# EDGAR Filing Document

**Accession Number:** 0001835730
**File Stem:** 0001835730-25-000009
**Filing Date:** 2025-11
**Character Count:** 10779
**Document Hash:** f9039597e2e3edda198e05fbbd5922b2
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001835730-25-000009.hdr.sgml**: 20251113

**ACCESSION NUMBER**: 0001835730-25-000009

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251113

**DATE AS OF CHANGE**: 20251113

**EFFECTIVENESS DATE**: 20251113

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Ardmore Road Asset Management LP
- **CENTRAL INDEX KEY:** 0001835730

**ORGANIZATION NAME:**
- **EIN:** 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:** 251477213

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Ardmore Road Asset Management LP<br>**Address:** 100 EAST 53RD STREET<br>17A<br>NEW YORK, NY 10022

**Form 13F File Number:** 028-22017

**CRD Number (if applicable):** 000311471

**SEC File Number (if applicable):** 801-119876

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Michael Fazzari<br>**Title:** Chief Compliance Officer and Chief Financial Officer<br>**Phone:** (203) 872-9030

**Signature, Place, and Date of Signing:**

Michael Fazzari  New York, NY  11-13-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 71

**Form 13F Information Table Value Total:** $1548530936

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 72967290 | 451000 | SH |  | SOLE |  | 451000 | 0 | 0 |
| AFFIRM HLDGS INC | COM CL A | 00827B106 |  | 14616000 | 200000 | SH |  | SOLE |  | 200000 | 0 | 0 |
| AIRBNB INC | COM CL A | 009066101 |  | 2428400 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 44682500 | 250000 | SH |  | SOLE |  | 250000 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 72930000 | 300000 | SH |  | SOLE |  | 300000 | 0 | 0 |
| APPLOVIN CORP | COM CL A | 03831W108 |  | 7544670 | 10500 | SH |  | SOLE |  | 10500 | 0 | 0 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 1457100 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| ASTERA LABS INC | COM | 04626A103 |  | 1958000 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 33888000 | 1200000 | SH |  | SOLE |  | 1200000 | 0 | 0 |
| ATLASSIAN CORPORATION | CL A | 049468101 |  | 22358000 | 140000 | SH |  | SOLE |  | 140000 | 0 | 0 |
| BLOCK INC | CL A | 852234103 |  | 61429500 | 850000 | SH |  | SOLE |  | 850000 | 0 | 0 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 17040096 | 3156 | SH |  | SOLE |  | 3156 | 0 | 0 |
| CABLE ONE INC | COM | 12685J105 |  | 885250 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| CARVANA CO | CL A | 146869102 |  | 33951600 | 90000 | SH |  | SOLE |  | 90000 | 0 | 0 |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 |  | 2751050 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| CHEWY INC | CL A | 16679L109 |  | 10112500 | 250000 | SH |  | SOLE |  | 250000 | 0 | 0 |
| CIRCLE INTERNET GROUP INC | COM CL A | 172573107 |  | 2651600 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 |  | 3374900 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| COREWEAVE INC | COM CL A | 21873S108 |  | 47897500 | 350000 | SH |  | SOLE |  | 350000 | 0 | 0 |
| COUPANG INC | CL A | 22266T109 |  | 20930000 | 650000 | SH |  | SOLE |  | 650000 | 0 | 0 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 |  | 1456100 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 40075000 | 350000 | SH |  | SOLE |  | 350000 | 0 | 0 |
| DOORDASH INC | CL A | 25809K105 |  | 5439800 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| DRAFTKINGS INC NEW | COM CL A | 26142V105 |  | 33660000 | 900000 | SH |  | SOLE |  | 900000 | 0 | 0 |
| EBAY INC. | COM | 278642103 |  | 9185950 | 101000 | SH |  | SOLE |  | 101000 | 0 | 0 |
| ELECTRONIC ARTS INC | COM | 285512109 |  | 10266530 | 50900 | SH |  | SOLE |  | 50900 | 0 | 0 |
| EQUINIX INC | COM | 29444U700 |  | 39162000 | 50000 | SH |  | SOLE |  | 50000 | 0 | 0 |
| ETSY INC | COM | 29786A106 |  | 36514500 | 550000 | SH |  | SOLE |  | 550000 | 0 | 0 |
