Position in MNDY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,203,357
-$6,621,405 QoQ
Shares Held
118,700
+18.1% QoQ
Ownership
0.277%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MNDY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Ardmore Road Asset Management LP holds $204,738,152 across 12 Software - Application names. MNDY ranks #9 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
600,000 | $43,158,000 | |
| 2 | INTU |
Intuit Inc.
|
74,100 | $32,039,358 | |
| 3 | HUBS |
Hubspot Inc
|
125,800 | $30,707,780 | |
| 4 | PCOR |
Procore Technologies, Inc.
|
381,600 | $21,751,200 | |
| 5 | GRAB |
Grab Holdings Ltd
|
4,575,000 | $16,744,500 | |
| 6 | WDAY |
Workday, Inc.
|
118,300 | $15,369,536 | |
| 7 | TEAM |
Atlassian Corp
|
183,900 | $12,551,175 | |
| 8 | FIG |
Figma, Inc.
|
400,000 | $8,456,000 |
All Filings in MNDY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,203,357 | 118,700 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,824,762 | 100,466 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||