Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ardmore Road Asset Management LP (CIK 1835730) reported $1.52B across 63 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GLW ($81.6M, 5.37%), TMUS ($63.0M, 4.15%), EQIX ($61.8M, 4.07%), META ($57.8M, 3.81%), TSM ($50.7M, 3.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLW | CORNING INC | $81.6M | 5.37% | 600,000 | Added |
| 2 | TMUS | T-MOBILE US INC | $63.0M | 4.15% | 300,000 | Added |
| 3 | EQIX | EQUINIX INC | $61.8M | 4.07% | 63,000 | Added |
| 4 | META | META PLATFORMS INC | $57.8M | 3.81% | 101,000 | New |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $50.7M | 3.34% | 150,000 | Trimmed |
| 6 | LITE | LUMENTUM HLDGS INC | $49.9M | 3.29% | 71,000 | Trimmed |
| 7 | UBER | UBER TECHNOLOGIES INC | $43.2M | 2.84% | 600,000 | Trimmed |
| 8 | VZ | VERIZON COMMUNICATIONS INC | $40.7M | 2.68% | 811,000 | Added |
| 9 | SNDK | SANDISK CORP | $38.8M | 2.55% | 61,000 | New |
| 10 | LRCX | LAM RESEARCH CORP | $37.4M | 2.46% | 175,000 | New |
| 11 | CIEN | CIENA CORP | $35.3M | 2.33% | 91,000 | New |
| 12 | SPOT | SPOTIFY TECHNOLOGY S A | $33.9M | 2.24% | 70,000 | Added |
| 13 | AMAT | APPLIED MATLS INC | $32.5M | 2.14% | 95,000 | New |
| 14 | INTU | INTUIT | $32.0M | 2.11% | 74,100 | Added |
| 15 | AMZN | AMAZON COM INC | $31.2M | 2.06% | 150,000 | Added |
| 16 | HUBS | HUBSPOT INC | $30.7M | 2.02% | 125,800 | Added |
| 17 | NTNX | NUTANIX INC | $30.0M | 1.98% | 790,400 | Added |
| 18 | WBD | WARNER BROS DISCOVERY INC | $29.8M | 1.96% | 1.1M | Added |
| 19 | MSFT | MICROSOFT CORP | $29.6M | 1.95% | 80,000 | Trimmed |
| 20 | AFRM | AFFIRM HLDGS INC | $27.5M | 1.81% | 600,000 | Added |
| 21 | DASH | DOORDASH INC | $27.5M | 1.81% | 183,000 | New |
| 22 | SNPS | SYNOPSYS INC | $27.3M | 1.80% | 68,800 | Trimmed |
| 23 | CRWV | COREWEAVE INC | $27.2M | 1.79% | 351,000 | Added |
| 24 | CSGP | COSTAR GROUP INC | $26.9M | 1.77% | 666,900 | New |
| 25 | OMC | OMNICOM GROUP INC | $26.6M | 1.75% | 353,400 | Added |
Source: SEC Form 13F filings · as of 2026-03-31