Ardmore Road Asset Management LP holds a diversified book of 70 reported positions worth $1.7B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Guidewire Software Inc and trimmed Taiwan Semiconductor-SP ADR. Their largest long position is Advanced Micro Devices at 4% of the reported non-option book. Cloning the disclosed picks since 2022 would be +115% (+18.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 47.3 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 each quarter's actual reporting lag, ~45 days for the latest filing, with 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.
100% 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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Ardmore Road Asset Management LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Uhlmann Price Securities, LLC | 23 / 70 | $2.4B |
| Sassicaia Capital Advisers LLC | 10 / 70 | $174.7M |
| Avenir Tech Ltd | 9 / 70 | $477.3M |
| Credit Capital Investments LLC | 10 / 70 | $123.7M |
| Summa Corp. | 11 / 70 | $225.3M |
| Tairen Capital Ltd | 16 / 70 | $770.3M |
| Ketron Financial | 11 / 70 | $218.6M |
| Altimeter Capital Management, LP | 13 / 70 | $6.6B |
Ranked by the share of each fund's own book sitting in the names it shares with Ardmore Road Asset Management LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Advanced Micro Devices Inc COM | $72.6M | 125.0K | 4.3% | ▲+14% Added · +15K sh | |
| 2 | Guidewire Software Inc COM | $67.7M | 550.0K | 4.0% | ▲New New position | |
| 3 | T-Mobile US Inc COM | $64.6M | 385.0K | 3.8% | ▲+28% Added · +85K sh | |
| 4 | Verizon Communications Inc COM | $63.5M | 1.50M | 3.7% | ▲+85% Added · +688K sh | |
| 5 | Taiwan Semiconductor Manufac SPONSORED ADS | $53.9M | 112.8K | 3.2% | ▼−25% Reduced · −37K sh | |
| 6 | Uber Technologies Inc COM | $50.5M | 700.0K | 3.0% | ▲+17% Added · +100K sh | |
| 7 | Warner Bros Discovery Inc COM SER A | $46.4M | 1.74M | 2.7% | ▲+60% Added · +654K sh | |
| 8 | American Tower Corp COM | $46.2M | 282.5K | 2.7% | ▲New New position | |
| 9 | Nutanix Inc CL A | $44.1M | 865.4K | 2.6% | ▲+9.5% Added · +75K sh | |
| 10 | Microsoft Corp COM | $43.8M | 117.3K | 2.6% | ▲+47% Added · +37K sh | |
| 11 | Lam Research Corp COM NEW | $42.0M | 97.0K | 2.5% | ▼−45% Reduced · −78K sh | |
| 12 | Roku Inc COM CL A | $41.0M | 297.0K | 2.4% | ▲+148% Added · +177K sh | |
| 13 | Atlassian Corporation CL A | $40.9M | 526.0K | 2.4% | ▲+186% Added · +342K sh | |
| 14 | Echostar Corp CL A | $40.1M | 395.0K | 2.4% | ▲New New position | |
| 15 | Amazon Com Inc COM | $39.4M | 165.2K | 2.3% | ▲+10% Added · +15K sh | |
| 16 | Qualcomm Inc COM | $39.0M | 211.2K | 2.3% | ▲New New position | |
| 17 | Procore Technologies Inc COM | $38.8M | 954.5K | 2.3% | ▲+150% Added · +573K sh | |
| 18 | Mongodb Inc CL A | $38.3M | 114.0K | 2.2% | ▲New New position | |
| 19 | Omnicom Group Inc COM | $38.2M | 524.8K | 2.2% | ▲+48% Added · +171K sh | |
| 20 | Liberty Media Corp Del COM LBTY ONE S C | $38.1M | 400.0K | 2.2% | ▲+186% Added · +260K sh | |
| 21 | Intuit COM | $37.7M | 144.6K | 2.2% | ▲+95% Added · +71K sh | |
| 22 | Warner Music Group Corp COM CL A | $35.9M | 1.32M | 2.1% | ▲+57% Added · +481K sh | |
| 23 | Spotify Technology S A SHS | $32.1M | 70.0K | 1.9% | —Held | |
| 24 | ASML Hldg NV N Y REGISTRY SHS | $32.0M | 16.1K | 1.9% | ▲New New position | |
| 25 | Live Nation Entertainment In COM | $31.2M | 170.6K | 1.8% | ▲+71% Added · +71K sh | |
