Ardmore Road Asset Management LP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Ardmore Road Asset Management LP held in its portfolio 74 assets valued at $1,319,366,750 (i.e. $1.32B).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($58.24M), UBER TECHNOLOGIES INC ($51.10M), and TAIWAN SEMICONDUCTOR MFG LTD ($47.51M).
The chart below shows the top 10 valuable assets, and the table below shows the top 74 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Ardmore Road Asset Management LP - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 312289 | 58241898 | COM |
| UBER TECHNOLOGIES INC | 625381 | 51099882 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 156335 | 47508643 | SPONSORED ADS |
| FOX CORP | 729627 | 47374681 | CL B COM |
| DISNEY WALT CO | 394915 | 44929480 | COM |
| T-MOBILE US INC | 221152 | 44902702 | COM |
| MICROSOFT CORP | 92765 | 44863009 | COM |
| ATLASSIAN CORPORATION | 266101 | 43145616 | CL A |
| MAPLEBEAR INC | 836929 | 37645066 | COM |
| SYNOPSYS INC | 78184 | 36724588 | COM |
| DRAFTKINGS INC NEW | 1042460 | 35923172 | COM CL A |
| EQUINIX INC | 46726 | 35799592 | COM |
| NUTANIX INC | 677284 | 35008810 | CL A |
| LUMENTUM HLDGS INC | 93708 | 34539832 | COM |
| FLUTTER ENTMT PLC | 156422 | 33636987 | SHS |
| ADVANCED MICRO DEVICES INC | 156250 | 33462500 | COM |
| SPOTIFY TECHNOLOGY S A | 52107 | 30259056 | SHS |
| CARVANA CO | 68721 | 29001636 | CL A |
| EBAY INC. | 323181 | 28149065 | COM |
| ALPHABET INC | 83372 | 26095436 | CAP STK CL A |
| COHERENT CORP | 140881 | 26002406 | COM |
| HUBSPOT INC | 60391 | 24234908 | COM |
| AMAZON COM INC | 104235 | 24059523 | COM |
| BROADCOM INC | 67762 | 23452428 | COM |
| BOOKING HOLDINGS INC | 4168 | 22321015 | COM |
| VERIZON COMMUNICATIONS INC | 547616 | 22304400 | COM |
| MARVELL TECHNOLOGY INC | 260524 | 22139330 | COM |
| CORNING INC | 252352 | 22095941 | COM |
| FORTINET INC | 271748 | 21579509 | COM |
| NETFLIX INC | 208485 | 19547554 | COM |
| OMNICOM GROUP INC | 236949 | 19133632 | COM |
| AMKOR TECHNOLOGY INC | 469121 | 18520897 | COM |
| WARNER MUSIC GROUP CORP | 521196 | 15985081 | COM CL A |
| PROCORE TECHNOLOGIES INC | 217256 | 15803201 | COM |
| MONDAY COM LTD | 100466 | 14824763 | SHS |
| INTUIT | 22115 | 14649418 | COM |
| TWILIO INC | 101002 | 14366524 | CL A |
| ISHARES BITCOIN TRUST ETF | 279219 | 13863223 | SHS BEN INT |
| MICROCHIP TECHNOLOGY INC. | 208457 | 13282880 | COM |
| MONGODB INC | 31242 | 13111955 | CL A |
| ONTO INNOVATION INC | 78101 | 12329024 | COM |
| ECHOSTAR CORP | 110498 | 12011133 | CL A |
| MICRON TECHNOLOGY INC | 41640 | 11884472 | COM |
| ETSY INC | 198232 | 10989982 | COM |
| WARNER BROS DISCOVERY INC | 368587 | 10622677 | COM SER A |
| GRAB HOLDINGS LIMITED | 2083583 | 10397079 | CLASS A ORD |
| BLOCK INC | 156546 | 10189579 | CL A |
| CLEARWATER ANALYTICS HLDGS I | 421242 | 10160357 | CL A |
| SNAP INC | 1146509 | 9252328 | CL A |
| ZOOMINFO TECHNOLOGIES INC | 827658 | 8417282 | COMMON STOCK |
| SEAGATE TECHNOLOGY HLDNGS PL | 26049 | 7173634 | ORD SHS |
| SEA LTD | 53155 | 6780983 | SPONSORD ADS |
| ROKU INC | 52130 | 5655584 | COM CL A |
| AFFIRM HLDGS INC | 63186 | 4702934 | COM CL A |
| COMMVAULT SYS INC | 29551 | 3704513 | COM |
| WESTERN DIGITAL CORP | 20850 | 3591830 | COM |
| FISERV INC | 52090 | 3498885 | COM |
| PELOTON INTERACTIVE INC | 520942 | 3209003 | CL A COM |
| BILL HOLDINGS INC | 31593 | 1723082 | COM |
| INTERNATIONAL BUSINESS MACHS | 5000 | 1481050 | COM |
| DELL TECHNOLOGIES INC | 10000 | 1258800 | CL C |
| COINBASE GLOBAL INC | 5000 | 1130700 | COM CL A |
| ARM HOLDINGS PLC | 10000 | 1093100 | SPONSORED ADS |
| IREN LIMITED | 25000 | 944250 | ORDINARY SHARES |
| COUPANG INC | 40000 | 943600 | CL A |
| PAYPAL HLDGS INC | 15000 | 875700 | COM |
| NEBIUS GROUP N.V. | 10000 | 837050 | SHS CLASS A |
| ASTERA LABS INC | 5000 | 831800 | COM |
| VERTIV HOLDINGS CO | 5000 | 810050 | COM CL A |
| CIRCLE INTERNET GROUP INC | 10000 | 793000 | COM CL A |
| DIGITAL RLTY TR INC | 5000 | 773550 | COM |
| COREWEAVE INC | 10000 | 716100 | COM CL A |
| ARISTA NETWORKS INC | 5000 | 655150 | COM SHS |
| STUBHUB HLDGS INC | 25000 | 338250 | CL A |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.