Stock Taper

ARDMORE ROAD ASSET MANAGEMENT LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
CoreWeave, Inc. Class A Common StockCRWV173.49K$17.27M
Robinhood Markets, Inc.HOOD200K$20.06M
Zoom Communications, Inc.ZM200K$17.26M
Workday, Inc.WDAY209.45K$25.64M
QUALCOMM IncorporatedQCOM211.2K$39.03M
Liberty Live GroupLLYVK231.5K$24.46M
American Tower CorporationAMT282.46K$46.2M
Roku, Inc.ROKU297K$41.03M
Chewy, Inc.CHWY300K$5.89M
T-Mobile US, Inc.TMUS385K$64.58M
CoStar Group, Inc.CSGP390.15K$11.05M
Liberty Media CorporationFWONK400K$38.06M
Maplebear Inc.CART400K$18.94M
monday.com Ltd.MNDY426.14K$30.85M
Roblox CorporationRBLX450K$24.47M
Unity Software Inc.U500K$14.29M
Omnicom Group Inc.OMC524.79K$38.22M
Atlassian CorporationTEAM525.95K$40.91M
Guidewire Software, Inc.GWRE550K$67.68M
GDS Holdings LimitedGDS600K$18.02M