Ardmore Road Asset Management LP

Position in NTNX — Nutanix, Inc.

CIK 1835730 WESTPORT, CT

Position in NTNX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$44,100,784

+$14,057,680 QoQ

Shares Held

865,400

+9.5% QoQ

Ownership

0.320%

of shares outstanding

% of Portfolio

2.59%

of 13F equity value

Holder Rank

#45

of 559 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Ardmore Road Asset Management LP holds $150,010,347 across 5 Software - Infrastructure names. NTNX ranks #1 (29.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NTNX	Nutanix, Inc. This page	865,400	$44,100,784
2	MSFT	Microsoft Corp	117,300	$43,755,246
3	MDB	MongoDB, Inc.	113,960	$38,279,164
4	CRWV	CoreWeave, Inc.	173,493	$17,269,493
5	FTNT	Fortinet, Inc.	43,000	$6,605,660

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$44,100,784	865,400	+9.5%	Shares	Sole	2026-08-14
2026-03-31	$30,043,104	790,400	+16.7%	Shares	Sole	2026-05-15
2025-12-31	$35,008,809	677,284	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.