Holdings of Ardmore Road Asset Management LP
61 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 35.9 % of the equity sleeve
Sector breakdown
- Technology 36.4 %
- Communication 18.7 %
- Consumer discretionary 8.0 %
- Real estate 4.2 %
- Industrials 3.0 %
- Financials 1.0 %
- Consumer staples 0.9 %
- Unattributed 27.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 93.3 %
- TW 3.5 %
- KY 2.2 %
- SG 1.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 57 | 1.4B $ | 93.33 % |
| 2 | TW | 1 | 50.7M $ | 3.47 % |
| 3 | KY | 2 | 31.7M $ | 2.17 % |
| 4 | SG | 1 | 14.9M $ | 1.02 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Corning Inc | 600,000 | 81.6M $ | |
| 2 | T-Mobile US Inc | 300,000 | 63M $ | |
| 3 | Equinix Inc | 63,000 | 61.8M $ | |
| 4 | Meta Platforms Inc | 101,000 | 57.8M $ | |
| 5 | Taiwan Semiconductor Manufacturing Co Ltd | 150,000 | 50.7M $ | |
| 6 | Lumentum Holdings Inc | 71,000 | 49.9M $ | |
| 7 | Uber Technologies Inc | 600,000 | 43.2M $ | |
| 8 | Verizon Communications Inc | 811,000 | 40.7M $ | |
| 9 | Sandisk Corp/DE | 61,000 | 38.8M $ | |
| 10 | Lam Research Corp | 175,000 | 37.4M $ | |
| 11 | Ciena Corp | 91,000 | 35.3M $ | |
| 12 | Applied Materials Inc | 95,000 | 32.5M $ | |
| 13 | Intuit Inc | 74,100 | 32M $ | |
| 14 | Amazon.com Inc | 150,000 | 31.2M $ | |
| 15 | HubSpot Inc | 125,800 | 30.7M $ | |
| 16 | Nutanix Inc | 790,400 | 30M $ | |
| 17 | Warner Bros Discovery Inc | 1,086,000 | 29.8M $ | |
| 18 | Microsoft Corp | 80,000 | 29.6M $ | |
| 19 | Affirm Holdings Inc | 600,000 | 27.5M $ | |
| 20 | DoorDash Inc | 183,000 | 27.5M $ | |
| 21 | Synopsys Inc | 68,800 | 27.3M $ | |
| 22 | CoreWeave Inc | 351,000 | 27.2M $ | |
| 23 | CoStar Group Inc | 666,900 | 26.9M $ | |
| 24 | Omnicom Group Inc | 353,400 | 26.6M $ | |
| 25 | Fortinet Inc | 321,200 | 26.2M $ | |
| 26 | Netflix Inc | 265,000 | 25.5M $ | |
| 27 | Booking Holdings Inc | 6,000 | 25.3M $ | |
| 28 | Advanced Micro Devices Inc | 110,000 | 22.4M $ | |
| 29 | Procore Technologies Inc | 381,600 | 21.8M $ | |
| 30 | Maplebear Inc | 578,024 | 21.7M $ | |
| 31 | Warner Music Group Corp | 843,836 | 21.6M $ | |
| 32 | Coherent Corp | 81,000 | 19.3M $ | |
| 33 | iShares Bitcoin Trust ETF | 500,000 | 19.2M $ | |
| 34 | Expedia Group Inc | 75,000 | 17.3M $ | |
| 35 | Analog Devices Inc | 52,000 | 16.5M $ | |
| 36 | Marvell Technology Inc | 164,212 | 16.3M $ | |
| 37 | GDS Holdings Ltd | 400,000 | 16.1M $ | |
| 38 | Broadcom Inc | 51,000 | 15.8M $ | |
| 39 | PDD Holdings Inc | 153,000 | 15.6M $ | |
| 40 | Workday Inc | 118,300 | 15.4M $ | |
| 41 | Live Nation Entertainment Inc | 100,000 | 15.3M $ | |
| 42 | Trip.com Group Ltd | 300,000 | 14.9M $ | |
| 43 | Block Inc | 246,000 | 14.8M $ | |
| 44 | Advanced Energy Industries Inc | 44,000 | 14.2M $ | |
| 45 | Liberty Live Holdings Inc | 150,000 | 14.1M $ | |
| 46 | Atlassian Corp | 183,900 | 12.6M $ | |
| 47 | Sea Ltd | 151,000 | 12.5M $ | |
| 48 | Reddit Inc | 90,000 | 12.1M $ | |
| 49 | Super Micro Computer Inc | 525,000 | 12M $ | |
| 50 | Liberty Media Corp-Liberty Formula One | 140,000 | 11.9M $ | |
| 51 | Roku Inc | 120,000 | 11.4M $ | |
| 52 | Teradyne Inc | 30,000 | 8.9M $ | |
| 53 | Figma Inc | 400,000 | 8.5M $ | |
| 54 | Fox Corp | 148,178 | 7.9M $ | |
| 55 | ZoomInfo Technologies Inc | 1,268,300 | 7.6M $ | |
| 56 | ROBLOX Corp | 125,000 | 7.1M $ | |
| 57 | Peloton Interactive Inc | 1,500,000 | 6.4M $ | |
| 58 | BILL Holdings Inc | 109,100 | 4.2M $ | |
| 59 | Lyft Inc | 300,322 | 4M $ | |
| 60 | Snap Inc | 700,000 | 3.2M $ | |
| 61 | Liberty Media Corp-Liberty Formula One | 20,000 | 1.6M $ | |