Stock Taper 
ARDMORE ROAD ASSET MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sandisk Corporation | SNDK | 192 | $436.56K |
 Micron Technology, Inc. | MU | 900 | $1.04M |
 Lumentum Holdings Inc. | LITE | 1.2K | $1.03M |
 Broadcom Inc. | AVGO | 2.6K | $982.15K |
 Arm Holdings plc American Depositary Shares | ARM | 2.8K | $992.8K |
 KLA Corporation | KLAC | 3.3K | $995.64K |
 Marvell Technology, Inc. | MRVL | 3.4K | $1.01M |
 NVIDIA Corporation | NVDA | 5K | $1M |
 Amphenol Corporation | APH | 5.7K | $1.01M |
 Cisco Systems, Inc. | CSCO | 8.5K | $998.41K |
 Applied Materials, Inc. | AMAT | 14.3K | $10.34M |
 ASML Holding N.V. | ASML | 16.1K | $32.03M |
 Affirm Holdings, Inc. | AFRM | 19.1K | $1.56M |
 Equinix, Inc. | EQIX | 22.43K | $23.38M |
 Axon Enterprise, Inc. | AXON | 23.21K | $13.01M |
 AppLovin Corporation | APP | 30K | $15.46M |
 Super Micro Computer, Inc. | SMCI | 33.5K | $982.55K |
 Fortinet, Inc. | FTNT | 43K | $6.61M |
 Corning Inc | GLW | 57.6K | $14.71M |
 Charter Communications, Inc. | CHTR | 59K | $8.39M |