Ardmore Road Asset Management LP Portfolio Holdings

Ardmore Road Asset Management LP

  • $1.32 Billion
  • Q3 2025

Ardmore Road Asset Management LP has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.32 Billion distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $93.3M, Advanced Micro Devices Inc with a value of $73M, Alphabet Inc. with a value of $72.9M, Taiwan Semiconductor Manufacturing CO LTD with a value of $55.9M, and Netflix Inc with a value of $49.2M.

Examining the 13F form we can see an increase of $228M in the current position value, from $1.09B to 1.32B.

Ardmore Road Asset Management LP is based out at New York, NY

Below you can find more details about Ardmore Road Asset Management LP portfolio as well as his latest detailed transactions.

Portfolio value $1.32 Billion
Technology: $517 Million
Communication Services: $439 Million
Consumer Cyclical: $312 Million
Real Estate: $39.2 Million
Financial Services: $11.6 Million
Consumer Defensive: $1.13 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$93.3 Million 7.07% of portfolio
500,000
Q3 2025 Added 51.08%
$388B
$73 Million 5.53% of portfolio
451,000
Q3 2025 Reduced 24.83%
$1.65T
$72.9 Million 5.53% of portfolio
300,000
Q3 2025 Reduced 50.0%
$1.46T
$55.9 Million 4.23% of portfolio
200,000
Q3 2025 New
$49.1B
$49.2 Million 3.73% of portfolio
41,000
Q3 2025 New
$30.3B
$48.6 Million 3.69% of portfolio
850,000
Q3 2025 Added 54.55%
$418B
$44.7 Million 3.39% of portfolio
250,000
Q3 2025 New
$123B
$41.9 Million 3.17% of portfolio
60,000
Q3 2025 New
$193B
$40.1 Million 3.04% of portfolio
350,000
Q3 2025 Reduced 12.5%
$71.5B
$39.2 Million 2.97% of portfolio
50,000
Q3 2025 Added 478.24%
$18.6B
$36.8 Million 2.79% of portfolio
750,000
Q3 2025 New
$7.23B
$36.5 Million 2.77% of portfolio
550,000
Q3 2025 Added 82.72%
$79.1B
$35.9 Million 2.72% of portfolio
201,000
Q3 2025 New
$14.1B
$35.8 Million 2.71% of portfolio
625,000
Q3 2025 New
$55.8B
$34.6 Million 2.63% of portfolio
250,000
Q3 2025 Added 100.0%
$182B
$34.1 Million 2.59% of portfolio
50,000
Q3 2025 New
$181B
$33.9 Million 2.57% of portfolio
1,200,000
Q3 2025 Reduced 52.0%
$13.3B
$33.7 Million 2.55% of portfolio
900,000
Q3 2025 Added 5.88%
$1.37T
$29.4 Million 2.23% of portfolio
40,000
Q3 2025 Added 33.33%
$15.8B
$29.3 Million 2.22% of portfolio
180,000
Q3 2025 New
$15.6B
$29 Million 2.19% of portfolio
900,000
Q3 2025 Added 28.57%
$3.78T
$26.4 Million 2.0% of portfolio
51,000
Q3 2025 Added 2.0%
$163B
$26.4 Million 2.0% of portfolio
200,000
Q3 2025 New
$21.7B
$25 Million 1.9% of portfolio
250,000
Q3 2025 New
$59.7B
$24.7 Million 1.87% of portfolio
50,000
Q3 2025 New
$12B
$24 Million 1.82% of portfolio
240,000
Q3 2025 Reduced 4.0%
$44.9B
$20.9 Million 1.59% of portfolio
650,000
Q3 2025 New
$64.9B
$21 Million 1.59% of portfolio
250,000
Q3 2025 New
$46.1B
$17.5 Million 1.33% of portfolio
500,000
Q3 2025 Reduced 44.44%
$191B
$17 Million 1.29% of portfolio
3,156
Q3 2025 Reduced 54.91%
$5.65B
$15.5 Million 1.18% of portfolio
401,000
Q3 2025 New
$24.2B
$15.5 Million 1.18% of portfolio
50,000
Q3 2025 New
$16.2B
$14.6 Million 1.11% of portfolio
200,000
Q3 2025 Reduced 60.0%
$3.55B
$11.8 Million 0.9% of portfolio
225,000
Q3 2025 New
$55.8B
$10.3 Million 0.78% of portfolio
50,900
Q3 2025 New
$3.74B
$10.1 Million 0.77% of portfolio
250,000
Q3 2025 Reduced 38.13%
$71.6B
$10.1 Million 0.76% of portfolio
150,000
Q3 2025 Reduced 76.92%
$181B
$9.8 Million 0.74% of portfolio
100,000
Q3 2025 Reduced 33.33%
$46.1B
$9.19 Million 0.7% of portfolio
101,000
Q3 2025 New
$2.34B
$9 Million 0.68% of portfolio
1,000,000
Q3 2025 Added 25.0%
$163B
$7.54 Million 0.57% of portfolio
10,500
Q3 2025 Reduced 78.96%
$74.1B
$5.44 Million 0.41% of portfolio
20,000
Q3 2025 Reduced 80.2%
$40.3B
$3.37 Million 0.26% of portfolio
10,000
Q3 2025 New
$46.2B
$3.01 Million 0.23% of portfolio
40,000
Q3 2025 Reduced 88.57%
$32.4B
$2.75 Million 0.21% of portfolio
10,000
Q3 2025 New
$266B
$2.82 Million 0.21% of portfolio
10,000
Q3 2025 New
$593B
$2.81 Million 0.21% of portfolio
10,000
Q3 2025 New
$269B
$2.39 Million 0.18% of portfolio
10,000
Q3 2025 New
$46.9B
$2.43 Million 0.18% of portfolio
20,000
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $1.32 Billion
  • Prior Value $1.09 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 45 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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