Institutions / Ardmore Road Asset Management LP
Ardmore Road Asset Management LP
CIK 1835730 · Institution · as of Dec 31, 2025
Portfolio value
$1.32B
Positions
74
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 74 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $58.24M | 4.4% |
| Uber Technologies, Inc | $51.10M | 3.9% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $47.51M | 3.6% |
| Fox Corp | $47.37M | 3.6% |
| Walt Disney Co | $44.93M | 3.4% |
| T-Mobile US, Inc.TMUS | $44.90M | 3.4% |
| Microsoft Corp | $44.86M | 3.4% |
| Atlassian Corporation | $43.15M | 3.3% |
| Maplebear Inc | $37.65M | 2.9% |
| Synopsys Inc | $36.72M | 2.8% |
| DraftKings Inc. | $35.92M | 2.7% |
| Equinix Inc | $35.80M | 2.7% |
| Nutanix, Inc. | $35.01M | 2.7% |
| Lumentum Hldgs Inc | $34.54M | 2.6% |
| Flutter Entertainment plc | $33.64M | 2.5% |
| Advanced Micro Devices Inc | $33.46M | 2.5% |
| Spotify Technology S a | $30.26M | 2.3% |
| Carvana Co. | $29.00M | 2.2% |
| Ebay Inc | $28.15M | 2.1% |
| Alphabet Inc. | $26.10M | 2.0% |
| Coherent Corp | $26.00M | 2.0% |
| Hubspot Inc | $24.23M | 1.8% |
| Amazon.com Inc | $24.06M | 1.8% |
| Broadcom Inc. | $23.45M | 1.8% |
| Booking Holdings Inc | $22.32M | 1.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.