Ardmore Road Asset Management Lp
- Regulatory AUM
- $2.8B
- Discretionary
- $2.8B
- Clients
- 14
- Avg AUM / client
- $202M
- Accounts
- 14
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Investments (13F portfolio — 64 positions, $1,518,661,796)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Corning Inc | COM | $81,582,000 | 600,000 | 5.37% | 2.88% |
| 2 | T Mobile Us Inc | COM | $63,009,000 | 300,000 | 4.15% | 2.23% |
| 3 | Equinix Inc | COM | $61,755,120 | 63,000 | 4.07% | 2.18% |
| 4 | Meta Platforms Inc | CL A | $57,785,130 | 101,000 | 3.81% | 2.04% |
| 5 | Taiwan Semiconductor Manufac | SPONSORED ADS | $50,692,500 | 150,000 | 3.34% | 1.79% |
| 6 | Lumentum Hldgs Inc | COM | $49,895,960 | 71,000 | 3.29% | 1.76% |
| 7 | Uber Technologies Inc | COM | $43,158,000 | 600,000 | 2.84% | 1.52% |
| 8 | Verizon Communications Inc | COM | $40,712,200 | 811,000 | 2.68% | 1.44% |
| 9 | Sandisk Corp | COM | $38,755,740 | 61,000 | 2.55% | 1.37% |
| 10 | Lam Research Corp | COM NEW | $37,390,500 | 175,000 | 2.46% | 1.32% |
| 11 | Ciena Corp | COM NEW | $35,328,930 | 91,000 | 2.33% | 1.25% |
| 12 | Spotify Technology S A | SHS | $33,943,700 | 70,000 | 2.24% | 1.2% |
| 13 | Applied Matls Inc | COM | $32,470,050 | 95,000 | 2.14% | 1.15% |
| 14 | Intuit | COM | $32,039,358 | 74,100 | 2.11% | 1.13% |
| 15 | Amazon Com Inc | COM | $31,240,500 | 150,000 | 2.06% | 1.1% |
| 16 | Hubspot Inc | COM | $30,707,780 | 125,800 | 2.02% | 1.08% |
| 17 | Nutanix Inc | CL A | $30,043,104 | 790,400 | 1.98% | 1.06% |
| 18 | Warner Bros Discovery Inc | COM SER A | $29,821,560 | 1,086,000 | 1.96% | 1.05% |
| 19 | Microsoft Corp | COM | $29,613,600 | 80,000 | 1.95% | 1.05% |
| 20 | Affirm Hldgs Inc | COM CL A | $27,492,000 | 600,000 | 1.81% | 0.97% |
| 21 | Doordash Inc | CL A | $27,477,450 | 183,000 | 1.81% | 0.97% |
| 22 | Synopsys Inc | COM | $27,277,824 | 68,800 | 1.8% | 0.96% |
| 23 | Coreweave Inc | COM CL A | $27,191,970 | 351,000 | 1.79% | 0.96% |
| 24 | Costar Group Inc | COM | $26,902,746 | 666,900 | 1.77% | 0.95% |
| 25 | Omnicom Group Inc | COM | $26,614,554 | 353,400 | 1.75% | 0.94% |
Top 25 of 64 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 14 | $2.8B | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $106M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ardmore Road Cav Master, Lp master | Hedge Fund | Cayman Islands | $85.4M | 5 |
| Ardmore Road Master Fund, Lp master | Hedge Fund | Cayman Islands | $20.2M | 2 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Connor, Christopher, David | Chief Investment Officer And General Partner | Jul 2020 (6y) | 75% or more | |
| Fazzari, Michael, Lawrence | Chief Compliance Officer, Chief Financial Officer And Chief Operating Officer | Oct 2020 (6y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $106M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ardmore Road Cav Master, Lp | Hedge Fund | $85.4M | $100K | 5 |
| Ardmore Road Master Fund, Lp | Hedge Fund | $20.2M | $5.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.25 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