Sign In
test

Kenneth Palumbo

Ardmore Road Asset Management Lp

Assets Managed
$1.519B
Holdings
64
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
15.11%(2Q avg: 0.16%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ardmore Road Asset Management Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 64 positions.

Assets under management

The assets under management (AUM) of Ardmore Road Asset Management Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.519B in assets, with a quarterly growth rate of 15.11% and a 2-quarter average growth rate of 0.16%. The portfolio is managed by Kenneth Palumbo, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GLW
Corning Inc
Recent Activity
Increased 137.77%
5.38%
$81.582M
600,000 shares@ $135.97 avg price
TMUS
T-mobile Us Inc
Recent Activity
Increased 35.66%
4.15%
$63.009M
300,000 shares@ $210.03 avg price
EQIX
Equinix Inc
Recent Activity
Increased 34.83%
4.07%
$61.755M
63,000 shares@ $980.24 avg price
META
Meta Platforms Inc-class A
Recent Activity
New Position
3.81%
$57.785M
101,000 shares@ $572.13 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -4.05%
3.34%
$50.693M
150,000 shares@ $337.95 avg price
LITE
Lumentum Holdings Inc
Recent Activity
Decreased -24.23%
3.29%
$49.896M
71,000 shares@ $702.76 avg price
UBER
Uber Technologies Inc
Recent Activity
Decreased -4.05%
2.85%
$43.158M
600,000 shares@ $71.93 avg price
VZ
Verizon Communications Inc
Recent Activity
Increased 48.1%
2.69%
$40.712M
811,000 shares@ $50.2 avg price
SNDK
Sandisk Corp
Recent Activity
New Position
2.56%
$38.756M
61,000 shares@ $635.34 avg price
LRCX
Lam Research Corp
Recent Activity
New Position
2.47%
$37.391M
175,000 shares@ $213.66 avg price

1-10 of 64