Ardmore Road Asset Management LP
WESTPORT CT · SEC CIK 0001835730
$17.03亿2026Q2 申报市值
70持仓数
32.5%前十大占比 · 第一大 4.3%
18 / 20新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GWRE 新建仓+$6,767.75万
AMT 新建仓+$4,620.26万
QCOM 新建仓+$3,902.76万
ASML 新建仓+$3,203.00万
VZ 加仓+$2,914.09万
2026Q2 卖出最多 按季末市值估算
GLW 减仓-$1.39亿
SNDK 减仓-$1.38亿
NVDA 重新持有-$6,148.55万
LITE 减仓-$5,989.26万
AMAT 减仓-$5,834.61万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -101,000 | -100.0% | -$5,778.51万 | 清仓 |
| CIEN | CIENA CORP | $0 | 0.00% | 0 | -91,000 | -100.0% | -$3,532.89万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -68,800 | -100.0% | -$2,727.78万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -265,000 | -100.0% | -$2,547.97万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -52,000 | -100.0% | -$1,654.33万 | 清仓 |
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | -153,000 | -100.0% | -$1,563.35万 | 清仓 |
| TCOM | TRIP COM GROUP LTD | $0 | 0.00% | 0 | -300,000 | -100.0% | -$1,493.70万 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | -246,000 | -100.0% | -$1,480.43万 | 清仓 |
| AEIS | ADVANCED ENERGY INDS | $0 | 0.00% | 0 | -44,000 | -100.0% | -$1,419.92万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -151,000 | -100.0% | -$1,250.43万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -90,000 | -100.0% | -$1,211.85万 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -30,000 | -100.0% | -$889.38万 | 清仓 |
| FIG | FIGMA INC | $0 | 0.00% | 0 | -400,000 | -100.0% | -$845.60万 | 清仓 |
| FOX | FOX CORP | $0 | 0.00% | 0 | -148,178 | -100.0% | -$786.83万 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,268,300 | -100.0% | -$758.44万 | 清仓 |
| PTON | PELOTON INTERACTIVE INC | $0 | 0.00% | 0 | -1,500,000 | -100.0% | -$643.50万 | 清仓 |
| BILL | BILL HOLDINGS INC | $0 | 0.00% | 0 | -109,100 | -100.0% | -$417.85万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -300,322 | -100.0% | -$399.43万 | 清仓 |
| SNAP | SNAP INC | $0 | 0.00% | 0 | -700,000 | -100.0% | -$322.00万 | 清仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -20,000 | -100.0% | -$156.16万 | 清仓 |
| SNDK | SANDISK CORP | $43.66万 | 0.03% | 192 | -60,808 | -99.7% | -$1.38亿 | 减仓 |
| AVGO | BROADCOM INC | $98.22万 | 0.06% | 2,600 | -48,400 | -94.9% | -$1,828.31万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $98.26万 | 0.06% | 33,500 | -491,500 | -93.6% | -$1,441.57万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $99.28万 | 0.06% | 2,800 | -7,200 | -72.0% | -$255.29万 | 重新持有 |
| KLAC | KLA CORP | $99.56万 | 0.06% | 3,300 | 3,300 | — | $99.56万 | 新建仓 |
| CSCO | CISCO SYS INC | $99.84万 | 0.06% | 8,500 | 8,500 | — | $99.84万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $100.05万 | 0.06% | 5,000 | -307,289 | -98.4% | -$6,148.55万 | 重新持有 |
| APH | AMPHENOL CORP | $100.50万 | 0.06% | 5,700 | 5,700 | — | $100.50万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $101.28万 | 0.06% | 3,400 | -160,812 | -97.9% | -$4,790.43万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $102.97万 | 0.06% | 1,200 | -69,800 | -98.3% | -$5,989.26万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $103.89万 | 0.06% | 900 | -40,740 | -97.8% | -$4,702.58万 | 重新持有 |
