Ardmore Road Asset Management LP
Ardmore Road Asset Management LP reported 70 US-listed holdings worth $1.70 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Advanced Micro Devices Inc. (4.3%), Guidewire Software, Inc. (4.0%) and T-Mobile US, Inc. (3.8%). Against the quarter before, it opened 26 positions, added to 25, trimmed 18 and sold out of 20.
Reported holdings$1.70B+12.2% on Q1 2026
Positions70+6 on Q1 2026
The largest ten32.5%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
OpenedAdded toTrimmed
The 14 largest of its 70 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 26Added 25Held 1Trimmed 18Sold out 20
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 26
- Guidewire Software, Inc. GWRE$67.7 million
- American Tower Corp. AMT$46.2 million
- EchoStar Corp. ECHO$40.1 million
- Qualcomm Inc. QCOM$39.0 million
- Mongodb Inc. MDB$38.3 million
- ASML Holding N.V. ASML$32.0 million
- Dell Technologies Inc. DELL$26.1 million
- Robinhood Markets, Inc. HOOD$20.1 million
and 18 more in the table below
Added to 25
- Verizon Communications Inc. VZ+688,260 shares · +85%
- Atlassian Corporation TEAM+342,053 shares · +186%
- Liberty Media Corp. Del FWONK+260,000 shares · +186%
- Roku, Inc. ROKU+177,000 shares · +148%
- Procore Technologies Inc. PCOR+572,917 shares · +150%
- monday.com Ltd. MNDY+307,437 shares · +259%
- Booking Holdings Inc. BKNG+104,000 shares · +1733%
- Intuit Inc. INTU+70,500 shares · +95%
and 17 more in the table below
Trimmed 18
- Corning Inc. GLW-542,400 shares · -90%
- Sandisk Corp. SNDK-60,808 shares · -100%
- Lumentum Holdings Inc. LITE-69,800 shares · -98%
- Applied Materials Inc. AMAT-80,700 shares · -85%
- Marvell Technology, Inc. MRVL-160,812 shares · -98%
- Affirm Hldgs Inc. AFRM-580,900 shares · -97%
- Fortinet, Inc. FTNT-278,200 shares · -87%
- Equinix Inc. EQIX-40,566 shares · -64%
and 10 more in the table below
Sold out of 20
- Meta Platforms, Inc. META$57.8 million last quarter
- Ciena Corp. CIEN$35.3 million last quarter
- Synopsys Inc. SNPS$27.3 million last quarter
- Netflix Inc. NFLX$25.5 million last quarter
- Analog Devices Inc. ADI$16.5 million last quarter
- PDD Holdings Inc. PDD$15.6 million last quarter
- Trip.com Group Limited TCOM$14.9 million last quarter
- Block, Inc. XYZ$14.8 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Advanced Micro Devices Inc. AMD | 125,000 | $72.6 million | 4.26% | +15,000 |
| Guidewire Software, Inc. GWRE | 550,000 | $67.7 million | 3.97% | new |
| T-Mobile US, Inc. TMUS | 385,000 | $64.6 million | 3.79% | +85,000 |
| Verizon Communications Inc. VZ | 1,499,260 | $63.5 million | 3.73% | +688,260 |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 112,800 | $53.9 million | 3.16% | -37,200 |
| Uber Technologies, Inc. UBER | 700,000 | $50.5 million | 2.97% | +100,000 |
| Warner Bros. Discovery, Inc. WBD | 1,740,482 | $46.4 million | 2.72% | +654,482 |
| American Tower Corp. AMT | 282,464 | $46.2 million | 2.71% | new |
| Nutanix, Inc. NTNX | 865,400 | $44.1 million | 2.59% | +75,000 |
| Microsoft Corp. MSFT | 117,300 | $43.8 million | 2.57% | +37,300 |
| Lam Research Corp. LRCX | 97,000 | $42.0 million | 2.47% | -78,000 |
| Roku, Inc. ROKU | 297,000 | $41.0 million | 2.41% | +177,000 |
| Atlassian Corporation TEAM | 525,953 | $40.9 million | 2.40% | +342,053 |
| EchoStar Corp. ECHO | 395,000 | $40.1 million | 2.35% | new |
| Amazon.com Inc. AMZN | 165,200 | $39.4 million | 2.31% | +15,200 |
| Qualcomm Inc. QCOM | 211,200 | $39.0 million | 2.29% | new |
| Procore Technologies Inc. PCOR | 954,517 | $38.8 million | 2.28% | +572,917 |
| Mongodb Inc. MDB | 113,960 | $38.3 million | 2.25% | new |
