Ardmore Road Asset Management LP 13F 持仓 · 2026年Q2
Ardmore Road Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 70 只证券，申报市值合计 17.03 亿美元。前几大持仓：AMD（4.26%）、GWRE（3.97%）、TMUS（3.79%）。本季前 25 大持仓中：新建仓 6 只、增持 16 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AMD | ADVANCED MICRO DEVICES INC | $72.6M | 4.26% | 125,000 | 增持 |
| 2 | GWRE | GUIDEWIRE SOFTWARE INC | $67.7M | 3.97% | 550,000 | 新建仓 |
| 3 | TMUS | T-MOBILE US INC | $64.6M | 3.79% | 385,000 | 增持 |
| 4 | VZ | VERIZON COMMUNICATIONS INC | $63.5M | 3.73% | 1.5M | 增持 |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $53.9M | 3.16% | 112,800 | 减持 |
| 6 | UBER | UBER TECHNOLOGIES INC | $50.5M | 2.97% | 700,000 | 增持 |
| 7 | WBD | WARNER BROS DISCOVERY INC | $46.4M | 2.72% | 1.7M | 增持 |
| 8 | AMT | AMERICAN TOWER CORP | $46.2M | 2.71% | 282,464 | 新建仓 |
| 9 | NTNX | NUTANIX INC | $44.1M | 2.59% | 865,400 | 增持 |
| 10 | MSFT | MICROSOFT CORP | $43.8M | 2.57% | 117,300 | 增持 |
| 11 | LRCX | LAM RESEARCH CORP | $42.0M | 2.47% | 97,000 | 减持 |
| 12 | ROKU | ROKU INC | $41.0M | 2.41% | 297,000 | 增持 |
| 13 | TEAM | ATLASSIAN CORPORATION | $40.9M | 2.40% | 525,953 | 增持 |
| 14 | ECHO | ECHOSTAR CORP | $40.1M | 2.35% | 395,000 | 新建仓 |
| 15 | AMZN | AMAZON COM INC | $39.4M | 2.31% | 165,200 | 增持 |
| 16 | QCOM | QUALCOMM INC | $39.0M | 2.29% | 211,200 | 新建仓 |
| 17 | PCOR | PROCORE TECHNOLOGIES INC | $38.8M | 2.28% | 954,517 | 增持 |
| 18 | MDB | MONGODB INC | $38.3M | 2.25% | 113,960 | 新建仓 |
| 19 | OMC | OMNICOM GROUP INC | $38.2M | 2.24% | 524,794 | 增持 |
| 20 | FWONK | LIBERTY MEDIA CORP DEL | $38.1M | 2.23% | 400,000 | 增持 |
| 21 | INTU | INTUIT | $37.7M | 2.22% | 144,600 | 增持 |
| 22 | WMG | WARNER MUSIC GROUP CORP | $35.9M | 2.11% | 1.3M | 增持 |
| 23 | SPOT | SPOTIFY TECHNOLOGY S A | $32.1M | 1.89% | 70,000 | 持平 |
| 24 | ASML | ASML HLDG NV | $32.0M | 1.88% | 16,100 | 新建仓 |
| 25 | LYV | LIVE NATION ENTERTAINMENT IN | $31.2M | 1.83% | 170,634 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR