Ardmore Road Asset Management LP
Ardmore Road Asset Management LP reported 70 positions worth $1.70B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: AMD (4.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AMD | SH | $72.6M | 4.26% | 125,000 | — | — | |
| ▸ 2 | GWRE | SH | $67.7M | 3.97% | 550,000 | — | — | |
| ▸ 3 | TMUS | SH | $64.6M | 3.79% | 385,000 | — | — | |
| ▸ 4 | VZ | SH | $63.5M | 3.73% | 1,499,260 | — | — | |
| ▸ 5 | TSM | SH | $53.9M | 3.16% | 112,800 | — | — | |
| ▸ 6 | UBER | SH | $50.5M | 2.97% | 700,000 | — | — | |
| ▸ 7 | WBD | SH | $46.4M | 2.72% | 1,740,482 | — | — | |
| ▸ 8 | AMT | SH | $46.2M | 2.71% | 282,464 | — | — | |
| ▸ 9 | NTNX | SH | $44.1M | 2.59% | 865,400 | — | — | |
| ▸ 10 | MSFT | SH | $43.8M | 2.57% | 117,300 | — | — |
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Frequently Asked Questions
What stocks does Ardmore Road Asset Management LP hold as of Q2 2026?
Ardmore Road Asset Management LP reported 70 positions worth $1.70B in its Q2 2026 13F filing. Largest positions: AMD (4.3%), GWRE (4.0%), TMUS (3.8%), VZ (3.7%) and TSM (3.2%).
What did Ardmore Road Asset Management LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Ardmore Road Asset Management LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.