ARDMORE ROAD ASSET MANAGEMENT LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GRAB | 4.58M | $16.74M |
 | PTON | 1.50M | $6.43M |
 | WBD | 1.09M | $29.82M |
 | WMG | 844K | $21.55M |
 | VZ | 811K | $40.71M |
 | NTNX | 790K | $30.04M |
 | SNAP | 700K | $3.22M |
 | CSGP | 667K | $26.90M |
 | UBER | 600K | $43.16M |
 | GLW | 600K | $81.58M |
 | AFRM | 600K | $27.49M |
 | CART | 578K | $21.65M |
 | SMCI | 525K | $11.95M |
 | FIG | 400K | $8.46M |
 | GDS | 400K | $16.12M |
 | PCOR | 382K | $21.75M |
 | OMC | 353K | $26.61M |
 | CRWV | 351K | $27.19M |
 | FTNT | 321K | $26.25M |
 | LYFT | 300K | $3.99M |
Grab Holdings Limited
GRAB
Shares Held
4.58M
Value
$16.74M
Peloton Interactive, Inc.
PTON
Shares Held
1.50M
Value
$6.43M
Warner Bros. Discovery, Inc.
WBD
Shares Held
1.09M
Value
$29.82M
Warner Music Group Corp.
WMG
Shares Held
844K
Value
$21.55M
Verizon Communications Inc.
VZ
Shares Held
811K
Value
$40.71M
Nutanix, Inc.
NTNX
Shares Held
790K
Value
$30.04M
Snap Inc.
SNAP
Shares Held
700K
Value
$3.22M
CoStar Group, Inc.
CSGP
Shares Held
667K
Value
$26.90M
Uber Technologies, Inc.
UBER
Shares Held
600K
Value
$43.16M
Corning Incorporated
GLW
Shares Held
600K
Value
$81.58M
Affirm Holdings, Inc.
AFRM
Shares Held
600K
Value
$27.49M
Instacart (Maplebear Inc.)
CART
Shares Held
578K
Value
$21.65M
Super Micro Computer, Inc.
SMCI
Shares Held
525K
Value
$11.95M
Figma, Inc.
FIG
Shares Held
400K
Value
$8.46M
GDS Holdings Limited
GDS
Shares Held
400K
Value
$16.12M
Procore Technologies, Inc.
PCOR
Shares Held
382K
Value
$21.75M
Omnicom Group Inc.
OMC
Shares Held
353K
Value
$26.61M
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
351K
Value
$27.19M
Fortinet, Inc.
FTNT
Shares Held
321K
Value
$26.25M
Lyft, Inc.
LYFT
Shares Held
300K
Value
$3.99M