Ardmore Road Asset Management Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.52B
Q ending 2026-03-31
Prior quarter
$1.32B
Q ending 2025-12-31
Change
+15.1% QoQ · +55.7% YoY
Positions
64
reported holdings
Largest positions
All 64 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Corning Inc | GLW | Shares | $81.6M | 600K |
| T-Mobile Us Inc | TMUS | Shares | $63.0M | 300K |
| Equinix Inc | EQIX | Shares | $61.8M | 63K |
| Meta Platforms Inc | META | Shares | $57.8M | 101K |
| Taiwan Semiconductor Manufac | TSM | Shares | $50.7M | 150K |
| Lumentum Hldgs Inc | LITE | Shares | $49.9M | 71K |
| Uber Technologies Inc | UBER | Shares | $43.2M | 600K |
| Verizon Communications Inc | VZ | Shares | $40.7M | 811K |
| Sandisk Corp | SNDK | Shares | $38.8M | 61K |
| Lam Research Corp | LRCX | Shares | $37.4M | 175K |
| Ciena Corp | CIEN | Shares | $35.3M | 91K |
| Spotify Technology S A | Shares | $33.9M | 70K | |
| Applied Matls Inc | AMAT | Shares | $32.5M | 95K |
| Intuit | INTU | Shares | $32.0M | 74K |
| Amazon Com Inc | AMZN | Shares | $31.2M | 150K |
| Hubspot Inc | HUBS | Shares | $30.7M | 126K |
| Nutanix Inc | NTNX | Shares | $30.0M | 790K |
| Warner Bros Discovery Inc | WBD | Shares | $29.8M | 1.1M |
| Microsoft Corp | MSFT | Shares | $29.6M | 80K |
| Affirm Hldgs Inc | AFRM | Shares | $27.5M | 600K |
| Doordash Inc | DASH | Shares | $27.5M | 183K |
| Synopsys Inc | SNPS | Shares | $27.3M | 69K |
| Coreweave Inc | CRWV | Shares | $27.2M | 351K |
| Costar Group Inc | CSGP | Shares | $26.9M | 667K |
| Omnicom Group Inc | OMC | Shares | $26.6M | 353K |
| Fortinet Inc | FTNT | Shares | $26.2M | 321K |
| Netflix Inc. | NFLX | Shares | $25.5M | 265K |
| Booking Holdings Inc | BKNG | Shares | $25.3M | 6K |
| Advanced Micro Devices Inc | AMD | Shares | $22.4M | 110K |
| Procore Technologies Inc | PCOR | Shares | $21.8M | 382K |
| Maplebear Inc | CART | Shares | $21.7M | 578K |
| Warner Music Group Corp | WMG | Shares | $21.6M | 844K |
| Coherent Corp | COHR | Shares | $19.3M | 81K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $19.2M | 500K |
| Expedia Group Inc | EXPE | Shares | $17.3M | 75K |
| Grab Holdings Limited | Shares | $16.7M | 4.6M | |
| Analog Devices Inc | ADI | Shares | $16.5M | 52K |
| Marvell Technology Inc | MRVL | Shares | $16.3M | 164K |
| Gds Hldgs Ltd | GDS | Shares | $16.1M | 400K |
| Broadcom Inc | AVGO | Shares | $15.8M | 51K |
| Pdd Holdings Inc | PDD | Shares | $15.6M | 153K |
| Workday Inc | WDAY | Shares | $15.4M | 118K |
| Live Nation Entertainment In | LYV | Shares | $15.3M | 100K |
| Trip Com Group Ltd | TCOM | Shares | $14.9M | 300K |
| Block Inc | XYZ | Shares | $14.8M | 246K |
| Advanced Energy Inds | AEIS | Shares | $14.2M | 44K |
| Liberty Live Holdings Inc | LLYVK | Shares | $14.1M | 150K |
| Atlassian Corporation | TEAM | Shares | $12.6M | 184K |
| Sea Ltd | SE | Shares | $12.5M | 151K |
| Reddit Inc | RDDT | Shares | $12.1M | 90K |
| Super Micro Computer Inc | SMCI | Shares | $12.0M | 525K |
| Liberty Media Corp Del | FWONK | Shares | $11.9M | 140K |
| Roku Inc | ROKU | Shares | $11.4M | 120K |
| Teradyne Inc | TER | Shares | $8.9M | 30K |
| Figma Inc | FIG | Shares | $8.5M | 400K |
| Monday Com Ltd | Shares | $8.2M | 119K | |
| Fox Corp | FOX | Shares | $7.9M | 148K |
| Zoominfo Technologies Inc | GTM | Shares | $7.6M | 1.3M |
| Roblox Corp | RBLX | Shares | $7.1M | 125K |
| Peloton Interactive Inc | PTON | Shares | $6.4M | 1.5M |
| Bill Holdings Inc | BILL | Shares | $4.2M | 109K |
| Lyft Inc | LYFT | Shares | $4.0M | 300K |
| Snap Inc | SNAP | Shares | $3.2M | 700K |
| Liberty Media Corp Del | FWONA | Shares | $1.6M | 20K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.