Ardmore Road Asset Management LP — 13F holdings

Ardmore Road Asset Management LP reported 70 holdings worth $1.70B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. AMD ADVANCED MICRO DEVICES INC — $72.6M (4.3%)
2. GWRE GUIDEWIRE SOFTWARE INC — $67.7M (4.0%)
3. TMUS T-MOBILE US INC — $64.6M (3.8%)
4. VZ VERIZON COMMUNICATIONS INC — $63.5M (3.7%)
5. TSM TAIWAN SEMICONDUCTOR MFG LTD — $53.9M (3.2%)
6. UBER UBER TECHNOLOGIES INC — $50.5M (3.0%)
7. WBD WARNER BROS DISCOVERY INC — $46.4M (2.7%)
8. AMT AMERICAN TOWER CORP NEW — $46.2M (2.7%)
9. NTNX NUTANIX INC — $44.1M (2.6%)
10. MSFT MICROSOFT CORP — $43.8M (2.6%)