| Omnicom Group Inc. OMC | 524,794 | $38.2 million | 2.24% | +171,394 |
| Liberty Media Corp. Del FWONK | 400,000 | $38.1 million | 2.23% | +260,000 |
| Intuit Inc. INTU | 144,600 | $37.7 million | 2.22% | +70,500 |
| Warner Music Group Corp. WMG | 1,325,000 | $35.9 million | 2.11% | +481,164 |
| Spotify Technology S.A. SPOT | 70,000 | $32.1 million | 1.89% | no change |
| ASML Holding N.V. ASML | 16,100 | $32.0 million | 1.88% | new |
| Live Nation Entertainment, Inc. LYV | 170,634 | $31.2 million | 1.83% | +70,634 |
| monday.com Ltd. MNDY | 426,137 | $30.8 million | 1.81% | +307,437 |
| Coherent Corp. COHR | 75,000 | $29.6 million | 1.74% | -6,000 |
| Dell Technologies Inc. DELL | 60,400 | $26.1 million | 1.53% | new |
| Workday, Inc. WDAY | 209,450 | $25.6 million | 1.51% | +91,150 |
| Roblox Corp. RBLX | 450,000 | $24.5 million | 1.44% | +325,000 |
| Liberty Live Hldgs Inc. LLYVK | 231,500 | $24.5 million | 1.44% | +81,500 |
| Equinix Inc. EQIX | 22,434 | $23.4 million | 1.37% | -40,566 |
| Grab Holdings Limited GRAB | 6,000,000 | $22.6 million | 1.33% | +1,425,000 |
| DoorDash, Inc. DASH | 120,000 | $22.1 million | 1.30% | -63,000 |
| Expedia Group, Inc. EXPE | 80,000 | $20.5 million | 1.20% | +5,000 |
| Robinhood Markets, Inc. HOOD | 200,000 | $20.1 million | 1.18% | new |
| iShares Bitcoin Trust ETF IBIT | 600,000 | $20.0 million | 1.17% | +100,000 |
| Booking Holdings Inc. BKNG | 110,000 | $19.6 million | 1.15% | +104,000 |
| Maplebear Inc. CART | 400,000 | $18.9 million | 1.11% | -178,024 |
| Shopify Inc. SHOP | 162,500 | $18.6 million | 1.09% | new |
| GDS Hldgs Ltd GDS | 600,000 | $18.0 million | 1.06% | +200,000 |
| Semtech Corp. SMTC | 110,000 | $17.8 million | 1.05% | new |
| Coreweave Inc. CRWV | 173,493 | $17.3 million | 1.01% | -177,507 |
| Zoom Video Communications in ZM | 200,000 | $17.3 million | 1.01% | new |
| Coupang Inc. Class A CPNG | 932,100 | $16.2 million | 0.95% | new |
| AppLovin Corp. APP | 30,000 | $15.5 million | 0.91% | new |
| Corning Inc. GLW | 57,600 | $14.7 million | 0.86% | -542,400 |
| Unity Software Inc. U | 500,000 | $14.3 million | 0.84% | new |
| Hubspot Inc. HUBS | 76,900 | $14.0 million | 0.82% | -48,900 |
| Baidu, Inc. BIDU | 113,957 | $13.0 million | 0.76% | new |
| Axon Enterprise, Inc. AXON | 23,214 | $13.0 million | 0.76% | new |
| Costar Group, Inc. CSGP | 390,146 | $11.0 million | 0.65% | -276,754 |
| Applied Materials Inc. AMAT | 14,300 | $10.3 million | 0.61% | -80,700 |
| Amkor Technology, Inc. AMKR | 100,000 | $8.6 million | 0.51% | new |
| Charter Communications, Inc. CHTR | 59,000 | $8.4 million | 0.49% | new |
| Fortinet, Inc. FTNT | 43,000 | $6.6 million | 0.39% | -278,200 |
| Chewy, Inc. CHWY | 300,000 | $5.9 million | 0.35% | new |
| STMicroelectronics N.V. STM | 60,000 | $4.5 million | 0.26% | new |
| Affirm Hldgs Inc. AFRM | 19,100 | $1.6 million | 0.09% | -580,900 |
| Micron Technology Inc. MU | 900 | $1.0 million | 0.06% | new |
| Lumentum Holdings Inc. LITE | 1,200 | $1.0 million | 0.06% | -69,800 |
| Marvell Technology, Inc. MRVL | 3,400 | $1.0 million | 0.06% | -160,812 |
| Amphenol Corp. APH | 5,700 | $1.0 million | 0.06% | new |
| NVIDIA Corp. NVDA | 5,000 | $1.0 million | 0.06% | new |
| Cisco Systems, Inc. CSCO | 8,500 | $998,410 | 0.06% | new |
| KLA Corp. KLAC | 3,300 | $995,643 | 0.06% | new |
| Arm Holdings plc ARM | 2,800 | $992,796 | 0.06% | new |
| Super Micro Computer, Inc. SMCI | 33,500 | $982,555 | 0.06% | -491,500 |
| Broadcom Inc. AVGO | 2,600 | $982,150 | 0.06% | -48,400 |
| Sandisk Corp. SNDK | 192 | $436,556 | 0.03% | -60,808 |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.