← Back to Discover
Ardmore Road Asset Management LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $1,703,321,672
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ADVANCED MICRO DEVICES INC · COM · 007903107 · shares: $72,613,750
- GUIDEWIRE SOFTWARE INC · COM · 40171V100 · shares: $67,677,500
- T-MOBILE US INC · COM · 872590104 · shares: $64,576,050
- VERIZON COMMUNICATIONS INC · COM · 92343V104 · shares: $63,478,668
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $53,869,896
- UBER TECHNOLOGIES INC · COM · 90353T100 · shares: $50,512,000
- WARNER BROS DISCOVERY INC · COM SER A · 934423104 · shares: $46,401,250
- AMERICAN TOWER CORP · COM · 03027X100 · shares: $46,202,636
- NUTANIX INC · CL A · 67059N108 · shares: $44,100,784
- MICROSOFT CORP · COM · 594918104 · shares: $43,755,246
Reported holdings
70 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 125,000 shares | $72,613,750 |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | — | 550,000 shares | $67,677,500 |
| T-MOBILE US INC | COM | 872590104 | — | 385,000 shares | $64,576,050 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 1,499,260 shares | $63,478,668 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 112,800 shares | $53,869,896 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 700,000 shares | $50,512,000 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | — | 1,740,482 shares | $46,401,250 |
| AMERICAN TOWER CORP | COM | 03027X100 | — | 282,464 shares | $46,202,636 |
| NUTANIX INC | CL A | 67059N108 | — | 865,400 shares | $44,100,784 |
| MICROSOFT CORP | COM | 594918104 | — | 117,300 shares | $43,755,246 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 97,000 shares | $42,033,010 |
| ROKU INC | COM CL A | 77543R102 | — | 297,000 shares | $41,027,580 |
| ATLASSIAN CORPORATION | CL A | 049468101 | — | 525,953 shares | $40,913,884 |
| ECHOSTAR CORP | CL A | 278768106 | — | 395,000 shares | $40,092,500 |
| AMAZON COM INC | COM | 023135106 | — | 165,200 shares | $39,373,768 |
| QUALCOMM INC | COM | 747525103 | — | 211,200 shares | $39,027,648 |
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | — | 954,517 shares | $38,772,481 |
| MONGODB INC | CL A | 60937P106 | — | 113,960 shares | $38,279,164 |
| OMNICOM GROUP INC | COM | 681919106 | — | 524,794 shares | $38,220,747 |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | — | 400,000 shares | $38,056,000 |
| INTUIT | COM | 461202103 | — | 144,600 shares | $37,740,600 |
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | — | 1,325,000 shares | $35,867,750 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 70,000 shares | $32,139,100 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 16,100 shares | $32,029,984 |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | — | 170,634 shares | $31,244,792 |
| MONDAY COM LTD | SHS | M7S64H106 | — | 426,137 shares | $30,848,057 |
| COHERENT CORP | COM | 19247G107 | — | 75,000 shares | $29,585,250 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 60,400 shares | $26,060,184 |
| WORKDAY INC | CL A | 98138H101 | — | 209,450 shares | $25,640,869 |
| ROBLOX CORP | CL A | 771049103 | — | 450,000 shares | $24,471,000 |
| LIBERTY LIVE HOLDINGS INC | COM SHS SER C | 530909308 | — | 231,500 shares | $24,455,660 |
| EQUINIX INC | COM | 29444U700 | — | 22,434 shares | $23,384,977 |
| GRAB HOLDINGS LIMITED | CLASS A ORD | G4124C109 | — | 6,000,000 shares | $22,620,000 |
| DOORDASH INC | CL A | 25809K105 | — | 120,000 shares | $22,143,600 |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | — | 80,000 shares | $20,470,400 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | — | 200,000 shares | $20,056,000 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 600,000 shares | $19,974,000 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 110,000 shares | $19,606,400 |
| MAPLEBEAR INC | COM | 565394103 | — | 400,000 shares | $18,940,000 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 162,500 shares | $18,554,250 |
| GDS HLDGS LTD | SPONSORED ADS | 36165L108 | — | 600,000 shares | $18,018,000 |
| SEMTECH CORP | COM | 816850101 | — | 110,000 shares | $17,803,500 |
| COREWEAVE INC | COM CL A | 21873S108 | — | 173,493 shares | $17,269,493 |
| ZOOM COMMUNICATIONS INC | CL A | 98980L101 | — | 200,000 shares | $17,262,000 |
| COUPANG INC | CL A | 22266T109 | — | 932,100 shares | $16,190,577 |
| APPLOVIN CORP | COM CL A | 03831W108 | — | 30,000 shares | $15,456,900 |
| CORNING INC | COM | 219350105 | — | 57,600 shares | $14,712,768 |
| UNITY SOFTWARE INC | COM | 91332U101 | — | 500,000 shares | $14,290,000 |
| HUBSPOT INC | COM | 443573100 | — | 76,900 shares | $14,035,019 |
| BAIDU INC | SPON ADR REP A | 056752108 | — | 113,957 shares | $13,024,146 |
| AXON ENTERPRISE INC | COM | 05464C101 | — | 23,214 shares | $13,014,001 |
| COSTAR GROUP INC | COM | 22160N109 | — | 390,146 shares | $11,048,935 |
| APPLIED MATLS INC | COM | 038222105 | — | 14,300 shares | $10,338,900 |
| AMKOR TECHNOLOGY INC | COM | 031652100 | — | 100,000 shares | $8,623,000 |
| CHARTER COMMUNICATIONS INC | CL A | 16119P108 | — | 59,000 shares | $8,390,390 |
| FORTINET INC | COM | 34959E109 | — | 43,000 shares | $6,605,660 |
| CHEWY INC | CL A | 16679L109 | — | 300,000 shares | $5,895,000 |
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | — | 60,000 shares | $4,493,400 |
| AFFIRM HLDGS INC | COM CL A | 00827B106 | — | 19,100 shares | $1,557,605 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 900 shares | $1,038,861 |
| LUMENTUM HLDGS INC | COM | 55024U109 | — | 1,200 shares | $1,029,672 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 3,400 shares | $1,012,826 |
| AMPHENOL CORP | CL A | 032095101 | — | 5,700 shares | $1,005,024 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 5,000 shares | $1,000,450 |
| CISCO SYS INC | COM | 17275R102 | — | 8,500 shares | $998,410 |
| KLA CORP | COM NEW | 482480100 | — | 3,300 shares | $995,643 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | — | 2,800 shares | $992,796 |
| SUPER MICRO COMPUTER INC | COM NEW | 86800U302 | — | 33,500 shares | $982,555 |
| BROADCOM INC | COM | 11135F101 | — | 2,600 shares | $982,150 |
| SANDISK CORP | COM | 80004C200 | — | 192 shares | $436,556 |