Holdings
Ardmore Road Asset Management LP
As of Jun 30, 2026, Ardmore Road Asset Management LP reported 65 positions worth US$1.61B. Largest: Advanced Micro Devices Inc, Guidewire Software, Inc. and T-mobile Us, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Advanced Micro Devices Inc | 125K | US$72.6M | +15,000 | Jun 30, 2026 |
| Guidewire Software, Inc. | 550K | US$67.7M | new | Jun 30, 2026 |
| T-mobile Us, Inc. | 385K | US$64.6M | +85,000 | Jun 30, 2026 |
| Verizon Communications Inc. | 1.5M | US$63.5M | +688K | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 113K | US$53.9M | −37,200 | Jun 30, 2026 |
| Uber Technologies, Inc. | 700K | US$50.5M | +100K | Jun 30, 2026 |
| Warner Bros. Discovery, Inc. - Series A | 1.74M | US$46.4M | +654K | Jun 30, 2026 |
| American Tower Corporation (reit) | 282K | US$46.2M | new | Jun 30, 2026 |
| Nutanix, Inc. | 865K | US$44.1M | +75,000 | Jun 30, 2026 |
| Microsoft Corp. | 117K | US$43.8M | +37,300 | Jun 30, 2026 |