Instuitional Investor - Ardmore Road Asset Management Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Meta Platforms Inc.	META	140,000	$80,690,400	8.27%
2.	Block Inc.	XYZ	1,050,000	$57,046,500	5.85%
3.	Snowflake Inc.	SNOW	360,000	$52,617,600	5.4%
4.	Cisco Systems Inc.	CSCO	800,000	$49,368,000	5.06%
5.	Flutter Entertainment Plc	FLUT	220,000	$48,741,000	5%