Ardmore Road Asset Management LP
13F Reported Value
ⓘ$1.5B
Holdings
64
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Ardmore Road Asset Management LP disclosed 64 positions worth $1.5B in its Form 13F-HR for Q1 2026, led by $GLW (CORNING INC /NY) at 5.4% of the equity portfolio, followed by $TMUS and $EQIX. During the quarter the fund opened 24 new positions and exited 34 — including a new stake in $META and a full exit from $NVDA. The portfolio is most concentrated in Technology (50.6% of disclosed assets). All figures are sourced directly from Ardmore Road Asset Management LP’s Form 13F-HR filing with the SEC under CIK 1835730.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 72.7#220
Quality
$81.6M600,000 sh - 72.7#217
Quality
$63.0M300,000 sh - 61.4#809
Quality
$61.8M63,000 sh - 80.9
Quality
$57.8M101,000 sh - $50.7M150,000 sh
- 63.4
Quality
$49.9M71,000 sh - 79.3
Quality
$43.2M600,000 sh - 71.6
Quality
$40.7M811,000 sh - 88.8
Quality
$38.8M61,000 sh - 82.4
Quality
$37.4M175,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 CORNING INC /NY$GLW | 72.7#220 | $81.6M | 600,000 |
 T-Mobile US, Inc.$TMUS | 72.7#217 | $63.0M | 300,000 |
 EQUINIX INC$EQIX | 61.4#809 | $61.8M | 63,000 |
 Meta Platforms, Inc.$META | 80.9 | $57.8M | 101,000 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $50.7M | 150,000 |
 Lumentum Holdings Inc.$LITE | 63.4 | $49.9M | 71,000 |
 Uber Technologies, Inc$UBER | 79.3 | $43.2M | 600,000 |
 VERIZON COMMUNICATIONS INC$VZ | 71.6 | $40.7M | 811,000 |
 Sandisk Corp$SNDK | 88.8 | $38.8M | 61,000 |
 LAM RESEARCH CORP$LRCX | 82.4 | $37.4M | 175,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Ardmore Road Asset Management LP's 64 positions.
Showing top 10 of 64 holdings.
Sector Allocation
Technology
$767.9M
Communication Services
$303.2M
Industrials
$177.2M
Materials
$81.6M
Consumer Discretionary
$80.3M
Real Estate
$61.8M
Financials
$46.7M
Full Holdings — Ardmore Road Asset Management LP (Q1 2026)
All 64 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GLW | CORNING INC /NY | $81.6M | 5.4% | +138% | 72.7 |
| 2 | $TMUS | T-Mobile US, Inc. | $63.0M | 4.2% | +36% | 72.7 |
| 3 | $EQIX | EQUINIX INC | $61.8M | 4.1% | +35% | 61.4 |
| 4 | $META | Meta Platforms, Inc. | $57.8M | 3.8% | NEW | 80.9 |
| 5 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $50.7M | 3.3% | -4% | — |
| 6 | $LITE | Lumentum Holdings Inc. | $49.9M | 3.3% | -24% | 63.4 |
| 7 | $UBER | Uber Technologies, Inc | $43.2M | 2.8% | -4% | 79.3 |
| 8 | $VZ | VERIZON COMMUNICATIONS INC | $40.7M | 2.7% | +48% | 71.6 |
| 9 | $SNDK | Sandisk Corp | $38.8M | 2.5% | NEW | 88.8 |
| 10 | $LRCX | LAM RESEARCH CORP | $37.4M | 2.5% | NEW | 82.4 |
| 11 |  $CIEN | CIENA CORP | $35.3M | 2.3% | NEW | 70.7 |
| 12 |  $SPOT | Spotify Technology S.A. | $33.9M | 2.2% | +34% | — |
| 13 |  $AMAT | APPLIED MATERIALS INC /DE | $32.5M | 2.1% | NEW | 74.8 |
| 14 |  $INTU | INTUIT INC. | $32.0M | 2.1% | +235% | 82 |
| 15 |  $AMZN | AMAZON COM INC | $31.2M | 2.1% | +44% | 74.6 |
| 16 |  $HUBS | HUBSPOT INC | $30.7M | 2.0% | +108% | 58.1 |
| 17 |  $NTNX | Nutanix, Inc. | $30.0M | 2.0% | +17% | 68.8 |
| 18 |  $WBD | Warner Bros. Discovery, Inc. | $29.8M | 2.0% | +195% | 42.1 |
| 19 |  $MSFT | MICROSOFT CORP | $29.6M | 1.9% | -14% | 83.7 |
| 20 |  $AFRM | Affirm Holdings, Inc. | $27.5M | 1.8% | +850% | 71.7 |
| 21 |  $DASH | DoorDash, Inc. | $27.5M | 1.8% | NEW | 70.6 |
| 22 |  $SNPS | SYNOPSYS INC | $27.3M | 1.8% | -12% | 63.1 |
| 23 |  $CRWV | CoreWeave, Inc. | $27.2M | 1.8% | +3410% | 46.5 |
