Stock Taper

ARDMORE ROAD ASSET MANAGEMENT LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
NVIDIA CorporationNVDA5K$1M
Marvell Technology, Inc.MRVL3.4K$1.01M
KLA CorporationKLAC3.3K$995.64K
Arm Holdings plc American Depositary SharesARM2.8K$992.8K
Broadcom Inc.AVGO2.6K$982.15K
Lumentum Holdings Inc.LITE1.2K$1.03M
Micron Technology, Inc.MU900$1.04M
Sandisk CorporationSNDK192$436.56K