0001835730-24-000002.txt : 20240214 0001835730-24-000002.hdr.sgml : 20240214 20240214132158 ACCESSION NUMBER: 0001835730-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Ardmore Road Asset Management LP CENTRAL INDEX KEY: 0001835730 ORGANIZATION NAME: IRS NUMBER: 852232113 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22017 FILM NUMBER: 24635462 BUSINESS ADDRESS: STREET 1: 100 EAST 53RD STREET STREET 2: 17A CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 9084153285 MAIL ADDRESS: STREET 1: 100 EAST 53RD STREET STREET 2: 17A CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001835730 XXXXXXXX 12-31-2023 12-31-2023 Ardmore Road Asset Management LP

100 EAST 53RD STREET 17A NEW YORK NY 10022

13F HOLDINGS REPORT 028-22017 000311471 801-119876 N Michael Fazzari 203-872-9030 Michael Fazzari New York NY 02-14-2024 0 31 439868386 false INFORMATION TABLE 2 xml.xml ADVANCED MICRO DEVICES INC COM 007903107 14741000 100000 SH SOLE 100000 0 0 AMAZON COM INC COM 023135106 37985000 250000 SH SOLE 250000 0 0 APPLOVIN CORP COM CL A 03831W108 9962500 250000 SH SOLE 250000 0 0 AT&T INC COM 00206R102 10068000 600000 SH SOLE 600000 0 0 BAIDU INC SPON ADR REP A 056752108 15481700 130000 SH SOLE 130000 0 0 BOOKING HOLDINGS INC COM 09857L108 8868050 2500 SH SOLE 2500 0 0 CHEWY INC CL A 16679L109 8270500 350000 SH SOLE 350000 0 0 DOCUSIGN INC COM 256163106 11890000 200000 SH SOLE 200000 0 0 ELASTIC N V ORD SHS N14506104 4508000 40000 SH SOLE 40000 0 0 EXPEDIA GROUP INC COM NEW 30212P303 12143200 80000 SH SOLE 80000 0 0 GITLAB INC CLASS A COM 37637K108 2644320 42000 SH SOLE 42000 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 40142000 200000 SH SOLE 200000 0 0 ISHARES TR EXPANDED TECH 464287515 24338400 60000 SH SOLE 60000 0 0 JD.COM INC SPON ADR CL A 47215P106 21667500 750000 SH SOLE 750000 0 0 MERCADOLIBRE INC COM 58733R102 25144640 16000 SH SOLE 16000 0 0 META PLATFORMS INC CL A 30303M102 39997480 113000 SH SOLE 113000 0 0 MICROSOFT CORP COM 594918104 15041600 40000 SH SOLE 40000 0 0 NETFLIX INC COM 64110L106 9737600 20000 SH SOLE 20000 0 0 NVIDIA CORPORATION COM 67066G104 37141500 75000 SH SOLE 75000 0 0 PARAMOUNT GLOBAL CLASS B COM 92556H206 5176500 350000 SH SOLE 350000 0 0 PDD HOLDINGS INC SPONSORED ADS 722304102 8778600 60000 SH SOLE 60000 0 0 ROBLOX CORP CL A 771049103 4572000 100000 SH SOLE 100000 0 0 SALESFORCE INC COM 79466L302 2894540 11000 SH SOLE 11000 0 0 SPDR SER TR S&P REGL BKG 78464A698 986156 18809 SH SOLE 18809 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 15032800 80000 SH SOLE 80000 0 0 SUPER MICRO COMPUTER INC COM 86800U104 19898200 70000 SH SOLE 70000 0 0 T-MOBILE US INC COM 872590104 8016500 50000 SH SOLE 50000 0 0 TRIP COM GROUP LTD ADS 89677Q107 3961100 110000 SH SOLE 110000 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 5655000 150000 SH SOLE 150000 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 7966000 700000 SH SOLE 700000 0 0 WARNER MUSIC GROUP CORP COM CL A 934550203 7158000 200000 SH SOLE 200000 0 0