Filed: 11/13/2025ACC: 0001835730-25-000009
📋 What this filing means
ARDMORE ROAD ASSET MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 71 equity positions with a total reported market value of $1.55B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
71
Positions
$1.55B
Total AUM (reported)
16.20M
Total Shares
Allocation by class
COM$601.71M38.9%
CL A$290.81M18.8%
COM CL A$174.10M11.2%
SPONSORED ADS$155.14M10.0%
SHS$99.03M6.4%
CAP STK CL A$72.93M4.7%
SPONSORD ADS$35.92M2.3%
Portfolio Concentration
Top 3$239.19M15.4%
4–10$358.05M23.1%
11–25$508.57M32.8%
Rest$442.73M28.6%
Top 3 weight
15.4%
Top 10 weight
38.6%
Voting Authority Distribution
Total shares with voting rights: 16.20M
Sole
Full voting authority
16.20M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole71
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings71
Rows:
NVIDIA CORPORATION
SOLEShares500K
TypeSH
Market value$93.29M
6.02%
Sole
500K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares451K
TypeSH
Market value$72.97M
4.71%
Sole
451K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares300K
TypeSH
Market value$72.93M
4.71%
Sole
300K
Shared
0.00
None
0.00
BLOCK INC
SOLEShares850K
TypeSH
Market value$61.43M
3.97%
Sole
850K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares225K
TypeSH
Market value$57.15M
3.69%
Sole
225K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares200K
TypeSH
Market value$55.86M
3.61%
Sole
200K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares41K
TypeSH
Market value$49.16M
3.17%
Sole
41K
Shared
0.00
None
0.00
COREWEAVE INC
SOLEShares350K
TypeSH
Market value$47.90M
3.09%
Sole
350K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares250K
TypeSH
Market value$44.68M
2.89%
Sole
250K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares60K
TypeSH
Market value$41.88M
2.70%
Sole
60K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares350K
TypeSH
Market value$40.08M
2.59%
Sole
350K
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares50K
TypeSH
Market value$39.16M
2.53%
Sole
50K
Shared
0.00
None
0.00
THE TRADE DESK INC
SOLEShares750K
TypeSH
Market value$36.76M
2.37%
Sole
750K
Shared
0.00
None
0.00
ETSY INC
SOLEShares550K
TypeSH
Market value$36.51M
2.36%
Sole
550K
Shared
0.00
None
0.00
SEA LTD
SOLEShares201K
TypeSH
Market value$35.92M
2.32%
Sole
201K
Shared
0.00
None
0.00
FOX CORP
SOLEShares625K
TypeSH
Market value$35.81M
2.31%
Sole
625K
Shared
0.00
None
0.00
ROBLOX CORP
SOLEShares250K
TypeSH
Market value$34.63M
2.24%
Sole
250K
Shared
0.00
None
0.00
INTUIT
SOLEShares50K
TypeSH
Market value$34.15M
2.21%
Sole
50K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares90K
TypeSH
Market value$33.95M
2.19%
Sole
90K
Shared
0.00
None
0.00
AT&T INC
SOLEShares1.20M
TypeSH
Market value$33.89M
2.19%
Sole
1.20M
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares900K
TypeSH
Market value$33.66M
2.17%
Sole
900K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares40K
TypeSH
Market value$29.38M
1.90%
Sole
40K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares180K
TypeSH
Market value$29.29M
1.89%
Sole
180K
Shared
0.00
None
0.00
PINTEREST INC
SOLEShares900K
TypeSH
Market value$28.95M
1.87%
Sole
900K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares200K
TypeSH
Market value$26.43M
1.71%
Sole
200K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 500K | SH | $93.29M 6.02% | 500K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 451K | SH | $72.97M 4.71% | 451K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 300K | SH | $72.93M 4.71% | 300K | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 850K | SH | $61.43M 3.97% | 850K | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 225K | SH | $57.15M 3.69% | 225K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 200K | SH | $55.86M 3.61% | 200K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 41K | SH | $49.16M 3.17% | 41K | 0.00 | 0.00 |
COREWEAVE INCSOLE | COM CL A | 350K | SH | $47.90M 3.09% | 350K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 250K | SH | $44.68M 2.89% | 250K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 60K | SH | $41.88M 2.70% | 60K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 350K | SH | $40.08M 2.59% | 350K | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 50K | SH | $39.16M 2.53% | 50K | 0.00 | 0.00 |
THE TRADE DESK INCSOLE | COM CL A | 750K | SH | $36.76M 2.37% | 750K | 0.00 | 0.00 |
ETSY INCSOLE | COM | 550K | SH | $36.51M 2.36% | 550K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 201K | SH | $35.92M 2.32% | 201K | 0.00 | 0.00 |
FOX CORPSOLE | CL B COM | 625K | SH | $35.81M 2.31% | 625K | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 250K | SH | $34.63M 2.24% | 250K | 0.00 | 0.00 |
INTUITSOLE | COM | 50K | SH | $34.15M 2.21% | 50K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 90K | SH | $33.95M 2.19% | 90K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 1.20M | SH | $33.89M 2.19% | 1.20M | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 900K | SH | $33.66M 2.17% | 900K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 40K | SH | $29.38M 1.90% | 40K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 180K | SH | $29.29M 1.89% | 180K | 0.00 | 0.00 |
PINTEREST INCSOLE | CL A | 900K | SH | $28.95M 1.87% | 900K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 200K | SH | $26.43M 1.71% | 200K | 0.00 | 0.00 |
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