Filed: 5/15/2026ACC: 0001835730-26-000006
📋 What this filing means
ARDMORE ROAD ASSET MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 64 equity positions with a total reported market value of $1.52B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
64
Positions
$1.52B
Total AUM (reported)
23.16M
Total Shares
Allocation by class
COM$868.92M57.2%
CL A$180.44M11.9%
COM NEW$101.99M6.7%
COM CL A$87.59M5.8%
SPONSORED ADS$82.44M5.4%
SHS$42.15M2.8%
COM SER A$29.82M2.0%
Portfolio Concentration
Top 3$206.35M13.6%
4–10$318.39M21.0%
11–25$448.17M29.5%
Rest$545.76M35.9%
Top 3 weight
13.6%
Top 10 weight
34.6%
Voting Authority Distribution
Total shares with voting rights: 23.16M
Sole
Full voting authority
23.16M
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)
Sole64
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings64
Rows:
CORNING INC
SOLEShares600K
TypeSH
Market value$81.58M
5.37%
Sole
600K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares300K
TypeSH
Market value$63.01M
4.15%
Sole
300K
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares63K
TypeSH
Market value$61.76M
4.07%
Sole
63K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares101K
TypeSH
Market value$57.79M
3.81%
Sole
101K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares150K
TypeSH
Market value$50.69M
3.34%
Sole
150K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares71K
TypeSH
Market value$49.90M
3.29%
Sole
71K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares600K
TypeSH
Market value$43.16M
2.84%
Sole
600K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares811K
TypeSH
Market value$40.71M
2.68%
Sole
811K
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares61K
TypeSH
Market value$38.76M
2.55%
Sole
61K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares175K
TypeSH
Market value$37.39M
2.46%
Sole
175K
Shared
0.00
None
0.00
CIENA CORP
SOLEShares91K
TypeSH
Market value$35.33M
2.33%
Sole
91K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares70K
TypeSH
Market value$33.94M
2.24%
Sole
70K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares95K
TypeSH
Market value$32.47M
2.14%
Sole
95K
Shared
0.00
None
0.00
INTUIT
SOLEShares74.10K
TypeSH
Market value$32.04M
2.11%
Sole
74.10K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares150K
TypeSH
Market value$31.24M
2.06%
Sole
150K
Shared
0.00
None
0.00
HUBSPOT INC
SOLEShares125.80K
TypeSH
Market value$30.71M
2.02%
Sole
125.80K
Shared
0.00
None
0.00
NUTANIX INC
SOLEShares790.40K
TypeSH
Market value$30.04M
1.98%
Sole
790.40K
Shared
0.00
None
0.00
WARNER BROS DISCOVERY INC
SOLEShares1.09M
TypeSH
Market value$29.82M
1.96%
Sole
1.09M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares80K
TypeSH
Market value$29.61M
1.95%
Sole
80K
Shared
0.00
None
0.00
AFFIRM HLDGS INC
SOLEShares600K
TypeSH
Market value$27.49M
1.81%
Sole
600K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares183K
TypeSH
Market value$27.48M
1.81%
Sole
183K
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares68.80K
TypeSH
Market value$27.28M
1.80%
Sole
68.80K
Shared
0.00
None
0.00
COREWEAVE INC
SOLEShares351K
TypeSH
Market value$27.19M
1.79%
Sole
351K
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares666.90K
TypeSH
Market value$26.90M
1.77%
Sole
666.90K
Shared
0.00
None
0.00
OMNICOM GROUP INC
SOLEShares353.40K
TypeSH
Market value$26.61M
1.75%
Sole
353.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CORNING INCSOLE | COM | 600K | SH | $81.58M 5.37% | 600K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 300K | SH | $63.01M 4.15% | 300K | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 63K | SH | $61.76M 4.07% | 63K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 101K | SH | $57.79M 3.81% | 101K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 150K | SH | $50.69M 3.34% | 150K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 71K | SH | $49.90M 3.29% | 71K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 600K | SH | $43.16M 2.84% | 600K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 811K | SH | $40.71M 2.68% | 811K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 61K | SH | $38.76M 2.55% | 61K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 175K | SH | $37.39M 2.46% | 175K | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 91K | SH | $35.33M 2.33% | 91K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 70K | SH | $33.94M 2.24% | 70K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 95K | SH | $32.47M 2.14% | 95K | 0.00 | 0.00 |
INTUITSOLE | COM | 74.10K | SH | $32.04M 2.11% | 74.10K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 150K | SH | $31.24M 2.06% | 150K | 0.00 | 0.00 |
HUBSPOT INCSOLE | COM | 125.80K | SH | $30.71M 2.02% | 125.80K | 0.00 | 0.00 |
NUTANIX INCSOLE | CL A | 790.40K | SH | $30.04M 1.98% | 790.40K | 0.00 | 0.00 |
WARNER BROS DISCOVERY INCSOLE | COM SER A | 1.09M | SH | $29.82M 1.96% | 1.09M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 80K | SH | $29.61M 1.95% | 80K | 0.00 | 0.00 |
AFFIRM HLDGS INCSOLE | COM CL A | 600K | SH | $27.49M 1.81% | 600K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 183K | SH | $27.48M 1.81% | 183K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 68.80K | SH | $27.28M 1.80% | 68.80K | 0.00 | 0.00 |
COREWEAVE INCSOLE | COM CL A | 351K | SH | $27.19M 1.79% | 351K | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 666.90K | SH | $26.90M 1.77% | 666.90K | 0.00 | 0.00 |
OMNICOM GROUP INCSOLE | COM | 353.40K | SH | $26.61M 1.75% | 353.40K | 0.00 | 0.00 |
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