13F HOLDINGS REPORT
Ardmore Road Asset Management LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001835730-26-000003
Total Value
$1.32B
Positions
74
Other Managers
0
Confidential Omitted
No
Holdings (74)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 312,289 | $58.2M | 4.41% |
| 2 | UBER TECHNOLOGIES INC | UBER | 625,381 | $51.1M | 3.87% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 156,335 | $47.5M | 3.60% |
| 4 | FOX CORP | FOX | 729,627 | $47.4M | 3.59% |
| 5 | DISNEY WALT CO | 254687106 | 394,915 | $44.9M | 3.41% |
| 6 | T-MOBILE US INC | TMUSZ | 221,152 | $44.9M | 3.40% |
| 7 | MICROSOFT CORP | MSFT | 92,765 | $44.9M | 3.40% |
| 8 | ATLASSIAN CORPORATION | TEAM | 266,101 | $43.1M | 3.27% |
| 9 | MAPLEBEAR INC | CART | 836,929 | $37.6M | 2.85% |
| 10 | SYNOPSYS INC | SNPS | 78,184 | $36.7M | 2.78% |
| 11 | DRAFTKINGS INC NEW | DKNG | 1,042,460 | $35.9M | 2.72% |
| 12 | EQUINIX INC | EQIX | 46,726 | $35.8M | 2.71% |
| 13 | NUTANIX INC | NTNX | 677,284 | $35.0M | 2.65% |
| 14 | LUMENTUM HLDGS INC | LITE | 93,708 | $34.5M | 2.62% |
| 15 | FLUTTER ENTMT PLC | G3643J108 | 156,422 | $33.6M | 2.55% |
| 16 | ADVANCED MICRO DEVICES INC | AMD | 156,250 | $33.5M | 2.54% |
| 17 | SPOTIFY TECHNOLOGY S A | SPOT | 52,107 | $30.3M | 2.29% |
| 18 | CARVANA CO | CVNA | 68,721 | $29.0M | 2.20% |
| 19 | EBAY INC. | EBAY | 323,181 | $28.1M | 2.13% |
| 20 | ALPHABET INC | GOOG | 83,372 | $26.1M | 1.98% |
| 21 | COHERENT CORP | COHR | 140,881 | $26.0M | 1.97% |
| 22 | HUBSPOT INC | HUBS | 60,391 | $24.2M | 1.84% |
| 23 | AMAZON COM INC | AMZN | 104,235 | $24.1M | 1.82% |
| 24 | BROADCOM INC | AVGO | 67,762 | $23.5M | 1.78% |
| 25 | BOOKING HOLDINGS INC | BKNG | 4,168 | $22.3M | 1.69% |
| 26 | VERIZON COMMUNICATIONS INC | VZ | 547,616 | $22.3M | 1.69% |
| 27 | MARVELL TECHNOLOGY INC | MRVL | 260,524 | $22.1M | 1.68% |
| 28 | CORNING INC | GLW | 252,352 | $22.1M | 1.67% |
| 29 | FORTINET INC | FTNT | 271,748 | $21.6M | 1.64% |
| 30 | NETFLIX INC | NFLX | 208,485 | $19.5M | 1.48% |
| 31 | OMNICOM GROUP INC | OMC | 236,949 | $19.1M | 1.45% |
| 32 | AMKOR TECHNOLOGY INC | AMKR | 469,121 | $18.5M | 1.40% |
| 33 | WARNER MUSIC GROUP CORP | WMG | 521,196 | $16.0M | 1.21% |
| 34 | PROCORE TECHNOLOGIES INC | PCOR | 217,256 | $15.8M | 1.20% |
| 35 | MONDAY COM LTD | MNDY | 100,466 | $14.8M | 1.12% |
