Investments: Ardmore Road Asset Management LP

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
1.319.366.750 $-232.219.450 $1.548.530.936 $+355.000.453 $1.208.226.267 $+357.202.434 $961.000.083 $+961.000.083 $
BANK OF AMERICA CORP /DE/BAC773.590.063 $-64.498.297 $838.088.360 $+231.233.482 $606.854.878 $-164.452.485 $771.307.363 $+771.307.363 $
ALPHA PRO TECH LTDAPT26.095.436 $-46.834.564 $72.930.000 $-32.808.000 $105.738.000 $+105.738.000 $
NVIDIA CORPNVDA58.241.898 $-35.048.102 $93.290.000 $+41.001.946 $52.288.054 $+52.288.054 $
ADVANCED MICRO DEVICES INCAMD33.462.500 $-39.504.790 $72.967.290 $-12.172.710 $85.140.000 $+69.729.000 $15.411.000 $+15.411.000 $
AT&T INC.T33.888.000 $-38.462.000 $72.350.000 $+72.350.000 $
AMAZON COM INCAMZN24.059.523 $-40.221.747 $64.281.270 $+64.281.270 $
Walt Disney CoDIS44.929.480 $+4.854.480 $40.075.000 $-9.529.000 $49.604.000 $+49.604.000 $
NETFLIX INCNFLX19.547.554 $-29.608.166 $49.155.720 $+16.517.170 $32.638.550 $+32.638.550 $
Fox CorpFOXA47.374.681 $+11.568.431 $35.806.250 $+12.034.250 $23.772.000 $+23.772.000 $
MICROSOFT CORPMSFT44.863.009 $+18.447.559 $26.415.450 $+1.544.950 $24.870.500 $+24.870.500 $
Booking Holdings Inc.BKNG22.321.015 $+5.280.919 $17.040.096 $-23.484.584 $40.524.680 $-937.510 $41.462.190 $+41.462.190 $
EQUINIX INCEQIX35.799.592 $-3.362.408 $39.162.000 $+32.283.571 $6.878.429 $+6.878.429 $
SYNOPSYS INCSNPS36.724.588 $+12.055.088 $24.669.500 $+24.669.500 $
ETSY INCETSY10.989.982 $-25.524.518 $36.514.500 $+21.416.340 $15.098.160 $+15.098.160 $
Sea LtdSE6.780.983 $-29.143.747 $35.924.730 $+9.826.730 $26.098.000 $+26.098.000 $
Roblox CorpRBLX34.630.000 $+21.480.000 $13.150.000 $+13.150.000 $
iShares Bitcoin Trust ETFIBIT13.863.223 $-12.136.777 $26.000.000 $+4.943.760 $21.056.240 $-1.787.040 $22.843.280 $+22.843.280 $
TWILIO INCTWLO14.366.524 $-10.655.976 $25.022.500 $+25.022.500 $
HUBSPOT INCHUBS24.234.908 $+24.234.908 $
Nebius Group N.V.NBIS837.050 $-21.729.220 $22.566.270 $+22.566.270 $
VERIZON COMMUNICATIONS INCVZ22.304.400 $+22.304.400 $
AppLovin CorpAPP7.544.670 $-9.924.322 $17.468.992 $+17.468.992 $
WESTERN DIGITAL CORPWDC3.591.830 $-12.580.170 $16.172.000 $+16.172.000 $
CELESTICA INCCLS15.611.000 $+15.611.000 $
MICROCHIP TECHNOLOGY INCMCHP13.282.880 $+13.282.880 $
ON SEMICONDUCTOR CORPON13.102.500 $+13.102.500 $
Hesai GroupHSAI12.645.000 $+12.645.000 $
EchoStar CORPSATS12.011.133 $+12.011.133 $
MICRON TECHNOLOGY INCMU11.884.472 $+588.772 $11.295.700 $+11.295.700 $
Snap IncSNAP9.252.328 $+9.252.328 $
IREN LtdIREN944.250 $-3.265.314 $4.209.564 $+4.209.564 $
COMMVAULT SYSTEMS INCCVLT3.704.513 $+3.704.513 $
FISERV INCFISV3.498.885 $+3.498.885 $
ORACLE CORPORCL2.812.400 $+2.812.400 $
Vertiv Holdings CoVRT810.050 $+810.050 $
ROGERS COMMUNICATIONS INCRCI689.400 $+689.400 $
Paramount Skydance CorpPSKY378.400 $+378.400 $
TELUS CORPTU315.400 $+315.400 $
1.319.366.750 $-232.219.450 $1.548.530.936 $+355.000.453 $1.208.226.267 $+357.202.434 $961.000.083 $+961.000.083 $
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