Ardmore Road Asset Management LP - Q42025 Holdings

Ardmore Road Asset Management LP holds 74 stocks with a total portfolio value of $ 1.32B as of Q42025. In Q42025, Ardmore Road Asset Management LP added 32 new positions, increased stakes in 14 stocks, reduced 28 holdings, and fully exited 29 positions. The largest holding is Nvidia Corporation (NVDA), representing 4.41% of the total portfolio.