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The Analysis of Ardmore Road Asset Management LP's Holdings & P&L

Currently, Ardmore Road Asset Management LP holds 64 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in META (+101.0K shares, valued at $57.8M), GLW (+347.6K shares, valued at $47.3M), SNDK (+61.0K shares, valued at $38.8M); decreased their positions in FOX (-581.4K shares, valued at $30.9M), LITE (-22.7K shares, valued at $16.0M), N/A (-59.9K shares, valued at $14.3M); initiated new positions in META (+101.0K shares, valued at $57.8M), SNDK (+61.0K shares, valued at $38.8M), N/A (+175.0K shares, valued at $37.4M).

1M P&L

-28.0M-2.14%

3M P&L

+101.6M+8.63%

HY P&L

+123.8M+10.72%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Infrastructure181.3M

16.0%

2Semiconductors166.3M

14.7%

3Software - Application153.3M

13.5%

Top Industries by Stock Count

1Software - Infrastructure9 stocks

13.8%

2Software - Application9 stocks

13.8%

3Semiconductors7 stocks

10.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GLW CORNING INC600.0K shares137.76%2026-03-312026-05-15

TMUS T-MOBILE US INC300.0K shares35.65%2026-03-312026-05-15

EQIX EQUINIX INC63.0K shares34.83%2026-03-312026-05-15

META META PLATFORMS INC101.0K sharesnew addition2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC150.0K shares-4.05%2026-03-312026-05-15

LITE LUMENTUM HLDGS INC71.0K shares-24.23%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC600.0K shares-4.06%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC811.0K shares48.10%2026-03-312026-05-15

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SNDK SANDISK CORP61.0K sharesnew addition2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP175.0K sharesnew addition2026-03-312026-05-15

CIEN CIENA CORP91.0K sharesnew addition2026-03-312026-05-15

SPOT SPOTIFY TECHNOLOGY S A70.0K shares34.34%2026-03-312026-05-15

AMAT APPLIED MATLS INC95.0K sharesnew addition2026-03-312026-05-15

INTU INTUIT74.1K shares235.07%2026-03-312026-05-15

AMZN AMAZON COM INC150.0K shares43.91%2026-03-312026-05-15

HUBS HUBSPOT INC125.8K shares108.31%2026-03-312026-05-15

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NTNX NUTANIX INC790.4K shares16.70%2026-03-312026-05-15

WBD WARNER BROS DISCOVERY INC1.1M shares194.64%2026-03-312026-05-15

MSFT MICROSOFT CORP80.0K shares-13.76%2026-03-312026-05-15

AFRM AFFIRM HLDGS INC600.0K shares849.58%2026-03-312026-05-15

DASH DOORDASH INC183.0K sharesnew addition2026-03-312026-05-15

SNPS SYNOPSYS INC68.8K shares-12.00%2026-03-312026-05-15

CRWV COREWEAVE INC351.0K shares3410.00%2026-03-312026-05-15

CSGP COSTAR GROUP INC666.9K sharesnew addition2026-03-312026-05-15

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OMC OMNICOM GROUP INC353.4K shares49.15%2026-03-312026-05-15

FTNT FORTINET INC321.2K shares18.20%2026-03-312026-05-15

NFLX NETFLIX INC.265.0K shares27.11%2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC6.0K shares43.95%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC110.0K shares-29.60%2026-03-312026-05-15

PCOR PROCORE TECHNOLOGIES INC381.6K shares75.65%2026-03-312026-05-15

CART MAPLEBEAR INC578.0K shares-30.94%2026-03-312026-05-15

WMG WARNER MUSIC GROUP CORP843.8K shares61.90%2026-03-312026-05-15

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COHERENT CORP COHERENT CORP81.0K shares-42.50%2026-03-312026-05-15

IBIT ISHARES BITCOIN TRUST ETF500.0K shares79.07%2026-03-312026-05-15

EXPE EXPEDIA GROUP INC75.0K sharesnew addition2026-03-312026-05-15

GRAB GRAB HOLDINGS LIMITED4.6M shares119.57%2026-03-312026-05-15

ADI ANALOG DEVICES INC52.0K sharesnew addition2026-03-312026-05-15

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC164.2K shares-36.97%2026-03-312026-05-15

GDS GDS HLDGS LTD400.0K sharesnew addition2026-03-312026-05-15

BROADCOM INC BROADCOM INC51.0K shares-24.74%2026-03-312026-05-15

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PDD PDD HOLDINGS INC153.0K sharesnew addition2026-03-312026-05-15

WDAY WORKDAY INC118.3K sharesnew addition2026-03-312026-05-15

LYV LIVE NATION ENTERTAINMENT IN100.0K sharesnew addition2026-03-312026-05-15

TCOM TRIP COM GROUP LTD300.0K sharesnew addition2026-03-312026-05-15

XYZ BLOCK INC246.0K shares57.14%2026-03-312026-05-15

AEIS ADVANCED ENERGY INDS44.0K sharesnew addition2026-03-312026-05-15

LIBERTY LIVE HOLDINGS INC LIBERTY LIVE HOLDINGS INC150.0K sharesnew addition2026-03-312026-05-15

ATLASSIAN CORPORATION ATLASSIAN CORPORATION183.9K shares-30.89%2026-03-312026-05-15

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SE SEA LTD151.0K shares184.07%2026-03-312026-05-15

RDDT REDDIT INC90.0K sharesnew addition2026-03-312026-05-15

SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC525.0K sharesnew addition2026-03-312026-05-15

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL140.0K sharesnew addition2026-03-312026-05-15

ROKU ROKU INC120.0K shares130.19%2026-03-312026-05-15

TER TERADYNE INC30.0K sharesnew addition2026-03-312026-05-15

FIG FIGMA INC400.0K sharesnew addition2026-03-312026-05-15

MNDY MONDAY COM LTD118.7K shares18.15%2026-03-312026-05-15

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FOX FOX CORP148.2K shares-79.69%2026-03-312026-05-15

GTM ZOOMINFO TECHNOLOGIES INC1.3M shares53.24%2026-03-312026-05-15

RBLX ROBLOX CORP125.0K sharesnew addition2026-03-312026-05-15

PTON PELOTON INTERACTIVE INC1.5M shares187.94%2026-03-312026-05-15

BILL HOLDINGS INC BILL HOLDINGS INC109.1K shares245.33%2026-03-312026-05-15

LYFT LYFT INC300.3K sharesnew addition2026-03-312026-05-15

SNAP SNAP INC700.0K shares-38.95%2026-03-312026-05-15

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL20.0K sharesnew addition2026-03-312026-05-15

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GLW

CORNING INC

137.76%

Shares600.0K

Event2026-03-31

Filed2026-05-15

TMUS

T-MOBILE US INC

35.65%

Shares300.0K

Event2026-03-31

Filed2026-05-15

EQIX

EQUINIX INC

34.83%

Shares63.0K

Event2026-03-31

Filed2026-05-15