Stock Taper 
ARDMORE ROAD ASSET MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Amkor Technology, Inc. | AMKR | 100K | $8.62M |
 Lam Research Corporation | LRCX | 97K | $42.03M |
 Expedia Group, Inc. | EXPE | 80K | $20.47M |
 HubSpot, Inc. | HUBS | 76.9K | $14.04M |
 Coherent, Inc. | COHR | 75K | $29.59M |
 Spotify Technology S.A. | SPOT | 70K | $32.14M |
 Dell Technologies Inc. | DELL | 60.4K | $26.06M |
 STMicroelectronics N.V. | STM | 60K | $4.49M |
 Charter Communications, Inc. | CHTR | 59K | $8.39M |
 Corning Inc | GLW | 57.6K | $14.71M |
 Fortinet, Inc. | FTNT | 43K | $6.61M |
 Super Micro Computer, Inc. | SMCI | 33.5K | $982.55K |
 AppLovin Corporation | APP | 30K | $15.46M |
 Axon Enterprise, Inc. | AXON | 23.21K | $13.01M |
 Equinix, Inc. | EQIX | 22.43K | $23.38M |
 Affirm Holdings, Inc. | AFRM | 19.1K | $1.56M |
 ASML Holding N.V. | ASML | 16.1K | $32.03M |
 Applied Materials, Inc. | AMAT | 14.3K | $10.34M |
 Cisco Systems, Inc. | CSCO | 8.5K | $998.41K |
 Amphenol Corporation | APH | 5.7K | $1.01M |