Holders — by stockHoldings — by fund
Ardmore Road Asset Management LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001835730
$1.70B
disclosed book value
70
positions
4.3%
largest position share
Positions, as of 2026-06-30
top 70 of 70 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AMDADVANCED MICRO DEVICES INC | 125,000 | $72.6M | 4.3% |
| 2 | GWREGUIDEWIRE SOFTWARE INC | 550,000 | $67.7M | 4% |
| 3 | TMUST-MOBILE US INC | 385,000 | $64.6M | 3.8% |
| 4 | VZVERIZON COMMUNICATIONS INC | 1.5M | $63.5M | 3.7% |
| 5 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 112,800 | $53.9M | 3.2% |
| 6 | UBERUBER TECHNOLOGIES INC | 700,000 | $50.5M | 3% |
| 7 | WBDWARNER BROS DISCOVERY INC | 1.7M | $46.4M | 2.7% |
| 8 | AMTAMERICAN TOWER CORP | 282,464 | $46.2M | 2.7% |
| 9 | NTNXNUTANIX INC | 865,400 | $44.1M | 2.6% |
| 10 | MSFTMICROSOFT CORP | 117,300 | $43.8M | 2.6% |
| 11 | LRCXLAM RESEARCH CORP | 97,000 | $42.0M | 2.5% |
| 12 | ROKUROKU INC | 297,000 | $41.0M | 2.4% |
| 13 | TEAMATLASSIAN CORPORATION | 525,953 | $40.9M | 2.4% |
| 14 | ECHOECHOSTAR CORP | 395,000 | $40.1M | 2.4% |
| 15 | AMZNAMAZON COM INC | 165,200 | $39.4M | 2.3% |
| 16 | QCOMQUALCOMM INC | 211,200 | $39.0M | 2.3% |
| 17 | PCORPROCORE TECHNOLOGIES INC | 954,517 | $38.8M | 2.3% |
| 18 | MDBMONGODB INC | 113,960 | $38.3M | 2.2% |
| 19 | OMCOMNICOM GROUP INC | 524,794 | $38.2M | 2.2% |
| 20 | FWONKLIBERTY MEDIA CORP DEL | 400,000 | $38.1M | 2.2% |
| 21 | INTUINTUIT | 144,600 | $37.7M | 2.2% |
| 22 | WMGWARNER MUSIC GROUP CORP | 1.3M | $35.9M | 2.1% |
| 23 | SPOTSPOTIFY TECHNOLOGY S A | 70,000 | $32.1M | 1.9% |
| 24 | ASMLASML HLDG NV | 16,100 | $32.0M | 1.9% |
| 25 | LYVLIVE NATION ENTERTAINMENT IN | 170,634 | $31.2M | 1.8% |
| 26 | MNDYMONDAY COM LTD | 426,137 | $30.8M | 1.8% |
| 27 | COHRCOHERENT CORP | 75,000 | $29.6M | 1.7% |
| 28 | DELLDELL TECHNOLOGIES INC | 60,400 | $26.1M | 1.5% |
| 29 | WDAYWORKDAY INC | 209,450 | $25.6M | 1.5% |
| 30 | RBLXROBLOX CORP | 450,000 | $24.5M | 1.4% |
| 31 | LLYVKLIBERTY LIVE HOLDINGS INC | 231,500 | $24.5M | 1.4% |
| 32 | EQIXEQUINIX INC | 22,434 | $23.4M | 1.4% |
| 33 | GRABGRAB HOLDINGS LIMITED | 6.0M | $22.6M | 1.3% |
| 34 | DASHDOORDASH INC | 120,000 | $22.1M | 1.3% |
| 35 | EXPEEXPEDIA GROUP INC | 80,000 | $20.5M | 1.2% |
| 36 | HOODROBINHOOD MKTS INC | 200,000 | $20.1M | 1.2% |
| 37 | IBITISHARES BITCOIN TRUST ETF | 600,000 | $20.0M | 1.2% |
| 38 | BKNGBOOKING HOLDINGS INC | 110,000 | $19.6M | 1.2% |
| 39 | CARTMAPLEBEAR INC | 400,000 | $18.9M | 1.1% |
| 40 | SHOPSHOPIFY INC | 162,500 | $18.6M | 1.1% |
| 41 | GDSGDS HLDGS LTD | 600,000 | $18.0M | 1.1% |
| 42 | SMTCSEMTECH CORP | 110,000 | $17.8M | 1% |
| 43 | CRWVCOREWEAVE INC | 173,493 | $17.3M | 1% |
| 44 | ZMZOOM COMMUNICATIONS INC | 200,000 | $17.3M | 1% |
| 45 | CPNGCOUPANG INC | 932,100 | $16.2M | 1% |
| 46 | APPAPPLOVIN CORP | 30,000 | $15.5M | 0.9% |
| 47 | GLWCORNING INC | 57,600 | $14.7M | 0.9% |
| 48 | UUNITY SOFTWARE INC | 500,000 | $14.3M | 0.8% |
| 49 | HUBSHUBSPOT INC | 76,900 | $14.0M | 0.8% |
| 50 | BIDUBAIDU INC | 113,957 | $13.0M | 0.8% |
| 51 | AXONAXON ENTERPRISE INC | 23,214 | $13.0M | 0.8% |
| 52 | CSGPCOSTAR GROUP INC | 390,146 | $11.0M | 0.6% |
| 53 | AMATAPPLIED MATLS INC | 14,300 | $10.3M | 0.6% |
| 54 | AMKRAMKOR TECHNOLOGY INC | 100,000 | $8.6M | 0.5% |
| 55 | CHTRCHARTER COMMUNICATIONS INC | 59,000 | $8.4M | 0.5% |
| 56 | FTNTFORTINET INC | 43,000 | $6.6M | 0.4% |
| 57 | CHWYCHEWY INC | 300,000 | $5.9M | 0.3% |
| 58 | STMSTMICROELECTRONICS N V | 60,000 | $4.5M | 0.3% |
| 59 | AFRMAFFIRM HLDGS INC | 19,100 | $1.6M | 0.1% |
| 60 | MUMICRON TECHNOLOGY INC | 900 | $1.0M | 0.1% |
| 61 | LITELUMENTUM HLDGS INC | 1,200 | $1.0M | 0.1% |
| 62 | MRVLMARVELL TECHNOLOGY INC | 3,400 | $1.0M | 0.1% |
| 63 | APHAMPHENOL CORP | 5,700 | $1.0M | 0.1% |
| 64 | NVDANVIDIA CORPORATION | 5,000 | $1.0M | 0.1% |
| 65 | CSCOCISCO SYS INC | 8,500 | $998,410 | 0.1% |
| 66 | KLACKLA CORP | 3,300 | $995,643 | 0.1% |
| 67 | ARMARM HOLDINGS PLC | 2,800 | $992,796 | 0.1% |
| 68 | SMCISUPER MICRO COMPUTER INC | 33,500 | $982,555 | 0.1% |
| 69 | AVGOBROADCOM INC | 2,600 | $982,150 | 0.1% |
| 70 | SNDKSANDISK CORP | 192 | $436,556 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.