Ardmore Road Asset Management
$1.5B Assets Reported
98 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GLW | CORNING INC | 600,000 | $82M | 5.4% |
| TMUS | T-MOBILE US INC | 300,000 | $63M | 4.1% |
| EQIX | EQUINIX INC | 63,000 | $62M | 4.1% |
| META | META PLATFORMS INC | 101,000 | $58M | 3.8% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 150,000 | $51M | 3.3% |
| LITE | LUMENTUM HLDGS INC | 71,000 | $50M | 3.3% |
| UBER | UBER TECHNOLOGIES INC | 600,000 | $43M | 2.8% |
| VZ | VERIZON COMMUNICATIONS INC | 811,000 | $41M | 2.7% |
| SNDK | SANDISK CORP | 61,000 | $39M | 2.6% |
| LRCX | LAM RESEARCH CORP | 175,000 | $37M | 2.5% |
Track Ardmore Road Asset Management's 13F portfolio: $1.5B in reported holdings, 98 positions. Top holdings, AUM, and quarterly changes on SentiSense.