Ardmore Road Asset Management LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Ardmore Road Asset Management LP disclosed 64 US equity positions worth $1.5bn in its Q1 2026 13F filing. The largest position was GLW at 5.4% of the reported book, followed by TMUS and EQIX.
What did Ardmore Road Asset Management LP own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | GLW CORNING INC | Technology | 5.4% | $81.6m | 600,000 | – | |
| 2 | TMUS T-MOBILE US INC | Communication Services | 4.1% | $63.0m | 300,000 | – | |
| 3 | EQIX EQUINIX INC | Real Estate | 4.1% | $61.8m | 63,000 | – | |
| 4 | META META PLATFORMS INC | Communication Services | 3.8% | $57.8m | 101,000 | – | |
| 5 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 3.3% | $50.7m | 150,000 | – | |
| 6 | LITE LUMENTUM HLDGS INC | Technology | 3.3% | $49.9m | 71,000 | – | |
| 7 | UBER UBER TECHNOLOGIES INC | Technology | 2.8% | $43.2m | 600,000 | – | |
| 8 | VZ VERIZON COMMUNICATIONS INC | Communication Services | 2.7% | $40.7m | 811,000 | – | |
| 9 | SNDK SANDISK CORP | Technology | 2.6% | $38.8m | 61,000 | – | |
| 10 | LRCX LAM RESEARCH CORP | Technology | 2.5% | $37.4m | 175,000 | – | |
| 11 | CIEN CIENA CORP | Technology | 2.3% | $35.3m | 91,000 | – | |
| 12 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 2.2% | $33.9m | 70,000 | – | |
| 13 | AMAT APPLIED MATLS INC | Technology | 2.1% | $32.5m | 95,000 | – | |
| 14 | INTU INTUIT | Technology | 2.1% | $32.0m | 74,100 | – | |
| 15 | AMZN AMAZON COM INC | Consumer Cyclical | 2.1% | $31.2m | 150,000 | – | |
| 16 | HUBS HUBSPOT INC | Technology | 2.0% | $30.7m | 125,800 | – | |
| 17 | NTNX NUTANIX INC | Technology | 2.0% | $30.0m | 790,400 | – | |
| 18 | WBD WARNER BROS DISCOVERY INC | Communication Services | 2.0% | $29.8m | 1,086,000 | – | |
| 19 | MSFT MICROSOFT CORP | Technology | 1.9% | $29.6m | 80,000 | – | |
| 20 | AFRM AFFIRM HLDGS INC | Financial Services | 1.8% | $27.5m | 600,000 | – | |
| 21 | DASH DOORDASH INC | Consumer Cyclical | 1.8% | $27.5m | 183,000 | – | |
| 22 | SNPS SYNOPSYS INC | Technology | 1.8% | $27.3m | 68,800 | – | |
| 23 | CRWV COREWEAVE INC | Technology | 1.8% | $27.2m | 351,000 | – | |
| 24 | CSGP COSTAR GROUP INC | Real Estate | 1.8% | $26.9m | 666,900 | – | |
| 25 | OMC OMNICOM GROUP INC | Communication Services | 1.8% | $26.6m | 353,400 | – | |
| 26 | FTNT FORTINET INC | Technology | 1.7% | $26.2m | 321,200 | – | |
| 27 | NFLX NETFLIX INC. | Communication Services | 1.7% | $25.5m | 265,000 | – | |
| 28 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 1.7% | $25.3m | 6,000 | – | |
| 29 | AMD ADVANCED MICRO DEVICES INC | Technology | 1.5% | $22.4m | 110,000 | – | |
| 30 | PCOR PROCORE TECHNOLOGIES INC | Technology | 1.4% | $21.8m | 381,600 | – | |
| 31 | CART MAPLEBEAR INC | Consumer Cyclical | 1.4% | $21.7m | 578,024 | – | |
| 32 | WMG WARNER MUSIC GROUP CORP | Communication Services | 1.4% | $21.6m | 843,836 | – | |
| 33 | COHR COHERENT CORP | Technology | 1.3% | $19.3m | 81,000 | – | |
| 34 | IBIT ISHARES BITCOIN TRUST ETF | 1.3% | $19.2m | 500,000 | – | ||
| 35 | EXPE EXPEDIA GROUP INC | Consumer Cyclical | 1.1% | $17.3m | 75,000 | – | |
| 36 | GRAB HOLDINGS LIMITED | 1.1% | $16.7m | 4,575,000 | – | ||
| 37 | ADI ANALOG DEVICES INC | Technology | 1.1% | $16.5m | 52,000 | – | |
| 38 | MRVL MARVELL TECHNOLOGY INC | Technology | 1.1% | $16.3m | 164,212 | – | |
| 39 | GDS GDS HLDGS LTD | Technology | 1.1% | $16.1m | 400,000 | – | |
| 40 | AVGO BROADCOM INC | Technology | 1.0% | $15.8m | 51,000 | – | |
| 41 | PDD PDD HOLDINGS INC | Consumer Cyclical | 1.0% | $15.6m | 153,000 | – | |
| 42 | WDAY WORKDAY INC | Technology | 1.0% | $15.4m | 118,300 | – | |
| 43 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 1.0% | $15.3m | 100,000 | – | |
| 44 | TCOM TRIP COM GROUP LTD | Consumer Cyclical | 1.0% | $14.9m | 300,000 | – | |
| 45 | XYZ BLOCK INC | Technology | 1.0% | $14.8m | 246,000 | – | |
| 46 | AEIS ADVANCED ENERGY INDS | Industrials | 0.9% | $14.2m | 44,000 | – | |
| 47 | LLYVK LIBERTY LIVE HOLDINGS INC | Communication Services | 0.9% | $14.1m | 150,000 | – | |
| 48 | TEAM ATLASSIAN CORPORATION | Technology | 0.8% | $12.6m | 183,900 | – | |
| 49 | SE SEA LTD | Consumer Cyclical | 0.8% | $12.5m | 151,000 | – | |
| 50 | RDDT REDDIT INC | Communication Services | 0.8% | $12.1m | 90,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.