13F Filings History of Ardmore Road Asset Management LP

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$1,319,366,750
Signature - Title
Kenneth Palumbo - Partner,Chief Operating Officer,and Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Ardmore Road Asset Management LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ardmore Road Asset Management LP reported 74 stock holdings with total value $1,319,366,750 as of Q4 2025. Top holdings included NVDA, UBER, TSM, FOX, and DIS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 74 $1,319,366,750 +$618,031,744 -$823,772,616 -$205,740,872 NVDA, UBER, TSM, FOX, DIS 13F-HR 17 Feb 2026, 17:05
Q3 2025 71 $1,548,530,936 +$881,364,770 -$624,888,075 +$256,476,695 NVDA, AMD, GOOGL, XYZ, FLUT 13F-HR 13 Nov 2025, 13:53
Q2 2025 39 $1,208,226,267 +$770,462,947 -$653,067,040 +$117,395,907 GOOGL, AMD, T, CSCO, AMZN 13F-HR 13 Aug 2025, 16:19
Q1 2025 38 $975,234,240 +$604,286,778 -$292,224,324 +$312,062,454 META, XYZ, SNOW, CSCO, FLUT 13F-HR 15 May 2025, 12:08
Q4 2024 36 $685,845,167 +$321,160,550 -$475,196,001 -$154,035,451 META, FLUT, JD, AMZN, T 13F-HR 12 Feb 2025, 16:58
Q3 2024 41 $775,690,355 +$462,936,783 -$410,106,148 +$52,830,635 QQQ, META, AVGO, SPOT, PYPL 13F-HR 14 Nov 2024, 10:25
Q2 2024 42 $649,065,557 +$349,362,587 -$265,979,862 +$83,382,725 NVDA, FLUT, AAPL, MSFT, AMZN 13F-HR 14 Aug 2024, 11:01
Q1 2024 36 $567,650,404 +$325,394,796 -$309,048,143 +$16,346,653 EXPE, AMZN, NFLX, BABA, NVDA 13F-HR 15 May 2024, 11:07
Q4 2023 31 $439,868,386 +$250,211,498 -$147,613,810 +$102,597,688 IWM, META, AMZN, NVDA, MELI 13F-HR 14 Feb 2024, 13:21
Q3 2023 31 $296,009,927 +$157,932,627 -$191,374,792 -$33,442,165 META, MSFT, NVDA, EXPE, ORCL 13F-HR 14 Nov 2023, 13:54
Q2 2023 24 $331,946,038 +$246,483,242 -$142,577,385 +$103,905,857 EXPE, MSFT, SQ, META, AMZN 13F-HR 14 Aug 2023, 11:52
Q1 2023 29 $223,198,396 +$143,828,582 -$154,114,226 -$10,285,644 MSFT, PRKS, MELI, CRM, INTU 13F-HR 15 May 2023, 12:09
Q4 2022 27 $192,746,570 +$109,198,530 -$167,339,539 -$58,141,009 GOOGL, MELI, META, BIDU, SHOP 13F-HR 14 Feb 2023, 09:58
Q3 2022 30 $252,603,000 +$187,808,709 -$92,204,329 +$95,604,380 EXPE, TCOM, SNAP, ABNB, BKNG 13F-HR 14 Nov 2022, 16:31
Q2 2022 25 $154,452,000 +$87,759,520 -$46,923,695 +$40,835,825 PRKS, WSM, QQQ, IGV, META 13F-HR 15 Aug 2022, 14:05
Q1 2022 19 $167,039,000 +$107,972,965 -$113,106,361 -$5,133,396 BKNG, WSM, AMZN, OPEN, IGV 13F-HR 16 May 2022, 12:36
Q4 2021 25 $189,627,000 $0 $0 $0 RVLV, META, VZIO, AMZN, MELI 13F-HR 14 Feb 2022, 13:52