13F-HR filed by Ardmore Road Asset Management LP
Ardmore Road Asset Management LP filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 64 holding rows worth $1,518,661,796.
- Accession
- 0001835730-26-000006
- Filer
- CIK 1835730
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 64 entries on the cover page, a total value of $1,518,661,796 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,518,661,796 with VALUE read as dollars as filed, 13F file number 028-22017. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| CORNING INC | 219350105 | COM | 600,000 | $81,582,000 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 300,000 | $63,009,000 | dollars as filed | |
| EQUINIX INC COM | 29444U700 | REIT | 63,000 | $61,755,120 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 101,000 | $57,785,130 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 150,000 | $50,692,500 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 71,000 | $49,895,960 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 600,000 | $43,158,000 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 811,000 | $40,712,200 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 61,000 | $38,755,740 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 175,000 | $37,390,500 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 91,000 | $35,328,930 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 70,000 | $33,943,700 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 95,000 | $32,470,050 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 74,100 | $32,039,358 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 150,000 | $31,240,500 | dollars as filed | |
| HUBSPOTINC | 443573100 | STOK | 125,800 | $30,707,780 | dollars as filed | |
| NUTANIX INC CL A | 67059N108 | Stock | 790,400 | $30,043,104 | dollars as filed | |
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 1,086,000 | $29,821,560 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 80,000 | $29,613,600 | dollars as filed | |
| AFFIRM HLDGS INC COM CL A | 00827B106 | Stock | 600,000 | $27,492,000 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 183,000 | $27,477,450 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 68,800 | $27,277,824 | dollars as filed | |
| COREWEAVE INC COM CL A | 21873S108 | COM | 351,000 | $27,191,970 | dollars as filed | |
| COSTAR GROUP INC COM | 22160N109 | Stock | 666,900 | $26,902,746 | dollars as filed | |
| OMNICOM GROUP INC COM | 681919106 | Stock | 353,400 | $26,614,554 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 321,200 | $26,248,464 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 265,000 | $25,479,750 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 6,000 | $25,261,920 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 110,000 | $22,377,300 | dollars as filed | |
| PROCORE TECHNOLOGIES INC COM | 74275K108 | Stock | 381,600 | $21,751,200 | dollars as filed | |
| MAPLEBEAR INC COM | 565394103 | Stock | 578,024 | $21,652,779 | dollars as filed | |
| WARNER MUSIC GROUP CORP | 934550203 | COM CL A | 843,836 | $21,551,571 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 81,000 | $19,295,010 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 500,000 | $19,210,000 | dollars as filed | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 75,000 | $17,316,750 | dollars as filed | |
| GRABHLDGSLTDFCLASSCLASSA | G4124C109 | STOK | 4,575,000 | $16,744,500 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 52,000 | $16,543,280 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 164,212 | $16,265,199 | dollars as filed | |
| GDS HLDGS LTD SPONSORED ADS | 36165L108 | ADR | 400,000 | $16,116,000 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 51,000 | $15,785,010 | dollars as filed | |
| PDD HOLDINGS INC SPONSORED ADS | 722304102 | ADR | 153,000 | $15,633,540 | dollars as filed | |
| WORKDAY INC CL A | 98138H101 | Stock | 118,300 | $15,369,536 | dollars as filed | |
| LIVE NATION ENTERTAINMENT INC COM | 538034109 | Stock | 100,000 | $15,251,000 | dollars as filed | |
| TRIP COM GROUP LTD ADS | 89677Q107 | ADR | 300,000 | $14,937,000 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 246,000 | $14,804,280 | dollars as filed | |
| ADVANCED ENERGY INDS COM | 007973100 | Stock | 44,000 | $14,199,240 | dollars as filed | |
| LIBERTY LIVE HOLDINGS INC COM SHS SER C | 530909308 | Stock | 150,000 | $14,116,500 | dollars as filed | |
| ATLASSIANCORPCLASSA | 049468101 | STOK | 183,900 | $12,551,175 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 151,000 | $12,504,310 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 90,000 | $12,118,500 | dollars as filed | |
| SUPER MICRO COMPUTER INC | 86800U302 | COM NEW | 525,000 | $11,954,250 | dollars as filed | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 531229755 | Stock | 140,000 | $11,902,800 | dollars as filed | |
| ROKU INC COM CL A | 77543R102 | Stock | 120,000 | $11,354,400 | dollars as filed | |
| TERADYNE INC COM | 880770102 | Stock | 30,000 | $8,893,800 | dollars as filed | |
| FIGMA INC CL A | 316841105 | COM | 400,000 | $8,456,000 | dollars as filed | |
| MONDAY COM LTD SHS | M7S64H106 | Stock | 118,700 | $8,203,357 | dollars as filed | |
| FOX CORP | 35137L204 | CL B COM | 148,178 | $7,868,252 | dollars as filed | |
| ZOOMINFO TECHNOLOGIES INC COMMON STOCK | 98980F104 | Stock | 1,268,300 | $7,584,434 | dollars as filed | |
| ROBLOX CORP CL A | 771049103 | Stock | 125,000 | $7,070,000 | dollars as filed | |
| PELOTON INTERACTIVE INC | 70614W100 | CL A COM | 1,500,000 | $6,435,000 | dollars as filed | |
| BILL HOLDINGS INC | 090043100 | COM | 109,100 | $4,178,530 | dollars as filed | |
| LYFT INC | 55087P104 | CL A COM | 300,322 | $3,994,283 | dollars as filed | |
| SNAP INC | 83304A106 | CL A | 700,000 | $3,220,000 | dollars as filed | |
| LIBERTY MEDIA CORP DEL | 531229771 | COM LBTY ONE S A | 20,000 | $1,561,600 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001835730-26-000006 | this filing | 2026-05-15 | acceptance time not in the bulk data set |