Ardmore Road Asset Management LP Purchases in Q1 2025

Ardmore Road Asset Management LP

  • $829 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SQ
Block, Inc.

Technology
1.05M
New
$54.04 - $92.95 $56.7M - $97.6M
1.05M $60.1M
SNOW
Snowflake Inc.

Technology
240K
+ 200.0%
$146.16 - $192.78 $35.1M - $46.3M
360K $52.6M
NFLX
Netflix Inc

Communication Services
35K
New
$828.4 - $1058.6 $29M - $37.1M
35K $32.6M
INTU
Intuit Inc

Technology
51K
New
$555.63 - $630.23 $28.3M - $32.1M
51K $31.3M
META
Meta Platforms, Inc.

Communication Services
50K
+ 55.56%
$576.36 - $736.67 $28.8M - $36.8M
140K $80.7M
BKNG
Booking Holdings Inc.

Consumer Cyclical
6K
+ 200.0%
$4295.4 - $5141.88 $25.8M - $30.9M
9K $41.5M
SE
Sea LTD

Consumer Cyclical
200K
New
$104.87 - $146.31 $21M - $29.3M
200K $26.1M
CSCO
Cisco Systems, Inc.

Technology
400K
+ 100.0%
$58.74 - $64.87 $23.5M - $25.9M
800K $49.4M
ROKU
Roku, Inc

Communication Services
331K
+ 170.65%
$67.36 - $99.07 $22.3M - $32.8M
525K $37M
EXPE
Expedia Group, Inc.

Consumer Cyclical
130K
+ 216.67%
$157.11 - $206.52 $20.4M - $26.8M
190K $31.9M
DKNG
Draft Kings Inc.

Consumer Cyclical
550K
+ 1100.0%
$33.21 - $53.49 $18.3M - $29.4M
600K $19.9M
AMD
Advanced Micro Devices Inc

Technology
150K
New
$96.63 - $129.55 $14.5M - $19.4M
150K $15.4M
QCOM
Qualcomm Inc

Technology
100K
+ 100.0%
$151.94 - $175.86 $15.2M - $17.6M
200K $30.7M
UBER
Uber Technologies, Inc

Technology
200K
New
$63.17 - $81.49 $12.6M - $16.3M
200K $14.6M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
270K
New
$47.25 - $67.02 $12.8M - $18.1M
270K $12.8M
MU
Micron Technology Inc

Technology
130K
New
$86.89 - $109.38 $11.3M - $14.2M
130K $11.3M
CVNA
Carvana Co.

Consumer Cyclical
50K
+ 50.0%
$166.52 - $285.33 $8.33M - $14.3M
150K $31.4M
TTD
Trade Desk, Inc.

Technology
201K
New
$53.59 - $126.58 $10.8M - $25.4M
201K $11M
BEKE
Ke Holdings Inc.

Real Estate
525K
New
$16.38 - $25.09 $8.6M - $13.2M
525K $10.5M
FOXA
Fox Corp

Communication Services
120K
+ 40.0%
$47.9 - $58.0 $5.75M - $6.96M
420K $23.8M
DOCU
Docusign, Inc.

Technology
110K
New
$74.7 - $97.7 $8.22M - $10.7M
110K $8.95M
AFRM
Affirm Holdings, Inc.

Technology
299K
+ 99.34%
$43.7 - $80.98 $13.1M - $24.2M
600K $27.1M
WDC
Western Digital Corp

Technology
250K
+ 166.67%
$40.43 - $72.03 $10.1M - $18M
400K $16.2M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
1.1M
New
$5.62 - $10.15 $6.18M - $11.2M
1.1M $6.95M
DDOG
Datadog, Inc.

Technology
100K
+ 100.0%
$98.68 - $151.89 $9.87M - $15.2M
200K $19.8M
ESTC
Elastic N.V.

Technology
60K
+ 40.0%
$89.1 - $117.76 $5.35M - $7.07M
210K $18.7M
DASH
Door Dash, Inc.

Communication Services
5K
+ 6.67%
$168.37 - $213.38 $842K - $1.07M
80K $14.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1K
New
$468.34 - $539.52 $468K - $540K
1K $468K
Maplebear Inc
175K
+ 77.78%
N/A
400K $0
Reddit Inc
180K
New
N/A
180K $0
Ishares Bitcoin Trust ETF
451K
+ 1202.86%
N/A
488K $0
Flutter Entmt PLC
30.4K
+ 16.04%
N/A
220K $0
Atlassian Corporation
165K
+ 471.43%
N/A
200K $0
PYPL
Pay Pal Holdings, Inc.

Financial Services
70K
+ 30.43%
$65.15 - $91.81 $4.56M - $6.43M
300K $19.6M
Activity Summary
Buys All Purchases 35 New Holdings 15 Increased Positions 20 Sells All Sells 3 Reductions 3 Sold out 0 Options Calls 0 Puts 0
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