Instuitional Investor - Ardmore Road Asset Management Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Corning Inc	GLW	600,000	$81,582,000	5.37%
2.	T-Mobile Us Inc.	TMUS	300,000	$63,009,000	4.15%
3.	Equinix Inc	EQIX	63,000	$61,755,120	4.07%
4.	Meta Platforms Inc.	META	101,000	$57,785,130	3.81%
5.	Taiwan Semiconductor Manufacturing Co Ltd	TSM	150,000	$50,692,500	3.34%