Ardmore Road Asset Management LP: 13F holdings
CIK 18357302026Q2
| Positions | 70 |
|---|
| Reported value | $1.7bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 70 (+6 vs prior quarter) |
|---|
| Reported value | $1.7bn (+12.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMD ADVANCED MICRO DEVICES INC | 125,000 | $72.6m | 4.3% |
| GWRE GUIDEWIRE SOFTWARE INC | 550,000 | $67.7m | 4.0% |
| TMUS T-MOBILE US INC | 385,000 | $64.6m | 3.8% |
| VZ VERIZON COMMUNICATIONS INC | 1,499,260 | $63.5m | 3.7% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 112,800 | $53.9m | 3.2% |
| UBER UBER TECHNOLOGIES INC | 700,000 | $50.5m | 3.0% |
| WARNER BROS DISCOVERY INC | 1,740,482 | $46.4m | 2.7% |
| AMT AMERICAN TOWER CORP | 282,464 | $46.2m | 2.7% |
| NTNX NUTANIX INC | 865,400 | $44.1m | 2.6% |
| MSFT MICROSOFT CORP | 117,300 | $43.8m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1835730")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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