Ardmore Road Asset Management LP — 13F Holdings & Portfolio
CIK 1835730 · latest 13F-HR filed 2026-05-15
Ardmore Road Asset Management LP manages $1.52B in 13F-reported U.S. long-equity assets across 64 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GLW (5.37%), TMUS (4.15%), EQIX (4.07%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 24 new positions, exited 34, added to 26, and trimmed 14.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$1.52B
Long-equity book
64
Distinct positions
2026-03-31
Filed 2026-05-15
+24 / −34 / ↑26 / ↓14
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CORNING INC$59.5M +269.2%
- COREWEAVE INC$26.5M +3697.2%
- EQUINIX INC$26.0M +72.5%
- AFFIRM HLDGS INC$22.8M +484.6%
- WARNER BROS DISCOVERY INC$19.2M +180.7%
Top Trims
- FOX CORP-$39.5M -83.4%
- ATLASSIAN CORPORATION-$30.6M -70.9%
- MAPLEBEAR INC-$16.0M -42.5%
- MICROSOFT CORP-$15.2M -34.0%
- ADVANCED MICRO DEVICES INC-$11.1M -33.1%
New Positions
- META PLATFORMS INC$57.8M
- SANDISK CORP$38.8M
- LAM RESEARCH CORP$37.4M
- CIENA CORP$35.3M
- APPLIED MATLS INC$32.5M
Exited Positions
- NVIDIA CORPORATION$58.2M
- DISNEY WALT CO$44.9M
- DRAFTKINGS INC NEW$35.9M
- FLUTTER ENTMT PLC$33.6M
- CARVANA CO$29.0M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | CORNING INC | GLW | 219350105 | $81.6M | 5.37% | 600,000 | SH |
| 2 | T-MOBILE US INC | TMUS | 872590104 | $63.0M | 4.15% | 300,000 | SH |
| 3 | EQUINIX INC | EQIX | 29444U700 | $61.8M | 4.07% | 63,000 | SH |
| 4 | META PLATFORMS INC | META | 30303M102 | $57.8M | 3.81% | 101,000 | SH |
| 5 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $50.7M | 3.34% | 150,000 | SH |
| 6 | LUMENTUM HLDGS INC | LITE | 55024U109 | $49.9M | 3.29% | 71,000 | SH |
| 7 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $43.2M | 2.84% | 600,000 | SH |
| 8 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $40.7M | 2.68% | 811,000 | SH |
| 9 | SANDISK CORP | SNDK | 80004C200 | $38.8M | 2.55% | 61,000 | SH |
| 10 | LAM RESEARCH CORP | LRCX | 512807306 | $37.4M | 2.46% | 175,000 | SH |
| 11 | CIENA CORP | CIEN | 171779309 | $35.3M | 2.33% | 91,000 | SH |
| 12 | SPOTIFY TECHNOLOGY S A | SPOT | L8681T102 | $33.9M | 2.24% | 70,000 | SH |
| 13 | APPLIED MATLS INC | AMAT | 038222105 | $32.5M | 2.14% | 95,000 | SH |
| 14 | INTUIT | INTU | 461202103 | $32.0M | 2.11% | 74,100 | SH |
| 15 | AMAZON COM INC | AMZN | 023135106 | $31.2M | 2.06% | 150,000 | SH |
| 16 | HUBSPOT INC | HUBS | 443573100 | $30.7M | 2.02% | 125,800 | SH |
| 17 | NUTANIX INC | NTNX | 67059N108 | $30.0M | 1.98% | 790,400 | SH |
| 18 | WARNER BROS DISCOVERY INC | WBD | 934423104 | $29.8M | 1.96% | 1,086,000 | SH |
