Ardmore Road Asset Management Lp Portfolio Stock Holdings
Ardmore Road Asset Management Lp disclosed 64 stock positions valued at approximately $1.5 billion in its latest SEC 13F filing. The largest holdings include CORNING INC, T-MOBILE US INC, and EQUINIX INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 64
- Portfolio Value
- $1.5B
Holdings by Sector
Ardmore Road Asset Management Lp Portfolio Holdings in Q1 2026
61 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CORNING INC | GLW | Technology | 5.37% | 600,000 | +347,648 | +137.76% | $81,582,000 |
| T-MOBILE US INC | TMUS | Communication Services | 4.15% | 300,000 | +78,848 | +35.65% | $63,009,000 |
| EQUINIX INC | EQIX | Real Estate | 4.07% | 63,000 | +16,274 | +34.83% | $61,755,120 |
| META PLATFORMS INC | META | Communication Services | 3.81% | 101,000 | +101,000 | +100.00% | $57,785,130 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 3.34% | 150,000 | -6,335 | -4.05% | $50,692,500 |
| LUMENTUM HLDGS INC | LITE | Technology | 3.29% | 71,000 | -22,708 | -24.23% | $49,895,960 |
| UBER TECHNOLOGIES INC | UBER | Technology | 2.84% | 600,000 | -25,381 | -4.06% | $43,158,000 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 2.68% | 811,000 | +263,384 | +48.10% | $40,712,200 |
| SANDISK CORP | SNDK | Other | 2.55% | 61,000 | +61,000 | +100.00% | $38,755,740 |
| LAM RESEARCH CORP | LRCX | Other | 2.46% | 175,000 | +175,000 | +100.00% | $37,390,500 |
| CIENA CORP | CIEN | Technology | 2.33% | 91,000 | +91,000 | +100.00% | $35,328,930 |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 2.24% | 70,000 | +17,893 | +34.34% | $33,943,700 |
| APPLIED MATLS INC | AMAT | Technology | 2.14% | 95,000 | +95,000 | +100.00% | $32,470,050 |
| INTUIT | INTU | Technology | 2.11% | 74,100 | +51,985 | +235.07% | $32,039,358 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.06% | 150,000 | +45,765 | +43.91% | $31,240,500 |
| HUBSPOT INC | HUBS | Technology | 2.02% | 125,800 | +65,409 | +108.31% | $30,707,780 |
| NUTANIX INC | NTNX | Technology | 1.98% | 790,400 | +113,116 | +16.70% | $30,043,104 |
| WARNER BROS DISCOVERY INC | WBD | Communication Services | 1.96% | 1,086,000 | +717,413 | +194.64% | $29,821,560 |
| MICROSOFT CORP | MSFT | Technology | 1.95% | 80,000 | -12,765 | -13.76% | $29,613,600 |
| AFFIRM HLDGS INC | AFRM | Technology | 1.81% | 600,000 | +536,814 | +849.58% | $27,492,000 |
| DOORDASH INC | DASH | Communication Services | 1.81% | 183,000 | +183,000 | +100.00% | $27,477,450 |
| SYNOPSYS INC | SNPS | Technology | 1.80% | 68,800 | -9,384 | -12.00% | $27,277,824 |
| COSTAR GROUP INC | CSGP | Real Estate | 1.77% | 666,900 | +666,900 | +100.00% | $26,902,746 |
| OMNICOM GROUP INC | OMC | Communication Services | 1.75% | 353,400 | +116,451 | +49.15% | $26,614,554 |
| FORTINET INC | FTNT | Technology | 1.73% | 321,200 | +49,452 | +18.20% | $26,248,464 |
| NETFLIX INC. | NFLX | Communication Services | 1.68% | 265,000 | +56,515 | +27.11% | $25,479,750 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 1.66% | 6,000 | +1,832 | +43.95% | $25,261,920 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.47% | 110,000 | -46,250 | -29.60% | $22,377,300 |
