Ardmore Road Asset Management
Ardmore Road Asset Management reported 70 stocks worth $1.7B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are AMD (4.3%), GWRE (4.0%) and TMUS (3.8%). Compared with Q1 2026, the fund opened new positions in GWRE, AMT and ECHO, added to AMD, TMUS and VZ, trimmed TSM, LRCX and COHR and sold out of META, CIEN and SNPS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AMD Advanced Micro Devices Inc | $72.6M | 4.3% | 125K | +15K (+14%) | 7 of 8 | |
| 2 |  GWRE Guidewire Software Inc | $67.7M | 4.0% | 550K | New position | 1 of 8 | |
| 3 |  TMUS T-Mobile US Inc | $64.6M | 3.8% | 385K | +85K (+28%) | 4 of 8 | |
| 4 |  VZ Verizon Communications I | $63.5M | 3.7% | 1.5M | +688K (+85%) | 3 of 8 | |
| 5 |  TSM Taiwan Semiconductor Mfg Ltd | $53.9M | 3.2% | 113K | −37K (−25%) | 6 of 8 | |
| 6 |  UBER Uber Technologies Inc | $50.5M | 3.0% | 700K | +100K (+17%) | 6 of 8 | |
| 7 | WARNER BROS DISCOVERY IN | $46.4M | 2.7% | 1.7M | +654K (+60%) | 3 of 8 | |
| 8 |  AMT American Tower Corp New | $46.2M | 2.7% | 282K | New position | 1 of 8 | |
| 9 |  NTNX Nutanix Inc | $44.1M | 2.6% | 865K | +75K (+9%) | 3 of 8 | |
| 10 |  MSFT Microsoft Corp | $43.8M | 2.6% | 117K | +37K (+47%) | 7 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 META Meta Platforms Inc | $57.8M | 101K |
 CIEN Ciena Corp | $35.3M | 91K |
 SNPS Synopsys Inc | $27.3M | 69K |
 NFLX Netflix Inc | $25.5M | 265K |
 ADI Analog Devices Inc | $16.5M | 52K |
🔒 Free account: see all 20.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Ardmore Road Asset Management 13F FAQ
What does Ardmore Road Asset Management own?
Ardmore Road Asset Management reported 70 stocks worth $1.7B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are AMD (4.3%), GWRE (4.0%) and TMUS (3.8%). The table above lists every position in the filing (the top 10 without an account).
What did Ardmore Road Asset Management buy and sell in Q2 2026?
Compared with Q1 2026: 26 new positions, 25 added to, 18 trimmed and 20 sold out. New positions include GWRE, AMT and ECHO. It sold all of META, CIEN and SNPS.
When will Ardmore Road Asset Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Ardmore Road Asset Management's portfolio worth?
The Q2 2026 filing reports $1.7B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.