Ardmore Road Asset Management LP holds a diversified book of 63 stocks worth $1.5B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened SANDISK CORP and trimmed TAIWAN SEMICONDUCTOR MANUFAC. Their largest long position is CORNING INC at 5% of the equity book. Cloning the disclosed picks since 2022 would be +112% (+18.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1835730/holdings"
Use Arkolith to show Ardmore Road Asset Management LP's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 57.2 points over this window.
Growth of $10,000 cloning Ardmore Road Asset Management LP's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
28% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Corning Inc COM | $81.6M | 600.0K | 5.4% | ▲+138% Added · +348K sh | |
| 2 | T-Mobile US Inc COM | $63.0M | 300.0K | 4.1% | ▲+36% Added · +79K sh | |
| 3 | Equinix Inc COM | $61.8M | 63.0K | 4.1% | ▲+35% Added · +16K sh | |
| 4 | Meta Platforms Inc CL A | $57.8M | 101.0K | 3.8% | ▲Added Added · +101K sh | |
| 5 | Taiwan Semiconductor Manufac SPONSORED ADS | $50.7M | 150.0K | 3.3% | ▼−4.0% Reduced · −6K sh | |
| 6 | Lumentum Hldgs Inc COM | $49.9M | 71.0K | 3.3% | ▼−24% Reduced · −23K sh | |
| 7 | Uber Technologies Inc COM | $43.2M | 600.0K | 2.8% | ▼−4.0% Reduced · −25K sh | |
| 8 | Verizon Communications Inc COM | $40.7M | 811.0K | 2.7% | ▲+48% Added · +263K sh | |
| 9 | Sandisk Corp COM | $38.8M | 61.0K | 2.6% | ▲New New position | |
| 10 | Lam Research Corp COM NEW | $37.4M | 175.0K | 2.5% | ▲New New position | |
| 11 | Ciena Corp COM NEW | $35.3M | 91.0K | 2.3% | ▲New New position | |
| 12 | Spotify Technology S A SHS | $33.9M | 70.0K | 2.2% | ▲+34% Added · +18K sh | |
| 13 | Applied Matls Inc COM | $32.5M | 95.0K | 2.1% | ▲New New position | |
| 14 | Intuit COM | $32.0M | 74.1K | 2.1% | ▲+235% Added · +52K sh | |
| 15 | Amazon Com Inc COM | $31.2M | 150.0K | 2.1% | ▲+44% Added · +46K sh | |
| 16 | Hubspot Inc COM | $30.7M | 125.8K | 2.0% | ▲+108% Added · +65K sh | |
| 17 | Nutanix Inc CL A | $30.0M | 790.4K | 2.0% | ▲+17% Added · +113K sh | |
| 18 | Warner Bros Discovery Inc COM SER A | $29.8M | 1.09M | 2.0% | ▲+195% Added · +717K sh | |
| 19 | Microsoft Corp COM | $29.6M | 80.0K | 1.9% | ▼−14% Reduced · −13K sh | |
| 20 | Affirm Hldgs Inc COM CL A | $27.5M | 600.0K | 1.8% | ▲+850% Added · +537K sh | |
| 21 | Doordash Inc CL A | $27.5M | 183.0K | 1.8% | ▲Added Added · +183K sh | |
| 22 | Synopsys Inc COM | $27.3M | 68.8K | 1.8% | ▼−12% Reduced · −9K sh | |
| 23 | Coreweave Inc COM CL A | $27.2M | 351.0K | 1.8% | ▲35× Added · +341K sh | |
| 24 | Costar Group Inc COM | $26.9M | 666.9K | 1.8% | ▲New New position | |
| 25 | Omnicom Group Inc COM | $26.6M | 353.4K | 1.8% | ▲+49% Added · +116K sh | |
| 26 | Fortinet Inc COM | $26.2M | 321.2K | 1.7% | ▲+18% Added · +49K sh | |
| 27 | Netflix Inc. COM | $25.5M | 265.0K | 1.7% | ▲+27% Added · +57K sh | |
| 28 | Booking Holdings Inc COM | $25.3M | 6.0K | 1.7% | ▲+44% Added · +2K sh | |
| 29 | Advanced Micro Devices Inc COM | $22.4M | 110.0K | 1.5% | ▼−30% Reduced · −46K sh | |
| 30 | Procore Technologies Inc COM | $21.8M | 381.6K | 1.4% | ▲+76% Added · +164K sh | |
| 31 | Maplebear Inc COM | $21.7M | 578.0K | 1.4% | ▼−31% Reduced · −259K sh | |
| 32 | Warner Music Group Corp COM CL A | $21.6M | 843.8K | 1.4% | ▲+62% Added · +323K sh | |
| 33 | Coherent Corp COM | $19.3M | 81.0K | 1.3% | ▼−43% Reduced · −60K sh | |
| 34 | Ishares Bitcoin Trust ETF SHS BEN INT | $19.2M | 500.0K | 1.3% | ▲+79% Added · +221K sh | |
| 35 | Expedia Group Inc COM NEW | $17.3M | 75.0K | 1.1% | ▲New New position | |
| 36 | Grab Holdings Limited CLASS A ORD | $16.7M | 4.58M | 1.1% | ▲+120% Added · +2.5M sh | |
| 37 | Analog Devices Inc COM | $16.5M | 52.0K | 1.1% | ▲New New position | |
| 38 | Marvell Technology Inc COM | $16.3M | 164.2K | 1.1% | ▼−37% Reduced · −96K sh | |
| 39 | GDS Hldgs Ltd SPONSORED ADS | $16.1M | 400.0K | 1.1% | ▲Added Added · +400K sh | |
| 40 | Broadcom Inc COM | $15.8M | 51.0K | 1.0% | ▼−25% Reduced · −17K sh | |
| 41 | PDD Holdings Inc SPONSORED ADS | $15.6M | 153.0K | 1.0% | ▲Added Added · +153K sh | |
| 42 | Workday Inc CL A | $15.4M | 118.3K | 1.0% | ▲New New position | |
| 43 | Live Nation Entertainment In COM | $15.3M | 100.0K | 1.0% | ▲New New position | |
| 44 | Trip Com Group Ltd ADS | $14.9M | 300.0K | 1.0% | ▲Added Added · +300K sh | |
| 45 | Block Inc CL A | $14.8M | 246.0K | 1.0% | ▲+57% Added · +89K sh | |
| 46 | Advanced Energy Inds COM | $14.2M | 44.0K | 0.9% | ▲New New position | |
| 47 | Liberty Live Holdings Inc COM SHS SER C | $14.1M | 150.0K | 0.9% | ▲New New position | |
| 48 | Atlassian Corporation CL A | $12.6M | 183.9K | 0.8% | ▼−31% Reduced · −82K sh | |
| 49 | Sea Ltd SPONSORD ADS | $12.5M | 151.0K | 0.8% | ▲+184% Added · +98K sh | |
| 50 | Reddit Inc CL A | $12.1M | 90.0K | 0.8% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 64 | $1.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 74 | $1.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 71 | $1.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 39 | $1.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 38 | $975.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 36 | $685.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 41 | $775.7M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 43 | $658.0M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 36 | $567.7M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 31 | $439.9M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 31 | $296.0M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 24 | $331.9M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 29 | $223.2M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 27 | $192.7M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 30 | $252.6M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 25 | $154.5M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 19 | $167.0M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 25 | $189.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.