SEC 13F Intelligence

Ardmore Road Asset Management LP / CSCO

Ardmore Road Asset Management LP’s Cisco Sys Inc Position

Does Ardmore Road Asset Management LP own Cisco Sys Inc (CSCO)? Not currently — the last reported position was 1.00M shares worth $69M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$69M
Q2 2025
Shares
1.00M
% of Portfolio
+5.74%
Quarters Held
4
position exited

Position History CSCO

Reported value by quarter
Q3 ’24: $16MQ3 ’24Q4 ’24: $24MQ4 ’24Q1 ’25: $49MQ1 ’25Q2 ’25: $69MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20251.00M$69M+5.74%
Q1 2025800.0K$49M+5.06%
Q4 2024400.0K$24M+3.45%
Q3 2024300.0K$16M+2.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ardmore Road Asset Management LP’s full portfolio or all institutional holders of CSCO.