Ardmore Road Asset Management LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$1.3B
Holdings
74
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (74 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 312,289 | $58.0M | 4.40% | |
| 2 | UBERUBER TECHNOLOGIES INC | 625,381 | $51.0M | 3.87% | |
| 3 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 156,335 | $47.0M | 3.56% | |
| 4 | FOXFOX CORP | 729,627 | $47.0M | 3.56% | |
| 5 | TMUST-MOBILE US INC | 221,152 | $44.0M | 3.34% | |
| 6 | MSFTMICROSOFT CORP | 92,765 | $44.0M | 3.34% | |
| 7 | DISDISNEY WALT CO | 394,915 | $44.0M | 3.34% | |
| 8 | TEAMATLASSIAN CORPORATION | 266,101 | $43.0M | 3.26% | |
| 9 | CARTMAPLEBEAR INC | 836,929 | $37.0M | 2.81% | |
| 10 | SNPSSYNOPSYS INC | 78,184 | $36.0M | 2.73% | |
| 11 | EQIXEQUINIX INC | 46,726 | $35.0M | 2.65% | |
| 12 | NTNXNUTANIX INC | 677,284 | $35.0M | 2.65% | |
| 13 | DKNGDRAFTKINGS INC NEW | 1,042,460 | $35.0M | 2.65% | |
| 14 | LITELUMENTUM HLDGS INC | 93,708 | $34.0M | 2.58% | |
| 15 | AMDADVANCED MICRO DEVICES INC | 156,250 | $33.0M | 2.50% | |
| 16 | FLUTFLUTTER ENTMT PLC | 156,422 | $33.0M | 2.50% | |
| 17 | SPOTSPOTIFY TECHNOLOGY S A | 52,107 | $30.0M | 2.27% | |
| 18 | CVNACARVANA CO | 68,721 | $29.0M | 2.20% | |
| 19 | EBAEBAY INC. | 323,181 | $28.0M | 2.12% | |
| 20 | GOOGLALPHABET INC | 83,372 | $26.0M | 1.97% | |
| 21 | COHRCOHERENT CORP | 140,881 | $26.0M | 1.97% | |
| 22 | AMZNAMAZON COM INC | 104,235 | $24.0M | 1.82% | |
| 23 | HUBSHUBSPOT INC | 60,391 | $24.0M | 1.82% | |
| 24 | AVGOBROADCOM INC | 67,762 | $23.0M | 1.74% | |
| 25 | GLWCORNING INC | 252,352 | $22.0M | 1.67% | |
| 26 | MRVLMARVELL TECHNOLOGY INC | 260,524 | $22.0M | 1.67% | |
| 27 | BACVERIZON COMMUNICATIONS INC | 547,616 | $22.0M | 1.67% | |
| 28 | BKNGBOOKING HOLDINGS INC | 4,168 | $22.0M | 1.67% | |
| 29 | FTNTFORTINET INC | 271,748 | $21.0M | 1.59% | |
| 30 | OMCOMNICOM GROUP INC | 236,949 | $19.0M | 1.44% | |
| 31 | NFLXNETFLIX INC | 208,485 | $19.0M | 1.44% | |
| 32 | AMKRAMKOR TECHNOLOGY INC | 469,121 | $18.0M | 1.36% | |
| 33 | WMGWARNER MUSIC GROUP CORP | 521,196 | $15.0M | 1.14% | |
| 34 | PCORPROCORE TECHNOLOGIES INC | 217,256 | $15.0M | 1.14% | |
| 35 | MNDYMONDAY COM LTD | 100,466 | $14.0M | 1.06% | |
| 36 | INTUINTUIT | 22,115 | $14.0M | 1.06% | |
| 37 | TWLOTWILIO INC | 101,002 | $14.0M | 1.06% | |
| 38 | MCHPMICROCHIP TECHNOLOGY INC. | 208,457 | $13.0M | 0.99% | |
| 39 | IBITISHARES BITCOIN TRUST ETF | 279,219 | $13.0M | 0.99% | |
| 40 | MDBMONGODB INC | 31,242 | $13.0M | 0.99% | |
| 41 | SATSECHOSTAR CORP | 110,498 | $12.0M | 0.91% | |
| 42 | ONTOONTO INNOVATION INC | 78,101 | $12.0M | 0.91% | |
| 43 | MUMICRON TECHNOLOGY INC | 41,640 | $11.0M | 0.83% | |
| 44 | ETSYETSY INC | 198,232 | $10.0M | 0.76% | |
| 45 | CWANCLEARWATER ANALYTICS HLDGS I | 421,242 | $10.0M | 0.76% | |
| 46 | WBDWARNER BROS DISCOVERY INC | 368,587 | $10.0M | 0.76% | |
| 47 | GRABGRAB HOLDINGS LIMITED | 2,083,583 | $10.0M | 0.76% | |
| 48 | XYZBLOCK INC | 156,546 | $10.0M | 0.76% | |
| 49 | SNAPSNAP INC | 1,146,509 | $9.0M | 0.68% | |
| 50 | GTMZOOMINFO TECHNOLOGIES INC | 827,658 | $8.0M | 0.61% | |
| 51 | STXSEAGATE TECHNOLOGY HLDNGS PL | 26,049 | $7.0M | 0.53% | |
| 52 | SESEA LTD | 53,155 | $6.0M | 0.45% | |
| 53 | ROKUROKU INC | 52,130 | $5.0M | 0.38% | |
| 54 | AFRMAFFIRM HLDGS INC | 63,186 | $4.0M | 0.30% | |
| 55 | WDCWESTERN DIGITAL CORP | 20,850 | $3.0M | 0.23% | |
| 56 | CVLTCOMMVAULT SYS INC | 29,551 | $3.0M | 0.23% | |
| 57 | FISVFISERV INC | 52,090 | $3.0M | 0.23% | |
| 58 | PTONPELOTON INTERACTIVE INC | 520,942 | $3.0M | 0.23% | |
| 59 | IBMINTERNATIONAL BUSINESS MACHS | 5,000 | $1.0M | 0.08% | |
| 60 | BILLBILL HOLDINGS INC | 31,593 | $1.0M | 0.08% | |
| 61 | ARMARM HOLDINGS PLC | 10,000 | $1.0M | 0.08% | |
| 62 | COINCOINBASE GLOBAL INC | 5,000 | $1.0M | 0.08% | |
| 63 | DELLDELL TECHNOLOGIES INC | 10,000 | $1.0M | 0.08% | |
| 64 | IRENIREN LIMITED | 25,000 | $0 | 0.00% | |
| 65 | VRTVERTIV HOLDINGS CO | 5,000 | $0 | 0.00% | |
| 66 | CRWVCOREWEAVE INC | 10,000 | $0 | 0.00% | |
| 67 | CRCLCIRCLE INTERNET GROUP INC | 10,000 | $0 | 0.00% | |
| 68 | ANETARISTA NETWORKS INC | 5,000 | $0 | 0.00% | |
| 69 | CPNGCOUPANG INC | 40,000 | $0 | 0.00% | |
| 70 | ALABASTERA LABS INC | 5,000 | $0 | 0.00% | |
| 71 | FQIDIGITAL RLTY TR INC | 5,000 | $0 | 0.00% | |
| 72 | STUBSTUBHUB HLDGS INC | 25,000 | $0 | 0.00% | |
| 73 | PYPLPAYPAL HLDGS INC | 15,000 | $0 | 0.00% | |
| 74 | NBISNEBIUS GROUP N.V. | 10,000 | $0 | 0.00% |