| AFRM | AFFIRM HLDGS INC | $155.76万 | 0.09% | 19,100 | -580,900 | -96.8% | -$4,737.24万 | 减仓 |
| STM | STMICROELECTRONICS N V | $449.34万 | 0.26% | 60,000 | 60,000 | — | $449.34万 | 新建仓 |
| CHWY | CHEWY INC | $589.50万 | 0.35% | 300,000 | 300,000 | — | $589.50万 | 新建仓 |
| FTNT | FORTINET INC | $660.57万 | 0.39% | 43,000 | -278,200 | -86.6% | -$4,273.71万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $839.04万 | 0.49% | 59,000 | 59,000 | — | $839.04万 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC | $862.30万 | 0.51% | 100,000 | -369,121 | -78.7% | -$3,182.93万 | 重新持有 |
| AMAT | APPLIED MATLS INC | $1,033.89万 | 0.61% | 14,300 | -80,700 | -84.9% | -$5,834.61万 | 减仓 |
| CSGP | COSTAR GROUP INC | $1,104.89万 | 0.65% | 390,146 | -276,754 | -41.5% | -$783.77万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $1,301.40万 | 0.76% | 23,214 | 23,214 | — | $1,301.40万 | 新建仓 |
| BIDU | BAIDU INC | $1,302.41万 | 0.76% | 113,957 | 113,957 | — | $1,302.41万 | 新建仓 |
| HUBS | HUBSPOT INC | $1,403.50万 | 0.82% | 76,900 | -48,900 | -38.9% | -$892.47万 | 减仓 |
| U | UNITY SOFTWARE INC | $1,429.00万 | 0.84% | 500,000 | 500,000 | — | $1,429.00万 | 新建仓 |
| GLW | CORNING INC | $1,471.28万 | 0.86% | 57,600 | -542,400 | -90.4% | -$1.39亿 | 减仓 |
| APP | APPLOVIN CORP | $1,545.69万 | 0.91% | 30,000 | 30,000 | — | $1,545.69万 | 新建仓 |
| CPNG | COUPANG INC | $1,619.06万 | 0.95% | 932,100 | 892,100 | 2,230.2% | $1,549.58万 | 重新持有 |
| ZM | ZOOM COMMUNICATIONS INC | $1,726.20万 | 1.01% | 200,000 | 200,000 | — | $1,726.20万 | 新建仓 |
| CRWV | COREWEAVE INC | $1,726.95万 | 1.01% | 173,493 | -177,507 | -50.6% | -$1,766.90万 | 减仓 |
| SMTC | SEMTECH CORP | $1,780.35万 | 1.05% | 110,000 | 110,000 | — | $1,780.35万 | 新建仓 |
| GDS | GDS HLDGS LTD | $1,801.80万 | 1.06% | 600,000 | 200,000 | 50.0% | $600.60万 | 加仓 |
| SHOP | SHOPIFY INC | $1,855.42万 | 1.09% | 162,500 | 162,500 | — | $1,855.42万 | 新建仓 |
| CART | MAPLEBEAR INC | $1,894.00万 | 1.11% | 400,000 | -178,024 | -30.8% | -$842.94万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $1,960.64万 | 1.15% | 110,000 | -40,000 | -26.7% | -$712.96万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1,997.40万 | 1.17% | 600,000 | 100,000 | 20.0% | $332.90万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $2,005.60万 | 1.18% | 200,000 | 200,000 | — | $2,005.60万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $2,047.04万 | 1.20% | 80,000 | 5,000 | 6.7% | $127.94万 | 加仓 |
| DASH | DOORDASH INC | $2,214.36万 | 1.30% | 120,000 | -63,000 | -34.4% | -$1,162.54万 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $2,262.00万 | 1.33% | 6,000,000 | 1,425,000 | 31.1% | $537.23万 | 加仓 |
| EQIX | EQUINIX INC | $2,338.50万 | 1.37% | 22,434 | -40,566 | -64.4% | -$4,228.56万 | 减仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $2,445.57万 | 1.44% | 231,500 | 81,500 | 54.3% | $860.97万 | 加仓 |
