Universe · entity
Ardmore Road Asset Management LP
Institutional manager (13F) · CIK 1835730
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.4B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | CORNING INC | $82M | 600,000 |
| 2 | T-MOBILE US INC | $63M | 300,000 |
| 3 | EQUINIX INC | $62M | 63,000 |
| 4 | META PLATFORMS INC | $58M | 101,000 |
| 5 | TAIWAN SEMICONDUCTOR MANUFAC | $51M | 150,000 |
| 6 | LUMENTUM HLDGS INC | $50M | 71,000 |
| 7 | UBER TECHNOLOGIES INC | $43M | 600,000 |
| 8 | VERIZON COMMUNICATIONS INC | $41M | 811,000 |
| 9 | SANDISK CORP | $39M | 61,000 |
| 10 | LAM RESEARCH CORP | $37M | 175,000 |
| 11 | CIENA CORP | $35M | 91,000 |
| 12 | SPOTIFY TECHNOLOGY S A | $34M | 70,000 |
| 13 | APPLIED MATLS INC | $32M | 95,000 |
| 14 | INTUIT | $32M | 74,100 |
| 15 | AMAZON COM INC | $31M | 150,000 |
| 16 | HUBSPOT INC | $31M | 125,800 |
| 17 | NUTANIX INC | $30M | 790,400 |
| 18 | WARNER BROS DISCOVERY INC | $30M | 1,086,000 |
| 19 | MICROSOFT CORP | $30M | 80,000 |
| 20 | AFFIRM HLDGS INC | $27M | 600,000 |
| 21 | DOORDASH INC | $27M | 183,000 |
| 22 | SYNOPSYS INC | $27M | 68,800 |
| 23 | COREWEAVE INC | $27M | 351,000 |
| 24 | COSTAR GROUP INC | $27M | 666,900 |
| 25 | OMNICOM GROUP INC | $27M | 353,400 |
| 26 | FORTINET INC | $26M | 321,200 |
| 27 | NETFLIX INC. | $25M | 265,000 |
| 28 | BOOKING HOLDINGS INC | $25M | 6,000 |
| 29 | ADVANCED MICRO DEVICES INC | $22M | 110,000 |
| 30 | PROCORE TECHNOLOGIES INC | $22M | 381,600 |
| 31 | MAPLEBEAR INC | $22M | 578,024 |
| 32 | WARNER MUSIC GROUP CORP | $22M | 843,836 |
| 33 | COHERENT CORP | $19M | 81,000 |
| 34 | ISHARES BITCOIN TRUST ETF | $19M | 500,000 |
| 35 | EXPEDIA GROUP INC | $17M | 75,000 |
| 36 | GRAB HOLDINGS LIMITED | $17M | 4,575,000 |
| 37 | ANALOG DEVICES INC | $17M | 52,000 |
| 38 | MARVELL TECHNOLOGY INC | $16M | 164,212 |
| 39 | GDS HLDGS LTD | $16M | 400,000 |
| 40 | BROADCOM INC | $16M | 51,000 |
| 41 | PDD HOLDINGS INC | $16M | 153,000 |
| 42 | WORKDAY INC | $15M | 118,300 |
| 43 | LIVE NATION ENTERTAINMENT IN | $15M | 100,000 |
| 44 | TRIP COM GROUP LTD | $15M | 300,000 |
| 45 | BLOCK INC | $15M | 246,000 |
| 46 | ADVANCED ENERGY INDS | $14M | 44,000 |
| 47 | LIBERTY LIVE HOLDINGS INC | $14M | 150,000 |
| 48 | ATLASSIAN CORPORATION | $13M | 183,900 |
| 49 | SEA LTD | $13M | 151,000 |
| 50 | REDDIT INC | $12M | 90,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.