Ardmore Road Asset Management LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Ardmore Road Asset Management LP reported 70 stock positions worth $1.7 billion. Its top holding was Advanced Micro Devices (AMD) at 4.3% of the portfolio, followed by Guidewire Software (GWRE, 4.0%) and T-Mobile US (TMUS, 3.8%). Compared with Q1 2026, it opened 26 new positions, sold out of 20, added to 24 and reduced 19. The biggest buy was a new position in Guidewire Software (GWRE) and the biggest sale Corning (GLW, shares −90%).
- Most Recent 13F
- Q2 2026
- Location
- WESTPORT, CT
- CIK
- 0001835730
- Portfolio Value
- $1.7B (Q2 2026)
- SEC Filing
- 0001835730-26-000008 ↗ filed Aug 14, 2026
Holdings Value
Holdings 70 stocks · $1.7B
| AMD Advanced Micro Devices | 4.26% | 125,000 | $72.6M | Add +13.6% |
| GWRE Guidewire Software Inc. | 3.97% | 550,000 | $67.7M | New |
| TMUS T-Mobile US Inc. | 3.79% | 385,000 | $64.6M | Add +28.3% |
| VZ Verizon Communications Inc. | 3.73% | 1,499,260 | $63.5M | Add +84.9% |
| TSM Taiwan Semiconductor-SP ADR | 3.16% | 112,800 | $53.9M | Reduce -24.8% |
| UBER Uber Technologies Inc. | 2.97% | 700,000 | $50.5M | Add +16.7% |
| WBD Warner Bros Discovery Inc. | 2.72% | 1,740,482 | $46.4M | Add +60.3% |
| AMT American Tower Corp. | 2.71% | 282,464 | $46.2M | New |
| NTNX Nutanix Inc. Class A | 2.59% | 865,400 | $44.1M | Add +9.5% |
| MSFT Microsoft Corp. | 2.57% | 117,300 | $43.8M | Add +46.6% |
| LRCX Lam Research Corp. | 2.47% | 97,000 | $42.0M | Reduce -44.6% |
| ROKU Roku Inc. | 2.41% | 297,000 | $41.0M | Add +147.5% |
| TEAM Atlassian Corp. Class A | 2.40% | 525,953 | $40.9M | Add +186.0% |
| ECHO Echostar Corp. Class A | 2.35% | 395,000 | $40.1M | New |
| AMZN Amazon.com Inc. | 2.31% | 165,200 | $39.4M | Add +10.1% |
| QCOM Qualcomm Inc. | 2.29% | 211,200 | $39.0M | New |
| PCOR Procore Technologies Inc. | 2.28% | 954,517 | $38.8M | Add +150.1% |
| MDB Mongodb Inc. | 2.25% | 113,960 | $38.3M | New |
| OMC Omnicom Group | 2.24% | 524,794 | $38.2M | Add +48.5% |
| FWONK Liberty Media Corp. Class C | 2.23% | 400,000 | $38.1M | Add +185.7% |
| INTU Intuit Inc. | 2.22% | 144,600 | $37.7M | Add +95.1% |
| WMG Warner Music Group Corp. Class A | 2.11% | 1,325,000 | $35.9M | Add +57.0% |
| SPOT Spotify Technology SA | 1.89% | 70,000 | $32.1M | No change |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.88% | 16,100 | $32.0M | New |
| LYV Live Nation Entertainment Inc. | 1.83% | 170,634 | $31.2M | Add +70.6% |
| MNDY Monday.com Ltd. | 1.81% | 426,137 | $30.8M | Add +259.0% |
| COHR Coherent Corp. | 1.74% | 75,000 | $29.6M | Reduce -7.4% |
| DELL Dell Technologies -C | 1.53% | 60,400 | $26.1M | New |
| WDAY Workday Inc. Class A | 1.51% | 209,450 | $25.6M | Add +77.0% |
| RBLX Roblox Corp. Class A | 1.44% | 450,000 | $24.5M | Add +260.0% |