| RBLX | ROBLOX CORP | $2,447.10万 | 1.44% | 450,000 | 325,000 | 260.0% | $1,767.35万 | 加仓 |
| WDAY | WORKDAY INC | $2,564.09万 | 1.51% | 209,450 | 91,150 | 77.0% | $1,115.86万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $2,606.02万 | 1.53% | 60,400 | 50,400 | 504.0% | $2,174.56万 | 重新持有 |
| COHR | COHERENT CORP | $2,958.53万 | 1.74% | 75,000 | -6,000 | -7.4% | -$236.68万 | 减仓 |
| MNDY | MONDAY COM LTD | $3,084.81万 | 1.81% | 426,137 | 307,437 | 259.0% | $2,225.54万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $3,124.48万 | 1.83% | 170,634 | 70,634 | 70.6% | $1,293.38万 | 加仓 |
| ASML | ASML HLDG NV | $3,203.00万 | 1.88% | 16,100 | 16,100 | — | $3,203.00万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $3,213.91万 | 1.89% | 70,000 | 0 | 0.0% | — | 不变 |
| WMG | WARNER MUSIC GROUP CORP | $3,586.78万 | 2.11% | 1,325,000 | 481,164 | 57.0% | $1,302.51万 | 加仓 |
| INTU | INTUIT | $3,774.06万 | 2.22% | 144,600 | 70,500 | 95.1% | $1,840.05万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $3,805.60万 | 2.23% | 400,000 | 260,000 | 185.7% | $2,473.64万 | 加仓 |
| OMC | OMNICOM GROUP INC | $3,822.07万 | 2.24% | 524,794 | 171,394 | 48.5% | $1,248.26万 | 加仓 |
| MDB | MONGODB INC | $3,827.92万 | 2.25% | 113,960 | 82,718 | 264.8% | $2,778.50万 | 重新持有 |
| PCOR | PROCORE TECHNOLOGIES INC | $3,877.25万 | 2.28% | 954,517 | 572,917 | 150.1% | $2,327.19万 | 加仓 |
| QCOM | QUALCOMM INC | $3,902.76万 | 2.29% | 211,200 | 211,200 | — | $3,902.76万 | 新建仓 |
| AMZN | AMAZON COM INC | $3,937.38万 | 2.31% | 165,200 | 15,200 | 10.1% | $362.28万 | 加仓 |
| ECHO | ECHOSTAR CORP | $4,009.25万 | 2.35% | 395,000 | 284,502 | 257.5% | $2,887.70万 | 重新持有 |
| TEAM | ATLASSIAN CORPORATION | $4,091.39万 | 2.40% | 525,953 | 342,053 | 186.0% | $2,660.83万 | 加仓 |
| ROKU | ROKU INC | $4,102.76万 | 2.41% | 297,000 | 177,000 | 147.5% | $2,445.08万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $4,203.30万 | 2.47% | 97,000 | -78,000 | -44.6% | -$3,379.97万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,375.52万 | 2.57% | 117,300 | 37,300 | 46.6% | $1,391.36万 | 加仓 |
| NTNX | NUTANIX INC | $4,410.08万 | 2.59% | 865,400 | 75,000 | 9.5% | $382.20万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $4,620.26万 | 2.71% | 282,464 | 282,464 | — | $4,620.26万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $4,640.12万 | 2.72% | 1,740,482 | 654,482 | 60.3% | $1,744.85万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $5,051.20万 | 2.97% | 700,000 | 100,000 | 16.7% | $721.60万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5,386.99万 | 3.16% | 112,800 | -37,200 | -24.8% | -$1,776.56万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $6,347.87万 | 3.73% | 1,499,260 | 688,260 | 84.9% | $2,914.09万 | 加仓 |
| TMUS | T-MOBILE US INC | $6,457.60万 | 3.79% | 385,000 | 85,000 | 28.3% | $1,425.70万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $6,767.75万 | 3.97% | 550,000 | 550,000 | — | $6,767.75万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $7,261.38万 | 4.26% | 125,000 | 15,000 | 13.6% | $871.37万 | 加仓 |