Ardmore Road Asset Management LP

13F filer · CIK 0001835730

Reported Aug 14, 2026

Net seller this quarter

13F portfolio value$1.7BU.S. long equity reported on 13F

Positions7026 new · 20 closed

Net flow last quarter-$240MBuys minus sells

Top 10 positions weight32.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202670 positions
AMDAdvanced Micro Devices Inc	$72.6M	4.26%	0.01%	+13.6%	Q4 2023
GWREGuidewire Software, Inc.	$67.7M	3.97%	0.66%	New	Q2 2026
TMUST-Mobile US, Inc.	$64.6M	3.79%	0.04%	+28.3%	Q2 2023
VZVerizon Communications Inc	$63.5M	3.73%	0.04%	+84.9%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$53.9M	3.16%	0.00%	-24.8%	Q1 2024
UBERUber Technologies, Inc	$50.5M	2.97%	0.03%	+16.7%	Q4 2021
WBDWarner Bros. Discovery, Inc.	$46.4M	2.72%	0.07%	+60.3%	Q3 2023
AMTAmerican Tower Corp	$46.2M	2.71%	0.06%	New	Q2 2026
NTNXNutanix, Inc.	$44.1M	2.59%	0.32%	+9.5%	Q4 2025
MSFTMicrosoft Corp	$43.8M	2.57%	0.00%	+46.6%	Q4 2022
LRCXLam Research Corp	$42M	2.47%	0.01%	-44.6%	Q2 2024
ROKURoku, Inc	$41M	2.41%	0.20%	+147.5%	Q1 2024
TEAMAtlassian Corp	$40.9M	2.40%	Not reported	+186.0%	Q4 2022
ECHOEchoStar CORP	$40.1M	2.35%	0.83%	Not reported	Q4 2025
AMZNAmazon Com Inc	$39.4M	2.31%	0.00%	+10.1%	Q4 2021
QCOMQualcomm Inc	$39M	2.29%	0.02%	Not reported	Q2 2024
PCORProcore Technologies, Inc.	$38.8M	2.28%	0.63%	+150.1%	Q4 2025
MDBMongoDB, Inc.	$38.3M	2.25%	0.14%	Not reported	Q3 2025
OMCOmnicom Group Inc.	$38.2M	2.24%	0.18%	+48.5%	Q4 2025
FWONKLiberty Media Corp	$38.1M	2.23%	Not reported	+185.7%	Q1 2026
INTUIntuit Inc.	$37.7M	2.22%	0.05%	+95.1%	Q1 2025
WMGWarner Music Group Corp.	$35.9M	2.11%	123947.61%	+57.0%	Q2 2023
