Ardmore Road Asset Management Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Ardmore Road Asset Management Lp disclosed 70 stock positions valued at approximately $1.70B as of quarter-end June 30, 2026. The largest holdings include ADVANCED MICRO DEVICES INC, GUIDEWIRE SOFTWARE INC, and T-MOBILE US INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 70
- Portfolio Value
- $1.70B
Holdings by Sector
Ardmore Road Asset Management Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | AMD | Technology | 4.26% | 125,000 | +15,000 | +13.64% | $72,613,750 |
| GUIDEWIRE SOFTWARE INC | GWRE | Technology | 3.97% | 550,000 | +550,000 | +100.00% | $67,677,500 |
| T-MOBILE US INC | TMUS | Communication Services | 3.79% | 385,000 | +85,000 | +28.33% | $64,576,050 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 3.73% | 1,499,260 | +688,260 | +84.87% | $63,478,668 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 3.16% | 112,800 | -37,200 | -24.80% | $53,869,896 |
| UBER TECHNOLOGIES INC | UBER | Technology | 2.97% | 700,000 | +100,000 | +16.67% | $50,512,000 |
| WARNER BROS DISCOVERY INC | WBD | Communication Services | 2.72% | 1,740,482 | +654,482 | +60.27% | $46,401,250 |
| AMERICAN TOWER CORP | AMT | Real Estate | 2.71% | 282,464 | +282,464 | +100.00% | $46,202,636 |
| NUTANIX INC | NTNX | Technology | 2.59% | 865,400 | +75,000 | +9.49% | $44,100,784 |
| MICROSOFT CORP | MSFT | Technology | 2.57% | 117,300 | +37,300 | +46.63% | $43,755,246 |
| LAM RESEARCH CORP | LRCX | Other | 2.47% | 97,000 | -78,000 | -44.57% | $42,033,010 |
| ROKU INC | ROKU | Communication Services | 2.41% | 297,000 | +177,000 | +147.50% | $41,027,580 |
| ATLASSIAN CORPORATION | TEAM | Technology | 2.40% | 525,953 | +342,053 | +186.00% | $40,913,884 |
| ECHOSTAR CORP | SATS | Technology | 2.35% | 395,000 | +284,502 | +257.47% | $40,092,500 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.31% | 165,200 | +15,200 | +10.13% | $39,373,768 |
| QUALCOMM INC | QCOM | Technology | 2.29% | 211,200 | +211,200 | +100.00% | $39,027,648 |
| PROCORE TECHNOLOGIES INC | PCOR | Technology | 2.28% | 954,517 | +572,917 | +150.14% | $38,772,481 |
| MONGODB INC | MDB | Technology | 2.25% | 113,960 | +82,718 | +264.77% | $38,279,164 |
| OMNICOM GROUP INC | OMC | Communication Services | 2.24% | 524,794 | +171,394 | +48.50% | $38,220,747 |
| LIBERTY MEDIA CORP DEL | FWONK | Communication Services | 2.23% | 400,000 | +260,000 | +185.71% | $38,056,000 |
| INTUIT | INTU | Technology | 2.22% | 144,600 | +70,500 | +95.14% | $37,740,600 |
| WARNER MUSIC GROUP CORP | WMG | Communication Services | 2.11% | 1,325,000 | +481,164 | +57.02% | $35,867,750 |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 1.89% | 70,000 | - | - | $32,139,100 |
| ASML HLDG NV | ASML | Other | 1.88% | 16,100 | +16,100 | +100.00% | $32,029,984 |
| LIVE NATION ENTERTAINMENT IN | LYV | Communication Services | 1.83% | 170,634 | +70,634 | +70.63% | $31,244,792 |
| MONDAY COM LTD | MNDY | Other | 1.81% | 426,137 | +307,437 | +259.00% | $30,848,057 |
| COHERENT CORP | COHR | Technology | 1.74% | 75,000 | -6,000 | -7.41% | $29,585,250 |
| DELL TECHNOLOGIES INC | DELL | Technology | 1.53% | 60,400 | +50,400 | +504.00% | $26,060,184 |
| WORKDAY INC | WDAY | Technology | 1.51% | 209,450 | +91,150 | +77.05% | $25,640,869 |
| ROBLOX CORP | RBLX | Communication Services | 1.44% | 450,000 | +325,000 | +260.00% | $24,471,000 |
Showing 30 of 70 holdings in the latest reporting period.