Ardmore Road Asset Management LP
72 holdingsFiling period: 2026-06-30Current AUM: $1.91Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices Inc | 125.0K | $72.6M | $72.3M | 3.79% | +15.0K | 2026-06-30 |
| 2 | GWRE | Guidewire Software Inc | 550.0K | $67.7M | $91.8M | 4.81% | -- | 2026-06-30 |
| 3 | TMUS | T-Mobile US Inc | 385.0K | $64.6M | $57.0M | 2.99% | +85.0K | 2026-06-30 |
| 4 | VZ | Verizon Communications Inc | 1.50M | $63.5M | $64.7M | 3.39% | +688.3K | 2026-06-30 |
| 5 | TSM | Taiwan Semiconductor Manufac | 112.8K | $53.9M | $49.6M | 2.60% | -37,200 | 2026-06-30 |
| 6 | UBER | Uber Technologies Inc | 700.0K | $50.5M | $45.7M | 2.39% | +100.0K | 2026-06-30 |
| 7 | WBD | Warner Bros Discovery Inc | 1.74M | $46.4M | $46.4M | 2.43% | +654.5K | 2026-06-30 |
| 8 | AMT | American Tower Corp | 282.5K | $46.2M | $51.9M | 2.72% | -- | 2026-06-30 |
| 9 | NTNX | Nutanix Inc | 865.4K | $44.1M | $62.9M | 3.29% | +75.0K | 2026-06-30 |
| 10 | MSFT | Microsoft Corp | 117.3K | $43.8M | $62.3M | 3.26% | +37.3K | 2026-06-30 |
| 11 | LRCX | Lam Research Corp | 97.0K | $42.0M | $24.6M | 1.29% | -78,000 | 2026-06-30 |
| 12 | ROKU | Roku Inc | 297.0K | $41.0M | $46.1M | 2.42% | +177.0K | 2026-06-30 |
| 13 | TEAM | Atlassian Corporation | 526.0K | $40.9M | $115.8M | 6.07% | +342.1K | 2026-06-30 |
| 14 | SATS | Echostar Corp | 395.0K | $40.1M | $40.1M | 2.10% | -- | 2026-06-30 |
| 15 | SATS | Echostar Corp | 395.0K | $40.1M | $40.1M | 2.10% | -- | 2026-06-30 |
| 16 | AMZN | Amazon.com Inc | 165.2K | $39.4M | $42.1M | 2.20% | +15.2K | 2026-06-30 |
| 17 | QCOM | Qualcomm Inc | 211.2K | $39.0M | $38.6M | 2.02% | -- | 2026-06-30 |
| 18 | PCOR | Procore Technologies Inc | 954.5K | $38.8M | $59.2M | 3.10% | +572.9K | 2026-06-30 |
| 19 | MDB | Mongodb Inc | 114.0K | $38.3M | $44.8M | 2.35% | -- | 2026-06-30 |
| 20 | OMC | Omnicom Group Inc | 524.8K | $38.2M | $40.8M | 2.14% | +171.4K | 2026-06-30 |
| 21 | FWONK | Liberty Media Corp Del | 400.0K | $38.1M | $36.3M | 1.90% | +260.0K | 2026-06-30 |
| 22 | INTU | Intuit | 144.6K | $37.7M | $47.5M | 2.49% | +70.5K | 2026-06-30 |
| 23 | WMG | Warner Music Group Corp | 1.32M | $35.9M | $39.2M | 2.05% | +481.2K | 2026-06-30 |
| 24 | — | Spotify Technology S A | 70.0K | $32.1M | $32.1M | 1.68% | -- | 2026-06-30 |
| 25 | — | Asml Hldg NV | 16.1K | $32.0M | $32.0M | 1.68% | -- | 2026-06-30 |
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