Instuitional Investor - Ardmore Road Asset Management Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	500,000	$93,290,000	6.02%
2.	Advanced Micro Devices Inc	AMD	451,000	$72,967,290	4.71%
3.	Alphabet Inc.	GOOGL	300,000	$72,930,000	4.71%
4.	Block Inc.	XYZ	850,000	$61,429,500	3.97%
5.	Flutter Entertainment Plc	FLUT	225,000	$57,150,000	3.69%