The Analysis of Ardmore Road Asset Management LP's Holdings
Currently, Ardmore Road Asset Management LP holds 74 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in UBER (+525.4K shares, valued at $42.9M), TMUS (+211.2K shares, valued at $42.9M), NTNX (+677.3K shares, valued at $35.0M); decreased their positions in N/A (-216.6K shares, valued at $67.8M), AMD (-294.8K shares, valued at $63.1M), XYZ (-693.5K shares, valued at $45.1M); initiated new positions in NTNX (+677.3K shares, valued at $35.0M), N/A (+140.9K shares, valued at $26.0M), HUBS (+60.4K shares, valued at $24.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION312.3K shares-37.54%2025-12-312026-02-17
UBER UBER TECHNOLOGIES INC625.4K shares525.38%2025-12-312026-02-17 TSM TAIWAN SEMICONDUCTOR MFG LTD156.3K shares-21.83%2025-12-312026-02-17 FOX FOX CORP729.6K shares16.74%2025-12-312026-02-17 DIS DISNEY WALT CO394.9K shares12.83%2025-12-312026-02-17 TMUS T-MOBILE US INC221.2K shares2111.52%2025-12-312026-02-17 MSFT MICROSOFT CORP92.8K shares81.89%2025-12-312026-02-17 CART MAPLEBEAR INC836.9K shares51.34%2025-12-312026-02-17 SNPS SYNOPSYS INC78.2K shares56.37%2025-12-312026-02-17 EQIX EQUINIX INC46.7K shares-6.55%2025-12-312026-02-17 NTNX NUTANIX INC677.3K sharesnew addition2025-12-312026-02-17 LITE LUMENTUM HLDGS INC93.7K shares-47.94%2025-12-312026-02-17 FLUT FLUTTER ENTMT PLC156.4K shares-30.48%2025-12-312026-02-17 AMD ADVANCED MICRO DEVICES INC156.3K shares-65.35%2025-12-312026-02-17 SPOT SPOTIFY TECHNOLOGY S A52.1K shares-13.15%2025-12-312026-02-17 CVNA CARVANA CO68.7K shares-23.64%2025-12-312026-02-17 EBAY EBAY INC.323.2K shares219.98%2025-12-312026-02-17 ALPHABET INC ALPHABET INC83.4K shares-72.21%2025-12-312026-02-17 COHERENT CORP COHERENT CORP140.9K sharesnew addition2025-12-312026-02-17 HUBS HUBSPOT INC60.4K sharesnew addition2025-12-312026-02-17 AMZN AMAZON COM INC104.2K sharesnew addition2025-12-312026-02-17 BROADCOM INC BROADCOM INC67.8K sharesnew addition2025-12-312026-02-17 BKNG BOOKING HOLDINGS INC4.2K shares32.07%2025-12-312026-02-17 VZ VERIZON COMMUNICATIONS INC547.6K sharesnew addition2025-12-312026-02-17 GLW CORNING INC252.4K sharesnew addition2025-12-312026-02-17 FTNT FORTINET INC271.7K shares8.70%2025-12-312026-02-17 NFLX NETFLIX INC208.5K shares408.50%2025-12-312026-02-17 OMC OMNICOM GROUP INC236.9K sharesnew addition2025-12-312026-02-17 AMKR AMKOR TECHNOLOGY INC469.1K sharesnew addition2025-12-312026-02-17 WMG WARNER MUSIC GROUP CORP521.2K sharesnew addition2025-12-312026-02-17 PCOR PROCORE TECHNOLOGIES INC217.3K sharesnew addition2025-12-312026-02-17 MNDY MONDAY COM LTD100.5K sharesnew addition2025-12-312026-02-17 INTU INTUIT22.1K shares-55.77%2025-12-312026-02-17 TWLO TWILIO INC101.0K shares-59.60%2025-12-312026-02-17 IBIT ISHARES BITCOIN TRUST ETF279.2K shares-30.20%2025-12-312026-02-17 MCHP MICROCHIP TECHNOLOGY INC.208.5K sharesnew addition2025-12-312026-02-17 MDB MONGODB INC31.2K shares-37.52%2025-12-312026-02-17 ONTO ONTO INNOVATION INC78.1K sharesnew addition2025-12-312026-02-17 SATS ECHOSTAR CORP110.5K sharesnew addition2025-12-312026-02-17 MU MICRON TECHNOLOGY INC41.6K sharesnew addition2025-12-312026-02-17 ETSY ETSY INC198.2K shares-63.96%2025-12-312026-02-17 WBD WARNER BROS DISCOVERY INC368.6K sharesnew addition2025-12-312026-02-17 GRAB GRAB HOLDINGS LIMITED2.1M sharesnew addition2025-12-312026-02-17 XYZ BLOCK INC156.5K shares-81.58%2025-12-312026-02-17 CWAN CLEARWATER ANALYTICS HLDGS I421.2K sharesnew addition2025-12-312026-02-17 SNAP SNAP INC1.1M sharesnew addition2025-12-312026-02-17 GTM ZOOMINFO TECHNOLOGIES INC827.7K sharesnew addition2025-12-312026-02-17 SE SEA LTD53.2K shares-73.55%2025-12-312026-02-17 ROKU ROKU INC52.1K shares-78.28%2025-12-312026-02-17 AFRM AFFIRM HLDGS INC63.2K shares-68.41%2025-12-312026-02-17 CVLT COMMVAULT SYS INC29.6K sharesnew addition2025-12-312026-02-17 WDC WESTERN DIGITAL CORP20.9K sharesnew addition2025-12-312026-02-17 FI FISERV INC52.1K sharesnew addition2025-12-312026-02-17 PTON PELOTON INTERACTIVE INC520.9K shares-47.91%2025-12-312026-02-17 IBM INTERNATIONAL BUSINESS MACHS5.0K shares-50.00%2025-12-312026-02-17 DELL DELL TECHNOLOGIES INC10.0K sharesnew addition2025-12-312026-02-17 COIN COINBASE GLOBAL INC5.0K shares-50.00%2025-12-312026-02-17 ARM ARM HOLDINGS PLC10.0K sharesnew addition2025-12-312026-02-17 IREN IREN LIMITED25.0K sharesnew addition2025-12-312026-02-17 CPNG COUPANG INC40.0K shares-93.85%2025-12-312026-02-17 PYPL PAYPAL HLDGS INC15.0K shares-90.00%2025-12-312026-02-17 NBIS NEBIUS GROUP N.V.10.0K shares-95.02%2025-12-312026-02-17 ALAB ASTERA LABS INC5.0K shares-50.00%2025-12-312026-02-17 VRT VERTIV HOLDINGS CO5.0K sharesnew addition2025-12-312026-02-17 CRCL CIRCLE INTERNET GROUP INC10.0K shares-50.00%2025-12-312026-02-17 DLR DIGITAL RLTY TR INC5.0K sharesnew addition2025-12-312026-02-17 CRWV COREWEAVE INC10.0K shares-97.14%2025-12-312026-02-17 STUB STUBHUB HLDGS INC25.0K shares25.00%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available