Investments: Ardmore Road Asset Management LP

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Ardmore Road Asset Management LP
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds. Breite = Veränderung der Halter-Breite (distinct Fonds) über das Fenster — ▲ steigend / ▼ fallend (Interesse = Flow, nicht Kurs). GCS = aktuelles Conviction-Band der Aktie.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTickerBreiteGCS2026/Q22026/Q12025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. Fonds
1.683.347.672 $+274.283.884 $
+93,1 %
691.499.451.796 $+477.657.979 $
+150,2 %
621.305.503.527 $-23.844.743 $
+22,9 %
731.522.530.936 $+644.787.669 $
+15,6 %
70
NVIDIA CORPNVDA→ 0Neutral1.000.450 $-57.241.448 $
-98,3 %
158.241.898 $-35.048.102 $
-37,6 %
193.290.000 $+41.001.946 $
+78,4 %
1
CORNING INC /NYGLW→ 0Stark14.712.768 $-66.869.232 $
-82,0 %
181.582.000 $+59.486.059 $
+269,2 %
122.095.941 $+22.095.941 $1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral72.613.750 $+50.236.450 $
+224,5 %
122.377.300 $-11.085.200 $
-33,1 %
133.462.500 $-39.504.790 $
-54,1 %
172.967.290 $-12.172.710 $
-14,3 %
1
Alphabet Inc.GOOGL→ 0Neutral26.095.436 $-46.834.564 $
-64,2 %
172.930.000 $-32.808.000 $
-31,0 %
1
Guidewire Software, Inc.GWRE→ 0Neutral67.677.500 $+67.677.500 $1
T-Mobile US, Inc.TMUS→ 0Neutral64.576.050 $+1.567.050 $
+2,5 %
163.009.000 $+18.106.298 $
+40,3 %
144.902.702 $+42.508.902 $
+1.775,8 %
12.393.800 $+2.393.800 $1
VERIZON COMMUNICATIONS INCVZ→ 0Sehr stark63.478.668 $+22.766.468 $
+55,9 %
140.712.200 $+18.407.800 $
+82,5 %
122.304.400 $+22.304.400 $1
EQUINIX INCEQIX→ 0Neutral23.384.977 $-38.370.143 $
-62,1 %
161.755.120 $+25.955.528 $
+72,5 %
135.799.592 $-3.362.408 $
-8,6 %
139.162.000 $+32.283.571 $
+469,3 %
1
Block, Inc.XYZ→ 0Neutral14.804.280 $+4.614.701 $
+45,3 %
110.189.579 $-51.239.921 $
-83,4 %
161.429.500 $+24.068.000 $
+64,4 %
1
Meta Platforms, Inc.META→ 0Neutral57.785.130 $+28.409.930 $
+96,7 %
129.375.200 $+7.232.500 $
+32,7 %
1
Flutter Entertainment plcFLUT→ 0Neutral33.636.987 $-23.513.013 $
-41,1 %
157.150.000 $-2.000 $
-0,0 %
1
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM→ 0Sehr stark53.869.896 $+3.177.396 $
+6,3 %
150.692.500 $+3.183.857 $
+6,7 %
147.508.643 $-8.349.357 $
-14,9 %
155.858.000 $+55.858.000 $1
Uber Technologies, IncUBER→ 0Schwach50.512.000 $+7.354.000 $
+17,0 %
143.158.000 $-7.941.882 $
-15,5 %
151.099.882 $+41.302.882 $
+421,6 %
19.797.000 $-4.198.000 $
-30,0 %
1
Lumentum Holdings Inc.LITE→ 0Neutral1.029.672 $-48.866.288 $
-97,9 %
149.895.960 $+15.356.128 $
+44,5 %
134.539.832 $+5.252.032 $
+17,9 %
129.287.800 $+29.287.800 $1
NETFLIX INCNFLX→ 0Neutral25.479.750 $+5.932.196 $
+30,3 %
119.547.554 $-29.608.166 $
-60,2 %
