ	3.25%	6.16%	-2.91%	$37M
SE	0.00%	2.82%	-2.82%	$0
FOXA	0.00%	2.57%	-2.57%	$0
DDOG	0.00%	2.14%	-2.14%	$0
BABA	0.00%	2.14%	-2.14%	$0
ROKU	1.91%	3.99%	-2.08%	$22M
RDDT	0.00%	2.04%	-2.04%	$0

Sector Allocation Over Time

Market Cap Concentration

Tier	Holdings	Value	Weight
Mega Cap	15	$479M	41.6%
Large Cap	35	$604M	52.5%
Mid Cap	9	$68M	5.9%

Portfolio Analytics

Avg Market Cap

$488.2B

Median Market Cap

$53.5B

Avg P/E

42.8

Median P/E

31.8

Avg Dividend Yield

0.00%

Avg Beta

1.64

# Stocks

# ETFs / Funds

Top Holdings (59 total)

#	Symbol	% Port	Shares	Value	Avg Price	Q/Q Value Chg	Share Chg	Chg %	Status
1	GOOGL	9.19%	600,000	$106M	$176.23	—	+600,000	—	NEW
2	AMD	7.40%	600,000	$85M	$141.90	$70M	+450,000	+300.0%
3	T	6.29%	2,500,000	$72M	$28.94	—	+2,500,000	—	NEW
4	CSCO	6.03%	1,000,000	$69M	$69.38	$20M	+200,000	+25.0%
5	AMZN	5.58%	293,000	$64M	$219.39	—	+293,000	—	NEW
6	AVGO	4.79%	200,000	$55M	$275.65	—	+200,000	—	NEW
7	NVDA	4.54%	330,958	$52M	$157.99	—	+330,958	—	NEW
8	DIS	4.31%	400,000	$50M	$124.01	—	+400,000	—	NEW
9	PYPL	4.20%	650,000	$48M	$74.32	$29M	+350,000	+116.7%
10	BKNG	3.52%	7,000	$41M	$5,789.24	-$938K	-2,000	-22.2%
11	SQ	3.25%	550,000	$37M	$67.93	-$20M	-500,000	-47.6%
12	DKNG	3.17%	850,000	$36M	$42.89	$17M	+250,000	+41.7%
13	AFRM	3.00%	500,000	$35M	$69.14	$7M	-100,000	-16.7%
14	JD	2.55%	900,000	$29M	$32.64	-$4M	+100,000	+12.5%
15	MRVL	2.35%	350,000	$27M	$77.40	—	+350,000	—	NEW
16	PINS	2.18%	700,000	$25M	$35.86	—	+700,000	—	NEW
17	DASH	2.16%	101,000	$25M	$246.51	$10M	+21,000	+26.2%
18	MSFT	2.16%	50,000	$25M	$497.41	—	+50,000	—	NEW
19	META	1.92%	30,000	$22M	$738.09	-$59M	-110,000	-78.6%
20	ROKU	1.91%	250,000	$22M	$87.89	-$15M	-275,000	-52.4%
21	IGV	1.90%	200,000	$22M	$109.50	—	+200,000	—	NEW
22	IBIT	1.83%	344,000	$21M	$61.21	-$2M	-144,000	-29.5%
23	TCOM	1.78%	350,000	$21M	$58.64	—	+350,000	—	NEW
24	APP	1.52%	49,900	$17M	$350.08	—	+49,900	—	NEW
25	CHWY	1.50%	404,100	$17M	$42.62	—	+404,100	—	NEW
26	CORZ	1.48%	1,000,000	$17M	$17.07	—	+1,000,000	—	NEW
27	CLS	1.36%	100,000	$16M	$156.11	—	+100,000	—	NEW
28	ETSY	1.31%	301,000	$15M	$50.16	—	+301,000	—	NEW
29	UBER	1.22%	150,000	$14M	$93.30	-$577K	-50,000	-25.0%
30	RBLX	1.14%	125,000	$13M	$105.20	—	+125,000	—	NEW
31	ON	1.14%	250,000	$13M	$52.41	—	+250,000	—	NEW
32	DOCU	1.06%	156,000	$12M	$77.89	$3M	+46,000	+41.8%
33	EQIX	0.60%	8,647	$7M	$795.47	—	+8,647	—	NEW
34	PTON	0.48%	800,000	$6M	$6.94	-$1M	-300,000	-27.3%
35	APLD	0.40%	453,365	$5M	$10.07	—	+453,365	—	NEW
36	EXPE	0.37%	25,000	$4M	$168.68	-$28M	-165,000	-86.8%
37	IREN	0.37%	288,920	$4M	$14.57	—	+288,920	—	NEW
38	MBLY	0.06%	40,000	$719K	$17.98	—	+40,000	—	NEW
39	BABA	—%	—	—	—	-$20M	-150,000	-100.0%	SOLD
40	TTD	—%	—	—	—	-$11M	-200,738	-100.0%	SOLD
41	WDC	—%	—	—	—	-$16M	-400,000	-100.0%	SOLD
42	SNOW	—%	—	—	—	-$53M	-360,000	-100.0%	SOLD
43	RDDT	—%	—	—	—	-$19M	-180,000	-100.0%	SOLD
44	MU	—%	—	—	—	-$11M	-130,000	-100.0%	SOLD
45	FOXA	—%	—	—	—	-$24M	-420,000	-100.0%	SOLD
46	TSM	—%	—	—	—	-$18M	-110,000	-100.0%	SOLD
47	QCOM	—%	—	—	—	-$31M	-200,000	-100.0%	SOLD
48	QQQ	—%	—	—	—	-$469K	-1,000	-100.0%	SOLD
49	CART	—%	—	—	—	-$16M	-400,000	-100.0%	SOLD
50	CVNA	—%	—	—	—	-$31M	-150,000	-100.0%	SOLD
51	DDOG	—%	—	—	—	-$20M	-200,000	-100.0%	SOLD
52	ESTC	—%	—	—	—	-$19M	-210,000	-100.0%	SOLD
53	TEAM	—%	—	—	—	-$42M	-200,000	-100.0%	SOLD
54	SE	—%	—	—	—	-$26M	-200,000	-100.0%	SOLD
55	BEKE	—%	—	—	—	-$11M	-525,000	-100.0%	SOLD
56	INTU	—%	—	—	—	-$31M	-50,980	-100.0%	SOLD
57	NFLX	—%	—	—	—	-$33M	-35,000	-100.0%	SOLD
58	VOO	—%	—	—	—	-$1M	-2,700	-100.0%	SOLD
59	ARKK	—%	—	—	—	-$13M	-270,000	-100.0%	SOLD

New Positions

Symbol	Value	% Port
GOOGL	$106M	9.19%
T	$72M	6.29%
AMZN	$64M	5.58%
AVGO	$55M	4.79%
NVDA	$52M	4.54%
DIS	$50M	4.31%
MRVL	$27M	2.35%
PINS	$25M	2.18%
MSFT	$25M	2.16%
IGV	$22M	1.90%
TCOM	$21M	1.78%
APP	$17M	1.52%
CHWY	$17M	1.50%
CORZ	$17M	1.48%
CLS	$16M	1.36%

Sold Out Positions

Symbol	Value	% Port
ESTC	—	—%
SE	—	—%
SNOW	—	—%
BEKE	—	—%
CART	—	—%
RDDT	—	—%
TSM	—	—%
DDOG	—	—%
FOXA	—	—%
INTU	—	—%
MU	—	—%
ARKK	—	—%
QCOM	—	—%
WDC	—	—%
QQQ	—	—%

View SEC EDGAR Filings for Ardmore Road Asset Management LP →