| FIGMA INC | CLASS A COM STK | 316841105 |  | 1037400 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| FLUTTER ENTMT PLC | SHS | G3643J108 |  | 57150000 | 225000 | SH |  | SOLE |  | 225000 | 0 | 0 |
| FORTINET INC | COM | 34959E109 |  | 21020000 | 250000 | SH |  | SOLE |  | 250000 | 0 | 0 |
| FOX CORP | CL B COM | 35137L204 |  | 35806250 | 625000 | SH |  | SOLE |  | 625000 | 0 | 0 |
| FUBOTV INC | COM | 35953D104 |  | 83000 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| GDS HLDGS LTD | SPONSORED ADS | 36165L108 |  | 15518700 | 401000 | SH |  | SOLE |  | 401000 | 0 | 0 |
| HESAI GROUP | SPONSORED ADS | 428050108 |  | 12645000 | 450000 | SH |  | SOLE |  | 450000 | 0 | 0 |
| HIMS  HERS HEALTH INC | COM CL A | 433000106 |  | 1134400 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 2821600 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| INTUIT | COM | 461202103 |  | 34145500 | 50000 | SH |  | SOLE |  | 50000 | 0 | 0 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 26000000 | 400000 | SH |  | SOLE |  | 400000 | 0 | 0 |
| JD.COM INC | SPON ADS CL A | 47215P106 |  | 17490000 | 500000 | SH |  | SOLE |  | 500000 | 0 | 0 |
| LUMENTUM HLDGS INC | COM | 55024U109 |  | 29287800 | 180000 | SH |  | SOLE |  | 180000 | 0 | 0 |
| MAPLEBEAR INC | COM | 565394103 |  | 20328280 | 553000 | SH |  | SOLE |  | 553000 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 29375200 | 40000 | SH |  | SOLE |  | 40000 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 26415450 | 51000 | SH |  | SOLE |  | 51000 | 0 | 0 |
| MONGODB INC | CL A | 60937P106 |  | 15519000 | 50000 | SH |  | SOLE |  | 50000 | 0 | 0 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 |  | 22566270 | 201000 | SH |  | SOLE |  | 201000 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 49155720 | 41000 | SH |  | SOLE |  | 41000 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 93290000 | 500000 | SH |  | SOLE |  | 500000 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 2812400 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| PARAMOUNT SKYDANCE CORP | COM CL B | 69932A204 |  | 378400 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 10059000 | 150000 | SH |  | SOLE |  | 150000 | 0 | 0 |
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 |  | 26434000 | 200000 | SH |  | SOLE |  | 200000 | 0 | 0 |
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 |  | 9000000 | 1000000 | SH |  | SOLE |  | 1000000 | 0 | 0 |
| PINTEREST INC | CL A | 72352L106 |  | 28953000 | 900000 | SH |  | SOLE |  | 900000 | 0 | 0 |
| ROBLOX CORP | CL A | 771049103 |  | 34630000 | 250000 | SH |  | SOLE |  | 250000 | 0 | 0 |
| ROGERS COMMUNICATIONS INC | CL B | 775109200 |  | 689400 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| ROKU INC | COM CL A | 77543R102 |  | 24031200 | 240000 | SH |  | SOLE |  | 240000 | 0 | 0 |
| SEA LTD | SPONSORD ADS | 81141R100 |  | 35924730 | 201000 | SH |  | SOLE |  | 201000 | 0 | 0 |
| SOFI TECHNOLOGIES INC | COM | 83406F102 |  | 528400 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 41880000 | 60000 | SH |  | SOLE |  | 60000 | 0 | 0 |
| STUBHUB HLDGS INC | CL A | 86384P109 |  | 336800 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| SYNOPSYS INC | COM | 871607107 |  | 24669500 | 50000 | SH |  | SOLE |  | 50000 | 0 | 0 |
| T-MOBILE US INC | COM | 872590104 |  | 2393800 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 55858000 | 200000 | SH |  | SOLE |  | 200000 | 0 | 0 |
| TELUS CORPORATION | COM | 87971M103 |  | 315400 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| THE TRADE DESK INC | COM CL A | 88339J105 |  | 36757500 | 750000 | SH |  | SOLE |  | 750000 | 0 | 0 |
| TRIP COM GROUP LTD | ADS | 89677Q107 |  | 3008000 | 40000 | SH |  | SOLE |  | 40000 | 0 | 0 |
| TWILIO INC | CL A | 90138F102 |  | 25022500 | 250000 | SH |  | SOLE |  | 250000 | 0 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 9797000 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| UNITED PARKS  RESORTS INC | COM | 81282V100 |  | 11632500 | 225000 | SH |  | SOLE |  | 225000 | 0 | 0 |
| UPSTART HLDGS INC | COM | 91680M107 |  | 1016000 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |

---