149.155.720 $+49.155.720 $1
CoreWeave, Inc.CRWV→ 0Stark17.269.493 $-9.922.477 $
-36,5 %
127.191.970 $+26.475.870 $
+3.697,2 %
1716.100 $-47.181.400 $
-98,5 %
147.897.500 $+47.897.500 $1
Fox CorpFOXA→ 0Neutral7.868.252 $-39.506.429 $
-83,4 %
147.374.681 $+11.568.431 $
+32,3 %
135.806.250 $+35.806.250 $1
Warner Bros. Discovery, Inc.WBD→ 0Neutral46.401.250 $+16.579.690 $
+55,6 %
129.821.560 $+19.198.883 $
+180,7 %
110.622.677 $+10.622.677 $1
AMERICAN TOWER CORP /MA/AMT→ 0Neutral46.202.636 $+46.202.636 $1
Walt Disney CoDIS→ 0Neutral44.929.480 $+4.854.480 $
+12,1 %
140.075.000 $-9.529.000 $
-19,2 %
1
MICROSOFT CORPMSFT→ 0Neutral43.755.246 $+14.141.646 $
+47,8 %
129.613.600 $-15.249.409 $
-34,0 %
144.863.009 $+18.447.559 $
+69,8 %
126.415.450 $+1.544.950 $
+6,2 %
1
Alibaba Group Holding LtdBABA→ 0Sehr schwach44.682.500 $+44.682.500 $1
Nutanix, Inc.NTNX→ 0Neutral44.100.784 $+14.057.680 $
+46,8 %
130.043.104 $-4.965.706 $
-14,2 %
135.008.810 $+35.008.810 $1
Atlassian CorpTEAM→ 0Sehr schwach40.913.884 $+28.362.709 $
+226,0 %
112.551.175 $-30.594.441 $
-70,9 %
143.145.616 $+20.787.616 $
+93,0 %
122.358.000 $+22.358.000 $1
LAM RESEARCH CORPLRCX→ 0Stark42.033.010 $+4.642.510 $
+12,4 %
137.390.500 $+37.390.500 $1
Spotify Technology S.A.SPOT→ 0Neutral32.139.100 $-1.804.600 $
-5,3 %
133.943.700 $+3.684.644 $
+12,2 %
130.259.056 $-11.620.944 $
-27,7 %
141.880.000 $+41.880.000 $1
ROKU, INCROKU→ 0Neutral41.027.580 $+29.673.180 $
+261,3 %
111.354.400 $+5.698.816 $
+100,8 %
15.655.584 $-18.375.616 $
-76,5 %
124.031.200 $+2.058.700 $
+9,4 %
1
EchoStar CORPSATS→ 0Schwach40.092.500 $+28.081.367 $
+233,8 %
112.011.133 $+12.011.133 $1
AMAZON COM INCAMZN→ 0Stark39.373.768 $+8.133.268 $
+26,0 %
131.240.500 $+7.180.977 $
+29,8 %
124.059.523 $-40.221.747 $
-62,6 %
1
QUALCOMM INC/DEQCOM→ 0Stark39.027.648 $+39.027.648 $1
PROCORE TECHNOLOGIES, INC.PCOR→ 0Schwach38.772.481 $+17.021.281 $
+78,3 %
121.751.200 $+5.947.999 $
+37,6 %
115.803.201 $+15.803.201 $1
Sandisk CorpSNDK→ 0Stark436.556 $-38.319.184 $
-98,9 %
138.755.740 $+38.755.740 $1
MongoDB, Inc.MDB→ 0Neutral38.279.164 $+25.167.209 $
+191,9 %
113.111.955 $-2.407.045 $
-15,5 %
115.519.000 $+15.519.000 $1
OMNICOM GROUP INC.OMC→ 0Neutral38.220.747 $+11.606.193 $
+43,6 %
126.614.554 $+7.480.922 $
+39,1 %
119.133.632 $+19.133.632 $1
Liberty Media CorpFWONA→ 0Neutral38.056.000 $+24.591.600 $
+182,6 %
113.464.400 $+13.464.400 $1
INTUIT INC.INTU→ 0Neutral37.740.600 $+5.701.242 $
+17,8 %
132.039.358 $+17.389.940 $
+118,7 %
114.649.418 $-19.496.082 $
-57,1 %
134.145.500 $+34.145.500 $1
Maplebear Inc.CART→ 0Neutral18.940.000 $-2.712.779 $
-12,5 %
121.652.779 $-15.992.287 $
-42,5 %
137.645.066 $+17.316.786 $
+85,2 %
120.328.280 $+20.328.280 $1
Trade Desk, Inc.TTD→ 0Stark36.757.500 $+36.757.500 $1