| 19 | MICROSOFT CORP | MSFT | 594918104 | $29.6M | 1.95% | 80,000 | SH |
| 20 | AFFIRM HLDGS INC | AFRM | 00827B106 | $27.5M | 1.81% | 600,000 | SH |
| 21 | DOORDASH INC | DASH | 25809K105 | $27.5M | 1.81% | 183,000 | SH |
| 22 | SYNOPSYS INC | SNPS | 871607107 | $27.3M | 1.80% | 68,800 | SH |
| 23 | COREWEAVE INC | CRWV | 21873S108 | $27.2M | 1.79% | 351,000 | SH |
| 24 | COSTAR GROUP INC | CSGP | 22160N109 | $26.9M | 1.77% | 666,900 | SH |
| 25 | OMNICOM GROUP INC | OMC | 681919106 | $26.6M | 1.75% | 353,400 | SH |
| 26 | FORTINET INC | FTNT | 34959E109 | $26.2M | 1.73% | 321,200 | SH |
| 27 | NETFLIX INC. | NFLX | 64110L106 | $25.5M | 1.68% | 265,000 | SH |
| 28 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $25.3M | 1.66% | 6,000 | SH |
| 29 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $22.4M | 1.47% | 110,000 | SH |
| 30 | PROCORE TECHNOLOGIES INC | PCOR | 74275K108 | $21.8M | 1.43% | 381,600 | SH |
| 31 | MAPLEBEAR INC | CART | 565394103 | $21.7M | 1.43% | 578,024 | SH |
| 32 | WARNER MUSIC GROUP CORP | WMG | 934550203 | $21.6M | 1.42% | 843,836 | SH |
| 33 | COHERENT CORP | COHR | 19247G107 | $19.3M | 1.27% | 81,000 | SH |
| 34 | ISHARES BITCOIN TRUST ETF | IBIT | 46438F101 | $19.2M | 1.26% | 500,000 | SH |
| 35 | EXPEDIA GROUP INC | EXPE | 30212P303 | $17.3M | 1.14% | 75,000 | SH |
| 36 | GRAB HOLDINGS LIMITED | GRAB | G4124C109 | $16.7M | 1.10% | 4,575,000 | SH |
| 37 | ANALOG DEVICES INC | ADI | 032654105 | $16.5M | 1.09% | 52,000 | SH |
| 38 | MARVELL TECHNOLOGY INC | MRVL | 573874104 | $16.3M | 1.07% | 164,212 | SH |
| 39 | GDS HLDGS LTD | GDS | 36165L108 | $16.1M | 1.06% | 400,000 | SH |
| 40 | BROADCOM INC | AVGO | 11135F101 | $15.8M | 1.04% | 51,000 | SH |
| 41 | PDD HOLDINGS INC | PDD | 722304102 | $15.6M | 1.03% | 153,000 | SH |
| 42 | WORKDAY INC | WDAY | 98138H101 | $15.4M | 1.01% | 118,300 | SH |
| 43 | LIVE NATION ENTERTAINMENT IN | LYV | 538034109 | $15.3M | 1.00% | 100,000 | SH |
| 44 | TRIP COM GROUP LTD | TCOM | 89677Q107 | $14.9M | 0.98% | 300,000 | SH |
| 45 | BLOCK INC | XYZ | 852234103 | $14.8M | 0.97% | 246,000 | SH |
| 46 | ADVANCED ENERGY INDS | AEIS | 007973100 | $14.2M | 0.93% | 44,000 | SH |
| 47 | LIBERTY LIVE HOLDINGS INC | LLYVK | 530909308 | $14.1M | 0.93% | 150,000 | SH |
| 48 | ATLASSIAN CORPORATION | TEAM | 049468101 | $12.6M | 0.83% | 183,900 | SH |
| 49 | SEA LTD | SE | 81141R100 | $12.5M | 0.82% | 151,000 | SH |
| 50 | REDDIT INC | RDDT | 75734B100 | $12.1M | 0.80% | 90,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $1.52B | 64 | 0001835730-26-000006 |
| 2025-12-31 | 2026-02-17 | $1.32B | 74 | 0001835730-26-000003 |
| 2025-09-30 | 2025-11-13 | $1.55B | 71 | 0001835730-25-000009 |