Ardmore Road Asset Management

Ardmore Road Asset Management as of June 30, 2026

Portfolio Holdings for Ardmore Road Asset Management

Ardmore Road Asset Management holds 70 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Advanced Micro Devices (AMD) 4.3 $73M 125k 580.91
Guidewire Software (GWRE) 4.0 $68M 550k 123.05
Metropcs Communications (TMUS) 3.8 $65M 385k 167.73
Verizon Communications (VZ) 3.7 $64M 1.5M 42.34
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 3.2 $54M 113k 477.57
Uber Technologies (UBER) 3.0 $51M 700k 72.16
Warner Bros Discovery Com Ser A (WBD) 2.7 $46M 1.7M 26.66
American Tower Reit (AMT) 2.7 $46M 283k 163.57
Nutanix Cl A (NTNX) 2.6 $44M 865k 50.96
Microsoft Corporation (MSFT) 2.6 $44M 117k 373.02
Lam Research Corp Com New (LRCX) 2.5 $42M 97k 433.33
Roku Com Cl A (ROKU) 2.4 $41M 297k 138.14
Atlassian Corporation Cl A (TEAM) 2.4 $41M 526k 77.79
Echostar Corp Cl A 2.4 $40M 395k 101.50
Amazon (AMZN) 2.3 $39M 165k 238.34
Qualcomm (QCOM) 2.3 $39M 211k 184.79
Procore Technologies (PCOR) 2.3 $39M 955k 40.62
Mongodb Cl A (MDB) 2.2 $38M 114k 335.90
Omni (OMC) 2.2 $38M 525k 72.83
Liberty Media Corp Del Com Lbty One S C (FWONK) 2.2 $38M 400k 95.14
Intuit (INTU) 2.2 $38M 145k 261.00
Warner Music Group Corp Com Cl A (WMG) 2.1 $36M 1.3M 27.07
Spotify Technology S A SHS (SPOT) 1.9 $32M 70k 459.13
Asml Hldg Nv N Y Registry Shs (ASML) 1.9 $32M 16k 1989.44
Live Nation Entertainment (LYV) 1.8 $31M 171k 183.11
Monday SHS (MNDY) 1.8 $31M 426k 72.39
Coherent Corp (COHR) 1.7 $30M 75k 394.47
Dell Technologies CL C (DELL) 1.5 $26M 60k 431.46
Workday Cl A (WDAY) 1.5 $26M 210k 122.42
Roblox Corp Cl A (RBLX) 1.4 $25M 450k 54.38
Liberty Live Holdings Com Shs Ser C (LLYVK) 1.4 $25M 232k 105.64
Equinix (EQIX) 1.4 $23M 22k 1042.39
Grab Holdings Class A Ord (GRAB) 1.3 $23M 6.0M 3.77
Doordash Cl A (DASH) 1.3 $22M 120k 184.53
Expedia Group Com New (EXPE) 1.2 $21M 80k 255.88
Robinhood Mkts Com Cl A (HOOD) 1.2 $20M 200k 100.28
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.2 $20M 600k 33.29
Booking Holdings (BKNG) 1.2 $20M 110k 178.24
Maplebear (CART) 1.1 $19M 400k 47.35
Shopify Cl A Sub Vtg Shs (SHOP) 1.1 $19M 163k 114.18
GDS HLDGS Sponsored Ads (GDS) 1.1 $18M 600k 30.03
Semtech Corporation (SMTC) 1.0 $18M 110k 161.85
Coreweave Com Cl A (CRWV) 1.0 $17M 174k 99.54
Zoom Communications Cl A (ZM) 1.0 $17M 200k 86.31
Coupang Cl A (CPNG) 1.0 $16M 932k 17.37
Applovin Corp Com Cl A (APP) 0.9 $16M 30k 515.23
Corning Incorporated (GLW) 0.9 $15M 58k 255.43
Unity Software (U) 0.8 $14M 500k 28.58
Hubspot (HUBS) 0.8 $14M 77k 182.51
Baidu Spon Adr Rep A (BIDU) 0.8 $13M 114k 114.29
Axon Enterprise (AXON) 0.8 $13M 23k 560.61
CoStar (CSGP) 0.6 $11M 390k 28.32
Applied Materials (AMAT) 0.6 $10M 14k 723.00
Amkor Technology (AMKR) 0.5 $8.6M 100k 86.23
Charter Communications Cl A (CHTR) 0.5 $8.4M 59k 142.21
Fortinet (FTNT) 0.4 $6.6M 43k 153.62
Chewy Cl A (CHWY) 0.3 $5.9M 300k 19.65
Stmicroelectronics N V Ny Registry (STM) 0.3 $4.5M 60k 74.89
Affirm Hldgs Com Cl A (AFRM) 0.1 $1.6M 19k 81.55
Micron Technology (MU) 0.1 $1.0M 900.00 1154.29
Lumentum Hldgs (LITE) 0.1 $1.0M 1.2k 858.06
Marvell Technology (MRVL) 0.1 $1.0M 3.4k 297.89
Amphenol Corp Cl A (APH) 0.1 $1.0M 5.7k 176.32
NVIDIA Corporation (NVDA) 0.1 $1.0M 5.0k 200.09
Cisco Systems (CSCO) 0.1 $998k 8.5k 117.46
Kla Corp Com New (KLAC) 0.1 $996k 3.3k 301.71
Arm Holdings Sponsored Ads (ARM) 0.1 $993k 2.8k 354.57
Super Micro Computer Com New (SMCI) 0.1 $983k 34k 29.33
Broadcom (AVGO) 0.1 $982k 2.6k 377.75
Sandisk Corp (SNDK) 0.0 $437k 192.00 2273.73