SYNOPSYS INCSNPS→ 0Schwach27.277.824 $-9.446.764 $
-25,7 %
136.724.588 $+12.055.088 $
+48,9 %
124.669.500 $+24.669.500 $1
ETSY INCETSY→ 0Neutral10.989.982 $-25.524.518 $
-69,9 %
136.514.500 $+21.416.340 $
+141,8 %
1
Sea LtdSE→ 0Neutral12.504.310 $+5.723.327 $
+84,4 %
16.780.983 $-29.143.747 $
-81,1 %
135.924.730 $+35.924.730 $1
DraftKings Inc.DKNG→ 0Schwach35.923.172 $+2.263.172 $
+6,7 %
133.660.000 $-2.796.500 $
-7,7 %
1
Warner Music Group Corp.WMG→ 0Stark35.867.750 $+14.316.179 $
+66,4 %
121.551.571 $+5.566.490 $
+34,8 %
115.985.081 $+15.985.081 $1
CIENA CORPCIEN→ 0Neutral35.328.930 $+35.328.930 $1
Roblox CorpRBLX→ 0Schwach24.471.000 $+17.401.000 $
+246,1 %
17.070.000 $-27.560.000 $
-79,6 %
134.630.000 $+21.480.000 $
+163,3 %
1
CARVANA CO.CVNA→ 0Neutral29.001.636 $-4.949.964 $
-14,6 %
133.951.600 $+33.951.600 $1
AT&T INC.T→ 0Sehr stark33.888.000 $-38.462.000 $
-53,2 %
1
APPLIED MATERIALS INC /DEAMAT→ 0Stark10.338.900 $-22.131.150 $
-68,2 %
132.470.050 $+32.470.050 $1
ASML HOLDING NVASML→ 0Sehr stark32.029.984 $+32.029.984 $1
Live Nation Entertainment, Inc.LYV→ 0Neutral31.244.792 $+15.993.792 $
+104,9 %
115.251.000 $+15.251.000 $1
monday.com Ltd.MNDY→ 0Sehr schwach30.848.057 $+22.644.700 $
+276,0 %
18.203.357 $-6.621.406 $
-44,7 %
114.824.763 $+14.824.763 $1
HUBSPOT INCHUBS→ 0Neutral14.035.019 $-16.672.761 $
-54,3 %
130.707.780 $+6.472.872 $
+26,7 %
124.234.908 $+24.234.908 $1
COHERENT CORP.COHR→ 0Neutral29.585.250 $+10.290.240 $
+53,3 %
119.295.010 $-6.707.396 $
-25,8 %
126.002.406 $+26.002.406 $1
PINTEREST, INC.PINS→ 0Neutral28.953.000 $+3.851.000 $
+15,3 %
1
EBAY INCEBAY→ 0Stark28.149.065 $+18.963.115 $
+206,4 %
19.185.950 $+9.185.950 $1
Affirm Holdings, Inc.AFRM→ 0Sehr schwach1.557.605 $-25.934.395 $
-94,3 %
127.492.000 $+22.789.066 $
+484,6 %
14.702.934 $-9.913.066 $
-67,8 %
114.616.000 $-19.954.000 $
-57,7 %
1
DoorDash, Inc.DASH→ 0Schwach22.143.600 $-5.333.850 $
-19,4 %
127.477.450 $+22.037.650 $
+405,1 %
15.439.800 $-19.457.710 $
-78,2 %
1
COSTAR GROUP, INC.CSGP→ 0Neutral11.048.935 $-15.853.811 $
-58,9 %
126.902.746 $+26.902.746 $1
PDD Holdings Inc.PDD→ 0Neutral15.633.540 $-10.800.460 $
-40,9 %
126.434.000 $+26.434.000 $1
Fortinet, Inc.FTNT→ 0Schwach6.605.660 $-19.642.804 $
-74,8 %
126.248.464 $+4.668.955 $
+21,6 %
121.579.509 $+559.509 $
+2,7 %
121.020.000 $+21.020.000 $1
Dell Technologies Inc.DELL→ 0Neutral26.060.184 $+24.801.384 $
+1.970,2 %
11.258.800 $+1.258.800 $1
Workday, Inc.WDAY→ 0Neutral25.640.869 $+10.271.333 $
+66,8 %
115.369.536 $+15.369.536 $1
Booking Holdings Inc.BKNG→ 0Schwach19.606.400 $-5.655.520 $
-22,4 %
125.261.920 $+2.940.905 $
+13,2 %
122.321.015 $+5.280.919 $
+31,0 %
117.040.096 $-23.484.584 $
-58,0 %
1
