Ardmore Road Asset Management LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AR Ardmore Road Asset Management LP | Institutional Filer | ▲ 15.11% | $1.52B | 64 |
Current Portfolio Holdings
Showing all 64 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | GLW | Corning Incorporated | Technology | 600K | $81.6M | 5.37% |
| 2 | TMUS | T-Mobile US, Inc. | Communication Services | 300K | $63.0M | 4.15% |
| 3 | EQIX | Equinix, Inc. | Real Estate | 63K | $61.8M | 4.07% |
| 4 | META | Meta Platforms, Inc. | Technology | 101K | $57.8M | 3.81% |
| 5 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 150K | $50.7M | 3.34% |
| 6 | LITE | Lumentum Holdings Inc. | Technology | 71K | $49.9M | 3.29% |
| 7 | UBER | Uber Technologies, Inc. | Technology | 600K | $43.2M | 2.84% |
| 8 | VZ | Verizon Communications Inc. | Communication Services | 811K | $40.7M | 2.68% |
| 9 | SNDK | Sandisk Corporation | Technology | 61K | $38.8M | 2.55% |
| 10 | LRCX | Lam Research Corporation | Technology | 175K | $37.4M | 2.46% |
| 11 | CIEN | Ciena Corporation | Technology | 91K | $35.3M | 2.33% |
| 12 | SPOT | Spotify Technology S.A. | Communication Services | 70K | $33.9M | 2.24% |
| 13 | AMAT | Applied Materials, Inc. | Technology | 95K | $32.5M | 2.14% |
| 14 | INTU | Intuit Inc. | Technology | 74K | $32.0M | 2.11% |
| 15 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 150K | $31.2M | 2.06% |
Showing 1 to 15 of 64 holdings