Ardmore Road Asset Management

Ardmore Road Asset Management as of Dec. 31, 2025

Portfolio Holdings for Ardmore Road Asset Management

Ardmore Road Asset Management holds 74 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 4.4 $58M 312k 186.50
Uber Technologies (UBER) 3.9 $51M 625k 81.71
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 3.6 $48M 156k 303.89
Fox Corp Cl B Com (FOX) 3.6 $47M 730k 64.93
Walt Disney Company (DIS) 3.4 $45M 395k 113.77
Metropcs Communications (TMUS) 3.4 $45M 221k 203.04
Microsoft Corporation (MSFT) 3.4 $45M 93k 483.62
Atlassian Corporation Cl A (TEAM) 3.3 $43M 266k 162.14
Maplebear (CART) 2.9 $38M 837k 44.98
Synopsys (SNPS) 2.8 $37M 78k 469.72
Draftkings Com Cl A (DKNG) 2.7 $36M 1.0M 34.46
Equinix (EQIX) 2.7 $36M 47k 766.16
Nutanix Cl A (NTNX) 2.7 $35M 677k 51.69
Lumentum Hldgs (LITE) 2.6 $35M 94k 368.59
Flutter Entmt SHS (FLUT) 2.5 $34M 156k 215.04
Advanced Micro Devices (AMD) 2.5 $34M 156k 214.16
Spotify Technology S A SHS (SPOT) 2.3 $30M 52k 580.71
Carvana Cl A (CVNA) 2.2 $29M 69k 422.02
eBay (EBAY) 2.1 $28M 323k 87.10
Alphabet Cap Stk Cl A (GOOGL) 2.0 $26M 83k 313.00
Coherent Corp (COHR) 2.0 $26M 141k 184.57
Hubspot (HUBS) 1.8 $24M 60k 401.30
Amazon (AMZN) 1.8 $24M 104k 230.82
Broadcom (AVGO) 1.8 $24M 68k 346.10
Booking Holdings (BKNG) 1.7 $22M 4.2k 5355.33
Verizon Communications (VZ) 1.7 $22M 548k 40.73
Marvell Technology (MRVL) 1.7 $22M 261k 84.98
Corning Incorporated (GLW) 1.7 $22M 252k 87.56
Fortinet (FTNT) 1.6 $22M 272k 79.41
Netflix (NFLX) 1.5 $20M 209k 93.76
Omni (OMC) 1.5 $19M 237k 80.75
Amkor Technology (AMKR) 1.4 $19M 469k 39.48
Warner Music Group Corp Com Cl A (WMG) 1.2 $16M 521k 30.67
Procore Technologies (PCOR) 1.2 $16M 217k 72.74
Monday SHS (MNDY) 1.1 $15M 101k 147.56
Intuit (INTU) 1.1 $15M 22k 662.42
Twilio Cl A (TWLO) 1.1 $14M 101k 142.24
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.1 $14M 279k 49.65
Microchip Technology (MCHP) 1.0 $13M 209k 63.72
Mongodb Cl A (MDB) 1.0 $13M 31k 419.69
Onto Innovation (ONTO) 0.9 $12M 78k 157.86
Echostar Corp Cl A (SATS) 0.9 $12M 111k 108.70
Micron Technology (MU) 0.9 $12M 42k 285.41
Etsy (ETSY) 0.8 $11M 198k 55.44
Warner Bros Discovery Com Ser A (WBD) 0.8 $11M 369k 28.82
Grab Holdings Class A Ord (GRAB) 0.8 $10M 2.1M 4.99
Block Cl A (XYZ) 0.8 $10M 157k 65.09
Clearwater Analytics Hldgs I Cl A (CWAN) 0.8 $10M 421k 24.12
Snap Cl A (SNAP) 0.7 $9.3M 1.1M 8.07
Zoominfo Technologies Common Stock (GTM) 0.6 $8.4M 828k 10.17
Seagate Technology Hldngs Pl Ord Shs (STX) 0.5 $7.2M 26k 275.39
Sea Sponsord Ads (SE) 0.5 $6.8M 53k 127.57
Roku Com Cl A (ROKU) 0.4 $5.7M 52k 108.49
Affirm Hldgs Com Cl A (AFRM) 0.4 $4.7M 63k 74.43
CommVault Systems (CVLT) 0.3 $3.7M 30k 125.36
Western Digital (WDC) 0.3 $3.6M 21k 172.27
Fiserv (FI) 0.3 $3.5M 52k 67.17
Peloton Interactive Cl A Com (PTON) 0.2 $3.2M 521k 6.16
Bill Com Holdings Ord (BILL) 0.1 $1.7M 32k 54.54
International Business Machines (IBM) 0.1 $1.5M 5.0k 296.21
Dell Technologies CL C (DELL) 0.1 $1.3M 10k 125.88
Coinbase Global Com Cl A (COIN) 0.1 $1.1M 5.0k 226.14
Arm Holdings Sponsored Ads (ARM) 0.1 $1.1M 10k 109.31
Iren Ordinary Shares (IREN) 0.1 $944k 25k 37.77
Coupang Cl A (CPNG) 0.1 $944k 40k 23.59
Paypal Holdings (PYPL) 0.1 $876k 15k 58.38
Nebius Group Shs Class A (NBIS) 0.1 $837k 10k 83.70
Astera Labs (ALAB) 0.1 $832k 5.0k 166.36
Vertiv Holdings Com Cl A (VRT) 0.1 $810k 5.0k 162.01
Circle Internet Group Com Cl A (CRCL) 0.1 $793k 10k 79.30
Digital Realty Trust (DLR) 0.1 $774k 5.0k 154.71
Coreweave Com Cl A (CRWV) 0.1 $716k 10k 71.61
Arista Networks Com Shs (ANET) 0.0 $655k 5.0k 131.03
Stubhub Hldgs Cl A (STUB) 0.0 $338k 25k 13.53