Stock Taper 
ARDMORE ROAD ASSET MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 STMicroelectronics N.V. | STM | 60K | $4.49M |
 Dell Technologies Inc. | DELL | 60.4K | $26.06M |
 Spotify Technology S.A. | SPOT | 70K | $32.14M |
 Coherent, Inc. | COHR | 75K | $29.59M |
 HubSpot, Inc. | HUBS | 76.9K | $14.04M |
 Expedia Group, Inc. | EXPE | 80K | $20.47M |
 Lam Research Corporation | LRCX | 97K | $42.03M |
 Amkor Technology, Inc. | AMKR | 100K | $8.62M |
 Booking Holdings Inc. | BKNG | 110K | $19.61M |
 Semtech Corporation | SMTC | 110K | $17.8M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 112.8K | $53.87M |
 Baidu, Inc. | BIDU | 113.96K | $13.02M |
 MongoDB, Inc. | MDB | 113.96K | $38.28M |
 Microsoft Corporation | MSFT | 117.3K | $43.76M |
 DoorDash, Inc. | DASH | 120K | $22.14M |
 Advanced Micro Devices, Inc. | AMD | 125K | $72.61M |
 Intuit Inc. | INTU | 144.6K | $37.74M |
 Shopify Inc. | SHOP | 162.5K | $18.55M |
 Amazon.com, Inc. | AMZN | 165.2K | $39.37M |
 Live Nation Entertainment, Inc. | LYV | 170.63K | $31.24M |