| 24 |  $CSGP | COSTAR GROUP, INC. | $26.9M | 1.8% | NEW | 49.5 |
| 25 |  $OMC | OMNICOM GROUP INC. | $26.6M | 1.8% | +49% | 60.5 |
| 26 |  $FTNT | Fortinet, Inc. | $26.2M | 1.7% | +18% | 78.1 |
| 27 |  $NFLX | NETFLIX INC | $25.5M | 1.7% | +27% | 86.7 |
| 28 |  $BKNG | Booking Holdings Inc. | $25.3M | 1.7% | +44% | 55.3 |
| 29 |  $AMD | ADVANCED MICRO DEVICES INC | $22.4M | 1.5% | -30% | 78.8 |
| 30 |  $PCOR | PROCORE TECHNOLOGIES, INC. | $21.8M | 1.4% | +76% | 51.8 |
| 31 |  $CART | Maplebear Inc. | $21.7M | 1.4% | -31% | 76.4 |
| 32 |  $WMG | Warner Music Group Corp. | $21.6M | 1.4% | +62% | 55.9 |
| 33 |  $COHR | COHERENT CORP. | $19.3M | 1.3% | -43% | 64 |
| 34 |  $IBIT | iShares Bitcoin Trust ETF | $19.2M | 1.3% | +79% | — |
| 35 |  $EXPE | Expedia Group, Inc. | $17.3M | 1.1% | NEW | 65.7 |
| 36 |  $GRAB | Grab Holdings Ltd | $16.7M | 1.1% | +120% | — |
| 37 |  $ADI | ANALOG DEVICES INC | $16.5M | 1.1% | NEW | 76.2 |
| 38 |  $MRVL | Marvell Technology, Inc. | $16.3M | 1.1% | -37% | 77.3 |
| 39 |  $GDS | GDS Holdings Ltd | $16.1M | 1.1% | NEW | — |
| 40 |  $AVGO | Broadcom Inc. | $15.8M | 1.0% | -25% | 86.4 |
| 41 |  $PDD | PDD Holdings Inc. | $15.6M | 1.0% | NEW | — |
| 42 |  $WDAY | Workday, Inc. | $15.4M | 1.0% | NEW | 74.2 |
| 43 |  $LYV | Live Nation Entertainment, Inc. | $15.3M | 1.0% | NEW | 55 |
| 44 |  $TCOM | Trip.com Group Ltd | $14.9M | 1.0% | NEW | — |
| 45 |  $XYZ | Block, Inc. | $14.8M | 1.0% | +57% | 60.3 |
| 46 |  $AEIS | ADVANCED ENERGY INDUSTRIES INC | $14.2M | 0.9% | NEW | 61.9 |
| 47 |  $LLYVA | Liberty Live Holdings, Inc. | $14.1M | 0.9% | NEW | — |
| 48 |  $TEAM | Atlassian Corp | $12.6M | 0.8% | -31% | 56.8 |
| 49 |  $SE | Sea Ltd | $12.5M | 0.8% | +184% | — |
| 50 |  $RDDT | Reddit, Inc. | $12.1M | 0.8% | NEW | 79.3 |
| 51 |  $SMCI | Super Micro Computer, Inc. | $12.0M | 0.8% | NEW | 61.9 |
| 52 |  $FWONA | Liberty Media Corp | $11.9M | 0.8% | NEW | 51 |
| 53 |  $ROKU | ROKU, INC | $11.4M | 0.8% | +130% | 60.5 |
| 54 |  $TER | TERADYNE, INC | $8.9M | 0.6% | NEW | 74.6 |
| 55 |  $FIG | Figma, Inc. | $8.5M | 0.6% | NEW | 45.2 |
| 56 |  $MNDY | monday.com Ltd. | $8.2M | 0.5% | +18% | — |
| 57 |  $FOX | Fox Corp | $7.9M | 0.5% | -80% | 65.1 |
| 58 |  $GTM | ZoomInfo Technologies Inc. | $7.6M | 0.5% | +53% | 57 |
| 59 |  $RBLX | Roblox Corp | $7.1M | 0.5% | NEW | 53.7 |
| 60 |  $PTON | PELOTON INTERACTIVE, INC. | $6.4M | 0.4% | +188% | 41.6 |
| 61 |  $BILL | BILL Holdings, Inc. | $4.2M | 0.3% | +245% | 56.8 |
| 62 |  $LYFT | Lyft, Inc. | $4.0M | 0.3% | NEW | 63.1 |
| 63 |  $SNAP | Snap Inc | $3.2M | 0.2% | -39% | 46.8 |
| 64 | $FWONA | Liberty Media Corp | $1.6M | 0.1% | NEW | 51 |
New Positions (24)
$META Meta Platforms, Inc.$57.8M$SNDK Sandisk Corp$38.8M$LRCX LAM RESEARCH CORP$37.4M$CIEN CIENA CORP$35.3M$AMAT APPLIED MATERIALS INC /DE$32.5M$DASH DoorDash, Inc.$27.5M$CSGP COSTAR GROUP, INC.$26.9M$EXPE Expedia Group, Inc.$17.3M$ADI ANALOG DEVICES INC$16.5M$GDS GDS Holdings Ltd$16.1M$PDD PDD Holdings Inc.$15.6M$WDAY Workday, Inc.$15.4M$LYV Live Nation Entertainment, Inc.$15.3M$TCOM Trip.com Group Ltd$14.9M$AEIS ADVANCED ENERGY INDUSTRIES INC$14.2MExited Positions (34)
$NVDA NVIDIA CORP
$DIS Walt Disney Co
$DKNG DraftKings Inc.
$FLUT Flutter Entertainment plc
$CVNA CARVANA CO.
$EBAY EBAY INC
$GOOG Alphabet Inc.
$AMKR AMKOR TECHNOLOGY, INC.
$TWLO TWILIO INC
$MCHP MICROCHIP TECHNOLOGY INC
$MDB MongoDB, Inc.
$ONTO ONTO INNOVATION INC.
$ECHO EchoStar CORP
$MU MICRON TECHNOLOGY INC
$ETSY ETSY INCBrowse Top Institutional Investors
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