§ 13F · FUND PROFILE
Ardmore Road Asset Management LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.5B (13F)Positions · 71Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$462M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GLW | CORNING INC | 600K | $82M | 5.4% | +138% |
| 2 | TMUS | T-MOBILE US INC | 300K | $63M | 4.1% | +36% |
| 3 | EQIX | EQUINIX INC | 63K | $62M | 4.1% | +35% |
| 4 | META | META PLATFORMS INC | 101K | $58M | 3.8% | NEW |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 150K | $51M | 3.3% | −4% |
| 6 | LITE | LUMENTUM HLDGS INC | 71K | $50M | 3.3% | −24% |
| 7 | UBER | UBER TECHNOLOGIES INC | 600K | $43M | 2.8% | −4% |
| 8 | VZ | VERIZON COMMUNICATIONS INC | 811K | $41M | 2.7% | +48% |
| 9 | SNDK | SANDISK CORP | 61K | $39M | 2.6% | NEW |
| 10 | LRCX | LAM RESEARCH CORP | 175K | $37M | 2.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ARDMORE SIGNAL
AC read
Ardmore Road Asset Management LP is a Other fund managing $1.5 billion in assets. The fund runs a portfolio of 71 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed