13F-HR filed by Ardmore Road Asset Management LP
Ardmore Road Asset Management LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 70 holding rows worth $1,703,321,672.
- Accession
- 0001835730-26-000008
- Filer
- CIK 1835730
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 70 entries on the cover page, a total value of $1,703,321,672 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,703,321,672 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 |
|---|---|---|---|---|---|---|
| Advanced Micro Devices,Inc. | 007903107 | COM | 125,000 | $72,613,750 | dollars as filed | |
| GUIDEWIRE SOFTWARE INC COM | 40171V100 | Stock | 550,000 | $67,677,500 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 385,000 | $64,576,050 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 1,499,260 | $63,478,668 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 112,800 | $53,869,896 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 700,000 | $50,512,000 | dollars as filed | |
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 1,740,482 | $46,401,250 | dollars as filed | |
| American Tower Corporation | 03027X100 | COM | 282,464 | $46,202,636 | dollars as filed | |
| NUTANIX INC CL A | 67059N108 | Stock | 865,400 | $44,100,784 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 117,300 | $43,755,246 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 97,000 | $42,033,010 | dollars as filed | |
| ROKU INC COM CL A | 77543R102 | Stock | 297,000 | $41,027,580 | dollars as filed | |
| ATLASSIANCORPCLASSA | 049468101 | STOK | 525,953 | $40,913,884 | dollars as filed | |
| ECHOSTAR CORP | 278768106 | CL A | 395,000 | $40,092,500 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 165,200 | $39,373,768 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 211,200 | $39,027,648 | dollars as filed | |
| PROCORE TECHNOLOGIES INC COM | 74275K108 | Stock | 954,517 | $38,772,481 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 113,960 | $38,279,164 | dollars as filed | |
| OMNICOM GROUP INC COM | 681919106 | Stock | 524,794 | $38,220,747 | dollars as filed | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 531229755 | Stock | 400,000 | $38,056,000 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 144,600 | $37,740,600 | dollars as filed | |
| WARNER MUSIC GROUP CORP | 934550203 | COM CL A | 1,325,000 | $35,867,750 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 70,000 | $32,139,100 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 16,100 | $32,029,984 | dollars as filed | |
| LIVE NATION ENTERTAINMENT INC COM | 538034109 | Stock | 170,634 | $31,244,792 | dollars as filed | |
| MONDAY COM LTD SHS | M7S64H106 | Stock | 426,137 | $30,848,057 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 75,000 | $29,585,250 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 60,400 | $26,060,184 | dollars as filed | |
| WORKDAY INC CL A | 98138H101 | Stock | 209,450 | $25,640,869 | dollars as filed | |
| ROBLOX CORP CL A | 771049103 | Stock | 450,000 | $24,471,000 | dollars as filed | |
| LIBERTY LIVE HOLDINGS INC COM SHS SER C | 530909308 | Stock | 231,500 | $24,455,660 | dollars as filed | |
| EQUINIX INC COM | 29444U700 | REIT | 22,434 | $23,384,977 | dollars as filed | |
| GRABHLDGSLTDFCLASSCLASSA | G4124C109 | STOK | 6,000,000 | $22,620,000 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 120,000 | $22,143,600 | dollars as filed | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 80,000 | $20,470,400 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 200,000 | $20,056,000 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 600,000 | $19,974,000 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 110,000 | $19,606,400 | dollars as filed | |
| MAPLEBEAR INC COM | 565394103 | Stock | 400,000 | $18,940,000 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 162,500 | $18,554,250 | dollars as filed | |
| GDS HLDGS LTD SPONSORED ADS | 36165L108 | ADR | 600,000 | $18,018,000 | dollars as filed | |
| SEMTECH CORP COM | 816850101 | Stock | 110,000 | $17,803,500 | dollars as filed | |
| COREWEAVE INC COM CL A | 21873S108 | COM | 173,493 | $17,269,493 | dollars as filed | |
| ZOOM COMMUNICATIONS INC CL A | 98980L101 | Stock | 200,000 | $17,262,000 | dollars as filed | |
| COUPANG INC | 22266T109 | CL A | 932,100 | $16,190,577 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 30,000 | $15,456,900 | dollars as filed | |
| CORNING INC | 219350105 | COM | 57,600 | $14,712,768 | dollars as filed | |
| UNITY SOFTWARE INC COM | 91332U101 | Stock | 500,000 | $14,290,000 | dollars as filed | |
| HUBSPOTINC | 443573100 | STOK | 76,900 | $14,035,019 | dollars as filed | |
| BAIDU INC SPON ADR REP A | 056752108 | ADR | 113,957 | $13,024,146 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 23,214 | $13,014,001 | dollars as filed | |
| COSTAR GROUP INC COM | 22160N109 | Stock | 390,146 | $11,048,935 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 14,300 | $10,338,900 | dollars as filed | |
| AMKOR TECHNOLOGY INC COM | 031652100 | Stock | 100,000 | $8,623,000 | dollars as filed | |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 59,000 | $8,390,390 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 43,000 | $6,605,660 | dollars as filed | |
| CHEWYINCCLASSCLASSA | 16679L109 | STOK | 300,000 | $5,895,000 | dollars as filed | |
| STMICROELECTRONICS N V NY REGISTRY | 861012102 | ADR | 60,000 | $4,493,400 | dollars as filed | |
| AFFIRM HLDGS INC COM CL A | 00827B106 | Stock | 19,100 | $1,557,605 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 900 | $1,038,861 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 1,200 | $1,029,672 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 3,400 | $1,012,826 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 5,700 | $1,005,024 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 5,000 | $1,000,450 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 8,500 | $998,410 | dollars as filed | |
| KLA CORP | 482480100 | COM | 3,300 | $995,643 | dollars as filed | |
| ARM HOLDINGS PLC | 042068205 | SPONSORED ADS | 2,800 | $992,796 | dollars as filed | |
| SUPER MICRO COMPUTER INC | 86800U302 | COM NEW | 33,500 | $982,555 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 2,600 | $982,150 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 192 | $436,556 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001835730-26-000008 | this filing | 2026-08-14 | acceptance time not in the bulk data set |