SPOTSpotify Technology S.A.	$32.1M	1.89%	0.03%	Not reported	Q3 2022
ASMLAsml Holding NV	$32M	1.88%	0.00%	Not reported	Q1 2024
LYVLive Nation Entertainment, Inc.	$31.2M	1.83%	0.07%	+70.6%	Q1 2026
MNDYmonday.com Ltd.	$30.8M	1.81%	0.83%	+259.0%	Q4 2025
COHRCoherent Corp.	$29.6M	1.74%	0.04%	-7.4%	Q4 2025
DELLDell Technologies Inc.	$26.1M	1.53%	0.01%	Not reported	Q1 2024
WDAYWorkday, Inc.	$25.6M	1.51%	0.10%	+77.1%	Q1 2026
RBLXRoblox Corp	$24.5M	1.44%	0.06%	+260.0%	Q3 2023
LLYVKLiberty Live Holdings, Inc.	$24.5M	1.44%	Not reported	+54.3%	Q1 2026
EQIXEquinix Inc	$23.4M	1.37%	0.02%	-64.4%	Q2 2025
GRABGrab Holdings Ltd	$22.6M	1.33%	Not reported	+31.2%	Q1 2022
DASHDoorDash, Inc.	$22.1M	1.30%	Not reported	-34.4%	Q4 2022
EXPEExpedia Group, Inc.	$20.5M	1.20%	0.07%	+6.7%	Q1 2022
HOODRobinhood Markets, Inc.	$20.1M	1.18%	0.09%	Not reported	Q2 2023
IBITiShares Bitcoin Trust ETF	$20M	1.17%	0.04%	+20.0%	Q3 2024
BKNGBooking Holdings Inc.	$19.6M	1.15%	0.01%	-26.7%	Q4 2021
CARTMaplebear Inc.	$18.9M	1.11%	0.17%	-30.8%	Q2 2024
SHOPShopify Inc.	$18.6M	1.09%	0.04%	Not reported	Q4 2022
GDSGDS Holdings Ltd	$18M	1.06%	0.06%	+50.0%	Q3 2025
SMTCSemtech Corp	$17.8M	1.05%	0.12%	New	Q2 2026
CRWVCoreWeave, Inc.	$17.3M	1.01%	Not reported	-50.6%	Q3 2025
ZMZoom Communications, Inc.	$17.3M	1.01%	Not reported	New	Q2 2026
CPNGCoupang, Inc.	$16.2M	0.95%	Not reported	Not reported	Q4 2021
APPAppLovin Corp	$15.5M	0.91%	0.01%	Not reported	Q4 2021
GLWCorning Inc	$14.7M	0.86%	0.01%	-90.4%	Q4 2025
UUnity Software Inc.	$14.3M	0.84%	0.11%	Not reported	Q3 2024
HUBSHubspot Inc	$14M	0.82%	0.15%	-38.9%	Q4 2025
BIDUBaidu, Inc.	$13M	0.76%	Not reported	Not reported	Q1 2022