| PROCORE TECHNOLOGIES INC | PCOR | Technology | 1.43% | 381,600 | +164,344 | +75.65% | $21,751,200 |
| MAPLEBEAR INC | CART | Consumer Cyclical | 1.43% | 578,024 | -258,905 | -30.94% | $21,652,779 |
| WARNER MUSIC GROUP CORP | WMG | Communication Services | 1.42% | 843,836 | +322,640 | +61.90% | $21,551,571 |
| COHERENT CORP | COHR | Technology | 1.27% | 81,000 | -59,881 | -42.50% | $19,295,010 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 1.26% | 500,000 | +220,781 | +79.07% | $19,210,000 |
| EXPEDIA GROUP INC | EXPE | Consumer Cyclical | 1.14% | 75,000 | +75,000 | +100.00% | $17,316,750 |
| GRAB HOLDINGS LIMITED | G4124C109 | Other | 1.10% | 4,575,000 | +2,491,417 | +119.57% | $16,744,500 |
| ANALOG DEVICES INC | ADI | Technology | 1.09% | 52,000 | +52,000 | +100.00% | $16,543,280 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 1.07% | 164,212 | -96,312 | -36.97% | $16,265,199 |
| GDS HLDGS LTD | GDS | Technology | 1.06% | 400,000 | +400,000 | +100.00% | $16,116,000 |
| BROADCOM INC | AVGO | Technology | 1.04% | 51,000 | -16,762 | -24.74% | $15,785,010 |
| PDD HOLDINGS INC | PDD | Consumer Cyclical | 1.03% | 153,000 | +153,000 | +100.00% | $15,633,540 |
| WORKDAY INC | WDAY | Technology | 1.01% | 118,300 | +118,300 | +100.00% | $15,369,536 |
| LIVE NATION ENTERTAINMENT IN | LYV | Communication Services | 1.00% | 100,000 | +100,000 | +100.00% | $15,251,000 |
| TRIP COM GROUP LTD | TCOM | Consumer Cyclical | 0.98% | 300,000 | +300,000 | +100.00% | $14,937,000 |
| BLOCK INC | SQ | Technology | 0.97% | 246,000 | +89,454 | +57.14% | $14,804,280 |
| ADVANCED ENERGY INDS | AEIS | Industrials | 0.93% | 44,000 | +44,000 | +100.00% | $14,199,240 |
| ATLASSIAN CORPORATION | TEAM | Technology | 0.83% | 183,900 | -82,201 | -30.89% | $12,551,175 |
| SEA LTD | SE | Consumer Cyclical | 0.82% | 151,000 | +97,845 | +184.07% | $12,504,310 |
| REDDIT INC | RDDT | Communication Services | 0.80% | 90,000 | +90,000 | +100.00% | $12,118,500 |
| SUPER MICRO COMPUTER INC | SMCI | Other | 0.79% | 525,000 | +525,000 | +100.00% | $11,954,250 |
| LIBERTY MEDIA CORP DEL | FWONK | Communication Services | 0.78% | 140,000 | +140,000 | +100.00% | $11,902,800 |
| ROKU INC | ROKU | Communication Services | 0.75% | 120,000 | +67,870 | +130.19% | $11,354,400 |
| TERADYNE INC | TER | Technology | 0.59% | 30,000 | +30,000 | +100.00% | $8,893,800 |
| MONDAY COM LTD | MNDY | Other | 0.54% | 118,700 | +18,234 | +18.15% | $8,203,357 |
| FOX CORP | FOX | Communication Services | 0.52% | 148,178 | -581,449 | -79.69% | $7,868,252 |
| ZOOMINFO TECHNOLOGIES INC | ZI | Technology | 0.50% | 1,268,300 | +440,642 | +53.24% | $7,584,434 |
| ROBLOX CORP | RBLX | Communication Services | 0.47% | 125,000 | +125,000 | +100.00% | $7,070,000 |
| PELOTON INTERACTIVE INC | PTON | Consumer Cyclical | 0.42% | 1,500,000 | +979,058 | +187.94% | $6,435,000 |
| BILL HOLDINGS INC | BILL | Technology | 0.28% | 109,100 | +77,507 | +245.33% | $4,178,530 |
| LYFT INC | LYFT | Technology | 0.26% | 300,322 | +300,322 | +100.00% | $3,994,283 |
| SNAP INC | SNAP | Communication Services | 0.21% | 700,000 | -446,509 | -38.95% | $3,220,000 |
| LIBERTY MEDIA CORP DEL | FWONA | Communication Services | 0.10% | 20,000 | +20,000 | +100.00% | $1,561,600 |