| 26 | Monday Com Ltd SHS | $30.8M | 426.1K | 1.8% | ▲+259% Added · +307K sh | |
| 27 | Coherent Corp COM | $29.6M | 75.0K | 1.7% | ▼−7.4% Reduced · −6K sh | |
| 28 | Dell Technologies Inc CL C | $26.1M | 60.4K | 1.5% | ▲New New position | |
| 29 | Workday Inc CL A | $25.6M | 209.4K | 1.5% | ▲+77% Added · +91K sh | |
| 30 | Roblox Corp CL A | $24.5M | 450.0K | 1.4% | ▲+260% Added · +325K sh | |
| 31 | Liberty Live Holdings Inc COM SHS SER C | $24.5M | 231.5K | 1.4% | ▲+54% Added · +82K sh | |
| 32 | Equinix Inc COM | $23.4M | 22.4K | 1.4% | ▼−64% Reduced · −41K sh | |
| 33 | Grab Holdings Limited CLASS A ORD | $22.6M | 6.00M | 1.3% | ▲+31% Added · +1.4M sh | |
| 34 | Doordash Inc CL A | $22.1M | 120.0K | 1.3% | ▼−34% Reduced · −63K sh | |
| 35 | Expedia Group Inc COM NEW | $20.5M | 80.0K | 1.2% | ▲+6.7% Added · +5K sh | |
| 36 | Robinhood MKTS Inc COM CL A | $20.1M | 200.0K | 1.2% | ▲New New position | |
| 37 | Ishares Bitcoin Trust ETF SHS BEN INT | $20.0M | 600.0K | 1.2% | ▲+20% Added · +100K sh | |
| 38 | Booking Holdings Inc COM | $19.6M | 110.0K | 1.2% | ▲18× Added · +104K sh | |
| 39 | Maplebear Inc COM | $18.9M | 400.0K | 1.1% | ▼−31% Reduced · −178K sh | |
| 40 | Shopify Inc CL A SUB VTG SHS | $18.6M | 162.5K | 1.1% | ▲New New position | |
| 41 | GDS Hldgs Ltd SPONSORED ADS | $18.0M | 600.0K | 1.1% | ▲+50% Added · +200K sh | |
| 42 | Semtech Corp COM | $17.8M | 110.0K | 1.0% | ▲New New position | |
| 43 | Coreweave Inc COM CL A | $17.3M | 173.5K | 1.0% | ▼−51% Reduced · −178K sh | |
| 44 | Zoom Communications Inc CL A | $17.3M | 200.0K | 1.0% | ▲New New position | |
| 45 | Coupang Inc CL A | $16.2M | 932.1K | 1.0% | ▲New New position | |
| 46 | Applovin Corp COM CL A | $15.5M | 30.0K | 0.9% | ▲New New position | |
| 47 | Corning Inc COM | $14.7M | 57.6K | 0.9% | ▼−90% Reduced · −542K sh | |
| 48 | Unity Software Inc COM | $14.3M | 500.0K | 0.8% | ▲New New position | |
| 49 | Hubspot Inc COM | $14.0M | 76.9K | 0.8% | ▼−39% Reduced · −49K sh | |
| 50 | Baidu Inc SPON ADR REP A | $13.0M | 114.0K | 0.8% | ▲New New position |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 45d | 70 | $1.7B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 45d | 64 | $1.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 48d | 74 | $1.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 44d | 71 | $1.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 44d | 39 | $1.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 45d | 38 | $975.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 43d | 36 | $685.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 45d | 41 | $775.7M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 45d | 43 | $658.0M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 45d | 36 | $567.7M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 45d | 31 | $439.9M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 45d | 31 | $296.0M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 45d | 24 | $331.9M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 45d | 29 | $223.2M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 45d | 27 | $192.7M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 45d | 30 | $252.6M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 46d | 25 | $154.5M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 46d | 19 | $167.0M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 45d | 25 | $189.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.