# EDGAR Filing Document

**Accession Number:** 0001835730
**File Stem:** 0001835730-26-000006
**Filing Date:** 2026-5
**Character Count:** 10176
**Document Hash:** e5198b292cdd7fdb5bcc667c27a0645c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001835730-26-000006.hdr.sgml**: 20260515

**ACCESSION NUMBER**: 0001835730-26-000006

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260515

**DATE AS OF CHANGE**: 20260515

**EFFECTIVENESS DATE**: 20260515

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Ardmore Road Asset Management LP
- **CENTRAL INDEX KEY:** 0001835730

**ORGANIZATION NAME:**
- **EIN:** 852232113
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22017
- **FILM NUMBER:** 26989713

**BUSINESS ADDRESS:**
- **STREET 1:** 21 BRIDGE SQUARE
- **STREET 2:** SUITE 3C
- **CITY:** WESTPORT
- **STATE:** CT
- **ZIP:** 06880
- **BUSINESS PHONE:** 9084153285

**MAIL ADDRESS:**
- **STREET 1:** 21 BRIDGE SQUARE
- **STREET 2:** SUITE 3C
- **CITY:** WESTPORT
- **STATE:** CT
- **ZIP:** 06880

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Ardmore Road Asset Management LP<br>**Address:** 21 BRIDGE SQUARE<br>SUITE 3C<br>WESTPORT, CT 06880

**Form 13F File Number:** 028-22017

**CRD Number (if applicable):** 000311471

**SEC File Number (if applicable):** 801-119876

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Kenneth Palumbo<br>**Title:** PartnerChief Operating Officerand Chief Compliance Officer<br>**Phone:** 646-793-6220

**Signature, Place, and Date of Signing:**

Kenneth Palumbo  New York, NY  05-15-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 64

