Ardmore Road Asset Management LP
Ardmore Road Asset Management LP reported 70 holdings worth US$1.7B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Ardmore Road Asset Management LP reported 70 holdings worth US$1.7B as of Jun 30, 2026. Largest: Advanced Micro Devices Inc, Guidewire Software, Inc. and T-mobile Us, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 70
- Value as reported
- US$1.7B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Advanced Micro Devices Inc | 125K | US$72.6M | 4.3% |
| Guidewire Software, Inc. | 550K | US$67.7M | 4.0% |
| T-mobile Us, Inc. | 385K | US$64.6M | 3.8% |
| Verizon Communications Inc. | 1.5M | US$63.5M | 3.7% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 113K | US$53.9M | 3.2% |
| Uber Technologies, Inc. | 700K | US$50.5M | 3.0% |
| Warner Bros. Discovery, Inc. - Series A | 1.74M | US$46.4M | 2.7% |
| American Tower Corporation (reit) | 282K | US$46.2M | 2.7% |
| Nutanix, Inc. | 865K | US$44.1M | 2.6% |
| Microsoft Corp. | 117K | US$43.8M | 2.6% |
| Lam Research Corporation | 97,000 | US$42M | 2.5% |
| Roku, Inc. | 297K | US$41M | 2.4% |
| Atlassian Corporation | 526K | US$40.9M | 2.4% |
| Echostar Corporation | 395K | US$40.1M | 2.4% |
| Amazon.com, Inc. | 165K | US$39.4M | 2.3% |
| Qualcomm Incorporated | 211K | US$39M | 2.3% |
| Procore Technologies, Inc. | 955K | US$38.8M | 2.3% |
| Mongodb, Inc. | 114K | US$38.3M | 2.2% |
| Omnicom Group Inc. | 525K | US$38.2M | 2.2% |
| Liberty Media Corporation - Series A Liberty Formula One | 400K | US$38.1M | 2.2% |
| Intuit Inc. | 145K | US$37.7M | 2.2% |
| Warner Music Group Corp. | 1.32M | US$35.9M | 2.1% |
| Asml Holding Nv | 16,100 | US$32M | 1.9% |
| Live Nation Entertainment, Inc. | 171K | US$31.2M | 1.8% |
| Coherent Corp. | 75,000 | US$29.6M | 1.7% |
| Dell Technologies Inc. | 60,400 | US$26.1M | 1.5% |
| Workday, Inc. | 209K | US$25.6M | 1.5% |
| Roblox Corporation | 450K | US$24.5M | 1.4% |
| Liberty Live Holdings, Inc. - Series A Liberty Live Group | 232K | US$24.5M | 1.4% |
| Equinix, Inc. | 22,434 | US$23.4M | 1.4% |
| Grab Holdings Limited | 6M | US$22.6M | 1.3% |
| Doordash, Inc. | 120K | US$22.1M | 1.3% |
| Expedia Group, Inc. | 80,000 | US$20.5M | 1.2% |
| Robinhood Markets, Inc. | 200K | US$20.1M | 1.2% |
| Booking Holdings Inc. Common Stock | 110K | US$19.6M | 1.2% |
| Maplebear Inc. | 400K | US$18.9M | 1.1% |
| Shopify Inc. | 163K | US$18.6M | 1.1% |
| Gds Holdings Ltd. | 600K | US$18M | 1.1% |
| Semtech Corporation | 110K | US$17.8M | 1.0% |
| Coreweave, Inc. | 173K | US$17.3M | 1.0% |
| Zoom Communications, Inc. | 200K | US$17.3M | 1.0% |
| Coupang, Inc. | 932K | US$16.2M | 0.95% |
| Applovin Corporation | 30,000 | US$15.5M | 0.91% |
| Corning Incorporated | 57,600 | US$14.7M | 0.86% |
| Unity Software Inc. | 500K | US$14.3M | 0.84% |
| Hubspot, Inc. | 76,900 | US$14M | 0.82% |
| Axon Enterprise, Inc. | 23,214 | US$13M | 0.76% |
| Costar Group, Inc. | 390K | US$11M | 0.65% |
| Applied Materials, Inc. | 14,300 | US$10.3M | 0.61% |
| Amkor Technology, Inc. | 100K | US$8.62M | 0.51% |
| Charter Communications, Inc. | 59,000 | US$8.39M | 0.49% |
| Fortinet, Inc. | 43,000 | US$6.61M | 0.39% |
| Chewy, Inc. | 300K | US$5.89M | 0.35% |
| Stmicroelectronics Nv | 60,000 | US$4.49M | 0.26% |
| Affirm Holdings, Inc. | 19,100 | US$1.56M | 0.09% |
| Micron Technology, Inc. | 900 | US$1.04M | 0.06% |
| Lumentum Holdings Inc. | 1,200 | US$1.03M | 0.06% |
| Marvell Technology, Inc. | 3,400 | US$1.01M | 0.06% |
| Amphenol Corporation | 5,700 | US$1.01M | 0.06% |
| Nvidia Corporation | 5,000 | US$1M | 0.06% |
| Cisco Systems, Inc. | 8,500 | US$998K | 0.06% |
| Kla Corporation | 3,300 | US$996K | 0.06% |
| Super Micro Computer, Inc. | 33,500 | US$983K | 0.06% |
| Broadcom Inc. | 2,600 | US$982K | 0.06% |
| Sandisk Corporation | 192 | US$437K | 0.03% |
| Figma Inc | 0 | US$0 | 0.00% |
| Fox Corporation | 0 | US$0 | 0.00% |
| Lyft, Inc. | 0 | US$0 | 0.00% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| Peloton Interactive, Inc. | 0 | US$0 | 0.00% |
| Reddit, Inc. | 0 | US$0 | 0.00% |
| Snap Inc. | 0 | US$0 | 0.00% |
| Synopsys, Inc. | 0 | US$0 | 0.00% |
| Teradyne, Inc. | 0 | US$0 | 0.00% |
| Trip.com Group Ltd. | 0 | US$0 | 0.00% |
| Zoominfo Technologies Inc. | 0 | US$0 | 0.00% |
| Advanced Energy Industries, Inc. | 0 | US$0 | 0.00% |
| Analog Devices, Inc. | 0 | US$0 | 0.00% |
| Bill Holdings, Inc. | 0 | US$0 | 0.00% |
| Block, Inc. | 0 | US$0 | 0.00% |
| Ciena Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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