Ardmore Road Asset Management LP

Hedge Fund • Long/Short

Ardmore Road Asset Management LP is a Long/Short Hedge Fund based in New York, NY led by Christopher David Connor, reporting $1.6B in AUM as of Q3 2025 with 40% Technology concentration.

CIOChristopher David Connor

Portfolio Value: $1.4B
Positions: 67
Top Holding: NVDA at 6.45%
Last Reported: Q3 2025

Address100 East 53rd Street, 17a, New York, NY, 10022, United States

Top Holdings

Largest long holdings in Ardmore Road Asset Management LP's portfolio (40.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$93.3M	6.45%	+$31.5M Bought	0.00% 500.0K shares	Q2 2025 Held for 5 months
2 Advanced Micro Devices AMD	Semiconductors Technology	$73.0M	5.05%	-$24.1M Sold	0.03% 451.0K shares	Q3 2024 Held for 1y 2m
3 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$72.9M	5.04%	-$72.9M Sold	0.00% 300.0K shares	Q2 2024 Held for 1y 5m
4 Block XYZ	Software - Infrastructure Technology	$61.4M	4.25%	+$21.7M Bought	0.14% 850.0K shares	Q1 2024 Held for 1y 8m
5 Flutter Entertainment FLUT	Gambling, Resorts & Casinos Consumer Cyclical	$57.2M	3.95%	+$6.4M Bought	0.13% 225.0K shares	Q2 2024 Held for 1y 5m
6 Netflix NFLX	Entertainment Communication Services	$49.2M	3.40%	+$49.2M Bought	0.01% 41.0K shares	Q4 2022 Held for 2y 11m
7 CoreWeave, Inc. CRWV	Software - Infrastructure Technology	$47.9M	3.31%	+$47.9M New	0.07% 350.0K shares	Q3 2025 Held for 2 months
8 BABA Alibaba Group Holding Limited BABA	Unknown Unknown	$44.7M	3.09%	+$44.7M Bought	— 250.0K shares	Q3 2024 Held for 1y 2m
9 Spotify Technology SPOT	Internet Content & Information Communication Services	$41.9M	2.90%	+$41.9M Bought	0.03% 60.0K shares	Q3 2025 Held for 2 months
10 Walt Disney DIS	Entertainment Communication Services	$40.1M	2.77%	-$5.7M Sold	0.02% 350.0K shares	Q2 2025 Held for 5 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Ardmore Road Asset Management LP's latest filing

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Market Value

$1.4B

Prior: $1.2B

Q/Q Change

+24.81%

+$287.4M

Net Flows % of MV

-10.79%

Turnover Ratio

47.96%

New Purchases

25 stocks

$284.2M

Added To

12 stocks

+$147.4M

Sold Out Of

13 stocks

$309.4M

Reduced Holdings

12 stocks

-$278.2M

Increased Positions

Position	Shares Δ	Change
1 CoreWeave, Inc. CRWV	New	0 → 350.0K +$47.9M
2 Fox Corporation FOX	New	0 → 625.0K +$35.8M
3 Lumentum Holdings Inc. LITE	New	0 → 180.0K +$29.3M
4 Twilio TWLO	New	0 → 250.0K +$25.0M
5 Synopsys SNPS	New	0 → 50.0K +$24.7M

Decreased Positions

Position	Shares Δ	Change
1 Cisco Systems, Inc. CSCO	Sold	1.0M → 0 −$69.4M
2 Amazon AMZN	Sold	293.0K → 0 −$64.3M
3 Broadcom Inc. AVGO	Sold	200.0K → 0 −$55.1M
4 Marvell Technology, Inc. MRVL	Sold	350.0K → 0 −$27.1M
5 iShares Expanded Tech-Software Sector IGV	Sold	200.0K → 0 −$21.9M