Ardmore Road Asset Management LP
71 holdingsFiling period: 2026-06-30Current AUM: $1.86Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMD | ADVANCED MICRO DEVICES INC | 125.0K | $72.6M | $63.0M | 3.39% | +15.0K | 2026-06-30 |
| 2 | GWRE | GUIDEWIRE SOFTWARE INC | 550.0K | $67.7M | $81.9M | 4.40% | -- | 2026-06-30 |
| 3 | TMUS | T-MOBILE US INC | 385.0K | $64.6M | $69.5M | 3.74% | +85.0K | 2026-06-30 |
| 4 | VZ | VERIZON COMMUNICATIONS INC | 1.50M | $63.5M | $77.1M | 4.15% | +688.3K | 2026-06-30 |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 112.8K | $53.9M | $46.7M | 2.51% | -37,200 | 2026-06-30 |
| 6 | UBER | UBER TECHNOLOGIES INC | 700.0K | $50.5M | $50.0M | 2.69% | +100.0K | 2026-06-30 |
| 7 | WBD | WARNER BROS DISCOVERY INC | 1.74M | $46.4M | $48.8M | 2.62% | +654.5K | 2026-06-30 |
| 8 | AMT | AMERICAN TOWER CORP | 282.5K | $46.2M | $50.2M | 2.70% | -- | 2026-06-30 |
| 9 | NTNX | NUTANIX INC | 865.4K | $44.1M | $58.8M | 3.16% | +75.0K | 2026-06-30 |
| 10 | MSFT | MICROSOFT CORP | 117.3K | $43.8M | $58.3M | 3.14% | +37.3K | 2026-06-30 |
| 11 | LRCX | LAM RESEARCH CORP | 97.0K | $42.0M | $26.3M | 1.41% | -78,000 | 2026-06-30 |
| 12 | ROKU | ROKU INC | 297.0K | $41.0M | $46.5M | 2.50% | +177.0K | 2026-06-30 |
| 13 | TEAM | ATLASSIAN CORPORATION | 526.0K | $40.9M | $99.8M | 5.37% | +342.1K | 2026-06-30 |
| 14 | SATS | ECHOSTAR CORP | 395.0K | $40.1M | $40.1M | 2.16% | -- | 2026-06-30 |
| 15 | AMZN | AMAZON COM INC | 165.2K | $39.4M | $41.0M | 2.21% | +15.2K | 2026-06-30 |
| 16 | QCOM | QUALCOMM INC | 211.2K | $39.0M | $39.7M | 2.13% | -- | 2026-06-30 |
| 17 | PCOR | PROCORE TECHNOLOGIES INC | 954.5K | $38.8M | $50.2M | 2.70% | +572.9K | 2026-06-30 |
| 18 | MDB | MONGODB INC | 114.0K | $38.3M | $43.0M | 2.31% | -- | 2026-06-30 |
| 19 | OMC | OMNICOM GROUP INC | 524.8K | $38.2M | $41.9M | 2.25% | +171.4K | 2026-06-30 |
| 20 | FWONK | LIBERTY MEDIA CORP DEL | 400.0K | $38.1M | $38.0M | 2.04% | +260.0K | 2026-06-30 |
| 21 | INTU | INTUIT | 144.6K | $37.7M | $47.6M | 2.56% | +70.5K | 2026-06-30 |
| 22 | WMG | WARNER MUSIC GROUP CORP | 1.32M | $35.9M | $38.5M | 2.07% | +481.2K | 2026-06-30 |
| 23 | — | SPOTIFY TECHNOLOGY S A | 70.0K | $32.1M | $32.1M | 1.73% | -- | 2026-06-30 |
| 24 | — | ASML HLDG NV | 16.1K | $32.0M | $32.0M | 1.72% | -- | 2026-06-30 |
| 25 | LYV | LIVE NATION ENTERTAINMENT IN | 170.6K | $31.2M | $29.0M | 1.56% | +70.6K | 2026-06-30 |
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