Ardmore Road Asset Management
$1.7B 13F equity value
90 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Ardmore Road Asset Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | 125,000 | $73M | 4.3% |
| GWRE | GUIDEWIRE SOFTWARE INC | 550,000 | $68M | 4.0% |
| TMUS | T-MOBILE US INC | 385,000 | $65M | 3.8% |
| VZ | VERIZON COMMUNICATIONS INC | 1,499,260 | $63M | 3.7% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 112,800 | $54M | 3.2% |
| UBER | UBER TECHNOLOGIES INC | 700,000 | $51M | 3.0% |
| WBD | WARNER BROS DISCOVERY INC | 1,740,482 | $46M | 2.7% |
| AMT | AMERICAN TOWER CORP | 282,464 | $46M | 2.7% |
| NTNX | NUTANIX INC | 865,400 | $44M | 2.6% |
| MSFT | MICROSOFT CORP | 117,300 | $44M | 2.6% |
Track Ardmore Road Asset Management's 13F portfolio: $1.7B in reported holdings, 90 positions. Top holdings and quarterly changes on SentiSense.
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