Ardmore Road Asset Management LP
66 holdingsFiling period: 2026-03-31Current AUM: $1.75Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GLW | CORNING INC | 600.0K | $81.6M | $83.0M | 4.73% | +347.6K | 2026-03-31 |
| 2 | TMUS | T-MOBILE US INC | 300.0K | $63.0M | $51.8M | 2.95% | +78.8K | 2026-03-31 |
| 3 | EQIX | EQUINIX INC | 63.0K | $61.8M | $64.2M | 3.66% | +16.3K | 2026-03-31 |
| 4 | META | META PLATFORMS INC | 101.0K | $57.8M | $56.2M | 3.21% | -- | 2026-03-31 |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 150.0K | $50.7M | $60.6M | 3.46% | -6,335 | 2026-03-31 |
| 6 | LITE | LUMENTUM HLDGS INC | 71.0K | $49.9M | $50.7M | 2.89% | -22,708 | 2026-03-31 |
| 7 | UBER | UBER TECHNOLOGIES INC | 600.0K | $43.2M | $42.2M | 2.41% | -25,381 | 2026-03-31 |
| 8 | VZ | VERIZON COMMUNICATIONS INC | 811.0K | $40.7M | $38.0M | 2.16% | +263.4K | 2026-03-31 |
| 9 | SNDK | SANDISK CORP | 61.0K | $38.8M | $74.1M | 4.23% | -- | 2026-03-31 |
| 10 | LRCX | LAM RESEARCH CORP | 175.0K | $37.4M | $51.3M | 2.92% | -- | 2026-03-31 |
| 11 | CIEN | CIENA CORP | 91.0K | $35.3M | $34.3M | 1.96% | -- | 2026-03-31 |
| 12 | — | SPOTIFY TECHNOLOGY S A | 70.0K | $33.9M | $33.9M | 1.94% | +17.9K | 2026-03-31 |
| 13 | AMAT | APPLIED MATLS INC | 95.0K | $32.5M | $48.2M | 2.75% | -- | 2026-03-31 |
| 14 | INTU | INTUIT | 74.1K | $32.0M | $23.4M | 1.34% | +52.0K | 2026-03-31 |
| 15 | AMZN | AMAZON COM INC | 150.0K | $31.2M | $40.7M | 2.32% | +45.8K | 2026-03-31 |
| 16 | HUBS | HUBSPOT INC | 125.8K | $30.7M | $29.9M | 1.70% | +65.4K | 2026-03-31 |
| 17 | NTNX | NUTANIX INC | 790.4K | $30.0M | $46.6M | 2.66% | +113.1K | 2026-03-31 |
| 18 | WBD | WARNER BROS DISCOVERY INC | 1.09M | $29.8M | $28.6M | 1.63% | +717.4K | 2026-03-31 |
| 19 | MSFT | MICROSOFT CORP | 80.0K | $29.6M | $37.2M | 2.12% | -12,765 | 2026-03-31 |
| 20 | AFRM | AFFIRM HLDGS INC | 600.0K | $27.5M | $42.9M | 2.45% | +536.8K | 2026-03-31 |
| 21 | DASH | DOORDASH INC | 183.0K | $27.5M | $35.9M | 2.05% | -- | 2026-03-31 |
| 22 | SNPS | SYNOPSYS INC | 68.8K | $27.3M | $26.7M | 1.53% | -9,384 | 2026-03-31 |
| 23 | CRWV | COREWEAVE INC | 351.0K | $27.2M | $25.2M | 1.44% | +341.0K | 2026-03-31 |
| 24 | CSGP | COSTAR GROUP INC | 666.9K | $26.9M | $19.2M | 1.09% | -- | 2026-03-31 |
| 25 | OMC | OMNICOM GROUP INC | 353.4K | $26.6M | $27.8M | 1.59% | +116.5K | 2026-03-31 |
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