TWILIO INCTWLO→ 0Neutral14.366.524 $-10.655.976 $
-42,6 %
125.022.500 $+25.022.500 $1
Liberty Live Holdings, Inc.LLYVA→ 0Neutral24.455.660 $+10.339.160 $
+73,2 %
114.116.500 $+14.116.500 $1
Broadcom Inc.AVGO→ 0Stark982.150 $-14.802.860 $
-93,8 %
115.785.010 $-7.667.418 $
-32,7 %
123.452.428 $-31.677.572 $
-57,5 %
1
Grab Holdings LtdGRAB→ 0Schwach22.620.000 $+5.875.500 $
+35,1 %
116.744.500 $+6.347.421 $
+61,1 %
110.397.079 $+10.397.079 $1
Nebius Group N.V.NBIS→ 0Neutral837.050 $-21.729.220 $
-96,3 %
122.566.270 $+22.566.270 $1
Marvell Technology, Inc.MRVL→ 0Stark1.012.826 $-15.252.373 $
-93,8 %
116.265.199 $-5.874.131 $
-26,5 %
122.139.330 $-4.950.670 $
-18,3 %
1
Coupang, Inc.CPNG→ 0Neutral16.190.577 $+15.246.977 $
+1.615,8 %
1943.600 $-19.986.400 $
-95,5 %
120.930.000 $+20.930.000 $1
Expedia Group, Inc.EXPE→ 0Neutral20.470.400 $+3.153.650 $
+18,2 %
117.316.750 $+13.099.750 $
+310,6 %
1
Robinhood Markets, Inc.HOOD→ 0Schwach20.056.000 $+20.056.000 $1
SHOPIFY INC.SHOP→ 0Neutral18.554.250 $+18.554.250 $1
AMKOR TECHNOLOGY, INC.AMKR→ 0Neutral8.623.000 $-9.897.897 $
-53,4 %
118.520.897 $+18.520.897 $1
GDS Holdings LtdGDS→ 0Schwach18.018.000 $+1.902.000 $
+11,8 %
116.116.000 $+597.300 $
+3,8 %
115.518.700 $+15.518.700 $1
SEMTECH CORPSMTC→ 0Schwach17.803.500 $+17.803.500 $1
JD.com, Inc.JD→ 0Schwach17.490.000 $-11.886.000 $
-40,5 %
1
Zoom Communications, Inc.ZM→ 0Stark17.262.000 $+17.262.000 $1
ANALOG DEVICES INCADI→ 0Stark16.543.280 $+16.543.280 $1
AppLovin CorpAPP→ 0Neutral15.456.900 $+7.912.230 $
+104,9 %
17.544.670 $-9.924.322 $
-56,8 %
1
Trip.com Group LtdTCOM→ 0Sehr schwach14.937.000 $+11.929.000 $
+396,6 %
13.008.000 $-17.516.000 $
-85,3 %
1
Unity Software Inc.U→ 0Neutral14.290.000 $+14.290.000 $1
ADVANCED ENERGY INDUSTRIES INCAEIS→ 0Neutral14.199.240 $+14.199.240 $1
MICROCHIP TECHNOLOGY INCMCHP→ 0Schwach13.282.880 $+13.282.880 $1
Baidu, Inc.BIDU→ 0Sehr schwach13.024.146 $+13.024.146 $1
AXON ENTERPRISE, INC.AXON→ 0Neutral13.014.001 $+13.014.001 $1
Hesai GroupHSAI→ 0Sehr schwach12.645.000 $+12.645.000 $1
ONTO INNOVATION INC.ONTO→ 0Neutral12.329.024 $+12.329.024 $1
Reddit, Inc.RDDT→ 0Sehr schwach12.118.500 $+12.118.500 $1
Super Micro Computer, Inc.SMCI→ 0Schwach982.555 $-10.971.695 $
-91,8 %
111.954.250 $+11.954.250 $1
MICRON TECHNOLOGY INCMU→ 0Sehr stark1.038.861 $-10.845.611 $
-91,3 %
111.884.472 $+11.884.472 $1
United Parks & Resorts Inc.PRKS→ 0Schwach11.632.500 $+11.632.500 $1
ELECTRONIC ARTS INC.EA→ 010.266.530 $+10.266.530 $1
Clearwater Analytics Holdings, Inc.CWAN→ 010.160.357 $+10.160.357 $1
Chewy, Inc.CHWY→ 0Stark5.895.000 $-4.217.500 $
-41,7 %
110.112.500 $-7.110.242 $
-41,3 %
1
PayPal Holdings, Inc.PYPL→ 0Neutral875.700 $-9.183.300 $
-91,3 %
110.059.000 $-38.249.000 $
-79,2 %
1