| 36 | INTUIT | INTU | 22,115 | $14.6M | 1.11% |
| 37 | TWILIO INC | TWLO | 101,002 | $14.4M | 1.09% |
| 38 | ISHARES BITCOIN TRUST ETF | IBIT | 279,219 | $13.9M | 1.05% |
| 39 | MICROCHIP TECHNOLOGY INC. | MCHPP | 208,457 | $13.3M | 1.01% |
| 40 | MONGODB INC | MDB | 31,242 | $13.1M | 0.99% |
| 41 | ONTO INNOVATION INC | ONTO | 78,101 | $12.3M | 0.93% |
| 42 | ECHOSTAR CORP | SATS | 110,498 | $12.0M | 0.91% |
| 43 | MICRON TECHNOLOGY INC | MU | 41,640 | $11.9M | 0.90% |
| 44 | ETSY INC | ETSY | 198,232 | $11.0M | 0.83% |
| 45 | WARNER BROS DISCOVERY INC | WBD | 368,587 | $10.6M | 0.81% |
| 46 | GRAB HOLDINGS LIMITED | GRABW | 2,083,583 | $10.4M | 0.79% |
| 47 | BLOCK INC | BSQKZ | 156,546 | $10.2M | 0.77% |
| 48 | CLEARWATER ANALYTICS HLDGS I | CWAN | 421,242 | $10.2M | 0.77% |
| 49 | SNAP INC | SNAP | 1,146,509 | $9.3M | 0.70% |
| 50 | ZOOMINFO TECHNOLOGIES INC | GTM | 827,658 | $8.4M | 0.64% |
| 51 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 26,049 | $7.2M | 0.54% |
| 52 | SEA LTD | SE | 53,155 | $6.8M | 0.51% |
| 53 | ROKU INC | ROKU | 52,130 | $5.7M | 0.43% |
| 54 | AFFIRM HLDGS INC | AFRM | 63,186 | $4.7M | 0.36% |
| 55 | COMMVAULT SYS INC | CVLT | 29,551 | $3.7M | 0.28% |
| 56 | WESTERN DIGITAL CORP | WDC | 20,850 | $3.6M | 0.27% |
| 57 | FISERV INC | FISV | 52,090 | $3.5M | 0.27% |
| 58 | PELOTON INTERACTIVE INC | PTON | 520,942 | $3.2M | 0.24% |
| 59 | BILL HOLDINGS INC | BILL | 31,593 | $1.7M | 0.13% |
| 60 | INTERNATIONAL BUSINESS MACHS | INTR | 5,000 | $1.5M | 0.11% |
| 61 | DELL TECHNOLOGIES INC | DELL | 10,000 | $1.3M | 0.10% |
| 62 | COINBASE GLOBAL INC | COIN | 5,000 | $1.1M | 0.09% |
| 63 | ARM HOLDINGS PLC | 042068205 | 10,000 | $1.1M | 0.08% |
| 64 | IREN LIMITED | IREN | 25,000 | $944,250 | 0.07% |
| 65 | COUPANG INC | CPNG | 40,000 | $943,600 | 0.07% |
| 66 | PAYPAL HLDGS INC | PYPL | 15,000 | $875,700 | 0.07% |
| 67 | NEBIUS GROUP N.V. | NBIS | 10,000 | $837,050 | 0.06% |
| 68 | ASTERA LABS INC | ALAB | 5,000 | $831,800 | 0.06% |
| 69 | VERTIV HOLDINGS CO | VRT | 5,000 | $810,050 | 0.06% |
| 70 | CIRCLE INTERNET GROUP INC | CRCL | 10,000 | $793,000 | 0.06% |
| 71 | DIGITAL RLTY TR INC | 253868103 | 5,000 | $773,550 | 0.06% |
| 72 | COREWEAVE INC | CRWV | 10,000 | $716,100 | 0.05% |
| 73 | ARISTA NETWORKS INC | ANET | 5,000 | $655,150 | 0.05% |
| 74 | STUBHUB HLDGS INC | STUB | 25,000 | $338,250 | 0.03% |