Ardmore Road Asset Management LP Portfolio Holdings by Sector

Ardmore Road Asset Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology SNOW INTU DDOG ESTC UBER TTD DOCU 7 stocks	$156,981 18.93% of portfolio	7	-	4	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical JD CVNA SE BABA 4 stocks	$110,189 13.29% of portfolio	3	1	2	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META DASH 2 stocks	$95,311 11.49% of portfolio	2	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services ROKU NFLX FOXA 3 stocks	$93,391 11.26% of portfolio	3	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology SQ AFRM 2 stocks	$87,195 10.51% of portfolio	2	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology QCOM TSM AMD MU 4 stocks	$75,688 9.13% of portfolio	3	1	2	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG EXPE 2 stocks	$73,401 8.85% of portfolio	2	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$49,368 5.95% of portfolio	1	-	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$19,926 2.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL 1 stocks	$19,575 2.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology WDC 1 stocks	$16,172 1.95% of portfolio	1	-	-	-	0 Calls 0 Puts
ETFs \| ETFs ARKK VOO QQQ 3 stocks	$14,701 1.77% of portfolio	2	1	2	-	0 Calls 0 Puts
Real Estate Services \| Real Estate BEKE 1 stocks	$10,547 1.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical PTON 1 stocks	$6,952 0.84% of portfolio	1	-	1	-	0 Calls 0 Puts

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