Ardmore Road Asset Management LP
CIK 1835730
13F filing for Q2 2026・No. 1,823
- Holdings
- US$1.7B
- Quarter change
- +US$184.66M
- Entries
- 70
- Net bought (estimate)
- −US$180.95M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 26
- Sold out 20
- Cut 18
- Added 25
- Corporate actions 0
- Unchanged 1
Largest holdings
70 stocks worth US$1.7B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AMDAMDCOM | Added | 125,000 | US$72.61M | 4.26% |
| GWREGUIDEWIRE SOFTWARE INCCOM | New | 550,000 | US$67.68M | 3.97% |
| TMUST-MOBILE US INCCOM | Added | 385,000 | US$64.58M | 3.79% |
| VZVERIZON COMMUNICATIONS INCCOM | Added | 1,499,260 | US$63.48M | 3.73% |
| TSMTSMC ADRSPONSORED ADS | Cut | 112,800 | US$53.87M | 3.16% |
| UBERUBER TECHNOLOGIES INCCOM | Added | 700,000 | US$50.51M | 2.97% |
| WBDWARNER BROS DISCOVERY INCCOM SER A | Added | 1,740,482 | US$46.4M | 2.72% |
| AMTAMERICAN TOWER CORPCOM | New | 282,464 | US$46.2M | 2.71% |
| NTNXNUTANIX INCCL A | Added | 865,400 | US$44.1M | 2.59% |
| MSFTMicrosoftCOM | Added | 117,300 | US$43.76M | 2.57% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.