§ 13F · FUND PROFILE
Ardmore Road Asset Management LP.
AUM · $1.7B (13F)Positions · 70Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$468M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMD | ADVANCED MICRO DEVICES INC | 125K | $73M | 4.3% | +14% |
| 2 | GWRE | GUIDEWIRE SOFTWARE INC | 550K | $68M | 4.0% | NEW |
| 3 | TMUS | T-MOBILE US INC | 385K | $65M | 3.8% | +28% |
| 4 | VZ | VERIZON COMMUNICATIONS INC | 1.50M | $63M | 3.7% | +85% |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 113K | $54M | 3.2% | −25% |
| 6 | UBER | UBER TECHNOLOGIES INC | 700K | $51M | 3.0% | +17% |
| 7 | WBD | WARNER BROS DISCOVERY INC | 1.74M | $46M | 2.7% | +60% |
| 8 | AMT | AMERICAN TOWER CORP | 282K | $46M | 2.7% | NEW |
| 9 | NTNX | NUTANIX INC | 865K | $44M | 2.6% | +9% |
| 10 | MSFT | MICROSOFT CORP | 117K | $44M | 2.6% | +47% |
§ 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 $1.7 billion in assets. The fund runs a portfolio of 70 positions.
Read the full dossier →