Ardmore Road Asset Management LP In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Ardmore Road Asset Management LP reported 42 stock positions worth $649.1 million . Its top holding was Nvidia (NVDA) at 6.7% of the portfolio, followed by Flutter Entertainment PLC-Di (FLUT, 5.6% ) and Apple (AAPL, 5.5% ). Compared with Q1 2024, it opened 17 new positions, sold out of 11, added to 13 and reduced 12. The biggest buy was a new position in Flutter Entertainment PLC-Di (FLUT) and the biggest sale Expedia (EXPE, shares −73% ).
Location WESTPORT, CT
CIK 0001835730
Portfolio Value $649.1M (Q2 2024) Holdings 42 stocks · $649.1M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2024 NVDA Nvidia Corp. 350,000 $43.2M Reduce -12.5% FLUT Flutter Entertainment PLC-Di 199,962 $36.5M New AAPL Apple Inc. 170,000 $35.8M New MSFT Microsoft Corp. 75,500 $33.7M Add +25.8% AMZN Amazon.com Inc. 150,000 $29.0M Reduce -40.0% BABA Alibaba Group Holding-SP ADR 402,000 $28.9M Reduce -19.6% PDD PDD Holdings Inc. 201,000 $26.7M Add +34.0% TSM Taiwan Semiconductor-SP ADR 150,000 $26.1M Add +50.0% T AT&T Inc. 1,300,000 $24.8M Reduce -18.8% XYZ Block Inc. 350,000 $22.6M Add +483.3% DASH DoorDash Inc. Class A 200,500 $21.8M New JD Jd.com Inc.-ADR 810,000 $20.9M Add +8000.0% PYPL PayPal Holdings Inc. 300,000 $17.4M Add +400.0% NFLX Netflix Inc. 25,000 $16.9M Reduce -58.3% APP AppLovin Corp. Class A 200,000 $16.6M Reduce -42.9% SNAP Snap Inc. Class A 1,000,000 $16.6M Reduce -23.1% NXPI NXP Semiconductors NV 61,000 $16.4M New SPOT Spotify Technology SA 50,000 $15.7M Add +25.0% LYFT LYFT Inc. Class A 1,000,000 $14.1M New TCOM Trip.com Group Ltd.-ADR 300,000 $14.1M Reduce -50.0% WMG Warner Music Group Corp. Class A 450,000 $13.8M Add +28.6% CMCSA Comcast Corp. Class A 351,000 $13.7M New CRM Salesforce Inc. 50,000 $12.9M New EXPE Expedia Group Inc. 99,800 $12.6M Reduce -73.4% ROKU Roku Inc. 201,142 $12.1M Add +822.7% ADBE Adobe Inc. 20,000 $11.1M New GRAB Grab Holdings Ltd. Class A 3,000,000 $10.7M Add +30.4% ASML ASML Holding NV-NY Reg SHS 10,394 $10.6M Reduce -13.4% PINS Pinterest Inc. Class A 236,400 $10.4M Reduce -40.9% QCOM Qualcomm Inc. 51,900 $10.3M New VZ Verizon Communications Inc. 201,000 $8.3M New DKNG Draftkings Inc. Class A 201,000 $7.7M New LRCX Lam Research Corp. 6,295 $6.7M New SHOP Shopify Inc. Class A 101,000 $6.7M Reduce -49.5% NYT New York Times Co. Class A 122,467 $6.3M New CVNA Carvana Co. 45,200 $5.8M Add +310.9% SE Sea Ltd.-ADR 51,000 $3.6M Add +5000.0% BILI Bilibili Inc.-Sponsored ADR 227,033 $3.5M New COIN Coinbase Global Inc. Class A 10,000 $2.2M New VZIO Vizio Holding Corp. Class A 150,000 $1.6M Add +9.5% CART Maplebear Inc. 10,000 $321K New GOOGL Alphabet Inc. Class A 1,025 $187K New
Options reported separately and not counted above: TSLA puts ($8.9M).
Portfolio Sells Q1 2024 → Q2 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▲ EXPE Expedia Group Inc. Reduce -73.4% 1.94% −7.16 META Meta Platforms Inc. Class A Sold out 0.00% −5.13 NFLX Netflix Inc. Reduce -58.3% 2.60% −3.82 AMZN Amazon.com Inc. Reduce -40.0% 4.47% −3.48 RBLX Roblox Corp. Class A Sold out 0.00% −3.36 DDOG Datadog Inc. Class A Sold out 0.00% −2.61 TCOM Trip.com Group Ltd.-ADR Reduce -50.0% 2.17% −2.47 DOCU Docusign Inc. Sold out 0.00% −2.20 MU Micron Technology Inc. Sold out 0.00% −2.08 BABA Alibaba Group Holding-SP ADR Reduce -19.6% 4.46% −1.91 APP AppLovin Corp. Class A Reduce -42.9% 2.56% −1.70 TTD Trade Desk Inc./the Class A Sold out 0.00% −1.69 SHOP Shopify Inc. Class A Reduce -49.5% 1.03% −1.69 CHWY Chewy Inc. Class A Sold out 0.00% −1.68 DELL Dell Technologies -C Sold out 0.00% −1.21 T AT&T Inc. Reduce -18.8% 3.83% −1.13 SMCI Super Micro Computer Inc. Sold out 0.00% −1.11 PARAA Paramount Global Class B Sold out 0.00% −1.04 PINS Pinterest Inc. Class A Reduce -40.9% 1.61% −0.84 WBD Warner Bros Discovery Inc. Sold out 0.00% −0.54 ASML ASML Holding NV-NY Reg SHS Reduce -13.4% 1.64% −0.41 SNAP Snap Inc. Class A Reduce -23.1% 2.56% −0.07 NVDA Nvidia Corp. Reduce -12.5% 6.66% +0.29
Portfolio Buys Q1 2024 → Q2 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▼ FLUT Flutter Entertainment PLC-Di New 5.62% +5.62 AAPL Apple Inc. New 5.52% +5.52 DASH DoorDash Inc. Class A New 3.36% +3.36 JD Jd.com Inc.-ADR Add +8000.0% 3.22% +3.18 XYZ Block Inc. Add +483.3% 3.48% +2.58 NXPI NXP Semiconductors NV New 2.53% +2.53 LYFT LYFT Inc. Class A New 2.17% +2.17 CMCSA Comcast Corp. Class A New 2.12% +2.12 CRM Salesforce Inc. New 1.98% +1.98 PYPL PayPal Holdings Inc. Add +400.0% 2.68% +1.97 ADBE Adobe Inc. New 1.71% +1.71 TSM Taiwan Semiconductor-SP ADR Add +50.0% 4.02% +1.62 ROKU Roku Inc. Add +822.7% 1.86% +1.61 QCOM Qualcomm Inc. New 1.59% +1.59 VZ Verizon Communications Inc. New 1.28% +1.28 DKNG Draftkings Inc. Class A New 1.18% +1.18 PDD PDD Holdings Inc. Add +34.0% 4.12% +1.05 LRCX Lam Research Corp. New 1.03% +1.03 NYT New York Times Co. Class A New 0.97% +0.97 MSFT Microsoft Corp. Add +25.8% 5.20% +0.75 CVNA Carvana Co. Add +310.9% 0.90% +0.73 SPOT Spotify Technology SA Add +25.0% 2.42% +0.56 SE Sea Ltd.-ADR Add +5000.0% 0.56% +0.55 BILI Bilibili Inc.-Sponsored ADR New 0.54% +0.54 GRAB Grab Holdings Ltd. Class A Add +30.4% 1.64% +0.37 COIN Coinbase Global Inc. Class A New 0.34% +0.34 WMG Warner Music Group Corp. Class A Add +28.6% 2.13% +0.09 CART Maplebear Inc. New 0.05% +0.05 GOOGL Alphabet Inc. Class A New 0.03% +0.03 VZIO Vizio Holding Corp. Class A Add +9.5% 0.25% −0.01
Options Activity Q1 2024 → Q2 2024 Security Type Change vs Q1 2024 Underlying Shares Value ▼ TSLA Tesla Inc. put New 45,100 $8.9M
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 70 $1.7B AMD, GWRE, TMUS, VZ, TSM Q1 2026 64 $1.5B GLW, TMUS, EQIX, META, TSM Q4 2025 74 $1.3B NVDA, UBER, TSM, FOX, DIS Q3 2025 71 $1.5B NVDA, AMD, GOOGL, XYZ, FLUT Q2 2025 39 $1.2B GOOGL, AMD, T, CSCO, AMZN Q1 2025 38 $975.2M META, XYZ, SNOW, CSCO, FLUT Q4 2024 36 $685.8M META, FLUT, JD, AMZN, T Q3 2024 41 $775.7M QQQ, META, AVGO, SPOT, PYPL Q2 2024 42 $649.1M NVDA, FLUT, AAPL, MSFT, AMZN Q1 2024 36 $567.7M EXPE, AMZN, NFLX, BABA, NVDA