Filed: 2/17/2026ACC: 0001835730-26-000003
📋 What this filing means
ARDMORE ROAD ASSET MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 74 equity positions with a total reported market value of $1.32B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
74
Positions
$1.32B
Total AUM (reported)
16.99M
Total Shares
Allocation by class
COM$811.17M61.5%
CL A$177.53M13.5%
SHS$78.72M6.0%
COM CL A$65.72M5.0%
SPONSORED ADS$48.60M3.7%
CL B COM$47.37M3.6%
CAP STK CL A$26.10M2.0%
Portfolio Concentration
Top 3$156.85M11.9%
4–10$299.59M22.7%
11–25$441.95M33.5%
Rest$420.98M31.9%
Top 3 weight
11.9%
Top 10 weight
34.6%
Voting Authority Distribution
Total shares with voting rights: 16.99M
Sole
Full voting authority
16.99M
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)
Sole74
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings74
Rows:
NVIDIA CORPORATION
SOLEShares312.29K
TypeSH
Market value$58.24M
4.41%
Sole
312.29K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares625.38K
TypeSH
Market value$51.10M
3.87%
Sole
625.38K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares156.34K
TypeSH
Market value$47.51M
3.60%
Sole
156.34K
Shared
0.00
None
0.00
FOX CORP
SOLEShares729.63K
TypeSH
Market value$47.37M
3.59%
Sole
729.63K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares394.92K
TypeSH
Market value$44.93M
3.41%
Sole
394.92K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares221.15K
TypeSH
Market value$44.90M
3.40%
Sole
221.15K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares92.77K
TypeSH
Market value$44.86M
3.40%
Sole
92.77K
Shared
0.00
None
0.00
ATLASSIAN CORPORATION
SOLEShares266.10K
TypeSH
Market value$43.15M
3.27%
Sole
266.10K
Shared
0.00
None
0.00
MAPLEBEAR INC
SOLEShares836.93K
TypeSH
Market value$37.65M
2.85%
Sole
836.93K
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares78.18K
TypeSH
Market value$36.72M
2.78%
Sole
78.18K
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares1.04M
TypeSH
Market value$35.92M
2.72%
Sole
1.04M
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares46.73K
TypeSH
Market value$35.80M
2.71%
Sole
46.73K
Shared
0.00
None
0.00
NUTANIX INC
SOLEShares677.28K
TypeSH
Market value$35.01M
2.65%
Sole
677.28K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares93.71K
TypeSH
Market value$34.54M
2.62%
Sole
93.71K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares156.42K
TypeSH
Market value$33.64M
2.55%
Sole
156.42K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares156.25K
TypeSH
Market value$33.46M
2.54%
Sole
156.25K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares52.11K
TypeSH
Market value$30.26M
2.29%
Sole
52.11K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares68.72K
TypeSH
Market value$29.00M
2.20%
Sole
68.72K
Shared
0.00
None
0.00
EBAY INC.
SOLEShares323.18K
TypeSH
Market value$28.15M
2.13%
Sole
323.18K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares83.37K
TypeSH
Market value$26.10M
1.98%
Sole
83.37K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares140.88K
TypeSH
Market value$26.00M
1.97%
Sole
140.88K
Shared
0.00
None
0.00
HUBSPOT INC
SOLEShares60.39K
TypeSH
Market value$24.23M
1.84%
Sole
60.39K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares104.23K
TypeSH
Market value$24.06M
1.82%
Sole
104.23K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares67.76K
TypeSH
Market value$23.45M
1.78%
Sole
67.76K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares4.17K
TypeSH
Market value$22.32M
1.69%
Sole
4.17K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 312.29K | SH | $58.24M 4.41% | 312.29K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 625.38K | SH | $51.10M 3.87% | 625.38K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 156.34K | SH | $47.51M 3.60% | 156.34K | 0.00 | 0.00 |
FOX CORPSOLE | CL B COM | 729.63K | SH | $47.37M 3.59% | 729.63K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 394.92K | SH | $44.93M 3.41% | 394.92K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 221.15K | SH | $44.90M 3.40% | 221.15K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 92.77K | SH | $44.86M 3.40% | 92.77K | 0.00 | 0.00 |
ATLASSIAN CORPORATIONSOLE | CL A | 266.10K | SH | $43.15M 3.27% | 266.10K | 0.00 | 0.00 |
MAPLEBEAR INCSOLE | COM | 836.93K | SH | $37.65M 2.85% | 836.93K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 78.18K | SH | $36.72M 2.78% | 78.18K | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 1.04M | SH | $35.92M 2.72% | 1.04M | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 46.73K | SH | $35.80M 2.71% | 46.73K | 0.00 | 0.00 |
NUTANIX INCSOLE | CL A | 677.28K | SH | $35.01M 2.65% | 677.28K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 93.71K | SH | $34.54M 2.62% | 93.71K | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 156.42K | SH | $33.64M 2.55% | 156.42K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 156.25K | SH | $33.46M 2.54% | 156.25K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 52.11K | SH | $30.26M 2.29% | 52.11K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 68.72K | SH | $29.00M 2.20% | 68.72K | 0.00 | 0.00 |
EBAY INC.SOLE | COM | 323.18K | SH | $28.15M 2.13% | 323.18K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 83.37K | SH | $26.10M 1.98% | 83.37K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 140.88K | SH | $26.00M 1.97% | 140.88K | 0.00 | 0.00 |
HUBSPOT INCSOLE | COM | 60.39K | SH | $24.23M 1.84% | 60.39K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 104.23K | SH | $24.06M 1.82% | 104.23K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 67.76K | SH | $23.45M 1.78% | 67.76K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 4.17K | SH | $22.32M 1.69% | 4.17K | 0.00 | 0.00 |
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