ARDMORE ROAD ASSET MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GRAB | 2.08M | $10.40M |
 | SNAP | 1.15M | $9.25M |
 | DKNG | 1.04M | $35.92M |
 | CART | 837K | $37.65M |
 | FOX | 730K | $47.37M |
 | NTNX | 677K | $35.01M |
 | UBER | 625K | $51.10M |
 | VZ | 548K | $22.30M |
 | WMG | 521K | $15.99M |
 | PTON | 521K | $3.21M |
 | AMKR | 469K | $18.52M |
 | CWAN | 421K | $10.16M |
 | DIS | 395K | $44.93M |
 | WBD | 369K | $10.62M |
 | EBAY | 323K | $28.15M |
 | NVDA | 312K | $58.24M |
 | FTNT | 272K | $21.58M |
 | TEAM | 266K | $43.15M |
 | MRVL | 261K | $22.14M |
 | GLW | 252K | $22.10M |
Grab Holdings Limited
GRAB
Shares Held
2.08M
Value
$10.40M
Snap Inc.
SNAP
Shares Held
1.15M
Value
$9.25M
DraftKings Inc.
DKNG
Shares Held
1.04M
Value
$35.92M
Instacart (Maplebear Inc.)
CART
Shares Held
837K
Value
$37.65M
Fox Corporation
FOX
Shares Held
730K
Value
$47.37M
Nutanix, Inc.
NTNX
Shares Held
677K
Value
$35.01M
Uber Technologies, Inc.
UBER
Shares Held
625K
Value
$51.10M
Verizon Communications Inc.
VZ
Shares Held
548K
Value
$22.30M
Warner Music Group Corp.
WMG
Shares Held
521K
Value
$15.99M
Peloton Interactive, Inc.
PTON
Shares Held
521K
Value
$3.21M
Amkor Technology, Inc.
AMKR
Shares Held
469K
Value
$18.52M
Clearwater Analytics Holdings, Inc.
CWAN
Shares Held
421K
Value
$10.16M
The Walt Disney Company
DIS
Shares Held
395K
Value
$44.93M
Warner Bros. Discovery, Inc.
WBD
Shares Held
369K
Value
$10.62M
eBay Inc.
EBAY
Shares Held
323K
Value
$28.15M
NVIDIA Corporation
NVDA
Shares Held
312K
Value
$58.24M
Fortinet, Inc.
FTNT
Shares Held
272K
Value
$21.58M
Atlassian Corporation
TEAM
Shares Held
266K
Value
$43.15M
Marvell Technology, Inc.
MRVL
Shares Held
261K
Value
$22.14M
Corning Incorporated
GLW
Shares Held
252K
Value
$22.10M