| LLYVK Liberty Live Holdings Class C | 1.44% | 231,500 | $24.5M | Add +54.3% |
| EQIX Equinix Inc. | 1.37% | 22,434 | $23.4M | Reduce -64.4% |
| GRAB Grab Holdings Ltd. Class A | 1.33% | 6,000,000 | $22.6M | Add +31.1% |
| DASH DoorDash Inc. Class A | 1.30% | 120,000 | $22.1M | Reduce -34.4% |
| EXPE Expedia Group Inc. | 1.20% | 80,000 | $20.5M | Add +6.7% |
| HOOD Robinhood Markets Inc. Class A | 1.18% | 200,000 | $20.1M | New |
| IBIT iShares Bitcoin Trust ETF | 1.17% | 600,000 | $20.0M | Add +20.0% |
| BKNG Booking Holdings Inc. | 1.15% | 110,000 | $19.6M | Reduce -26.7% |
| CART Maplebear Inc. | 1.11% | 400,000 | $18.9M | Reduce -30.8% |
| SHOP Shopify Inc. Class A | 1.09% | 162,500 | $18.6M | New |
| GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD | 1.06% | 600,000 | $18.0M | Add +50.0% |
| SMTC Semtech Corp. | 1.05% | 110,000 | $17.8M | New |
| CRWV Coreweave Inc. Class A | 1.01% | 173,493 | $17.3M | Reduce -50.6% |
| ZM Zoom Communications Inc. | 1.01% | 200,000 | $17.3M | New |
| CPNG Coupang Inc. | 0.95% | 932,100 | $16.2M | New |
| APP AppLovin Corp. Class A | 0.91% | 30,000 | $15.5M | New |
| GLW Corning Inc. | 0.86% | 57,600 | $14.7M | Reduce -90.4% |
| U Unity Software Inc. | 0.84% | 500,000 | $14.3M | New |
| HUBS HubSpot Inc. | 0.82% | 76,900 | $14.0M | Reduce -38.9% |
| BIDU Baidu Inc. - Spon ADR | 0.76% | 113,957 | $13.0M | New |
| AXON Axon Enterprise Inc. | 0.76% | 23,214 | $13.0M | New |
| CSGP Costar Group Inc. | 0.65% | 390,146 | $11.0M | Reduce -41.5% |
| AMAT Applied Materials Inc. | 0.61% | 14,300 | $10.3M | Reduce -85.0% |
| AMKR Amkor Technology Inc. | 0.51% | 100,000 | $8.6M | New |
| CHTR Charter Communications Inc. Class A | 0.49% | 59,000 | $8.4M | New |
| FTNT Fortinet Inc. | 0.39% | 43,000 | $6.6M | Reduce -86.6% |
| CHWY Chewy Inc. Class A | 0.35% | 300,000 | $5.9M | New |
| STM Stmicroelectronics NV-NY SHS | 0.26% | 60,000 | $4.5M | New |
| AFRM Affirm Holdings Inc. | 0.09% | 19,100 | $1.6M | Reduce -96.8% |
| MU Micron Technology Inc. | 0.06% | 900 | $1.0M | New |
| LITE Lumentum Holdings Inc. | 0.06% | 1,200 | $1.0M | Reduce -98.3% |
| MRVL Marvell Technology Inc. | 0.06% | 3,400 | $1.0M | Reduce -97.9% |
| APH Amphenol Corp. Class A | 0.06% | 5,700 | $1.0M | New |
| NVDA Nvidia Corp. | 0.06% | 5,000 | $1.0M | New |
| CSCO Cisco Systems Inc. | 0.06% | 8,500 | $998K | New |
| KLAC KLA Corp. | 0.06% | 3,300 | $996K | New |
| ARM Arm Holdings PLC-ADR | 0.06% | 2,800 | $993K | New |
| SMCI Super Micro Computer Inc. | 0.06% | 33,500 | $983K | Reduce -93.6% |
| AVGO Broadcom Inc. | 0.06% | 2,600 | $982K | Reduce -94.9% |
| SNDK Sandisk Corp. | 0.03% | 192 | $437K | Reduce -99.7% |
Portfolio Sells Q1 2026 → Q2 2026
| GLW Corning Inc. | Reduce -90.4% | 0.86% | −4.51 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −3.81 |
