Ardmore Road Asset Management LP
WESTPORT CT · SEC CIK 0001835730
$15.19亿2026Q1 申报市值
64持仓数
34.6%前十大占比 · 第一大 5.4%
17 / 26新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GLW 加仓+$4,726.97万
SNDK 新建仓+$3,875.57万
LRCX 新建仓+$3,739.05万
CIEN 新建仓+$3,532.89万
META 重新持有+$3,489.99万
2026Q1 卖出最多 按季末市值估算
DIS 清仓-$4,492.95万
DKNG 清仓-$3,592.32万
FLUT 清仓-$3,363.70万
FOX 减仓-$3,087.49万
CVNA 清仓-$2,900.16万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -394,915 | -100.0% | -$4,492.95万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | -1,042,460 | -100.0% | -$3,592.32万 | 清仓 |
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -156,422 | -100.0% | -$3,363.70万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -68,721 | -100.0% | -$2,900.16万 | 清仓 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -323,181 | -100.0% | -$2,814.91万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -83,372 | -100.0% | -$2,609.54万 | 清仓 |
| AMKR | AMKOR TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | -101,002 | -100.0% | -$1,436.65万 | 清仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $0 | 0.00% | 0 | -208,457 | -100.0% | -$1,328.29万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ONTO | ONTO INNOVATION INC | $0 | 0.00% | 0 | -78,101 | -100.0% | -$1,232.90万 | 清仓 |
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ETSY | ETSY INC | $0 | 0.00% | 0 | -198,232 | -100.0% | -$1,099.00万 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -421,242 | -100.0% | -$1,016.04万 | 清仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $0 | 0.00% | 0 | -26,049 | -100.0% | -$717.36万 | 清仓 |
| CVLT | COMMVAULT SYS INC | $0 | 0.00% | 0 | -29,551 | -100.0% | -$370.45万 | 清仓 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | -20,850 | -100.0% | -$359.18万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -52,090 | -100.0% | -$349.89万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -5,000 | -100.0% | -$148.10万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$113.07万 | 清仓 |
| ARM | ARM HOLDINGS PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IREN | IREN LIMITED | $0 | 0.00% | 0 | -25,000 | -100.0% | -$94.42万 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$87.57万 | 清仓 |
| NBIS | NEBIUS GROUP N.V. | $0 | 0.00% | 0 | -10,000 | -100.0% | -$83.70万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$83.18万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -5,000 | -100.0% | -$81.00万 | 清仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$79.30万 | 清仓 |
| DLR | DIGITAL RLTY TR INC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$77.36万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$65.52万 | 清仓 |
| STUB | STUBHUB HLDGS INC | $0 | 0.00% | 0 | -25,000 | -100.0% | -$33.83万 | 清仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $156.16万 | 0.10% | 20,000 | 20,000 | — | $156.16万 | 新建仓 |
| SNAP | SNAP INC | $322.00万 | 0.21% | 700,000 | -446,509 | -38.9% | -$205.39万 | 减仓 |
| LYFT | LYFT INC | $399.43万 | 0.26% | 300,322 | 300,322 | — | $399.43万 | 新建仓 |
