Q2 2026 13F · SEC CIK 1835730

Ardmore Road Asset Management LP

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.7B
Reported positions: 70
Top holdings a year, 3 yrs: +35.6%
Assets under management: $2.8B

Ardmore Road Asset Management LP is a hedge fund that reported 70 positions worth $1.7B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Advanced Micro Devices Inc (AMD, 4.3%), Guidewire Software Inc (GWRE, 4.0%), T-Mobile US Inc (TMUS, 3.8%). A portfolio copying its top holdings returned 35.6% a year over the last 3 years, against 20.4% for the S&P 500.

Ardmore Road Asset Management LP holdings largest 50 of 70 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Ardmore Road Asset Management LP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AMDAdvanced Micro Devices Inc	4.3%	1.5%	125,000	+13.6%	$72.6M
GWREGuidewire Software Inc	4.0%	—	550,000	—	$67.7M
TMUST-Mobile US Inc	3.8%	4.1%	385,000	+28.3%	$64.6M
VZVerizon Communications Inc	3.7%	2.7%	1,499,260	+84.9%	$63.5M
TSMTaiwan Semiconductor Manufac	3.2%	3.3%	112,800	-24.8%	$53.9M
UBERUber Technologies Inc	3.0%	2.8%	700,000	+16.7%	$50.5M
WBDWarner Bros Discovery Inc	2.7%	2.0%	1,740,482	+60.3%	$46.4M
AMTAmerican Tower Corp	2.7%	—	282,464	—	$46.2M
NTNXNutanix Inc	2.6%	2.0%	865,400	+9.5%	$44.1M
MSFTMicrosoft Corp	2.6%	1.9%	117,300	+46.6%	$43.8M
LRCXLam Research Corp	2.5%	2.5%	97,000	-44.6%	$42.0M
ROKURoku Inc	2.4%	—	297,000	—	$41.0M
TEAMAtlassian Corporation	2.4%	0.8%	525,953	+186.0%	$40.9M
ECHOEchoStar Corp	2.4%	—	395,000	—	$40.1M
AMZNAmazon Com Inc	2.3%	2.1%	165,200	+10.1%	$39.4M
QCOMQualcomm Inc	2.3%	—	211,200	—	$39.0M
PCORProcore Technologies Inc	2.3%	1.4%	954,517	+150.1%	$38.8M
MDBMongodb Inc	2.2%	—	113,960	—	$38.3M
OMCOmnicom Group Inc	2.2%	1.8%	524,794	+48.5%	$38.2M
FWONKLiberty Media Corp Del	2.2%	—	400,000	—	$38.1M
INTUIntuit	2.2%	2.1%	144,600	+95.1%	$37.7M
WMGWarner Music Group Corp Cl A	2.1%	1.4%	1,325,000	+57.0%	$35.9M
SPOTSpotify Technology SA	1.9%	2.2%	70,000	+0.0%	$32.1M
ASMLAsml Hldg NV	1.9%	—	16,100	—	$32.0M
LYVLive Nation Entertainment in	1.8%	1.0%	170,634	+70.6%	$31.2M
MNDYMonday Com Ltd	1.8%	—	426,137	—	$30.8M
COHRCoherent Corp	1.7%	1.3%	75,000	-7.4%	$29.6M
DELLDell Technologies Inc	1.5%	—	60,400	—	$26.1M
WDAYWorkday Inc Cl A	1.5%	1.0%	209,450	+77.0%	$25.6M
RBLXRoblox Corp	1.4%	—	450,000	—	$24.5M
LLYVKLiberty Live Holdings Inc	1.4%	0.9%	231,500	+54.3%	$24.5M
EQIXEquinix Inc	1.4%	4.1%	22,434	-64.4%	$23.4M
GRABGrab Holdings Limited	1.3%	1.1%	6,000,000	+31.1%	$22.6M
DASHDoordash Inc	1.3%	1.8%	120,000	-34.4%	$22.1M
EXPEExpedia Group Inc	1.2%	1.1%	80,000	+6.7%	$20.5M
HOODRobinhood Mkts Inc	1.2%	—	200,000	—	$20.1M
IBITIshares Bitcoin Trust ETF	1.2%	1.3%	600,000	+20.0%	$20.0M
BKNGBooking Holdings Inc	1.2%	1.7%	110,000	+1733.3%	$19.6M
CARTMaplebear Inc	1.1%	1.4%	400,000	-30.8%	$18.9M
SHOPShopify Inc	1.1%	—	162,500	—	$18.6M
GDSGds Hldgs Ltd	1.1%	1.1%	600,000	+50.0%	$18.0M
SMTCSemtech Corp	1.0%	—	110,000	—	$17.8M
CRWVCoreweave Inc	1.0%	1.8%	173,493	-50.6%	$17.3M
ZMZoom Communications Inc	1.0%	—	200,000	—	$17.3M
CPNGCoupang Inc	1.0%	—	932,100	—	$16.2M
APPApplovin Corp	0.9%	—	30,000	—	$15.5M
GLWCorning Inc	0.9%	5.4%	57,600	-90.4%	$14.7M
UUnity Software Inc Com	0.8%	—	500,000	—	$14.3M
HUBSHubspot Inc	0.8%	2.0%	76,900	-38.9%	$14.0M
BIDUBaidu Inc	0.8%	—	113,957	—	$13.0M

