Ardmore Road Asset Management LP

WESTPORT, CT · CIK 1835730 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2020 · limited partnership

Assets managed$2.8bn
Staff17 · 13 in investment roles
Main clients (by assets)Private funds 100%
Private funds1 (1 hedge) · $69.7m gross assets
Websiteardmoreroad.com
Form ADV · 2026-03-31SEC adviser record

Legal entityARDMORE ROAD ASSET MANAGEMENT LP (US)

Kindhedge funds, futures
Others nearbyWestport, CT, New York, NY

As an employer

Offices in1 country
Private fundshedge 1

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Westport, CT (main office)United States	United States
New York, NYUnited States	United States	13

US visa salary filings

Filings FY2024–20253
Median salary offered$125,000
Middle half$125,000 – $125,000
Job titles1

Job title	Filings	Median	Range
Research AssociateLong Island City, NY	3	$125,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Ardmore Road Asset Management LP.

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$1.7bn reported value +12.2% vs Q1 2026

70positions

32.5%in top 10

26 new 24 added 19 reduced 20 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ADVANCED MICRO DEVICES INC COM AMD	AMD	125,000	$72.6m4.26%	4.26%	Added +15.0k	+15,000 13.6%
2	GUIDEWIRE SOFTWARE INC COM GWRE	GWRE	550,000	$67.7m3.97%	3.97%	New
3	T-MOBILE US INC COM TMUS	TMUS	385,000	$64.6m3.79%	3.79%	Added +85.0k	+85,000 28.3%
4	VERIZON COMMUNICATIONS INC COM VZ	VZ	1,499,260	$63.5m3.73%	3.73%	Added +688.3k	+688,260 84.9%
5	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	112,800	$53.9m3.16%	3.16%	Reduced -37.2k	-37,200 -24.8%
6	UBER TECHNOLOGIES INC COM UBER	UBER	700,000	$50.5m2.97%	2.97%	Added +100.0k	+100,000 16.7%
7	WARNER BROS DISCOVERY INC COM SER A WBD	WBD	1,740,482	$46.4m2.72%	2.72%	Added +654.5k	+654,482 60.3%
8	AMERICAN TOWER CORP NEW COM AMT	AMT	282,464	$46.2m2.71%	2.71%	New
9	NUTANIX INC CL A NTNX	NTNX	865,400	$44.1m2.59%	2.59%	Added +75.0k	+75,000 9.5%
10	MICROSOFT CORP COM MSFT	MSFT	117,300	$43.8m2.57%	2.57%	Added +37.3k	+37,300 46.6%
11	LAM RESEARCH CORP COM NEW LRCX	LRCX	97,000	$42.0m2.47%	2.47%	Reduced -78.0k	-78,000 -44.6%
12	ROKU INC COM CL A ROKU	ROKU	297,000	$41.0m2.41%	2.41%	Added +177.0k	+177,000 147.5%
13	ATLASSIAN CORPORATION CL A TEAM	TEAM	525,953	$40.9m2.40%	2.40%	Added +342.1k	+342,053 186.0%
14	ECHOSTAR CORP CL A ECHO	ECHO	395,000	$40.1m2.35%	2.35%	New
15	AMAZON COM INC COM AMZN	AMZN	165,200	$39.4m2.31%	2.31%	Added +15.2k	+15,200 10.1%
16	QUALCOMM INC COM QCOM	QCOM	211,200	$39.0m2.29%	2.29%	New
17	PROCORE TECHNOLOGIES INC COM PCOR	PCOR	954,517	$38.8m2.28%	2.28%	Added +572.9k	+572,917 150.1%
18	MONGODB INC CL A MDB	MDB	113,960	$38.3m2.25%	2.25%	New
