Ardmore Road Asset Management LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Ardmore Road Asset Management LP disclosed 70 US equity positions worth $1.7bn in its Q2 2026 13F filing. The largest position was AMD at 4.3% of the reported book, followed by GWRE and TMUS. Against the Q1 2026 filing, it opened 15 new positions, added to 25 and reduced 9 among the top 50 holdings.
What did Ardmore Road Asset Management LP own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | AMD ADVANCED MICRO DEVICES INC | Technology | 4.3% | $72.6m | 125,000 | 14% | added |
| 2 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 4.0% | $67.7m | 550,000 | – | new |
| 3 | TMUS T-MOBILE US INC | Communication Services | 3.8% | $64.6m | 385,000 | 28% | added |
| 4 | VZ VERIZON COMMUNICATIONS INC | Communication Services | 3.7% | $63.5m | 1,499,260 | 85% | added |
| 5 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 3.2% | $53.9m | 112,800 | -25% | reduced |
| 6 | UBER UBER TECHNOLOGIES INC | Technology | 3.0% | $50.5m | 700,000 | 17% | added |
| 7 | WBD WARNER BROS DISCOVERY INC | Communication Services | 2.7% | $46.4m | 1,740,482 | 60% | added |
| 8 | AMT AMERICAN TOWER CORP | Real Estate | 2.7% | $46.2m | 282,464 | – | new |
| 9 | NTNX NUTANIX INC | Technology | 2.6% | $44.1m | 865,400 | 9% | added |
| 10 | MSFT MICROSOFT CORP | Technology | 2.6% | $43.8m | 117,300 | 47% | added |
| 11 | LRCX LAM RESEARCH CORP | Technology | 2.5% | $42.0m | 97,000 | -45% | reduced |
| 12 | ROKU ROKU INC | Communication Services | 2.4% | $41.0m | 297,000 | 148% | added |
| 13 | TEAM ATLASSIAN CORPORATION | Technology | 2.4% | $40.9m | 525,953 | 186% | added |
| 14 | ECHO ECHOSTAR CORP | Communication Services | 2.4% | $40.1m | 395,000 | – | new |
| 15 | AMZN AMAZON COM INC | Consumer Cyclical | 2.3% | $39.4m | 165,200 | 10% | added |
| 16 | QCOM QUALCOMM INC | Technology | 2.3% | $39.0m | 211,200 | – | new |
| 17 | PCOR PROCORE TECHNOLOGIES INC | Technology | 2.3% | $38.8m | 954,517 | 150% | added |
| 18 | MDB MONGODB INC | Technology | 2.2% | $38.3m | 113,960 | – | new |
| 19 | OMC OMNICOM GROUP INC | Communication Services | 2.2% | $38.2m | 524,794 | 48% | added |
| 20 | LLYVK LIBERTY MEDIA CORP DEL | Communication Services | 2.2% | $38.1m | 400,000 | 186% | added |
| 21 | INTU INTUIT | Technology | 2.2% | $37.7m | 144,600 | 95% | added |
| 22 | WMG WARNER MUSIC GROUP CORP | Communication Services | 2.1% | $35.9m | 1,325,000 | 57% | added |
| 23 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 1.9% | $32.1m | 70,000 | 0% | held |
| 24 | ASML ASML HLDG NV | Technology | 1.9% | $32.0m | 16,100 | – | new |
| 25 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 1.8% | $31.2m | 170,634 | 71% | added |
| 26 | MNDY MONDAY COM LTD | Technology | 1.8% | $30.8m | 426,137 | 259% | added |
| 27 | COHR COHERENT CORP | Technology | 1.7% | $29.6m | 75,000 | -7% | reduced |
| 28 | DELL DELL TECHNOLOGIES INC | Technology | 1.5% | $26.1m | 60,400 | – | new |
| 29 | WDAY WORKDAY INC | Technology | 1.5% | $25.6m | 209,450 | 77% | added |
| 30 | RBLX ROBLOX CORP | Communication Services | 1.4% | $24.5m | 450,000 | 260% | added |
| 31 | LLYVK LIBERTY LIVE HOLDINGS INC | Communication Services | 1.4% | $24.5m | 231,500 | 54% | added |
| 32 | EQIX EQUINIX INC | Real Estate | 1.4% | $23.4m | 22,434 | -64% | reduced |
| 33 | GRAB HOLDINGS LIMITED | 1.3% | $22.6m | 6,000,000 | 31% | added | |
| 34 | DASH DOORDASH INC | Consumer Cyclical | 1.3% | $22.1m | 120,000 | -34% | reduced |
| 35 | EXPE EXPEDIA GROUP INC | Consumer Cyclical | 1.2% | $20.5m | 80,000 | 7% | added |
| 36 | HOOD ROBINHOOD MKTS INC | Financial Services | 1.2% | $20.1m | 200,000 | – | new |
| 37 | IBIT ISHARES BITCOIN TRUST ETF | 1.2% | $20.0m | 600,000 | 20% | added | |
| 38 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 1.2% | $19.6m | 110,000 | 1733% | added |
| 39 | CART MAPLEBEAR INC | Consumer Cyclical | 1.1% | $18.9m | 400,000 | -31% | reduced |
| 40 | SHOP SHOPIFY INC | Technology | 1.1% | $18.6m | 162,500 | – | new |
| 41 | GDS GDS HLDGS LTD | Technology | 1.1% | $18.0m | 600,000 | 50% | added |
| 42 | SMTC SEMTECH CORP | Technology | 1.0% | $17.8m | 110,000 | – | new |
| 43 | CRWV COREWEAVE INC | Technology | 1.0% | $17.3m | 173,493 | -51% | reduced |
| 44 | ZM ZOOM COMMUNICATIONS INC | Technology | 1.0% | $17.3m | 200,000 | – | new |
| 45 | CPNG COUPANG INC | Consumer Cyclical | 1.0% | $16.2m | 932,100 | – | new |
| 46 | APP APPLOVIN CORP | Communication Services | 0.9% | $15.5m | 30,000 | – | new |
| 47 | GLW CORNING INC | Technology | 0.9% | $14.7m | 57,600 | -90% | reduced |
| 48 | U UNITY SOFTWARE INC | Technology | 0.8% | $14.3m | 500,000 | – | new |
| 49 | HUBS HUBSPOT INC | Technology | 0.8% | $14.0m | 76,900 | -39% | reduced |
| 50 | BIDU BAIDU INC | Communication Services | 0.8% | $13.0m | 113,957 | – | new |
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.