**Form 13F Information Table Value Total:** $1518661796

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ADVANCED ENERGY INDS | COM | 007973100 |  | 14199240 | 44000 | SH |  | SOLE |  | 44000 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 22377300 | 110000 | SH |  | SOLE |  | 110000 | 0 | 0 |
| AFFIRM HLDGS INC | COM CL A | 00827B106 |  | 27492000 | 600000 | SH |  | SOLE |  | 600000 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 31240500 | 150000 | SH |  | SOLE |  | 150000 | 0 | 0 |
| ANALOG DEVICES INC | COM | 032654105 |  | 16543280 | 52000 | SH |  | SOLE |  | 52000 | 0 | 0 |
| APPLIED MATLS INC | COM | 038222105 |  | 32470050 | 95000 | SH |  | SOLE |  | 95000 | 0 | 0 |
| ATLASSIAN CORPORATION | CL A | 049468101 |  | 12551175 | 183900 | SH |  | SOLE |  | 183900 | 0 | 0 |
| BILL HOLDINGS INC | COM | 090043100 |  | 4178530 | 109100 | SH |  | SOLE |  | 109100 | 0 | 0 |
| BLOCK INC | CL A | 852234103 |  | 14804280 | 246000 | SH |  | SOLE |  | 246000 | 0 | 0 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 25261920 | 6000 | SH |  | SOLE |  | 6000 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 15785010 | 51000 | SH |  | SOLE |  | 51000 | 0 | 0 |
| CIENA CORP | COM NEW | 171779309 |  | 35328930 | 91000 | SH |  | SOLE |  | 91000 | 0 | 0 |
| COHERENT CORP | COM | 19247G107 |  | 19295010 | 81000 | SH |  | SOLE |  | 81000 | 0 | 0 |
| COREWEAVE INC | COM CL A | 21873S108 |  | 27191970 | 351000 | SH |  | SOLE |  | 351000 | 0 | 0 |
| CORNING INC | COM | 219350105 |  | 81582000 | 600000 | SH |  | SOLE |  | 600000 | 0 | 0 |
| COSTAR GROUP INC | COM | 22160N109 |  | 26902746 | 666900 | SH |  | SOLE |  | 666900 | 0 | 0 |
| DOORDASH INC | CL A | 25809K105 |  | 27477450 | 183000 | SH |  | SOLE |  | 183000 | 0 | 0 |
| EQUINIX INC | COM | 29444U700 |  | 61755120 | 63000 | SH |  | SOLE |  | 63000 | 0 | 0 |
| EXPEDIA GROUP INC | COM NEW | 30212P303 |  | 17316750 | 75000 | SH |  | SOLE |  | 75000 | 0 | 0 |
| FIGMA INC | CLASS A COM STK | 316841105 |  | 8456000 | 400000 | SH |  | SOLE |  | 400000 | 0 | 0 |
| FORTINET INC | COM | 34959E109 |  | 26248464 | 321200 | SH |  | SOLE |  | 321200 | 0 | 0 |
| FOX CORP | CL B COM | 35137L204 |  | 7868252 | 148178 | SH |  | SOLE |  | 148178 | 0 | 0 |
| GDS HLDGS LTD | SPONSORED ADS | 36165L108 |  | 16116000 | 400000 | SH |  | SOLE |  | 400000 | 0 | 0 |
| GRAB HOLDINGS LIMITED | CLASS A ORD | G4124C109 |  | 16744500 | 4575000 | SH |  | SOLE |  | 4575000 | 0 | 0 |
| HUBSPOT INC | COM | 443573100 |  | 30707780 | 125800 | SH |  | SOLE |  | 125800 | 0 | 0 |
| INTUIT | COM | 461202103 |  | 32039358 | 74100 | SH |  | SOLE |  | 74100 | 0 | 0 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 19210000 | 500000 | SH |  | SOLE |  | 500000 | 0 | 0 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 37390500 | 175000 | SH |  | SOLE |  | 175000 | 0 | 0 |
| LIBERTY LIVE HOLDINGS INC | COM SHS SER C | 530909308 |  | 14116500 | 150000 | SH |  | SOLE |  | 150000 | 0 | 0 |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 |  | 11902800 | 140000 | SH |  | SOLE |  | 140000 | 0 | 0 |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S A | 531229771 |  | 1561600 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 |  | 15251000 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| LUMENTUM HLDGS INC | COM | 55024U109 |  | 49895960 | 71000 | SH |  | SOLE |  | 71000 | 0 | 0 |
| LYFT INC | CL A COM | 55087P104 |  | 3994283 | 300322 | SH |  | SOLE |  | 300322 | 0 | 0 |
| MAPLEBEAR INC | COM | 565394103 |  | 21652779 | 578024 | SH |  | SOLE |  | 578024 | 0 | 0 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 16265199 | 164212 | SH |  | SOLE |  | 164212 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 57785130 | 101000 | SH |  | SOLE |  | 101000 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 29613600 | 80000 | SH |  | SOLE |  | 80000 | 0 | 0 |
| MONDAY COM LTD | SHS | M7S64H106 |  | 8203357 | 118700 | SH |  | SOLE |  | 118700 | 0 | 0 |
| NETFLIX INC. | COM | 64110L106 |  | 25479750 | 265000 | SH |  | SOLE |  | 265000 | 0 | 0 |
| NUTANIX INC | CL A | 67059N108 |  | 30043104 | 790400 | SH |  | SOLE |  | 790400 | 0 | 0 |
| OMNICOM GROUP INC | COM | 681919106 |  | 26614554 | 353400 | SH |  | SOLE |  | 353400 | 0 | 0 |
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 |  | 15633540 | 153000 | SH |  | SOLE |  | 153000 | 0 | 0 |
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 |  | 6435000 | 1500000 | SH |  | SOLE |  | 1500000 | 0 | 0 |
| PROCORE TECHNOLOGIES INC | COM | 74275K108 |  | 21751200 | 381600 | SH |  | SOLE |  | 381600 | 0 | 0 |
| REDDIT INC | CL A | 75734B100 |  | 12118500 | 90000 | SH |  | SOLE |  | 90000 | 0 | 0 |
| ROBLOX CORP | CL A | 771049103 |  | 7070000 | 125000 | SH |  | SOLE |  | 125000 | 0 | 0 |
| ROKU INC | COM CL A | 77543R102 |  | 11354400 | 120000 | SH |  | SOLE |  | 120000 | 0 | 0 |
| SANDISK CORP | COM | 80004C200 |  | 38755740 | 61000 | SH |  | SOLE |  | 61000 | 0 | 0 |
| SEA LTD | SPONSORD ADS | 81141R100 |  | 12504310 | 151000 | SH |  | SOLE |  | 151000 | 0 | 0 |
| SNAP INC | CL A | 83304A106 |  | 3220000 | 700000 | SH |  | SOLE |  | 700000 | 0 | 0 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 33943700 | 70000 | SH |  | SOLE |  | 70000 | 0 | 0 |
| SUPER MICRO COMPUTER INC | COM NEW | 86800U302 |  | 11954250 | 525000 | SH |  | SOLE |  | 525000 | 0 | 0 |
| SYNOPSYS INC | COM | 871607107 |  | 27277824 | 68800 | SH |  | SOLE |  | 68800 | 0 | 0 |
| T-MOBILE US INC | COM | 872590104 |  | 63009000 | 300000 | SH |  | SOLE |  | 300000 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 50692500 | 150000 | SH |  | SOLE |  | 150000 | 0 | 0 |
| TERADYNE INC | COM | 880770102 |  | 8893800 | 30000 | SH |  | SOLE |  | 30000 | 0 | 0 |
| TRIP COM GROUP LTD | ADS | 89677Q107 |  | 14937000 | 300000 | SH |  | SOLE |  | 300000 | 0 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 43158000 | 600000 | SH |  | SOLE |  | 600000 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 40712200 | 811000 | SH |  | SOLE |  | 811000 | 0 | 0 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 |  | 29821560 | 1086000 | SH |  | SOLE |  | 1086000 | 0 | 0 |
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 |  | 21551571 | 843836 | SH |  | SOLE |  | 843836 | 0 | 0 |
| WORKDAY INC | CL A | 98138H101 |  | 15369536 | 118300 | SH |  | SOLE |  | 118300 | 0 | 0 |
| ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | 98980F104 |  | 7584434 | 1268300 | SH |  | SOLE |  | 1268300 | 0 | 0 |

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