Ardmore Road Asset Management LP AMKR β€” AMKOR TECHNOLOGY INC

Ownership history in Ardmore Road Asset Management LP  Β·  1 quarter on record

AI Ownership Summary

Ardmore Road Asset Management LP reported AMKOR TECHNOLOGY INC (AMKR) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 1.4% in 2025 Q4. The latest visible filing shows AMKR at 1.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AMKR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ardmore Road Asset Management LP's position in AMKOR TECHNOLOGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AMKR was reported at 1.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.4% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Ardmore Road Asset Management LP held AMKR β€” position size vs. price
% of Fund (quarterly)    AMKR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED β€” β€” β€” 469,121 β€” β€” 1.40% $18.5M 2026-02-17 $46.70

FAQ About Ardmore Road Asset Management LP and AMKR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ardmore Road Asset Management LP reported owning AMKR?

Ardmore Road Asset Management LP reported AMKR across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported AMKR position in Ardmore Road Asset Management LP's portfolio?

The largest reported portfolio weight for AMKR was 1.40% in 2025 Q4.

What is the latest reported AMKR position on this page?

The most recent filing on this page is 2025 Q4, when Ardmore Road Asset Management LP reported 469,121 shares, equal to 1.40% of portfolio, with an estimated market value of $18.5M.

What does the chart on this AMKR ownership page compare?

The chart compares Ardmore Road Asset Management LP's quarterly AMKR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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