Institutional Manager · CIK 0001835730
Ardmore Road Asset Management LP
NEW YORK, NY · File #028-22017
Latest AUM
$1.32B
Positions
74
Top-10 Concentration
36.1%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202574 pos · $1.32B
- 13F HOLDINGS REPORTQ/E Sep 202571 pos · $1.55B
- 13F HOLDINGS REPORTQ/E Jun 202539 pos · $1.21B
- 13F HOLDINGS REPORTQ/E Mar 202538 pos · $975.2M
- 13F HOLDINGS REPORTQ/E Dec 202436 pos · $685.8M
- 13F HOLDINGS REPORTQ/E Sep 202441 pos · $775.7M
- 13F HOLDINGS REPORTQ/E Jun 202443 pos · $658.0M
- 13F HOLDINGS REPORTQ/E Mar 202436 pos · $567.7M
- 13F HOLDINGS REPORTQ/E Dec 202331 pos · $296.0M
- 13F HOLDINGS REPORTQ/E Sep 202324 pos · $331.9M
- 13F HOLDINGS REPORTQ/E Jun 202329 pos · $223.2M
- 13F HOLDINGS REPORTQ/E Mar 202327 pos · $192.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 312,289 | $58.2M | 4.60% |
| 2 | UBER TECHNOLOGIES INC | UBER | 625,381 | $51.1M | 4.04% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 156,335 | $47.5M | 3.75% |
| 4 | FOX CORP | FOX | 729,627 | $47.4M | 3.74% |
| 5 | DISNEY WALT CO | 254687106 | 394,915 | $44.9M | 3.55% |
| 6 | T-MOBILE US INC | TMUSZ | 221,152 | $44.9M | 3.55% |
| 7 | MICROSOFT CORP | MSFT | 92,765 | $44.9M | 3.54% |
| 8 | ATLASSIAN CORPORATION | TEAM | 266,101 | $43.1M | 3.41% |
| 9 | MAPLEBEAR INC | CART | 836,929 | $37.6M | 2.97% |
| 10 | SYNOPSYS INC | SNPS | 78,184 | $36.7M | 2.90% |
| 11 | DRAFTKINGS INC NEW | DKNG | 1,042,460 | $35.9M | 2.84% |
| 12 | EQUINIX INC | EQIX | 46,726 | $35.8M | 2.83% |
| 13 | NUTANIX INC | NTNX | 677,284 | $35.0M | 2.77% |
| 14 | LUMENTUM HLDGS INC | LITE | 93,708 | $34.5M | 2.73% |
| 15 | FLUTTER ENTMT PLC | G3643J108 | 156,422 | $33.6M | 2.66% |
| 16 | ADVANCED MICRO DEVICES INC | AMD | 156,250 | $33.5M | 2.64% |
| 17 | SPOTIFY TECHNOLOGY S A | SPOT | 52,107 | $30.3M | 2.39% |
| 18 | CARVANA CO | CVNA | 68,721 | $29.0M | 2.29% |
| 19 | EBAY INC. | EBAY | 323,181 | $28.1M | 2.22% |
| 20 | ALPHABET INC | GOOG | 83,372 | $26.1M | 2.06% |