Institutional Fund
Ardmore Road Asset Management LP
Westport, CTCIK 18357305 filings on record
Portfolio Value
$1.52B
Q1 2026
Holdings
64
Reported positions
New Buys
24
Opened this quarter
QoQ Change
+15.1%
from $1.32B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Corning Inc5.4%
- T-Mobile Us Inc4.1%
- Equinix Inc4.1%
- Meta Platforms Inc3.8%
- Taiwan Semiconductor Mfg Ltd3.3%
- Lumentum Hldgs Inc3.3%
- Other76.0%
Portfolio Holdings
64 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Corning Inc | 600.0K | $81.58M | 5.4% | +347.6K | Added |
| 2 | T-Mobile Us Inc | 300.0K | $63.01M | 4.1% | +78.8K | Added |
| 3 | Equinix Inc | 63.0K | $61.76M | 4.1% | +16.3K | Added |
| 4 | Meta Platforms Inc | 101.0K | $57.79M | 3.8% | +101.0K | New |
| 5 | Taiwan Semiconductor Mfg Ltd | 150.0K | $50.69M | 3.3% | −6.3K | Reduced |
| 6 | Lumentum Hldgs Inc | 71.0K | $49.90M | 3.3% | −22.7K | Reduced |
| 7 | Uber Technologies Inc | 600.0K | $43.16M | 2.8% | −25.4K | Reduced |
| 8 | Verizon Communications Inc | 811.0K | $40.71M | 2.7% | +263.4K | Added |
| 9 | Sandisk Corp | 61.0K | $38.76M | 2.6% | +61.0K | New |
| 10 | Lam Research Corp | 175.0K | $37.39M | 2.5% | +175.0K | New |
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