Long-term investor
Ardmore Road Asset Management LP @ardmoreroadassetmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001835730).
Record
- Tracked since 2025-06-30 (454 days), 318 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +972.1% · all +972.1%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AMD · 4.3% · long · since 2025-06-30
- GWRE · 4.0% · long · since 2026-06-30
- TMUS · 3.8% · long · since 2025-09-30
- VZ · 3.7% · long · since 2025-12-31
- TSM · 3.2% · long · since 2025-09-30
- 90353T100 · 3.0% · long · since 2025-06-30
- 934423104 · 2.7% · long · since 2025-12-31
- AMT · 2.7% · long · since 2026-06-30
- NTNX · 2.6% · long · since 2025-12-31
- MSFT · 2.6% · long · since 2025-06-30
- 512807306 · 2.5% · long · since 2026-03-31
- ROKU · 2.4% · long · since 2025-06-30