CIK 1835730
Ardmore Road Asset Management LP
Institutional 13F holdings & portfolio
Holdings
74
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–74 of 74
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 26K | $1M+ | SH |
| SE | SEA LTD | 53K | $1M+ | SH |
| ROKU | ROKU INC | 52K | $1M+ | SH |
| AFRM | AFFIRM HLDGS INC | 63K | $1M+ | SH |
| CVLT | COMMVAULT SYS INC | 30K | $1M+ | SH |
| WDC | WESTERN DIGITAL CORP | 21K | $1M+ | SH |
| FISV | FISERV INC | 52K | $1M+ | SH |
| PTON | PELOTON INTERACTIVE INC | 521K | $1M+ | SH |
| BILL | BILL HOLDINGS INC | 32K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 5K | $1M+ | SH |
| DELL | DELL TECHNOLOGIES INC | 10K | $1M+ | SH |
| COIN | COINBASE GLOBAL INC | 5K | $1M+ | SH |
| ARM | ARM HOLDINGS PLC | 10K | $1M+ | SH |
| IREN | IREN LIMITED | 25K | $500K+ | SH |
| CPNG | COUPANG INC | 40K | $500K+ | SH |
| PYPL | PAYPAL HLDGS INC | 15K | $500K+ | SH |
| NBIS | NEBIUS GROUP N.V. | 10K | $500K+ | SH |
| ALAB | ASTERA LABS INC | 5K | $500K+ | SH |
| VRT | VERTIV HOLDINGS CO | 5K | $500K+ | SH |
| CRCL | CIRCLE INTERNET GROUP INC | 10K | $500K+ | SH |
| DLR | DIGITAL RLTY TR INC | 5K | $500K+ | SH |
| CRWV | COREWEAVE INC | 10K | $500K+ | SH |
| ANET | ARISTA NETWORKS INC | 5K | $500K+ | SH |
| STUB | STUBHUB HLDGS INC | 25K | $100K–$500K | SH |