Ardsley Advisory Partners Lp Top Holdings and 13F Report (2025) About Ardsley Advisory Partners LpInvestment ActivityArdsley Advisory Partners Lp has $522.42 million in total holdings as of March 31, 2025.Ardsley Advisory Partners Lp owns shares of 109 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Approximately 50.19% of the portfolio was purchased this quarter.About 58.86% of the portfolio was sold this quarter.This quarter, Ardsley Advisory Partners Lp has purchased 115 new stocks and bought additional shares in 30 stocks.Ardsley Advisory Partners Lp sold shares of 24 stocks and completely divested from 57 stocks this quarter.Largest Holdings Fluor $27,223,200Broadcom $27,073,431Oracle $20,971,500CELESTICA INC $19,308,450Alamos Gold $14,707,000 Largest New Holdings this Quarter 68389X105 - Oracle $20,971,500 Holding464288224 - iShares Global Clean Energy ETF $10,278,000 Holding35671D857 - Freeport-McMoRan $9,465,000 Holding052769106 - Autodesk $6,662,810 Holding02361E108 - Ameresco $6,644,000 Holding Largest Purchases this Quarter Broadcom 133,700 shares (about $22.39M)Oracle 150,000 shares (about $20.97M)CELESTICA INC 185,000 shares (about $14.58M)iShares Global Clean Energy ETF 900,000 shares (about $10.28M)Freeport-McMoRan 250,000 shares (about $9.47M) Largest Sales this Quarter Salesforce 89,500 shares (about $24.02M)Itron 97,500 shares (about $10.21M)Oscar Health 775,000 shares (about $10.16M)Alphabet 57,100 shares (about $8.92M)Indivior 575,000 shares (about $5.48M) Sector Allocation Over TimeMap of 500 Largest Holdings ofArdsley Advisory Partners Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFLRFluor$27,223,200$5,552,100 ▲25.6%760,0005.2%ConstructionAVGOBroadcom$27,073,431$22,385,391 ▲477.5%161,7005.2%Computer and TechnologyORCLOracle$20,971,500$20,971,500 ▲New Holding150,0004.0%Computer and TechnologyCELESTICA INC$19,308,450$14,579,850 ▲308.3%245,0003.7%COMAGIAlamos Gold$14,707,000$668,500 ▲4.8%550,0002.8%Basic MaterialsSUPER MICRO COMPUTER INC$13,577,940$4,336,589 ▲46.9%396,7002.6%COM NEWRUNSunrun$13,126,400$5,830,700 ▲79.9%2,240,0002.5%EnergyALDXAldeyra Therapeutics$12,188,200$2,267,572 ▲22.9%2,150,0002.3%MedicalOKTAOkta$11,311,150$178,874 ▼-1.6%107,5002.2%Computer and TechnologyTE CONNECTIVITY PLC$10,655,528$5,454,952 ▲104.9%75,4002.0%ORD SHSICLNiShares Global Clean Energy ETF$10,278,000$10,278,000 ▲New Holding900,0002.0%ETFMELIMercadoLibre$10,046,981$6,925,589 ▲221.9%5,1501.9%Retail/WholesaleWULFTeraWulf$9,486,750$2,388,750 ▲33.7%3,475,0001.8%FinanceFCXFreeport-McMoRan$9,465,000$9,465,000 ▲New Holding250,0001.8%Basic MaterialsNEPNextera Energy Partners$9,262,500$6,507,500 ▲236.2%975,0001.8%EnergyNVDANVIDIA$9,140,125$4,056,268 ▲79.8%84,5001.7%Computer and TechnologyLSCCLattice Semiconductor$8,997,798$3,202,073 ▲55.2%171,5501.7%Computer and TechnologyAMZNAmazon.com$7,846,848$2,127,959 ▼-21.3%41,3001.5%Retail/WholesaleTEVATeva Pharmaceutical Industries$7,685,000$3,074,000 ▲66.7%500,0001.5%MedicalBRBRBellRing Brands$7,073,700$744,600 ▼-9.5%95,0001.4%Consumer StaplesMUMicron Technology$6,951,200$434,450 ▲6.7%80,0001.3%Computer and TechnologyCIENCiena$6,919,235$5,408,485 ▲358.0%114,5001.3%Computer and TechnologyCRDOCredo Technology Group$6,907,520$5,381,440 ▲352.6%172,0001.3%Computer and TechnologyNFLXNetflix$6,807,469$3,450,361 ▼-33.6%7,3001.3%Consumer DiscretionaryGSMFerroglobe$6,687,627$500,850 ▲8.1%1,802,5951.3%Basic MaterialsADSKAutodesk$6,662,810$6,662,810 ▲New Holding25,4501.3%Computer and TechnologyAMRCAmeresco$6,644,000$6,644,000 ▲New Holding550,0001.3%EnergyGLWCorning$6,409,200$1,831,200 ▼-22.2%140,0001.2%Computer and TechnologyARM HOLDINGS PLC$6,391,382$4,255,582 ▲199.3%59,8501.2%SPONSORED ADSMSFTMicrosoft$6,269,013$4,992,687 ▼-44.3%16,7001.2%Computer and TechnologyCOHRCoherent$6,136,830$6,136,830 ▲New Holding94,5001.2%Business ServicesCRMSalesforce$6,038,100$24,018,220 ▼-79.9%22,5001.2%Computer and TechnologyINDVIndivior$5,956,250$5,479,750 ▼-47.9%625,0001.1%MedicalADMAADMA Biologics$5,952,000$5,952,000 ▲New Holding300,0001.1%MedicalSGRYSurgery Partners$5,937,500$479,750 ▼-7.5%250,0001.1%MedicalSTKLSunOpta$5,394,600$1,360,800 ▼-20.1%1,110,0001.0%Consumer StaplesMPMP Materials$5,370,200$244,100 ▼-4.3%220,0001.0%Basic MaterialsDKNGDraftKings$4,815,450$166,050 ▼-3.3%145,0000.9%Consumer DiscretionaryMTZMasTec$4,668,400$700,260 ▲17.6%40,0000.9%ConstructionSLViShares Silver Trust$4,643,985$4,643,985 ▲New Holding150,0000.9%ETFMGNIMagnite$4,632,460$4,632,460 ▲New Holding406,0000.9%Computer and TechnologyOSCROscar Health$4,588,500$10,160,250 ▼-68.9%350,0000.9%FinanceTEAMAtlassian$4,541,294$1,793,175 ▲65.3%21,4000.9%Computer and TechnologyITRIItron$4,452,300$10,214,100 ▼-69.6%42,5000.9%Computer and TechnologyBIOXBioceres Crop Solutions$4,330,423$529,540 ▼-10.9%948,6140.8%Consumer StaplesCYBRCyberArk Software$4,292,600$2,264,600 ▲111.7%12,7000.8%Computer and TechnologySPRYARS Pharmaceuticals$4,088,500$4,088,500 ▲New Holding325,0000.8%MedicalAESAES$3,912,300$1,676,700 ▼-30.0%315,0000.7%UtilitiesPSTGPure Storage$3,895,760$1,903,610 ▲95.6%88,0000.7%Computer and TechnologySHOPShopify$3,881,262$3,881,262 ▲New Holding40,6500.7%Computer and TechnologySITMSiTime$3,837,037$3,837,037 ▲New Holding25,1000.7%Computer and TechnologyPWRQuanta Services$3,812,700$3,812,700 ▲New Holding15,0000.7%ConstructionAAPLApple$3,331,950$3,331,950 ▲New Holding15,0000.6%Computer and TechnologyTTMITTM Technologies$3,220,070$3,220,070 ▲New Holding157,0000.6%Computer and TechnologyFNFabrinet$3,110,783$3,110,783 ▲New Holding15,7500.6%Computer and TechnologyCCJCameco$3,087,0000.0%75,0000.6%Basic MaterialsTANInvesco Solar ETF$3,046,000$1,523,000 ▲100.0%100,0000.6%ETFAEISAdvanced Energy Industries$2,954,610$571,860 ▲24.0%31,0000.6%Computer and TechnologyCORE SCIENTIFIC INC NEW$2,896,000$2,896,000 ▲New Holding400,0000.6%COMCOMPCompass$2,774,394$1,683,144 ▲154.2%317,8000.5%Computer and