Ardmore Road Asset Management LP
Top Portfolio Positions
61 positions ·
$1,484,774,240 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLW |
Corning Inc /Ny
Technology
|
600,000 | $81,582,000 | 5.49% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
300,000 | $63,009,000 | 4.24% | |
| EQIX |
Equinix Inc
Real Estate
|
63,000 | $61,755,120 | 4.16% | |
| META |
Meta Platforms, Inc.
Communication Services
|
101,000 | $57,785,130 | 3.89% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
150,000 | $50,692,500 | 3.41% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
71,000 | $49,895,960 | 3.36% | |
| UBER |
Uber Technologies, Inc
Technology
|
600,000 | $43,158,000 | 2.91% | |
| VZ |
Verizon Communications Inc
Communication Services
|
811,000 | $40,712,200 | 2.74% | |
| SNDK |
Sandisk Corp
Technology
|
61,000 | $38,755,740 | 2.61% | |
| LRCX |
Lam Research Corp
Technology
|
175,000 | $37,390,500 | 2.52% |
Portfolio Trend
18 quarters · across all stocks
Holdings in AFRM
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,492,000 | 600,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,702,933 | 63,186 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,616,000 | 200,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $34,570,000 | 500,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $27,114,000 | 600,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,330,900 | 301,000 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $8,164,000 | 200,000 | Shares | Sole | 2024-11-14 | |
| 2023-06-30 | $6,132,000 | 400,000 | Shares | Sole | 2023-08-14 | |
| 2022-03-31 | $9,256,000 | 200,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,050,400 | 90,000 | Shares | Sole | 2022-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||