# EDGAR Filing Document

**Accession Number:** 0001835730
**File Stem:** 0001835730-26-000003
**Filing Date:** 2026-2
**Character Count:** 11086
**Document Hash:** 9d81851053fcdedc28292c143d1dd088
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001835730-26-000003.hdr.sgml**: 20260217

**ACCESSION NUMBER**: 0001835730-26-000003

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260217

**DATE AS OF CHANGE**: 20260217

**EFFECTIVENESS DATE**: 20260217

**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:** 26643318

**BUSINESS ADDRESS:**
- **STREET 1:** 477 MADISON AVE
- **STREET 2:** 22ND FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10022
- **BUSINESS PHONE:** 9084153285

**MAIL ADDRESS:**
- **STREET 1:** 477 MADISON AVE
- **STREET 2:** 22ND FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10022

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**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:** 477 MADISON AVE<br>22ND FLOOR<br>NEW YORK, NY 10022

**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:** 203-293-2653

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

Kenneth Palumbo  New York, NY  02-17-2026<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:** 74

**Form 13F Information Table Value Total:** $1319366750

      (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 MICRO DEVICES INC | COM | 007903107 |  | 33462500 | 156250 | SH |  | SOLE |  | 156250 | 0 | 0 |
| AFFIRM HLDGS INC | COM CL A | 00827B106 |  | 4702934 | 63186 | SH |  | SOLE |  | 63186 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 26095436 | 83372 | SH |  | SOLE |  | 83372 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 24059523 | 104235 | SH |  | SOLE |  | 104235 | 0 | 0 |
| AMKOR TECHNOLOGY INC | COM | 031652100 |  | 18520897 | 469121 | SH |  | SOLE |  | 469121 | 0 | 0 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 655150 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 |  | 1093100 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| ASTERA LABS INC | COM | 04626A103 |  | 831800 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| ATLASSIAN CORPORATION | CL A | 049468101 |  | 43145616 | 266101 | SH |  | SOLE |  | 266101 | 0 | 0 |
| BILL HOLDINGS INC | COM | 090043100 |  | 1723082 | 31593 | SH |  | SOLE |  | 31593 | 0 | 0 |
| BLOCK INC | CL A | 852234103 |  | 10189579 | 156546 | SH |  | SOLE |  | 156546 | 0 | 0 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 22321015 | 4168 | SH |  | SOLE |  | 4168 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 23452428 | 67762 | SH |  | SOLE |  | 67762 | 0 | 0 |
| CARVANA CO | CL A | 146869102 |  | 29001636 | 68721 | SH |  | SOLE |  | 68721 | 0 | 0 |
| CIRCLE INTERNET GROUP INC | COM CL A | 172573107 |  | 793000 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| CLEARWATER ANALYTICS HLDGS I | CL A | 185123106 |  | 10160357 | 421242 | SH |  | SOLE |  | 421242 | 0 | 0 |
| COHERENT CORP | COM | 19247G107 |  | 26002406 | 140881 | SH |  | SOLE |  | 140881 | 0 | 0 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 |  | 1130700 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| COMMVAULT SYS INC | COM | 204166102 |  | 3704513 | 29551 | SH |  | SOLE |  | 29551 | 0 | 0 |
| COREWEAVE INC | COM CL A | 21873S108 |  | 716100 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| CORNING INC | COM | 219350105 |  | 22095941 | 252352 | SH |  | SOLE |  | 252352 | 0 | 0 |
| COUPANG INC | CL A | 22266T109 |  | 943600 | 40000 | SH |  | SOLE |  | 40000 | 0 | 0 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 |  | 1258800 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| DIGITAL RLTY TR INC | COM | 253868103 |  | 773550 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 44929480 | 394915 | SH |  | SOLE |  | 394915 | 0 | 0 |
| DRAFTKINGS INC NEW | COM CL A | 26142V105 |  | 35923172 | 1042460 | SH |  | SOLE |  | 1042460 | 0 | 0 |
| EBAY INC. | COM | 278642103 |  | 28149065 | 323181 | SH |  | SOLE |  | 323181 | 0 | 0 |
| ECHOSTAR CORP | CL A | 278768106 |  | 12011133 | 110498 | SH |  | SOLE |  | 110498 | 0 | 0 |
| EQUINIX INC | COM | 29444U700 |  | 35799592 | 46726 | SH |  | SOLE |  | 46726 | 0 | 0 |
| ETSY INC | COM | 29786A106 |  | 10989982 | 198232 | SH |  | SOLE |  | 198232 | 0 | 0 |