TechnologyDIGITALOCEAN HLDGS INC$2,754,675$2,754,675 ▲New Holding82,5000.5%COMCEVACeva$2,740,270$2,740,270 ▲New Holding107,0000.5%Computer and TechnologySSentinelOne$2,727,000$2,545,200 ▼-48.3%150,0000.5%Computer and TechnologyROKURoku$2,676,720$2,676,720 ▲New Holding38,0000.5%Consumer DiscretionaryDOCSDoximity$2,611,350$2,611,350 ▲New Holding45,0000.5%MedicalTRIPTripAdvisor$2,578,940$2,578,940 ▲New Holding182,0000.5%Retail/WholesaleEBAYeBay$2,573,740$778,895 ▲43.4%38,0000.5%Retail/WholesaleMIRMirion Technologies$2,537,500$725,000 ▲40.0%175,0000.5%Business ServicesSPYSPDR S&P 500 ETF Trust$2,232,000$2,232,000 ▲New Holding4,0000.4%FinanceWNS HLDGS LTD$2,213,640$2,213,640 ▲New Holding36,0000.4%COM SHSGTLSChart Industries$2,165,400$721,800 ▼-25.0%15,0000.4%IndustrialsPYPLPayPal$2,153,250$2,675,250 ▼-55.4%33,0000.4%Business ServicesPRIMPrimoris Services$2,009,350$2,009,350 ▲New Holding35,0000.4%ConstructionVERXVertex$1,995,570$1,995,570 ▲New Holding57,0000.4%Computer and TechnologyFSLRFirst Solar$1,896,450$4,551,480 ▼-70.6%15,0000.4%EnergyCLNEClean Energy Fuels$1,860,000$1,627,500 ▼-46.7%1,200,0000.4%UtilitiesAOSLAlpha and Omega Semiconductor$1,832,182$1,832,182 ▲New Holding73,7000.4%Computer and TechnologyPROFProfound Medical$1,716,9000.0%295,0000.3%MedicalCWENClearway Energy$1,513,500$1,513,500 ▲New Holding50,0000.3%EnergyAMPLAmplitude$1,375,650$1,375,650 ▲New Holding135,0000.3%Business ServicesALGMAllegro MicroSystems$1,319,325$1,319,325 ▲New Holding52,5000.3%Computer and TechnologyORNOrion Group$1,307,500$261,500 ▲25.0%250,0000.3%ConstructionDNNDenison Mine$1,300,0000.0%1,000,0000.2%Basic MaterialsTACTransAlta$1,213,273$5,086,414 ▼-80.7%130,0000.2%UtilitiesBABAAlibaba Group$1,190,070$1,190,070 ▲New Holding9,0000.2%Retail/WholesaleCHWYChewy$1,170,360$1,170,360 ▲New Holding36,0000.2%Retail/WholesaleSHLSShoals Technologies Group$1,162,000$1,162,000 ▲New Holding350,0000.2%EnergyADBEAdobe$1,150,590$1,150,590 ▲New Holding3,0000.2%Computer and TechnologyURAGlobal X Uranium ETF$1,145,000$1,145,000 ▲New Holding50,0000.2%ETFZBRAZebra Technologies$1,130,240$1,130,240 ▲New Holding4,0000.2%IndustrialsHASIHA Sustainable Infrastructure Capital$1,023,400$146,200 ▲16.7%35,0000.2%FinanceWMWaste Management$926,040$926,040 ▲New Holding4,0000.2%Business ServicesPCTYPaylocity$786,828$786,828 ▲New Holding4,2000.2%Computer and TechnologyBOXBOX$740,640$740,640 ▲New Holding24,0000.1%Computer and TechnologyBASECouchbase$732,375$732,375 ▲New Holding46,5000.1%Computer and TechnologyFLNCFluence Energy$727,500$1,770,250 ▼-70.9%150,0000.1%EnergyVRRMVerra Mobility$720,320$720,320 ▲New Holding32,0000.1%Computer and TechnologyWDAYWorkday$700,590$700,590 ▲New Holding3,0000.1%Computer and TechnologyBROOKFIELD RENEWABLE CORP$698,000$698,000 ▲New Holding25,0000.1%CL A EX SUB VTGMYRGMYR Group$565,450$565,450 ▲New Holding5,0000.1%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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