19	OMNICOM GROUP INC COM OMC	OMC	524,794	$38.2m2.24%	2.24%	Added +171.4k	+171,394 48.5%
20	LIBERTY MEDIA CORP DEL COM LBTY ONE S C FWONK	FWONK	400,000	$38.1m2.23%	2.23%	Added +260.0k	+260,000 185.7%
21	INTUIT COM INTU	INTU	144,600	$37.7m2.22%	2.22%	Added +70.5k	+70,500 95.1%
22	WARNER MUSIC GROUP CORP COM CL A WMG	WMG	1,325,000	$35.9m2.11%	2.11%	Added +481.2k	+481,164 57.0%
23	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	70,000	$32.1m1.89%	1.89%	Unchanged
24	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	16,100	$32.0m1.88%	1.88%	New
25	LIVE NATION ENTERTAINMENT IN COM LYV	LYV	170,634	$31.2m1.83%	1.83%	Added +70.6k	+70,634 70.6%
26	MONDAY COM LTD SHS MNDY	MNDY	426,137	$30.8m1.81%	1.81%	Added +307.4k	+307,437 259.0%
27	COHERENT CORP COM COHR	COHR	75,000	$29.6m1.74%	1.74%	Reduced -6.0k	-6,000 -7.4%
28	DELL TECHNOLOGIES INC CL C DELL	DELL	60,400	$26.1m1.53%	1.53%	New
29	WORKDAY INC CL A WDAY	WDAY	209,450	$25.6m1.51%	1.51%	Added +91.2k	+91,150 77.0%
30	ROBLOX CORP CL A RBLX	RBLX	450,000	$24.5m1.44%	1.44%	Added +325.0k	+325,000 260.0%
31	LIBERTY LIVE HOLDINGS INC COM SHS SER C LLYVK	LLYVK	231,500	$24.5m1.44%	1.44%	Added +81.5k	+81,500 54.3%
32	EQUINIX INC COM EQIX	EQIX	22,434	$23.4m1.37%	1.37%	Reduced -40.6k	-40,566 -64.4%
33	GRAB HOLDINGS LIMITED CLASS A ORD GRAB	GRAB	6,000,000	$22.6m1.33%	1.33%	Added +1.4m	+1,425,000 31.1%
34	DOORDASH INC CL A DASH	DASH	120,000	$22.1m1.30%	1.30%	Reduced -63.0k	-63,000 -34.4%
35	EXPEDIA GROUP INC COM NEW EXPE	EXPE	80,000	$20.5m1.20%	1.20%	Added +5.0k	+5,000 6.7%
36	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	200,000	$20.1m1.18%	1.18%	New
37	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	600,000	$20.0m1.17%	1.17%	Added +100.0k	+100,000 20.0%
38	BOOKING HOLDINGS INC COM BKNG	BKNG	110,000	$19.6m1.15%	1.15%	Reduced -40.0k	-40,000 -26.7%
39	MAPLEBEAR INC COM CART	CART	400,000	$18.9m1.11%	1.11%	Reduced -178.0k	-178,024 -30.8%
40	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	162,500	$18.6m1.09%	1.09%	New
41	GDS HLDGS LTD SPONSORED ADS GDS	GDS	600,000	$18.0m1.06%	1.06%	Added +200.0k	+200,000 50.0%
42	SEMTECH CORP COM SMTC	SMTC	110,000	$17.8m1.05%	1.05%	New
43	COREWEAVE INC COM CL A CRWV	CRWV	173,493	$17.3m1.01%	1.01%	Reduced -177.5k	-177,507 -50.6%
44	ZOOM COMMUNICATIONS INC CL A ZM	ZM	200,000	$17.3m1.01%	1.01%	New
45	COUPANG INC CL A CPNG	CPNG	932,100	$16.2m0.95%	0.95%	New
46	APPLOVIN CORP COM CL A APP	APP	30,000	$15.5m0.91%	0.91%	New
47	CORNING INC COM GLW	GLW	57,600	$14.7m0.86%	0.86%	Reduced -542.4k	-542,400 -90.4%
48	UNITY SOFTWARE INC COM U	U	500,000	$14.3m0.84%	0.84%	New
49	HUBSPOT INC COM HUBS	HUBS	76,900	$14.0m0.82%	0.82%	Reduced -48.9k	-48,900 -38.9%