Q1 2026Reported May 15, 202664 positions
GLWCorning Inc	$81.6M	5.37%	0.07%	+137.8%	Q4 2025
TMUST-Mobile US, Inc.	$63M	4.15%	0.03%	+35.7%	Q2 2023
EQIXEquinix Inc	$61.8M	4.07%	0.06%	+34.8%	Q2 2025
METAMeta Platforms, Inc.	$57.8M	3.81%	Not reported	Not reported	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$50.7M	3.34%	0.00%	-4.1%	Q1 2024
LITELumentum Holdings Inc.	$49.9M	3.29%	0.10%	-24.2%	Q3 2025
UBERUber Technologies, Inc	$43.2M	2.84%	0.03%	-4.1%	Q4 2021
VZVerizon Communications Inc	$40.7M	2.68%	0.02%	+48.1%	Q4 2023
SNDKSandisk Corp	$38.8M	2.55%	0.04%	New	Q1 2026
LRCXLam Research Corp	$37.4M	2.46%	0.01%	Not reported	Q2 2024
CIENCiena Corp	$35.3M	2.33%	0.06%	New	Q1 2026
SPOTSpotify Technology S.A.	$33.9M	2.24%	0.03%	+34.3%	Q3 2022
AMATApplied Materials Inc	$32.5M	2.14%	0.01%	New	Q1 2026
INTUIntuit Inc.	$32M	2.11%	0.03%	+235.1%	Q1 2025
AMZNAmazon Com Inc	$31.2M	2.06%	0.00%	+43.9%	Q4 2021
HUBSHubspot Inc	$30.7M	2.02%	0.24%	+108.3%	Q4 2025
NTNXNutanix, Inc.	$30M	1.98%	0.30%	+16.7%	Q4 2025
WBDWarner Bros. Discovery, Inc.	$29.8M	1.96%	0.04%	+194.6%	Q3 2023
MSFTMicrosoft Corp	$29.6M	1.95%	0.00%	-13.8%	Q4 2022
AFRMAffirm Holdings, Inc.	$27.5M	1.81%	1.01%	+849.6%	Q4 2021
DASHDoorDash, Inc.	$27.5M	1.81%	Not reported	Not reported	Q4 2022
SNPSSynopsys Inc	$27.3M	1.80%	0.04%	-12.0%	Q3 2025
CRWVCoreWeave, Inc.	$27.2M	1.79%	Not reported	+3410.0%	Q3 2025
CSGPCostar Group, Inc.	$26.9M	1.77%	0.16%	New	Q1 2026
OMCOmnicom Group Inc.	$26.6M	1.75%	0.11%	+49.2%	Q4 2025
FTNTFortinet, Inc.	$26.2M	1.73%	0.04%	+18.2%	Q3 2025
NFLXNetflix Inc	$25.5M	1.68%	0.01%	+27.1%	Q4 2022
BKNGBooking Holdings Inc.	$25.3M	1.66%	0.02%	+44.0%	Q4 2021
AMDAdvanced Micro Devices Inc	$22.4M	1.47%	0.01%	-29.6%	Q4 2023
PCORProcore Technologies, Inc.	$21.8M	1.43%	0.25%	+75.7%	Q4 2025
CARTMaplebear Inc.	$21.7M	1.43%	0.24%	-30.9%	Q2 2024
WMGWarner Music Group Corp.	$21.6M	1.42%	78936.95%	+61.9%	Q2 2023
COHRCoherent Corp.	$19.3M	1.27%	0.04%	-42.5%	Q4 2025
IBITiShares Bitcoin Trust ETF	$19.2M	1.26%	0.04%	+79.1%	Q3 2024
EXPEExpedia Group, Inc.	$17.3M	1.14%	0.07%	Not reported	Q1 2022
GRABGrab Holdings Ltd	$16.7M	1.10%	Not reported	+119.6%	Q1 2022
ADIAnalog Devices Inc	$16.5M	1.09%	0.01%	New	Q1 2026
MRVLMarvell Technology, Inc.	$16.3M	1.07%	0.02%	-37.0%	Q3 2024
GDSGDS Holdings Ltd	$16.1M	1.06%	0.04%	Not reported	Q3 2025
AVGOBroadcom Inc.	$15.8M	1.04%	0.00%	-24.7%	Q3 2024
PDDPDD Holdings Inc.	$15.6M	1.03%	0.00%	Not reported	Q2 2023
WDAYWorkday, Inc.	$15.4M	1.01%	0.05%	New	Q1 2026
LYVLive Nation Entertainment, Inc.	$15.3M	1.00%	0.04%	New	Q1 2026
TCOMTrip.com Group Ltd	$14.9M	0.98%	0.05%	Not reported	Q4 2021
XYZBlock, Inc.	$14.8M	0.97%	Not reported	+57.1%	Q2 2022
AEISAdvanced Energy Industries Inc	$14.2M	0.93%	0.12%	New	Q1 2026
LLYVKLiberty Live Holdings, Inc.	$14.1M	0.93%	Not reported	New	Q1 2026
TEAMAtlassian Corp	$12.6M	0.83%	Not reported	-30.9%	Q4 2022
SESea Ltd	$12.5M	0.82%	0.09%	+184.1%	Q3 2023
RDDTReddit, Inc.	$12.1M	0.80%	Not reported	Not reported	Q1 2025

