What hedge funds are most similar to Ardmore Road Asset Management LP?

The funds with the most similar 13F portfolios to Ardmore Road Asset Management LP are Gavilan Investment Partners, Benchstone, SORA INVESTORS, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Ardmore Road Asset

13F Portfolio OverlapQ2 2026Ardmore Road Asset portfolio →

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Most similar hedge funds by 13F overlap

Ardmore Road Asset Management LP is an institutional investor managing $1.7B across 70 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Ardmore Road Asset are Gavilan Investment Partners, Benchstone, SORA INVESTORS, with shared positions in $UBER, $GWRE, $PCOR, $SPOT, $ASML, $RBLX. The full ranking of 25 similar funds is below.

#1Gavilan Investment Partners LLCActive

Notable overlap · 7 shared positions

$UBER $GWRE $PCOR $SPOT $ASML $RBLX

$411M

15 positions

#2Benchstone Capital Management LPActive

Notable overlap · 8 shared positions

$AMT $MDB $FWONA $ASML $SPOT $DASH

$828M

37 positions

#3SORA INVESTORS LLCPassive

Notable overlap · 9 shared positions

$QCOM $ASML $COHR $VZ $EQIX $DASH

$1.3B

76 positions

#4SOMA EQUITY PARTNERS LPActive

Notable overlap · 6 shared positions

$UBER $MDB $FWONA $SPOT $ASML $DASH

$1.4B

24 positions

#5Sunstone Asset Management, L.P.Passive

Notable overlap · 8 shared positions

$ASML $NTNX $AMT $MDB $EQIX $DASH

$92M

57 positions

#6TREMBLANT CAPITAL GROUPActive

Notable overlap · 8 shared positions

$MDB $SPOT $LYV $GRAB $DASH $ROKU

$3.5B

58 positions

#7DigitalBridge Group, Inc.Active

Notable overlap · 5 shared positions

$TMUS $AMT $WMG $LYV $EQIX

$1.7B

61 positions

#8Linonia Partnership LPActive

Notable overlap · 5 shared positions

$GWRE $FWONA $LYV $RBLX $LLYVA

$5.6B

12 positions

#9CADIAN CAPITAL MANAGEMENT, LPActive

Notable overlap · 5 shared positions

$NTNX $PCOR $SPOT $MNDY $EQIX

$1.3B

28 positions

#10Sculptor Capital LPPassive

Notable overlap · 5 shared positions

$ECHO $FWONA $LYV $LLYVA $ASML

$12.3B

407 positions

#11Southpoint Capital Advisors LPActive

Notable overlap · 5 shared positions

$UBER $SPOT $FWONA $EQIX $DASH

$4.4B

33 positions

#12Nishkama Capital, LLCActive

Notable overlap · 6 shared positions

$FWONA $ASML $TEAM $EQIX $MDB $QCOM

$3.2B

61 positions

#13ZAZOVE ASSOCIATES LLCActive

Notable overlap · 3 shared positions

$GWRE $UBER $NTNX

$1.2B

151 positions

#14Symmetry Investments LPActive

Notable overlap · 7 shared positions

$WBD $ASML $FWONA $IBIT $UBER $ECHO

$1.5B

152 positions

#15HARBER ASSET MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$AMT $TEAM $INTU $WDAY

$166M

39 positions

#16Laurion Capital Management LPPassive

Notable overlap · 5 shared positions

$WBD $QCOM $DELL $HOOD $COHR

$3.9B

420 positions

#17Sentinel Dome Partners, LLCActive

Notable overlap · 5 shared positions

$ECHO $GWRE $LYV $SPOT $HOOD

$137M

32 positions

#18Ahara Advisors LLCActive

Notable overlap · 6 shared positions

$UBER $RBLX $EXPE $INTU $BKNG $ASML

$152M

56 positions

#19MAPLELANE CAPITAL, LLCActive

Notable overlap · 6 shared positions

$ASML $LYV $ECHO $COHR $TMUS $DASH

$5.5B

86 positions

#20SHENKMAN CAPITAL MANAGEMENT INCActive

Notable overlap · 5 shared positions

$WBD $NTNX $ECHO $UBER $LYV

$721M

80 positions

#21Alamar Capital Management, LLCActive

Notable overlap · 5 shared positions

$MDB $SPOT $DELL $WDAY $HOOD

$198M

88 positions

#22Sphera Management Technology Funds LtdPassive

Notable overlap · 5 shared positions

$UBER $NTNX $MDB $DELL $MNDY

$286M

86 positions

#23VAN DEN BERG MANAGEMENT I, INCPassive

Notable overlap · 5 shared positions

$QCOM $COHR $DELL $INTU $WDAY

$473M

120 positions

#24Credit Capital Investments LLCActive

Notable overlap · 3 shared positions

$VZ $WBD $QCOM

$175M

42 positions

#25SILVERBACK ASSET MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$UBER $GWRE $NTNX

$925M

64 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.