Ardmore Road Asset Management LP Purchases in Q3 2025

Ardmore Road Asset Management LP

  • $1.32 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
200K
New
$224.68 - $282.71 $44.9M - $56.5M
200K $55.9M
NFLX
Netflix Inc

Communication Services
41K
New
$1147.87 - $1297.18 $47.1M - $53.2M
41K $49.2M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
250K
New
$103.83 - $179.9 $26M - $45M
250K $44.7M
SPOT
Spotify Technology S.A.

Communication Services
60K
New
$620.01 - $738.53 $37.2M - $44.3M
60K $41.9M
NVDA
Nvidia Corp

Technology
169K
+ 51.08%
$153.3 - $186.58 $25.9M - $31.5M
500K $93.3M
TTD
Trade Desk, Inc.

Technology
750K
New
$43.93 - $89.76 $32.9M - $67.3M
750K $36.8M
SE
Sea LTD

Consumer Cyclical
201K
New
$146.23 - $196.5 $29.4M - $39.5M
201K $35.9M
FOX
Fox Corp Cl B (De)

Communication Services
625K
New
$49.06 - $57.29 $30.7M - $35.8M
625K $35.8M
INTU
Intuit Inc

Technology
50K
New
$646.03 - $807.39 $32.3M - $40.4M
50K $34.1M
CVNA
Carvana Co.

Consumer Cyclical
90K
New
$326.09 - $392.66 $29.3M - $35.3M
90K $34M
LITE
Lumentum Holdings Inc.

Technology
180K
New
$90.44 - $171.5 $16.3M - $30.9M
180K $29.3M
PDD
Pinduoduo Inc.

Consumer Cyclical
200K
New
$102.41 - $134.86 $20.5M - $27M
200K $26.4M
TWLO
Twilio Inc

Communication Services
250K
New
$92.44 - $132.7 $23.1M - $33.2M
250K $25M
SNPS
Synopsys Inc

Technology
50K
New
$387.78 - $645.35 $19.4M - $32.3M
50K $24.7M
RBLX
Roblox Corp

Communication Services
125K
+ 100.0%
$100.65 - $141.56 $12.6M - $17.7M
250K $34.6M
ETSY
Etsy Inc

Consumer Cyclical
249K
+ 82.72%
$51.36 - $74.34 $12.8M - $18.5M
550K $36.5M
FTNT
Fortinet, Inc.

Technology
250K
New
$74.39 - $107.65 $18.6M - $26.9M
250K $21M
CPNG
Coupang, Inc.

Consumer Cyclical
650K
New
$27.67 - $33.53 $18M - $21.8M
650K $20.9M
SQ
Block, Inc.

Technology
300K
+ 54.55%
N/A
850K $48.6M
MDB
Mongo Db, Inc.

Technology
50K
New
$201.0 - $334.87 $10.1M - $16.7M
50K $15.5M
GDS
Gds Holdings LTD

Technology
401K
New
$29.47 - $42.07 $11.8M - $16.9M
401K $15.5M
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
225K
New
N/A
225K $11.8M
EA
Electronic Arts Inc.

Communication Services
50.9K
New
$147.79 - $202.05 $7.52M - $10.3M
50.9K $10.3M
EBAY
Ebay Inc

Consumer Cyclical
101K
New
$75.33 - $100.77 $7.61M - $10.2M
101K $9.19M
META
Meta Platforms, Inc.

Communication Services
10K
+ 33.33%
$695.21 - $791.73 $6.95M - $7.92M
40K $29.4M
PINS
Pinterest, Inc.

Communication Services
200K
+ 28.57%
$32.17 - $39.17 $6.43M - $7.83M
900K $29M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
200K
+ 25.0%
$6.18 - $9.0 $1.24M - $1.8M
1M $9M
COIN
Coinbase Global, Inc.

Technology
10K
New
$297.99 - $419.78 $2.98M - $4.2M
10K $3.37M
IBM
International Business Machines Corp

Technology
10K
New
$234.77 - $292.47 $2.35M - $2.92M
10K $2.82M
ORCL
Oracle Corp

Technology
10K
New
$218.96 - $328.33 $2.19M - $3.28M
10K $2.81M
CHTR
Charter Communications, Inc.

Communication Services
10K
New
$256.57 - $418.22 $2.57M - $4.18M
10K $2.75M
ABNB
Airbnb, Inc.

Consumer Cyclical
20K
New
$118.3 - $142.16 $2.37M - $2.84M
20K $2.43M
TMUS
T Mobile Us, Inc.

Communication Services
10K
New
$226.02 - $259.01 $2.26M - $2.59M
10K $2.39M
MSFT
Microsoft Corp

Technology
1K
+ 2.0%
$491.09 - $535.64 $491K - $536K
51K $26.4M
CRDO
Credo Technology Group Holding LTD

Technology
10K
New
$87.59 - $172.31 $876K - $1.72M
10K $1.46M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
20K
New
$41.53 - $66.18 $831K - $1.32M
20K $1.13M
UPST
Upstart Holdings, Inc.

Financial Services
20K
New
$50.8 - $84.13 $1.02M - $1.68M
20K $1.02M
CABO
Cable One, Inc.

Communication Services
5K
New
$119.56 - $177.68 $598K - $888K
5K $885K
RCI
Rogers Communications Inc

Communication Services
20K
New
$30.32 - $35.98 $606K - $720K
20K $689K
SOFI
So Fi Technologies, Inc.

Financial Services
20K
New
$17.64 - $29.81 $353K - $596K
20K $528K
TU
Telus Corp

Communication Services
20K
New
$15.6 - $16.63 $312K - $333K
20K $315K
FUBO
Fubo Tv Inc.

Communication Services
20K
New
$3.31 - $4.56 $66.2K - $91.2K
20K $83K
Astera Labs Inc
10K
New
N/A
10K $0
Paramount Skydance Corp
20K
New
N/A
20K $0
Arista Networks Inc
10K
New
N/A
10K $0
Maplebear Inc
553K
New
N/A
553K $0
Figma Inc
20K
New
N/A
20K $0
Nebius Group N.V.
201K
New
N/A
201K $0
Flutter Entmt PLC
25K
+ 12.5%
N/A
225K $0
Activity Summary
Buys All Purchases 57 New Holdings 45 Increased Positions 12 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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