What Ardmore Road Asset Management LP bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

BKNG Booking Holdings Inc+1733.3% shares
TEAM Atlassian Corporation+186.0% shares
PCOR Procore Technologies Inc+150.1% shares
INTU Intuit+95.1% shares
VZ Verizon Communications Inc+84.9% shares
WDAY Workday Inc Cl A+77.0% shares
LYV Live Nation Entertainment in+70.6% shares
WBD Warner Bros Discovery Inc+60.3% shares

Reduced

GLW Corning Inc-90.4% shares
EQIX Equinix Inc-64.4% shares
CRWV Coreweave Inc-50.6% shares
LRCX Lam Research Corp-44.6% shares
HUBS Hubspot Inc-38.9% shares
DASH Doordash Inc-34.4% shares
CART Maplebear Inc-30.8% shares
TSM Taiwan Semiconductor Manufac-24.8% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +11.6% /yr; S&P 500 +20.1%
3 years: +35.6% /yr; S&P 500 +20.4%
5 years: +19.5% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.7B	70
Q1 2026	$1.5B	64
Q4 2025	$1.3B	74
Q3 2025	$1.5B	71
Q2 2025	$1.2B	39
Q1 2025	$975.2M	38
Q4 2024	$685.8M	36
Q3 2024	$775.7M	41
Q2 2024	$649.1M	42
Q1 2024	$567.7M	36
Q4 2023	$439.9M	31
Q3 2023	$296.0M	31

Questions about Ardmore Road Asset Management LP's portfolio

What stocks does Ardmore Road Asset Management LP own?

Ardmore Road Asset Management LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 70 positions worth $1.7B. The largest are Advanced Micro Devices Inc (AMD) at 4.3%, Guidewire Software Inc (GWRE) at 4.0%, T-Mobile US Inc (TMUS) at 3.8%, Verizon Communications Inc (VZ) at 3.7% and Taiwan Semiconductor Manufac (TSM) at 3.2%.

What did Ardmore Road Asset Management LP buy last quarter?

In Q2 2026, Ardmore Road Asset Management LP added Booking Holdings Inc (BKNG) (+1733.3% shares), Atlassian Corporation (TEAM) (+186.0% shares) and Procore Technologies Inc (PCOR) (+150.1% shares), compared with its Q1 2026 filing.

What did Ardmore Road Asset Management LP sell last quarter?

In Q2 2026, Ardmore Road Asset Management LP cut from its top 50 Meta Platforms Inc (META), cut from its top 50 Lumentum Hldgs Inc (LITE), cut from its top 50 Sandisk Corp (SNDK), cut from its top 50 Ciena Corp (CIEN), cut from its top 50 Applied Matls Inc (AMAT), Corning Inc (GLW) (-90.4% shares), Equinix Inc (EQIX) (-64.4% shares) and Coreweave Inc (CRWV) (-50.6% shares), compared with its Q1 2026 filing.

How has Ardmore Road Asset Management LP's portfolio performed?

A portfolio copying Ardmore Road Asset Management LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +35.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +11.6% against +20.1%. Over 5 years: +19.5% a year against +13.0%.

When is Ardmore Road Asset Management LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Ardmore Road Asset Management LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Ardmore Road Asset Management LP manage?

Ardmore Road Asset Management LP reported $2.8B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.7B.