Ardmore Road Asset Management LP Portfolio Holdings by Sector

Ardmore Road Asset Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology AVGO AMD MRVL INTC QCOM 5 stocks	$123,002 16.65% of portfolio	4	1	4	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META SPOT DASH 3 stocks	$115,017 15.57% of portfolio	3	-	1	-	0 Calls 0 Puts
ETFs \| ETFs QQQ IWM SMH KWEB SPY 5 stocks	$94,093 12.73% of portfolio	5	-	5	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical EXPE BKNG TCOM 3 stocks	$70,491 9.54% of portfolio	3	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT SQ ADBE AFRM 4 stocks	$66,363 8.98% of portfolio	2	1	1	-	0 Calls 0 Puts
Software—Application \| Technology DDOG U ESTC APP DOCU GRAB 6 stocks	$63,057 8.53% of portfolio	4	2	4	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical JD PDD BABA 3 stocks	$62,096 8.4% of portfolio	-	3	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL SOFI 2 stocks	$45,392 6.14% of portfolio	2	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services ROKU WMG NFLX 3 stocks	$32,651 4.42% of portfolio	1	2	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$19,800 2.68% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$15,966 2.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$15,680 2.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs IYR 1 stocks	$15,280 2.07% of portfolio	1	-	1	-	0 Calls 0 Puts

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