Stock Taper 
ARDMORE ROAD ASSET MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Roku, Inc. | ROKU | 297K | $41.03M |
 American Tower Corporation | AMT | 282.46K | $46.2M |
 Liberty Live Group | LLYVK | 231.5K | $24.46M |
 QUALCOMM Incorporated | QCOM | 211.2K | $39.03M |
 Workday, Inc. | WDAY | 209.45K | $25.64M |
 Robinhood Markets, Inc. | HOOD | 200K | $20.06M |
 Zoom Communications, Inc. | ZM | 200K | $17.26M |
 CoreWeave, Inc. Class A Common Stock | CRWV | 173.49K | $17.27M |
 Live Nation Entertainment, Inc. | LYV | 170.63K | $31.24M |
 Amazon.com, Inc. | AMZN | 165.2K | $39.37M |
 Shopify Inc. | SHOP | 162.5K | $18.55M |
 Intuit Inc. | INTU | 144.6K | $37.74M |
 Advanced Micro Devices, Inc. | AMD | 125K | $72.61M |
 DoorDash, Inc. | DASH | 120K | $22.14M |
 Microsoft Corporation | MSFT | 117.3K | $43.76M |
 MongoDB, Inc. | MDB | 113.96K | $38.28M |
 Baidu, Inc. | BIDU | 113.96K | $13.02M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 112.8K | $53.87M |
 Semtech Corporation | SMTC | 110K | $17.8M |
 Booking Holdings Inc. | BKNG | 110K | $19.61M |