Ardmore Road Asset Management

Ardmore Road Asset Management as of March 31, 2026

Portfolio Holdings for Ardmore Road Asset Management

Ardmore Road Asset Management holds 64 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Corning Incorporated (GLW) 5.4 $82M 600k 135.97
Metropcs Communications (TMUS) 4.1 $63M 300k 210.03
Equinix (EQIX) 4.1 $62M 63k 980.24
Meta Platforms Cl A (META) 3.8 $58M 101k 572.13
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 3.3 $51M 150k 337.95
Lumentum Hldgs (LITE) 3.3 $50M 71k 702.76
Uber Technologies (UBER) 2.8 $43M 600k 71.93
Verizon Communications (VZ) 2.7 $41M 811k 50.20
Sandisk Corp (SNDK) 2.6 $39M 61k 635.34
Lam Research Corp Com New (LRCX) 2.5 $37M 175k 213.66
Ciena Corp Com New (CIEN) 2.3 $35M 91k 388.23
Spotify Technology S A SHS (SPOT) 2.2 $34M 70k 484.91
Applied Materials (AMAT) 2.1 $33M 95k 341.79
Intuit (INTU) 2.1 $32M 74k 432.38
Amazon (AMZN) 2.1 $31M 150k 208.27
Hubspot (HUBS) 2.0 $31M 126k 244.10
Nutanix Cl A (NTNX) 2.0 $30M 790k 38.01
Warner Bros Discovery Com Ser A (WBD) 2.0 $30M 1.1M 27.46
Microsoft Corporation (MSFT) 1.9 $30M 80k 370.17
Affirm Hldgs Com Cl A (AFRM) 1.8 $28M 600k 45.82
Doordash Cl A (DASH) 1.8 $28M 183k 150.15
Synopsys (SNPS) 1.8 $27M 69k 396.48
Coreweave Com Cl A (CRWV) 1.8 $27M 351k 77.47
CoStar (CSGP) 1.8 $27M 667k 40.34
Omni (OMC) 1.8 $27M 353k 75.31
Fortinet (FTNT) 1.7 $26M 321k 81.72
Netflix (NFLX) 1.7 $26M 265k 96.15
Booking Holdings (BKNG) 1.7 $25M 6.0k 4210.32
Advanced Micro Devices (AMD) 1.5 $22M 110k 203.43
Procore Technologies (PCOR) 1.4 $22M 382k 57.00
Maplebear (CART) 1.4 $22M 578k 37.46
Warner Music Group Corp Com Cl A (WMG) 1.4 $22M 844k 25.54
Coherent Corp (COHR) 1.3 $19M 81k 238.21
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.3 $19M 500k 38.42
Expedia Group Com New (EXPE) 1.1 $17M 75k 230.89
Grab Holdings Class A Ord (GRAB) 1.1 $17M 4.6M 3.66
Analog Devices (ADI) 1.1 $17M 52k 318.14
Marvell Technology (MRVL) 1.1 $16M 164k 99.05
GDS HLDGS Sponsored Ads (GDS) 1.1 $16M 400k 40.29
Broadcom (AVGO) 1.0 $16M 51k 309.51
Pdd Holdings Sponsored Ads (PDD) 1.0 $16M 153k 102.18
Workday Cl A (WDAY) 1.0 $15M 118k 129.92
Live Nation Entertainment (LYV) 1.0 $15M 100k 152.51
Trip Com Group Ads (TCOM) 1.0 $15M 300k 49.79
Block Cl A (XYZ) 1.0 $15M 246k 60.18
Advanced Energy Industries (AEIS) 0.9 $14M 44k 322.71
Liberty Live Holdings Com Shs Ser C (LLYVK) 0.9 $14M 150k 94.11
Atlassian Corporation Cl A (TEAM) 0.8 $13M 184k 68.25
Sea Sponsord Ads (SE) 0.8 $13M 151k 82.81
Reddit Cl A (RDDT) 0.8 $12M 90k 134.65
Super Micro Computer Com New (SMCI) 0.8 $12M 525k 22.77
Liberty Media Corp Del Com Lbty One S C (FWONK) 0.8 $12M 140k 85.02
Roku Com Cl A (ROKU) 0.7 $11M 120k 94.62
Teradyne (TER) 0.6 $8.9M 30k 296.46
Figma Class A Com Stk (FIG) 0.6 $8.5M 400k 21.14
Monday SHS (MNDY) 0.5 $8.2M 119k 69.11
Fox Corp Cl B Com (FOX) 0.5 $7.9M 148k 53.10
Zoominfo Technologies Common Stock (GTM) 0.5 $7.6M 1.3M 5.98
Roblox Corp Cl A (RBLX) 0.5 $7.1M 125k 56.56
Peloton Interactive Cl A Com (PTON) 0.4 $6.4M 1.5M 4.29
Bill Com Holdings Ord (BILL) 0.3 $4.2M 109k 38.30
Lyft Cl A Com (LYFT) 0.3 $4.0M 300k 13.30
Snap Cl A (SNAP) 0.2 $3.2M 700k 4.60
Liberty Media Corp Del Com Lbty One S A (FWONA) 0.1 $1.6M 20k 78.08