EdgeMarket › What Ardmore Road Asset Management Lp reported owning
What Ardmore Road Asset Management Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.5BPositions
64Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| GLW CORNING INC /NY | 81.6M | 5.4% | 600.0K | 149.84 | +132.0% |
| TMUS T-Mobile US, Inc. | 63.0M | 4.1% | 300.0K | 183.04 | -29.3% |
| EQIX EQUINIX INC | 61.8M | 4.1% | 63.0K | 1,065.39 | +37.2% |
| META Meta Platforms, Inc. | 57.8M | 3.8% | 101.0K | 549.90 | -26.5% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 50.7M | 3.3% | 150.0K | 418.95 | +83.3% |
| LITE Lumentum Holdings Inc. | 49.9M | 3.3% | 71.0K | 866.71 | +647.9% |
| UBER Uber Technologies, Inc | 43.2M | 2.8% | 600.0K | 78.80 | -15.9% |
| VZ VERIZON COMMUNICATIONS INC | 40.7M | 2.7% | 811.0K | 49.45 | +9.7% |
| SNDK Sandisk Corp | 38.8M | 2.6% | 61.0K | 1,596.08 | +3494.8% |
| LRCX LAM RESEARCH CORP | 37.4M | 2.5% | 175.0K | 314.00 | +216.7% |
| CIEN CIENA CORP | 35.3M | 2.3% | 91.0K | 395.79 | +356.8% |
| SPOT Spotify Technology S.A. | 33.9M | 2.2% | 70.0K | 533.72 | -24.2% |
| AMAT APPLIED MATERIALS INC /DE | 32.5M | 2.1% | 95.0K | 492.32 | +205.9% |
| INTU INTUIT INC. | 32.0M | 2.1% | 74.1K | 367.00 | -47.5% |
| AMZN AMAZON COM INC | 31.2M | 2.1% | 150.0K | 258.63 | +15.6% |
| HUBS HUBSPOT INC | 30.7M | 2.0% | 125.8K | 240.01 | -47.1% |
| NTNX Nutanix, Inc. | 30.0M | 2.0% | 790.4K | 67.64 | -2.9% |
| WBD Warner Bros. Discovery, Inc. | 29.8M | 2.0% | 1.1M | 28.55 | +147.4% |
| MSFT MICROSOFT CORP | 29.6M | 1.9% | 80.0K | 483.24 | -4.4% |
| AFRM Affirm Holdings, Inc. | 27.5M | 1.8% | 600.0K | 77.03 | +5.5% |
| DASH DoorDash, Inc. | 27.5M | 1.8% | 183.0K | 223.49 | -8.3% |
| SNPS SYNOPSYS INC | 27.3M | 1.8% | 68.8K | 397.87 | -33.8% |
| CRWV CoreWeave, Inc. | 27.2M | 1.8% | 351.0K | 87.85 | -4.0% |
| CSGP COSTAR GROUP, INC. | 26.9M | 1.8% | 666.9K | 32.26 | -63.4% |
| OMC OMNICOM GROUP INC. | 26.6M | 1.8% | 353.4K | 87.54 | +12.6% |
| FTNT Fortinet, Inc. | 26.2M | 1.7% | 321.2K | 153.51 | +92.8% |
| NFLX NETFLIX INC | 25.5M | 1.7% | 265.0K | 79.59 | -34.4% |
| BKNG Booking Holdings Inc. | 25.3M | 1.7% | 6.0K | 209.62 | -7.1% |
| AMD ADVANCED MICRO DEVICES INC | 22.4M | 1.5% | 110.0K | 473.25 | +186.5% |
| PCOR PROCORE TECHNOLOGIES, INC. | 21.8M | 1.4% | 381.6K | 63.49 | -1.3% |
| CART Maplebear Inc. | 21.7M | 1.4% | 578.0K | 49.83 | +9.5% |
| WMG Warner Music Group Corp. | 21.6M | 1.4% | 843.8K | 27.13 | -16.4% |
| COHR COHERENT CORP. | 19.3M | 1.3% | 81.0K | 289.52 | +234.5% |
| IBIT iShares Bitcoin Trust ETF | 19.2M | 1.3% | 500.0K | 43.68 | -32.7% |
| EXPE Expedia Group, Inc. | 17.3M | 1.1% | 75.0K | 321.63 | +56.4% |
| GRAB Grab Holdings Ltd | 16.7M | 1.1% | 4.6M | 3.48 | -30.8% |
| ADI ANALOG DEVICES INC | 16.5M | 1.1% | 52.0K | 373.09 | +52.4% |
| MRVL Marvell Technology, Inc. | 16.3M | 1.1% | 164.2K | 237.04 | +232.8% |
| GDS GDS Holdings Ltd | 16.1M | 1.1% | 400.0K | 32.85 | -3.1% |
| AVGO Broadcom Inc. | 15.8M | 1.0% | 51.0K | 368.45 | +26.5% |
| PDD PDD Holdings Inc. | 15.6M | 1.0% | 153.0K | 88.38 | -25.1% |
| WDAY Workday, Inc. | 15.4M | 1.0% | 118.3K | 200.01 | -12.1% |
| LYV Live Nation Entertainment, Inc. | 15.3M | 1.0% | 100.0K | 181.82 | +12.3% |
| TCOM Trip.com Group Ltd | 14.9M | 1.0% | 300.0K | 46.11 | -27.0% |
| XYZ Block, Inc. | 14.8M | 1.0% | 246.0K | 82.16 | +10.8% |
| AEIS ADVANCED ENERGY INDUSTRIES INC | 14.2M | 0.9% | 44.0K | 285.83 | +93.5% |
| LLYVK Liberty Live Holdings, Inc. | 14.1M | 0.9% | 150.0K | 105.42 | +13.3% |
| TEAM Atlassian Corp | 12.6M | 0.8% | 183.9K | 171.81 | +3.2% |
| SE Sea Ltd | 12.5M | 0.8% | 151.0K | 117.53 | -34.2% |
| RDDT Reddit, Inc. | 12.1M | 0.8% | 90.0K | 153.29 | -29.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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