| BILL | BILL HOLDINGS INC | $417.85万 | 0.28% | 109,100 | 77,507 | 245.3% | $296.85万 | 加仓 |
| PTON | PELOTON INTERACTIVE INC | $643.50万 | 0.42% | 1,500,000 | 979,058 | 187.9% | $420.02万 | 加仓 |
| RBLX | ROBLOX CORP | $707.00万 | 0.47% | 125,000 | -125,000 | -50.0% | -$707.00万 | 重新持有 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $758.44万 | 0.50% | 1,268,300 | 440,642 | 53.2% | $263.50万 | 加仓 |
| FOX | FOX CORP | $786.83万 | 0.52% | 148,178 | -581,449 | -79.7% | -$3,087.49万 | 减仓 |
| MNDY | MONDAY COM LTD | $820.34万 | 0.54% | 118,700 | 18,234 | 18.1% | $126.02万 | 加仓 |
| FIG | FIGMA INC | $845.60万 | 0.56% | 400,000 | 380,000 | 1,900.0% | $803.32万 | 重新持有 |
| TER | TERADYNE INC | $889.38万 | 0.59% | 30,000 | 30,000 | — | $889.38万 | 新建仓 |
| ROKU | ROKU INC | $1,135.44万 | 0.75% | 120,000 | 67,870 | 130.2% | $642.19万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $1,190.28万 | 0.78% | 140,000 | 140,000 | — | $1,190.28万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $1,195.42万 | 0.79% | 525,000 | 525,000 | — | $1,195.42万 | 新建仓 |
| RDDT | REDDIT INC | $1,211.85万 | 0.80% | 90,000 | 90,000 | — | $1,211.85万 | 新建仓 |
| SE | SEA LTD | $1,250.43万 | 0.82% | 151,000 | 97,845 | 184.1% | $810.25万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $1,255.12万 | 0.83% | 183,900 | -82,201 | -30.9% | -$561.02万 | 减仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $1,411.65万 | 0.93% | 150,000 | 150,000 | — | $1,411.65万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $1,419.92万 | 0.93% | 44,000 | 44,000 | — | $1,419.92万 | 新建仓 |
| XYZ | BLOCK INC | $1,480.43万 | 0.97% | 246,000 | 89,454 | 57.1% | $538.33万 | 加仓 |
| TCOM | TRIP COM GROUP LTD | $1,493.70万 | 0.98% | 300,000 | 260,000 | 650.0% | $1,294.54万 | 重新持有 |
| LYV | LIVE NATION ENTERTAINMENT IN | $1,525.10万 | 1.00% | 100,000 | 100,000 | — | $1,525.10万 | 新建仓 |
| WDAY | WORKDAY INC | $1,536.95万 | 1.01% | 118,300 | 118,300 | — | $1,536.95万 | 新建仓 |
| PDD | PDD HOLDINGS INC | $1,563.35万 | 1.03% | 153,000 | -47,000 | -23.5% | -$480.25万 | 重新持有 |
| AVGO | BROADCOM INC | $1,578.50万 | 1.04% | 51,000 | -16,762 | -24.7% | -$518.80万 | 减仓 |
| GDS | GDS HLDGS LTD | $1,611.60万 | 1.06% | 400,000 | -1,000 | -0.2% | -$4.03万 | 重新持有 |
| MRVL | MARVELL TECHNOLOGY INC | $1,626.52万 | 1.07% | 164,212 | -96,312 | -37.0% | -$953.97万 | 减仓 |
| ADI | ANALOG DEVICES INC | $1,654.33万 | 1.09% | 52,000 | 52,000 | — | $1,654.33万 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED | $1,674.45万 | 1.10% | 4,575,000 | 2,491,417 | 119.6% | $911.86万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $1,731.67万 | 1.14% | 75,000 | 75,000 | — | $1,731.67万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1,921.00万 | 1.26% | 500,000 | 220,781 | 79.1% | $848.24万 | 加仓 |
| COHR | COHERENT CORP | $1,929.50万 | 1.27% | 81,000 | -59,881 | -42.5% | -$1,426.43万 | 减仓 |
| WMG | WARNER MUSIC GROUP CORP | $2,155.16万 | 1.42% | 843,836 | 322,640 | 61.9% | $824.02万 | 加仓 |