| LITE Lumentum Holdings Inc. | Reduce -98.3% | 0.06% | −3.23 |
| EQIX Equinix Inc. | Reduce -64.4% | 1.37% | −2.69 |
| SNDK Sandisk Corp. | Reduce -99.7% | 0.03% | −2.53 |
| CIEN Ciena Corp. | Sold out | 0.00% | −2.33 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −1.80 |
| AFRM Affirm Holdings Inc. | Reduce -96.8% | 0.09% | −1.72 |
| NFLX Netflix Inc. | Sold out | 0.00% | −1.68 |
| AMAT Applied Materials Inc. | Reduce -85.0% | 0.61% | −1.53 |
| FTNT Fortinet Inc. | Reduce -86.6% | 0.39% | −1.34 |
| HUBS HubSpot Inc. | Reduce -38.9% | 0.82% | −1.20 |
| CSGP Costar Group Inc. | Reduce -41.5% | 0.65% | −1.12 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −1.09 |
| PDD PDD Holdings Inc. | Sold out | 0.00% | −1.03 |
| MRVL Marvell Technology Inc. | Reduce -97.9% | 0.06% | −1.01 |
| TCOM Trip.com Group Ltd.-ADR | Sold out | 0.00% | −0.98 |
| AVGO Broadcom Inc. | Reduce -94.9% | 0.06% | −0.98 |
| XYZ Block Inc. | Sold out | 0.00% | −0.97 |
| AEIS Advanced Energy Industries | Sold out | 0.00% | −0.94 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −0.82 |
| RDDT Reddit Inc. Class A | Sold out | 0.00% | −0.80 |
| CRWV Coreweave Inc. Class A | Reduce -50.6% | 1.01% | −0.78 |
| SMCI Super Micro Computer Inc. | Reduce -93.6% | 0.06% | −0.73 |
| TER Teradyne Inc. | Sold out | 0.00% | −0.59 |
| FIG Figma Inc. Class A | Sold out | 0.00% | −0.56 |
| FOX Fox Corp. Class B | Sold out | 0.00% | −0.52 |
| BKNG Booking Holdings Inc. | Reduce -26.7% | 1.15% | −0.51 |
| DASH DoorDash Inc. Class A | Reduce -34.4% | 1.30% | −0.51 |
| GTM Zoominfo Technologies Inc. | Sold out | 0.00% | −0.50 |
| PTON Peloton Interactive Inc. Class A | Sold out | 0.00% | −0.42 |
| CART Maplebear Inc. | Reduce -30.8% | 1.11% | −0.31 |
| BILL Bill Holdings Inc. | Sold out | 0.00% | −0.28 |
| LYFT LYFT Inc. Class A | Sold out | 0.00% | −0.26 |
| SNAP Snap Inc. Class A | Sold out | 0.00% | −0.21 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -24.8% | 3.16% | −0.18 |
| FWONA Liberty Media Corp. Class A | Sold out | 0.00% | −0.10 |
| LRCX Lam Research Corp. | Reduce -44.6% | 2.47% | +0.01 |
| COHR Coherent Corp. | Reduce -7.4% | 1.74% | +0.47 |
Portfolio Buys Q1 2026 → Q2 2026
| GWRE Guidewire Software Inc. | New | 3.97% | +3.97 |
| AMD Advanced Micro Devices | Add +13.6% | 4.26% | +2.79 |
| AMT American Tower Corp. | New | 2.71% | +2.71 |
| ECHO Echostar Corp. Class A | New | 2.35% | +2.35 |
| QCOM Qualcomm Inc. | New | 2.29% | +2.29 |
| MDB Mongodb Inc. | New | 2.25% | +2.25 |
| ASML ASML Holding NV-NY Reg SHS | New | 1.88% | +1.88 |
| ROKU Roku Inc. | Add +147.5% | 2.41% | +1.66 |
| TEAM Atlassian Corp. Class A | Add +186.0% | 2.40% | +1.58 |
| DELL Dell Technologies -C | New | 1.53% | +1.53 |
| FWONK Liberty Media Corp. Class C | Add +185.7% | 2.23% | +1.45 |
