Ardmore Road Asset Management LP Portfolio Holdings by Sector

Ardmore Road Asset Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical JD AMZN CVNA CPNG 4 stocks	$118,109 19.55% of portfolio	4	-	3	-	0 Calls 0 Puts
Semiconductors \| Technology MRVL TSM AVGO QCOM INTC 5 stocks	$105,149 17.4% of portfolio	3	2	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL DASH 3 stocks	$94,250 15.6% of portfolio	2	1	1	-	0 Calls 0 Puts
Software—Application \| Technology SNOW ESTC DDOG GRAB 4 stocks	$52,399 8.67% of portfolio	1	2	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services T CHTR 2 stocks	$51,293 8.49% of portfolio	2	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services WMG FOXA ROKU 3 stocks	$47,594 7.88% of portfolio	2	1	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT AFRM 2 stocks	$43,620 7.22% of portfolio	1	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL SOFI 2 stocks	$27,330 4.52% of portfolio	-	2	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG EXPE 2 stocks	$26,084 4.32% of portfolio	-	2	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$23,680 3.92% of portfolio	1	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology WDC 1 stocks	$8,944 1.48% of portfolio	1	-	1	-	0 Calls 0 Puts
ETFs \| ETFs VOO 1 stocks	$3,825 0.63% of portfolio	1	-	1	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$1,860 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts

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