| CART | MAPLEBEAR INC | $2,165.28万 | 1.43% | 578,024 | -258,905 | -30.9% | -$969.86万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $2,175.12万 | 1.43% | 381,600 | 164,344 | 75.6% | $936.76万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,237.73万 | 1.47% | 110,000 | -46,250 | -29.6% | -$940.86万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $2,526.19万 | 1.66% | 6,000 | 1,832 | 44.0% | $771.33万 | 加仓 |
| NFLX | NETFLIX INC. | $2,547.97万 | 1.68% | 265,000 | 56,515 | 27.1% | $543.39万 | 加仓 |
| FTNT | FORTINET INC | $2,624.85万 | 1.73% | 321,200 | 49,452 | 18.2% | $404.12万 | 加仓 |
| OMC | OMNICOM GROUP INC | $2,661.46万 | 1.75% | 353,400 | 116,451 | 49.1% | $876.99万 | 加仓 |
| CSGP | COSTAR GROUP INC | $2,690.27万 | 1.77% | 666,900 | 666,900 | — | $2,690.27万 | 新建仓 |
| CRWV | COREWEAVE INC | $2,719.20万 | 1.79% | 351,000 | 341,000 | 3,410.0% | $2,641.73万 | 加仓 |
| SNPS | SYNOPSYS INC | $2,727.78万 | 1.80% | 68,800 | -9,384 | -12.0% | -$372.06万 | 减仓 |
| DASH | DOORDASH INC | $2,747.74万 | 1.81% | 183,000 | 163,000 | 815.0% | $2,447.45万 | 重新持有 |
| AFRM | AFFIRM HLDGS INC | $2,749.20万 | 1.81% | 600,000 | 536,814 | 849.6% | $2,459.68万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,961.36万 | 1.95% | 80,000 | -12,765 | -13.8% | -$472.52万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $2,982.16万 | 1.96% | 1,086,000 | 717,413 | 194.6% | $1,970.02万 | 加仓 |
| NTNX | NUTANIX INC | $3,004.31万 | 1.98% | 790,400 | 113,116 | 16.7% | $429.95万 | 加仓 |
| HUBS | HUBSPOT INC | $3,070.78万 | 2.02% | 125,800 | 65,409 | 108.3% | $1,596.63万 | 加仓 |
| AMZN | AMAZON COM INC | $3,124.05万 | 2.06% | 150,000 | 45,765 | 43.9% | $953.15万 | 加仓 |
| INTU | INTUIT | $3,203.94万 | 2.11% | 74,100 | 51,985 | 235.1% | $2,247.73万 | 加仓 |
| AMAT | APPLIED MATLS INC | $3,247.01万 | 2.14% | 95,000 | 95,000 | — | $3,247.01万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $3,394.37万 | 2.24% | 70,000 | 17,893 | 34.3% | $867.65万 | 加仓 |
| CIEN | CIENA CORP | $3,532.89万 | 2.33% | 91,000 | 91,000 | — | $3,532.89万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $3,739.05万 | 2.46% | 175,000 | 175,000 | — | $3,739.05万 | 新建仓 |
| SNDK | SANDISK CORP | $3,875.57万 | 2.55% | 61,000 | 61,000 | — | $3,875.57万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $4,071.22万 | 2.68% | 811,000 | 263,384 | 48.1% | $1,322.19万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $4,315.80万 | 2.84% | 600,000 | -25,381 | -4.1% | -$182.57万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $4,989.60万 | 3.29% | 71,000 | -22,708 | -24.2% | -$1,595.83万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5,069.25万 | 3.34% | 150,000 | -6,335 | -4.1% | -$214.09万 | 减仓 |
| META | META PLATFORMS INC | $5,778.51万 | 3.81% | 101,000 | 61,000 | 152.5% | $3,489.99万 | 重新持有 |
| EQIX | EQUINIX INC | $6,175.51万 | 4.07% | 63,000 | 16,274 | 34.8% | $1,595.24万 | 加仓 |
| TMUS | T-MOBILE US INC | $6,300.90万 | 4.15% | 300,000 | 78,848 | 35.7% | $1,656.04万 | 加仓 |
| GLW | CORNING INC | $8,158.20万 | 5.37% | 600,000 | 347,648 | 137.8% | $4,726.97万 | 加仓 |