50	BAIDU INC SPON ADR REP A BIDU	BIDU	113,957	$13.0m0.76%	0.76%	New
51	AXON ENTERPRISE INC COM AXON	AXON	23,214	$13.0m0.76%	0.76%	New
52	COSTAR GROUP INC COM CSGP	CSGP	390,146	$11.0m0.65%	0.65%	Reduced -276.8k	-276,754 -41.5%
53	APPLIED MATLS INC COM AMAT	AMAT	14,300	$10.3m0.61%	0.61%	Reduced -80.7k	-80,700 -85.0%
54	AMKOR TECHNOLOGY INC COM AMKR	AMKR	100,000	$8.6m0.51%	0.51%	New
55	CHARTER COMMUNICATIONS INC N CL A CHTR	CHTR	59,000	$8.4m0.49%	0.49%	New
56	FORTINET INC COM FTNT	FTNT	43,000	$6.6m0.39%	0.39%	Reduced -278.2k	-278,200 -86.6%
57	CHEWY INC CL A CHWY	CHWY	300,000	$5.9m0.35%	0.35%	New
58	STMICROELECTRONICS N V NY REGISTRY STM	STM	60,000	$4.5m0.26%	0.26%	New
59	AFFIRM HLDGS INC COM CL A AFRM	AFRM	19,100	$1.6m0.09%	0.09%	Reduced -580.9k	-580,900 -96.8%
60	MICRON TECHNOLOGY INC COM MU	MU	900	$1.0m0.06%	0.06%	New
61	LUMENTUM HLDGS INC COM LITE	LITE	1,200	$1.0m0.06%	0.06%	Reduced -69.8k	-69,800 -98.3%
62	MARVELL TECHNOLOGY INC COM MRVL	MRVL	3,400	$1.0m0.06%	0.06%	Reduced -160.8k	-160,812 -97.9%
63	AMPHENOL CORP CL A APH	APH	5,700	$1.0m0.06%	0.06%	New
64	NVIDIA CORPORATION COM NVDA	NVDA	5,000	$1.0m0.06%	0.06%	New
65	CISCO SYS INC COM CSCO	CSCO	8,500	$998.4k0.06%	0.06%	New
66	KLA CORP COM NEW KLAC	KLAC	3,300	$995.6k0.06%	0.06%	New
67	ARM HOLDINGS PLC SPONSORED ADS ARM	ARM	2,800	$992.8k0.06%	0.06%	New
68	SUPER MICRO COMPUTER INC COM NEW SMCI	SMCI	33,500	$982.6k0.06%	0.06%	Reduced -491.5k	-491,500 -93.6%
69	BROADCOM INC COM AVGO	AVGO	2,600	$982.1k0.06%	0.06%	Reduced -48.4k	-48,400 -94.9%
70	SANDISK CORP COM SNDK	SNDK	192	$436.6k0.03%	0.03%	Reduced -60.8k	-60,808 -99.7%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
META PLATFORMS INC META	META	101,000	$57.8m101.0k shares
CIENA CORP CIEN	CIEN	91,000	$35.3m91.0k shares
SYNOPSYS INC SNPS	SNPS	68,800	$27.3m68.8k shares
NETFLIX INC NFLX	NFLX	265,000	$25.5m265.0k shares
ANALOG DEVICES INC ADI	ADI	52,000	$16.5m52.0k shares
PDD HOLDINGS INC PDD	PDD	153,000	$15.6m153.0k shares
TRIP COM GROUP LTD TCOM	TCOM	300,000	$14.9m300.0k shares
BLOCK INC XYZ	XYZ	246,000	$14.8m246.0k shares
ADVANCED ENERGY INDS AEIS	AEIS	44,000	$14.2m44.0k shares
SEA LTD SE	SE	151,000	$12.5m151.0k shares
REDDIT INC RDDT	RDDT	90,000	$12.1m90.0k shares
TERADYNE INC TER	TER	30,000	$8.9m30.0k shares
FIGMA INC FIG	FIG	400,000	$8.5m400.0k shares
FOX CORP FOX	FOX	148,178	$7.9m148.2k shares
ZOOMINFO TECHNOLOGIES INC GTM	GTM	1,268,300	$7.6m1.3m shares
PELOTON INTERACTIVE INC PTON	PTON	1,500,000	$6.4m1.5m shares
BILL HOLDINGS INC BILL	BILL	109,100	$4.2m109.1k shares
LYFT INC LYFT	LYFT	300,322	$4.0m300.3k shares
SNAP INC SNAP	SNAP	700,000	$3.2m700.0k shares
LIBERTY MEDIA CORP DEL FWONA	FWONA	20,000	$1.6m20.0k shares