StockDriftsStockDriftsTop 50 Ardmore Road Asset Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | 4.26% | 125.0K | $72.6M | +13.64%(+15.00K) | $159.68(+220.80%) | 2026-06-30 | |
| GWRE | GUIDEWIRE SOFTWARE INC | 3.97% | 550.0K | $67.7M | new | $133.97(+31.06%) | 2026-06-30 | |
| TMUS | T-MOBILE US INC | 3.79% | 385.0K | $64.6M | +28.33%(+85.00K) | $211.96(-15.38%) | 2026-06-30 | |
| VZ | VERIZON COMMUNICATIONS INC | 3.73% | 1.50M | $63.5M | +84.87%(+688.26K) | $44.72(+7.60%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.16% | 112.8K | $53.9M | -24.80%(-37.20K) | $186.21(+129.24%) | 2026-06-30 | |
| UBER | UBER TECHNOLOGIES INC | 2.97% | 700.0K | $50.5M | +16.67%(+100.00K) | $78.66(-2.67%) | 2026-06-30 | |
| WBD | WARNER BROS DISCOVERY INC | 2.72% | 1.74M | $46.4M | +60.27%(+654.48K) | $26.82(+3.84%) | 2026-06-30 | |
| AMT | AMERICAN TOWER CORP | 2.71% | 282.5K | $46.2M | new | $166.97(+3.69%) | 2026-06-30 | |
| NTNX | NUTANIX INC | 2.59% | 865.4K | $44.1M | +9.49%(+75.00K) | $59.05(+12.79%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.57% | 117.3K | $43.8M | +46.62%(+37.30K) | $400.19(+21.46%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +38.93% | +168.16% | — | — | +98.68% |
| Top 20 Holdings Unweighted | +37.18% | +158.13% | — | — | +62.75% |
Ardmore Road Asset Management LP reports $1.70B in US-listed equity holdings across 70 positions in its most recent 13F filing. Its largest disclosed positions are AMD (4.3%), GWRE (4.0%) and TMUS (3.8%). The top 20 holdings account for 55.7% of reported assets. Its disclosed equity book has returned +168.16% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ardmore Road Asset Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1835730). View Ardmore Road Asset Management LP’s 13F filings on SEC