| FISERV INC | COM | 337738108 |  | 3498885 | 52090 | SH |  | SOLE |  | 52090 | 0 | 0 |
| FLUTTER ENTMT PLC | SHS | G3643J108 |  | 33636987 | 156422 | SH |  | SOLE |  | 156422 | 0 | 0 |
| FORTINET INC | COM | 34959E109 |  | 21579509 | 271748 | SH |  | SOLE |  | 271748 | 0 | 0 |
| FOX CORP | CL B COM | 35137L204 |  | 47374681 | 729627 | SH |  | SOLE |  | 729627 | 0 | 0 |
| GRAB HOLDINGS LIMITED | CLASS A ORD | G4124C109 |  | 10397079 | 2083583 | SH |  | SOLE |  | 2083583 | 0 | 0 |
| HUBSPOT INC | COM | 443573100 |  | 24234908 | 60391 | SH |  | SOLE |  | 60391 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 1481050 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| INTUIT | COM | 461202103 |  | 14649418 | 22115 | SH |  | SOLE |  | 22115 | 0 | 0 |
| IREN LIMITED | ORDINARY SHARES | Q4982L109 |  | 944250 | 25000 | SH |  | SOLE |  | 25000 | 0 | 0 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 13863223 | 279219 | SH |  | SOLE |  | 279219 | 0 | 0 |
| LUMENTUM HLDGS INC | COM | 55024U109 |  | 34539832 | 93708 | SH |  | SOLE |  | 93708 | 0 | 0 |
| MAPLEBEAR INC | COM | 565394103 |  | 37645066 | 836929 | SH |  | SOLE |  | 836929 | 0 | 0 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 22139330 | 260524 | SH |  | SOLE |  | 260524 | 0 | 0 |
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 |  | 13282880 | 208457 | SH |  | SOLE |  | 208457 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 11884472 | 41640 | SH |  | SOLE |  | 41640 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 44863009 | 92765 | SH |  | SOLE |  | 92765 | 0 | 0 |
| MONDAY COM LTD | SHS | M7S64H106 |  | 14824763 | 100466 | SH |  | SOLE |  | 100466 | 0 | 0 |
| MONGODB INC | CL A | 60937P106 |  | 13111955 | 31242 | SH |  | SOLE |  | 31242 | 0 | 0 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 |  | 837050 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 19547554 | 208485 | SH |  | SOLE |  | 208485 | 0 | 0 |
| NUTANIX INC | CL A | 67059N108 |  | 35008810 | 677284 | SH |  | SOLE |  | 677284 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 58241898 | 312289 | SH |  | SOLE |  | 312289 | 0 | 0 |
| OMNICOM GROUP INC | COM | 681919106 |  | 19133632 | 236949 | SH |  | SOLE |  | 236949 | 0 | 0 |
| ONTO INNOVATION INC | COM | 683344105 |  | 12329024 | 78101 | SH |  | SOLE |  | 78101 | 0 | 0 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 875700 | 15000 | SH |  | SOLE |  | 15000 | 0 | 0 |
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 |  | 3209003 | 520942 | SH |  | SOLE |  | 520942 | 0 | 0 |
| PROCORE TECHNOLOGIES INC | COM | 74275K108 |  | 15803201 | 217256 | SH |  | SOLE |  | 217256 | 0 | 0 |
| ROKU INC | COM CL A | 77543R102 |  | 5655584 | 52130 | SH |  | SOLE |  | 52130 | 0 | 0 |
| SEA LTD | SPONSORD ADS | 81141R100 |  | 6780983 | 53155 | SH |  | SOLE |  | 53155 | 0 | 0 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 |  | 7173634 | 26049 | SH |  | SOLE |  | 26049 | 0 | 0 |
| SNAP INC | CL A | 83304A106 |  | 9252328 | 1146509 | SH |  | SOLE |  | 1146509 | 0 | 0 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 30259056 | 52107 | SH |  | SOLE |  | 52107 | 0 | 0 |
| STUBHUB HLDGS INC | CL A | 86384P109 |  | 338250 | 25000 | SH |  | SOLE |  | 25000 | 0 | 0 |
| SYNOPSYS INC | COM | 871607107 |  | 36724588 | 78184 | SH |  | SOLE |  | 78184 | 0 | 0 |
| T-MOBILE US INC | COM | 872590104 |  | 44902702 | 221152 | SH |  | SOLE |  | 221152 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 47508643 | 156335 | SH |  | SOLE |  | 156335 | 0 | 0 |
| TWILIO INC | CL A | 90138F102 |  | 14366524 | 101002 | SH |  | SOLE |  | 101002 | 0 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 51099882 | 625381 | SH |  | SOLE |  | 625381 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 22304400 | 547616 | SH |  | SOLE |  | 547616 | 0 | 0 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 810050 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 |  | 10622677 | 368587 | SH |  | SOLE |  | 368587 | 0 | 0 |
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 |  | 15985081 | 521196 | SH |  | SOLE |  | 521196 | 0 | 0 |
| WESTERN DIGITAL CORP | COM | 958102105 |  | 3591830 | 20850 | SH |  | SOLE |  | 20850 | 0 | 0 |
| ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | 98980F104 |  | 8417282 | 827658 | SH |  | SOLE |  | 827658 | 0 | 0 |

---