| MNDY Monday.com Ltd. | Add +259.0% | 1.81% | +1.27 |
| HOOD Robinhood Markets Inc. Class A | New | 1.18% | +1.18 |
| SHOP Shopify Inc. Class A | New | 1.09% | +1.09 |
| VZ Verizon Communications Inc. | Add +84.9% | 3.73% | +1.05 |
| SMTC Semtech Corp. | New | 1.05% | +1.05 |
| ZM Zoom Communications Inc. | New | 1.01% | +1.01 |
| RBLX Roblox Corp. Class A | Add +260.0% | 1.44% | +0.97 |
| CPNG Coupang Inc. | New | 0.95% | +0.95 |
| APP AppLovin Corp. Class A | New | 0.91% | +0.91 |
| PCOR Procore Technologies Inc. | Add +150.1% | 2.28% | +0.84 |
| U Unity Software Inc. | New | 0.84% | +0.84 |
| LYV Live Nation Entertainment Inc. | Add +70.6% | 1.83% | +0.83 |
| BIDU Baidu Inc. - Spon ADR | New | 0.76% | +0.76 |
| AXON Axon Enterprise Inc. | New | 0.76% | +0.76 |
| WBD Warner Bros Discovery Inc. | Add +60.3% | 2.72% | +0.76 |
| WMG Warner Music Group Corp. Class A | Add +57.0% | 2.11% | +0.69 |
| MSFT Microsoft Corp. | Add +46.6% | 2.57% | +0.62 |
| NTNX Nutanix Inc. Class A | Add +9.5% | 2.59% | +0.61 |
| AMKR Amkor Technology Inc. | New | 0.51% | +0.51 |
| LLYVK Liberty Live Holdings Class C | Add +54.3% | 1.44% | +0.51 |
| WDAY Workday Inc. Class A | Add +77.0% | 1.51% | +0.49 |
| CHTR Charter Communications Inc. Class A | New | 0.49% | +0.49 |
| OMC Omnicom Group | Add +48.5% | 2.24% | +0.49 |
| CHWY Chewy Inc. Class A | New | 0.35% | +0.35 |
| STM Stmicroelectronics NV-NY SHS | New | 0.26% | +0.26 |
| AMZN Amazon.com Inc. | Add +10.1% | 2.31% | +0.25 |
| GRAB Grab Holdings Ltd. Class A | Add +31.1% | 1.33% | +0.23 |
| UBER Uber Technologies Inc. | Add +16.7% | 2.97% | +0.12 |
| INTU Intuit Inc. | Add +95.1% | 2.22% | +0.11 |
| EXPE Expedia Group Inc. | Add +6.7% | 1.20% | +0.06 |
| MU Micron Technology Inc. | New | 0.06% | +0.06 |
| APH Amphenol Corp. Class A | New | 0.06% | +0.06 |
| NVDA Nvidia Corp. | New | 0.06% | +0.06 |
| CSCO Cisco Systems Inc. | New | 0.06% | +0.06 |
| KLAC KLA Corp. | New | 0.06% | +0.06 |
| ARM Arm Holdings PLC-ADR | New | 0.06% | +0.06 |
| GDS GDS Holdings Ltd. - ADR | Add +50.0% | 1.06% | −0.00 |
| IBIT iShares Bitcoin Trust ETF | Add +20.0% | 1.17% | −0.09 |
| TMUS T-Mobile US Inc. | Add +28.3% | 3.79% | −0.36 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 70 | $1.7B | AMD, GWRE, TMUS, VZ, TSM |
| Q1 2026 | 64 | $1.5B | GLW, TMUS, EQIX, META, TSM |
| Q4 2025 | 74 | $1.3B | NVDA, UBER, TSM, FOX, DIS |
| Q3 2025 | 71 | $1.5B | NVDA, AMD, GOOGL, XYZ, FLUT |
| Q2 2025 | 39 | $1.2B | GOOGL, AMD, T, CSCO, AMZN |
| Q1 2025 | 38 | $975.2M | META, XYZ, SNOW, CSCO, FLUT |
| Q4 2024 | 36 | $685.8M | META, FLUT, JD, AMZN, T |
| Q3 2024 | 41 | $775.7M | QQQ, META, AVGO, SPOT, PYPL |
| Q2 2024 | 42 | $649.1M | NVDA, FLUT, AAPL, MSFT, AMZN |
| Q1 2024 | 36 | $567.7M | EXPE, AMZN, NFLX, BABA, NVDA |