Ardmore Road Asset Management LP
Q2 2026 13F filing
Updated 27 days ago70 disclosed positions worth $1.7B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AMD ADVANCED MICRO DEVICES INC | $72.6M | 125.0K | 4.26% | — |
| 2 | G GWRE GUIDEWIRE SOFTWARE INC | $67.7M | 550.0K | 3.97% | — |
| 3 | T TMUSL T-MOBILE US INC | $64.6M | 385.0K | 3.79% | — |
| 4 | V VZ VERIZON COMMUNICATIONS INC | $63.5M | 1.50M | 3.73% | — |
| 5 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $53.9M | 112.8K | 3.16% | — |
| 6 | U UBER UBER TECHNOLOGIES INC | $50.5M | 700.0K | 2.97% | — |
| 7 | W WMT WARNER BROS DISCOVERY INC | $46.4M | 1.74M | 2.72% | — |
| 8 | A AMT AMERICAN TOWER CORP | $46.2M | 282.5K | 2.71% | — |
| 9 | N NTNX NUTANIX INC | $44.1M | 865.4K | 2.59% | — |
| 10 | M MSFT MICROSOFT CORP | $43.8M | 117.3K | 2.57% | — |
| 11 | L LRCX LAM RESEARCH CORP | $42M | 97.0K | 2.47% | — |
| 12 | R ROKU ROKU INC | $41M | 297.0K | 2.41% | — |
| 13 | T TEAM ATLASSIAN CORPORATION | $40.9M | 526.0K | 2.40% | — |
| 14 | E ECHO ECHOSTAR CORP | $40.1M | 395.0K | 2.35% | — |
| 15 | A AMZN AMAZON COM INC | $39.4M | 165.2K | 2.31% | — |
| 16 | Q QCOM QUALCOMM INC | $39M | 211.2K | 2.29% | — |
| 17 | P PCOR PROCORE TECHNOLOGIES INC | $38.8M | 954.5K | 2.28% | — |
| 18 | M MDB MONGODB INC | $38.3M | 114.0K | 2.25% | — |
| 19 | O OMC OMNICOM GROUP INC | $38.2M | 524.8K | 2.24% | — |
| 20 | F FWONB LIBERTY MEDIA CORP DEL | $38.1M | 400.0K | 2.23% | — |
| 21 | I INTU INTUIT | $37.7M | 144.6K | 2.22% | — |
| 22 | W WMG WARNER MUSIC GROUP CORP | $35.9M | 1.32M | 2.11% | — |
| 23 | S SPOT SPOTIFY TECHNOLOGY S A | $32.1M | 70.0K | 1.89% | — |
| 24 | A ASMLF ASML HLDG NV | $32M | 16.1K | 1.88% | — |
| 25 | L LYV LIVE NATION ENTERTAINMENT IN | $31.2M | 170.6K | 1.83% | — |
| 26 | M MNDY MONDAY COM LTD | $30.8M | 426.1K | 1.81% | — |
| 27 | C COHR COHERENT CORP | $29.6M | 75.0K | 1.74% | — |
| 28 | D DELL DELL TECHNOLOGIES INC | $26.1M | 60.4K | 1.53% | — |
| 29 | W WDAY WORKDAY INC | $25.6M | 209.4K | 1.51% | — |
| 30 | R RBLX ROBLOX CORP | $24.5M | 450.0K | 1.44% | — |
| 31 | L LLYVK LIBERTY LIVE HOLDINGS INC | $24.5M | 231.5K | 1.44% | — |
| 32 | E EQIX EQUINIX INC | $23.4M | 22.4K | 1.37% | — |
| 33 | G GRABW GRAB HOLDINGS LIMITED | $22.6M | 6.00M | 1.33% | — |
| 34 | D DASH DOORDASH INC | $22.1M | 120.0K | 1.30% | — |
| 35 | E EXPE EXPEDIA GROUP INC | $20.5M | 80.0K | 1.20% | — |
| 36 | H HOOD ROBINHOOD MKTS INC | $20.1M | 200.0K | 1.18% | — |
| 37 | I IBIT ISHARES BITCOIN TRUST ETF | $20M | 600.0K | 1.17% | — |
| 38 | B BKNG BOOKING HOLDINGS INC | $19.6M | 110.0K | 1.15% | — |
| 39 | C CART MAPLEBEAR INC | $18.9M | 400.0K | 1.11% | — |
| 40 | S SHOP SHOPIFY INC | $18.6M | 162.5K | 1.09% | — |
| 41 | G GDHLF GDS HLDGS LTD | $18M | 600.0K | 1.06% | — |
| 42 | S SMTC SEMTECH CORP | $17.8M | 110.0K | 1.05% | — |
| 43 | C CRWV COREWEAVE INC | $17.3M | 173.5K | 1.01% | — |
| 44 | Z ZM ZOOM COMMUNICATIONS INC | $17.3M | 200.0K | 1.01% | — |
| 45 | C CPNG COUPANG INC | $16.2M | 932.1K | 0.95% | — |
| 46 | A APP APPLOVIN CORP | $15.5M | 30.0K | 0.91% | — |
| 47 | G GLW CORNING INC | $14.7M | 57.6K | 0.86% | — |
| 48 | U U UNITY SOFTWARE INC | $14.3M | 500.0K | 0.84% | — |
| 49 | H HUBS HUBSPOT INC | $14M | 76.9K | 0.82% | — |
| 50 | B BAIDF BAIDU INC | $13M | 114.0K | 0.76% | — |