Instuitional Investor - Ardmore Road Asset Management Lp

Filing Period:
No. Security Ticker Shares Value % Port
1. GOOGL 600,000 $105,738,000 8.75%
2. AMD 600,000 $85,140,000 7.05%
3. T 2,500,000 $72,350,000 5.99%
4. CSCO 1,000,000 $69,380,000 5.74%
5. AMZN 293,000 $64,281,270 5.32%