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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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