Ardmore Road Asset Management LP
13F filer · CIK 1835730 · Westport, CT
Summary
Ardmore Road Asset Management LP reported $1.70B across 70 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are AMD (4.3%), GWRE (4.0%), TMUS (3.8%). Versus 2026 Q1, leaving options aside, it opened 26 new positions, added to 25, trimmed 18 and sold out of 20.
Reported value$1.70B
Positions70
Report period2026 Q2
FiledAug 14, 2026
New positions26
Added25
Trimmed18
Sold out20
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 4.3%Value $72.61MPrice $607.57Shares 125K +13.64%Since Jun 30 +4.59%
Weight 4.0%Value $67.68MPrice $145.18Shares 550KSince Jun 30 +17.98%
Weight 3.8%Value $64.58MPrice $166.45Shares 385K +28.33%Since Jun 30 -0.76%
Weight 3.7%Value $63.48MPrice $46.68Shares 1.50M +84.87%Since Jun 30 +10.25%
Weight 3.2%Value $53.87MPrice $452.88Shares 113K -24.80%Since Jun 30 -5.17%
Weight 3.0%Value $50.51MPrice $68.16Shares 700K +16.67%Since Jun 30 -5.54%
Weight 2.7%Value $46.40MPrice $30.90Shares 1.74M +60.27%Since Jun 30 +15.90%
Weight 2.7%Value $46.20MPrice $167.35Shares 282KSince Jun 30 +2.31%
Weight 2.6%Value $44.10MPrice $68.70Shares 865K +9.49%Since Jun 30 +34.81%
Weight 2.6%Value $43.76MPrice $509.22Shares 117K +46.63%Since Jun 30 +36.51%
Weight 2.5%Value $42.03MPrice $314.47Shares 97K -44.57%Since Jun 30 -27.43%
Weight 2.4%Value $41.03MPrice $152.67Shares 297K +147.50%Since Jun 30 +10.52%
Weight 2.4%Value $40.91MPrice $178.54Shares 526K +186.00%Since Jun 30 +129.52%
Weight 2.4%Value $40.09MPrice $89.22Shares 395KSince Jun 30 -12.10%
Weight 2.3%Value $39.37MPrice $246.67Shares 165K +10.13%Since Jun 30 +3.50%
Weight 2.3%Value $39.03MPrice $187.48Shares 211KSince Jun 30 +1.46%
Weight 2.3%Value $38.77MPrice $49.06Shares 955K +150.14%Since Jun 30 +20.78%
Weight 2.2%Value $38.28MPrice $334.68Shares 114KSince Jun 30 -0.36%
Weight 2.2%Value $38.22MPrice $75.10Shares 525K +48.50%Since Jun 30 +3.12%
Weight 2.2%Value $38.06MPrice $94.86Shares 400K +185.71%Since Jun 30 -0.29%
Weight 2.2%Value $37.74MPrice $269.40Shares 145K +95.14%Since Jun 30 +3.22%
Weight 2.1%Value $35.87MPrice $27.14Shares 1.32M +57.02%Since Jun 30 +0.26%
Weight 1.9%Value $32.14MPrice $497.51Shares 70KSince Jun 30 +8.36%
Weight 1.9%Value $32.03MPrice $1834Shares 16KSince Jun 30 -7.79%
Weight 1.8%Value $31.24MPrice $171.89Shares 171K +70.63%Since Jun 30 -6.13%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 4.3% | $72.61M | +4.59% | +13.64% | Add | |
| 4.0% | $67.68M | +17.98% | — | New | |
| 3.8% | $64.58M | -0.76% | +28.33% | Add | |
| 3.7% | $63.48M | +10.25% | +84.87% | Add | |
| 3.2% | $53.87M | -5.17% | -24.80% | Trim | |
| 3.0% | $50.51M | -5.54% | +16.67% | Add | |
| 2.7% | $46.40M | +15.90% | +60.27% | Add | |
| 2.7% | $46.20M | +2.31% | — | New | |
| 2.6% | $44.10M | +34.81% | +9.49% | Add | |
| 2.6% | $43.76M | +36.51% | +46.63% | Add | |
| 2.5% | $42.03M | -27.43% | -44.57% | Trim | |
| 2.4% | $41.03M | +10.52% | +147.50% | Add | |
| 2.4% | $40.91M | +129.52% | +186.00% | Add | |
| 2.4% | $40.09M | -12.10% | — | New | |
| 2.3% | $39.37M | +3.50% | +10.13% | Add | |
| 2.3% | $39.03M | +1.46% | — | New | |
| 2.3% | $38.77M | +20.78% | +150.14% | Add | |
| 2.2% | $38.28M | -0.36% | — | New | |
| 2.2% | $38.22M | +3.12% | +48.50% | Add | |
| 2.2% | $38.06M | -0.29% | +185.71% | Add | |
| 2.2% | $37.74M | +3.22% | +95.14% | Add | |
| 2.1% | $35.87M | +0.26% | +57.02% | Add | |
| 1.9% | $32.14M | +8.36% | — | Hold | |
| 1.9% | $32.03M | -7.79% | — | New | |
| 1.8% | $31.24M | -6.13% | +70.63% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.