0001835730-24-000004.txt : 20240515 0001835730-24-000004.hdr.sgml : 20240515 20240515110717 ACCESSION NUMBER: 0001835730-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 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: 24948263 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 03-31-2024 03-31-2024 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 05-15-2024 0 36 567650404 false INFORMATION TABLE 2 xml.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 36180000 500000 SH SOLE 500000 0 0 AMAZON COM INC COM 023135106 45095000 250000 SH SOLE 250000 0 0 APPLOVIN CORP COM CL A 03831W108 24227000 350000 SH SOLE 350000 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 11645640 12000 SH SOLE 12000 0 0 AT&T INC COM 00206R102 28160000 1600000 SH SOLE 1600000 0 0 BLOCK INC CL A 852234103 5074800 60000 SH SOLE 60000 0 0 CARVANA CO CL A 146869102 967010 11000 SH SOLE 11000 0 0 CHEWY INC CL A 16679L109 9546000 600000 SH SOLE 600000 0 0 DATADOG INC CL A COM 23804L103 14832000 120000 SH SOLE 120000 0 0 DELL TECHNOLOGIES INC CL C 24703L202 6846600 60000 SH SOLE 60000 0 0 DOCUSIGN INC COM 256163106 12505500 210000 SH SOLE 210000 0 0 EXPEDIA GROUP INC COM NEW 30212P303 51656250 375000 SH SOLE 375000 0 0 GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 7222000 2300000 SH SOLE 2300000 0 0 JD.COM INC SPON ADR CL A 47215P106 273900 10000 SH SOLE 10000 0 0 META PLATFORMS INC CL A 30303M102 29134800 60000 SH SOLE 60000 0 0 MICRON TECHNOLOGY INC COM 595112103 11789000 100000 SH SOLE 100000 0 0 MICROSOFT CORP COM 594918104 25243200 60000 SH SOLE 60000 0 0 NETFLIX INC COM 64110L106 36439800 60000 SH SOLE 60000 0 0 NVIDIA CORPORATION COM 67066G104 36142400 40000 SH SOLE 40000 0 0 PARAMOUNT GLOBAL CLASS B COM 92556H206 5885000 500000 SH SOLE 500000 0 0 PAYPAL HLDGS INC COM 70450Y103 4019400 60000 SH SOLE 60000 0 0 PDD HOLDINGS INC SPONSORED ADS 722304102 17437500 150000 SH SOLE 150000 0 0 PINTEREST INC CL A 72352L106 13868000 400000 SH SOLE 400000 0 0 ROBLOX CORP CL A 771049103 19090000 500000 SH SOLE 500000 0 0 ROKU INC COM CL A 77543R102 1420706 21800 SH SOLE 21800 0 0 SEA LTD SPONSORD ADS 81141R100 53710 1000 SH SOLE 1000 0 0 SHOPIFY INC CL A 82509L107 15434000 200000 SH SOLE 200000 0 0 SNAP INC CL A 83304A106 14924000 1300000 SH SOLE 1300000 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 10556000 40000 SH SOLE 40000 0 0 SUPER MICRO COMPUTER INC COM 86800U104 6314708 6252 SH SOLE 6252 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 13605000 100000 SH SOLE 100000 0 0 THE TRADE DESK INC COM CL A 88339J105 9616200 110000 SH SOLE 110000 0 0 TRIP COM GROUP LTD ADS 89677Q107 26334000 600000 SH SOLE 600000 0 0 VIZIO HLDG CORP CL A COM 92858V101 1498780 137000 SH SOLE 137000 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 3055500 350000 SH SOLE 350000 0 0 WARNER MUSIC GROUP CORP COM CL A 934550203 11557000 350000 SH SOLE 350000 0 0