StockDriftsStockDriftsTop 50 Ardmore Road Asset Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC | 5.37% | 600.0K | $81.6M | +137.76%(+347.65K) | $100.42(+95.96%) | 2026-03-31 | |
| TMUS | T-MOBILE US INC | 4.15% | 300.0K | $63.0M | +35.65%(+78.85K) | $217.94(-18.55%) | 2026-03-31 | |
| EQIX | EQUINIX INC | 4.07% | 63.0K | $61.8M | +34.83%(+16.27K) | $812.28(+23.36%) | 2026-03-31 | |
| META | META PLATFORMS INC | 3.81% | 101.0K | $57.8M | new | $575.32(+1.32%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.34% | 150.0K | $50.7M | -4.05%(-6.33K) | $186.21(+133.15%) | 2026-03-31 | |
| LITE | LUMENTUM HLDGS INC | 3.29% | 71.0K | $49.9M | -24.23%(-22.71K) | $128.89(+465.09%) | 2026-03-31 | |
| UBER | UBER TECHNOLOGIES INC | 2.84% | 600.0K | $43.2M | -4.06%(-25.38K) | $79.94(-6.89%) | 2026-03-31 | |
| VZ | VERIZON COMMUNICATIONS INC | 2.68% | 811.0K | $40.7M | +48.10%(+263.38K) | $43.35(-1.83%) | 2026-03-31 | |
| SNDK | SANDISK CORP | 2.55% | 61.0K | $38.8M | new | $436.36(+299.90%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 2.46% | 175.0K | $37.4M | new | $192.42(+82.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +28.88% | +114.09% |
| Top 20 Holdings Unweighted | +26.96% | +104.63% |
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