Q4 2025Reported Feb 17, 202674 positions
NVDANvidia Corp	$58.2M	4.41%	0.00%	-37.5%	Q2 2023
UBERUber Technologies, Inc	$51.1M	3.87%	0.03%	+525.4%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$47.5M	3.60%	0.00%	-21.8%	Q1 2024
FOXFox Corp	$47.4M	3.59%	Not reported	+16.7%	Q3 2025
DISWalt Disney Co	$44.9M	3.41%	0.02%	+12.8%	Q2 2025
TMUST-Mobile US, Inc.	$44.9M	3.40%	0.02%	+2111.5%	Q2 2023
MSFTMicrosoft Corp	$44.9M	3.40%	0.00%	+81.9%	Q4 2022
TEAMAtlassian Corp	$43.1M	3.27%	Not reported	+90.1%	Q4 2022
CARTMaplebear Inc.	$37.6M	2.85%	0.34%	+51.3%	Q2 2024
SNPSSynopsys Inc	$36.7M	2.78%	0.04%	+56.4%	Q3 2025
DKNGDraftKings Inc.	$35.9M	2.72%	Not reported	+15.8%	Q3 2022
EQIXEquinix Inc	$35.8M	2.71%	0.05%	-6.6%	Q2 2025
NTNXNutanix, Inc.	$35M	2.65%	0.25%	New	Q4 2025
LITELumentum Holdings Inc.	$34.5M	2.62%	0.13%	-47.9%	Q3 2025
FLUTFlutter Entertainment plc	$33.6M	2.55%	0.09%	-30.5%	Q2 2024
AMDAdvanced Micro Devices Inc	$33.5M	2.54%	0.01%	-65.4%	Q4 2023
SPOTSpotify Technology S.A.	$30.3M	2.29%	0.03%	-13.2%	Q3 2022
CVNACarvana Co.	$29M	2.20%	Not reported	-23.6%	Q1 2024
EBAYEbay Inc	$28.1M	2.13%	0.07%	+220.0%	Q3 2025
GOOGLAlphabet Inc.	$26.1M	1.98%	0.00%	-72.2%	Q4 2021
COHRCoherent Corp.	$26M	1.97%	0.09%	New	Q4 2025
HUBSHubspot Inc	$24.2M	1.84%	0.11%	New	Q4 2025
AMZNAmazon Com Inc	$24.1M	1.82%	0.00%	Not reported	Q4 2021
AVGOBroadcom Inc.	$23.5M	1.78%	0.00%	Not reported	Q3 2024
BKNGBooking Holdings Inc.	$22.3M	1.69%	0.01%	+32.1%	Q4 2021
VZVerizon Communications Inc	$22.3M	1.69%	0.01%	Not reported	Q4 2023
MRVLMarvell Technology, Inc.	$22.1M	1.68%	0.03%	Not reported	Q3 2024
GLWCorning Inc	$22.1M	1.67%	0.03%	New	Q4 2025
FTNTFortinet, Inc.	$21.6M	1.64%	0.04%	+8.7%	Q3 2025
NFLXNetflix Inc	$19.5M	1.48%	0.00%	-49.2%	Q4 2022
OMCOmnicom Group Inc.	$19.1M	1.45%	0.08%	New	Q4 2025
AMKRAmkor Technology, Inc.	$18.5M	1.40%	0.19%	New	Q4 2025
WMGWarner Music Group Corp.	$16M	1.21%	48755.47%	Not reported	Q2 2023
PCORProcore Technologies, Inc.	$15.8M	1.20%	0.14%	New	Q4 2025
MNDYmonday.com Ltd.	$14.8M	1.12%	0.20%	New	Q4 2025
INTUIntuit Inc.	$14.6M	1.11%	0.01%	-55.8%	Q1 2025
TWLOTwilio Inc	$14.4M	1.09%	0.07%	-59.6%	Q3 2025
IBITiShares Bitcoin Trust ETF	$13.9M	1.05%	0.02%	-30.2%	Q3 2024
MCHPMicrochip Technology Inc	$13.3M	1.01%	0.04%	New	Q4 2025
MDBMongoDB, Inc.	$13.1M	0.99%	0.04%	-37.5%	Q3 2025
ONTOOnto Innovation Inc.	$12.3M	0.93%	0.16%	New	Q4 2025
ECHOEchoStar CORP	$12M	0.91%	0.23%	New	Q4 2025
MUMicron Technology Inc	$11.9M	0.90%	0.00%	Not reported	Q1 2024
ETSYEtsy Inc	$11M	0.83%	0.20%	-64.0%	Q2 2025
WBDWarner Bros. Discovery, Inc.	$10.6M	0.81%	0.01%	Not reported	Q3 2023
GRABGrab Holdings Ltd	$10.4M	0.79%	Not reported	Not reported	Q1 2022
XYZBlock, Inc.	$10.2M	0.77%	Not reported	-81.6%	Q2 2022
CWANClearwater Analytics Holdings, Inc.	$10.2M	0.77%	Not reported	New	Q4 2025
SNAPSnap Inc	$9.25M	0.70%	0.07%	Not reported	Q4 2021
GTMZoomInfo Technologies Inc.	$8.42M	0.64%	0.27%	New	Q4 2025

Q3 2025Reported Nov 13, 202571 positions
NVDANvidia Corp	$93.3M	6.02%	0.00%	+51.1%	Q2 2023
AMDAdvanced Micro Devices Inc	$73M	4.71%	0.03%	-24.8%	Q4 2023
GOOGLAlphabet Inc.	$72.9M	4.71%	0.00%	-50.0%	Q4 2021
XYZBlock, Inc.	$61.4M	3.97%	Not reported	+54.6%	Q2 2022
FLUTFlutter Entertainment plc	$57.2M	3.69%	0.13%	+12.5%	Q2 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$55.9M	3.61%	0.00%	Not reported	Q1 2024
NFLXNetflix Inc	$49.2M	3.17%	0.01%	Not reported	Q4 2022
CRWVCoreWeave, Inc.	$47.9M	3.09%	Not reported	New	Q3 2025
BABAAlibaba Group Holding Ltd	$44.7M	2.89%	0.00%	Not reported	Q3 2022
SPOTSpotify Technology S.A.	$41.9M	2.70%	0.03%	Not reported	Q3 2022
DISWalt Disney Co	$40.1M	2.59%	0.02%	-12.5%	Q2 2025
EQIXEquinix Inc	$39.2M	2.53%	0.05%	+478.2%	Q2 2025
TTDTrade Desk, Inc.	$36.8M	2.37%	Not reported	Not reported	Q3 2023
ETSYEtsy Inc	$36.5M	2.36%	0.56%	+82.7%	Q2 2025
SESea Ltd	$35.9M	2.32%	0.11%	Not reported	Q3 2023
FOXFox Corp	$35.8M	2.31%	Not reported	New	Q3 2025
RBLXRoblox Corp	$34.6M	2.24%	0.04%	+100.0%	Q3 2023
INTUIntuit Inc.	$34.1M	2.21%	0.02%	Not reported	Q1 2025
CVNACarvana Co.	$34M	2.19%	Not reported	Not reported	Q1 2024
TAt&T Inc.	$33.9M	2.19%	0.02%	-52.0%	Q2 2023
DKNGDraftKings Inc.	$33.7M	2.17%	Not reported	+5.9%	Q3 2022
METAMeta Platforms, Inc.	$29.4M	1.90%	Not reported	+33.3%	Q4 2021
LITELumentum Holdings Inc.	$29.3M	1.89%	0.25%	New	Q3 2025
PINSPinterest, Inc.	$29M	1.87%	0.71%	+28.6%	Q3 2023
PDDPDD Holdings Inc.	$26.4M	1.71%	0.00%	Not reported	Q2 2023
MSFTMicrosoft Corp	$26.4M	1.71%	0.00%	+2.0%	Q4 2022
IBITiShares Bitcoin Trust ETF	$26M	1.68%	0.03%	+16.3%	Q3 2024
TWLOTwilio Inc	$25M	1.62%	0.16%	New	Q3 2025
SNPSSynopsys Inc	$24.7M	1.59%	0.03%	New	Q3 2025
ROKURoku, Inc	$24M	1.55%	0.16%	-4.0%	Q1 2024
NBISNebius Group N.V.	$22.6M	1.46%	0.09%	New	Q3 2025
TEAMAtlassian Corp	$22.4M	1.44%	Not reported	Not reported	Q4 2022
FTNTFortinet, Inc.	$21M	1.36%	0.03%	New	Q3 2025
CPNGCoupang, Inc.	$20.9M	1.35%	Not reported	Not reported	Q4 2021
CARTMaplebear Inc.	$20.3M	1.31%	0.21%	Not reported	Q2 2024
JDJD.com, Inc.	$17.5M	1.13%	0.03%	-44.4%	Q4 2021
BKNGBooking Holdings Inc.	$17M	1.10%	0.01%	-54.9%	Q4 2021
MDBMongoDB, Inc.	$15.5M	1.00%	0.06%	New	Q3 2025
GDSGDS Holdings Ltd	$15.5M	1.00%	0.04%	New	Q3 2025
AFRMAffirm Holdings, Inc.	$14.6M	0.94%	0.34%	-60.0%	Q4 2021
HSAIHesai Group	$12.6M	0.82%	Not reported	New	Q3 2025
PRKSUnited Parks & Resorts Inc.	$11.6M	0.75%	0.41%	Not reported	Q1 2022
EAElectronic Arts Inc.	$10.3M	0.66%	Not reported	New	Q3 2025
CHWYChewy, Inc.	$10.1M	0.65%	250000.00%	-38.1%	Q4 2023
PYPLPayPal Holdings, Inc.	$10.1M	0.65%	0.02%	-76.9%	Q4 2021
UBERUber Technologies, Inc	$9.8M	0.63%	0.00%	-33.3%	Q4 2021
EBAYEbay Inc	$9.19M	0.59%	0.02%	New	Q3 2025
PTONPeloton Interactive, Inc.	$9M	0.58%	Not reported	+25.0%	Q1 2025
APPAppLovin Corp	$7.54M	0.49%	0.00%	-79.0%	Q4 2021
DASHDoorDash, Inc.	$5.44M	0.35%	Not reported	-80.2%	Q4 2022

Premium opens every quarter this fund has filed