Snap IncSNAP→ 0Neutral3.220.000 $-6.032.328 $
-65,2 %
19.252.328 $+9.252.328 $1
PELOTON INTERACTIVE, INC.PTON→ 0Neutral6.435.000 $+3.225.997 $
+100,5 %
13.209.003 $-5.790.997 $
-64,3 %
19.000.000 $+3.448.000 $
+62,1 %
1
TERADYNE, INCTER→ 0Neutral8.893.800 $+8.893.800 $1
Figma, Inc.FIG→ 0Schwach8.456.000 $+7.418.600 $
+715,1 %
11.037.400 $+1.037.400 $1
ZoomInfo Technologies Inc.GTM→ 0Stark7.584.434 $-832.848 $
-9,9 %
18.417.282 $+8.417.282 $1
CHARTER COMMUNICATIONS, INC. /MO/CHTR→ 0Neutral8.390.390 $+5.639.340 $
+205,0 %
12.751.050 $+2.751.050 $1
Seagate Technology Holdings plcSTX→ 0Stark7.173.634 $+7.173.634 $1
STMicroelectronics N.V.STM→ 0Sehr stark4.493.400 $+4.493.400 $1
BILL Holdings, Inc.BILL→ 0Neutral4.178.530 $+2.455.448 $
+142,5 %
11.723.082 $+1.723.082 $1
Lyft, Inc.LYFT→ 0Neutral3.994.283 $+3.994.283 $1
COMMVAULT SYSTEMS INCCVLT→ 0Neutral3.704.513 $+3.704.513 $1
WESTERN DIGITAL CORPWDC→ 0Stark3.591.830 $+3.591.830 $1
FISERV INCFISV→ 0Stark3.498.885 $+3.498.885 $1
Coinbase Global, Inc.COIN→ 0Neutral1.130.700 $-2.244.200 $
-66,5 %
13.374.900 $+3.374.900 $1
INTERNATIONAL BUSINESS MACHINES CORPIBM→ 0Sehr schwach1.481.050 $-1.340.550 $
-47,5 %
12.821.600 $+2.821.600 $1
ORACLE CORPORCL→ 0Stark2.812.400 $+2.812.400 $1
Circle Internet Group, Inc.CRCL→ 0Neutral793.000 $-1.858.600 $
-70,1 %
12.651.600 $+2.651.600 $1
Airbnb, Inc.ABNB→ 0Neutral2.428.400 $+2.428.400 $1
Astera Labs, Inc.ALAB→ 0Neutral831.800 $-1.126.200 $
-57,5 %
11.958.000 $+1.958.000 $1
Arista Networks, Inc.ANET→ 0Neutral655.150 $-801.950 $
-55,0 %
11.457.100 $+1.457.100 $1
Credo Technology Group Holding LtdCRDO→ 0Schwach1.456.100 $+1.456.100 $1
Hims & Hers Health, Inc.HIMS→ 0Neutral1.134.400 $+1.134.400 $1
ARM HOLDINGS PLC /UKARM→ 0Neutral992.796 $-100.304 $
-9,2 %
11.093.100 $+1.093.100 $1
Upstart Holdings, Inc.UPST→ 0Neutral1.016.000 $+1.016.000 $1
AMPHENOL CORP /DE/APH→ 0Stark1.005.024 $+1.005.024 $1
CISCO SYSTEMS, INC.CSCO→ 0Sehr stark998.410 $-68.381.590 $
-98,6 %
1
KLA CORPKLAC→ 0Stark995.643 $+995.643 $1
IREN LtdIREN→ 0Neutral944.250 $-3.265.314 $
-77,6 %
1
Cable One, Inc.CABO→ 0Stark885.250 $+885.250 $1
Vertiv Holdings CoVRT→ 0Stark810.050 $+810.050 $1
DIGITAL REALTY TRUST, INC.DLR→ 0Neutral773.550 $+773.550 $1
ROGERS COMMUNICATIONS INCRCI→ 0Neutral689.400 $+689.400 $1
SoFi Technologies, Inc.SOFI→ 0Neutral528.400 $+528.400 $1
Paramount Skydance CorpPSKY→ 0Neutral378.400 $+378.400 $1
StubHub Holdings, Inc.STUB→ 0Stark338.250 $+1.450 $
+0,4 %
1336.800 $+336.800 $1
TELUS CORPTU→ 0Neutral315.400 $+315.400 $1
FuboTV Inc.FUBO→ 0Sehr schwach83.000 $+83.000 $1
1.683.347.672 $+274.283.884 $
+93,1 %
691.499.451.796 $+477.657.979 $
+150,2 %
621.305.503.527 $-23.844.743 $
+22,9 %
731.522.530.936 $+644.787.669 $
+15,6 %
70
Erweitert ×