Ardsley Advisory Partners Lp Top Holdings and 13F Report (2025) About Ardsley Advisory Partners LpInvestment ActivityArdsley Advisory Partners Lp has $760.62 million in total holdings as of June 30, 2025.Ardsley Advisory Partners Lp owns shares of 128 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Approximately 52.31% of the portfolio was purchased this quarter.About 38.49% of the portfolio was sold this quarter.This quarter, Ardsley Advisory Partners Lp has purchased 109 new stocks and bought additional shares in 32 stocks.Ardsley Advisory Partners Lp sold shares of 28 stocks and completely divested from 48 stocks this quarter.Largest Holdings Fluor $44,656,170Marvell Technology $34,675,200SPDR S&P 500 ETF Trust $30,892,500Microsoft $24,366,370NVIDIA $23,803,640 Largest New Holdings this Quarter 573874104 - Marvell Technology $34,675,200 Holding040413205 - ARISTA NETWORKS INC $22,303,580 Holding007903107 - Advanced Micro Devices $21,994,500 Holding00827B106 - Affirm $13,531,930 Holding05605H100 - BWX Technologies $12,245,100 Holding Largest Purchases this Quarter Marvell Technology 448,000 shares (about $34.68M)SPDR S&P 500 ETF Trust 46,000 shares (about $28.42M)ARISTA NETWORKS INC 218,000 shares (about $22.30M)Advanced Micro Devices 155,000 shares (about $21.99M)Microsoft 32,300 shares (about $16.06M) Largest Sales this Quarter Broadcom 84,700 shares (about $23.35M)CELESTICA INC 110,000 shares (about $17.17M)Credo Technology Group 162,000 shares (about $15.00M)Sunrun 1,732,500 shares (about $14.17M)Oracle 50,000 shares (about $10.93M) 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$44,656,170$5,690,970 ▲14.6%871,0005.9%ConstructionMRVLMarvell Technology$34,675,200$34,675,200 ▲New Holding448,0004.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$30,892,500$28,421,100 ▲1,150.0%50,0004.1%FinanceMSFTMicrosoft$24,366,370$16,061,913 ▲193.4%49,0003.2%Computer and TechnologyNVDANVIDIA$23,803,640$10,483,060 ▲78.7%151,0003.1%Computer and TechnologyARISTA NETWORKS INC$22,303,580$22,303,580 ▲New Holding218,0002.9%COM SHSAMDAdvanced Micro Devices$21,994,500$21,994,500 ▲New Holding155,0002.9%Computer and TechnologyORCLOracle$21,863,000$10,931,500 ▼-33.3%100,0002.9%Computer and TechnologyARM HOLDINGS PLC$21,430,550$11,750,411 ▲121.4%132,5002.8%SPONSORED ADSAVGOBroadcom$21,225,050$23,347,555 ▼-52.4%77,0002.8%Computer and TechnologyCELESTICA INC$21,074,850$17,172,100 ▼-44.9%135,0002.8%COMAMZNAmazon.com$13,816,530$4,759,027 ▲52.5%63,0001.8%Retail/WholesaleAFRMAffirm$13,531,930$13,531,930 ▲New Holding197,0001.8%Computer and TechnologyBWXTBWX Technologies$12,245,100$12,245,100 ▲New Holding85,0001.6%AerospaceHUMHumana$12,224,000$12,224,000 ▲New Holding50,0001.6%MedicalNOWServiceNow$11,822,920$11,822,920 ▲New Holding11,5001.6%Computer and TechnologyNFLXNetflix$11,382,605$1,606,956 ▲16.4%8,5001.5%Consumer DiscretionaryHUT 8 CORP$11,160,000$11,160,000 ▲New Holding600,0001.5%COMINDVIndivior$10,686,500$1,474,000 ▲16.0%725,0001.4%MedicalGOOGAlphabet$10,288,620$9,756,450 ▲1,833.3%58,0001.4%Computer and TechnologyTE CONNECTIVITY PLC$10,035,865$2,681,853 ▼-21.1%59,5001.3%ORD SHSMIRMirion Technologies$9,973,127$6,205,377 ▲164.7%463,2201.3%Business ServicesDAVEDave$9,394,350$9,394,350 ▲New Holding35,0001.2%Business ServicesCORE SCIENTIFIC INC NEW$8,961,750$2,133,750 ▲31.3%525,0001.2%COMCIENCiena$8,946,300$365,985 ▼-3.9%110,0001.2%Computer and TechnologyMGNIMagnite$8,924,400$868,320 ▼-8.9%370,0001.2%Computer and TechnologyWULFTeraWulf$8,541,000$6,679,500 ▼-43.9%1,950,0001.1%FinanceSPRYARS Pharmaceuticals$8,288,750$2,617,500 ▲46.2%475,0001.1%MedicalGLWCorning$7,993,680$631,080 ▲8.6%152,0001.1%Computer and TechnologyALDXAldeyra Therapeutics$7,851,500$383,000 ▼-4.7%2,050,0001.0%MedicalCOHRCoherent$7,761,270$669,075 ▼-7.9%87,0001.0%Business ServicesCVSCVS Health$7,587,800$7,587,800 ▲New Holding110,0001.0%MedicalFSLRFirst Solar$7,449,300$4,966,200 ▲200.0%45,0001.0%EnergyCYBRCyberArk Software$7,384,872$2,217,496 ▲42.9%18,1501.0%Computer and TechnologyWGSGeneDx$7,384,800$7,384,800 ▲New Holding80,0001.0%MedicalGSMFerroglobe$7,367,874$752,350 ▲11.4%2,007,5951.0%Basic MaterialsADMAADMA Biologics$7,284,000$1,821,000 ▲33.3%400,0001.0%MedicalMETAMeta Platforms$7,011,855$7,011,855 ▲New Holding9,5000.9%Computer and TechnologyNUNU$6,860,000$6,860,000 ▲New Holding500,0000.9%FinanceSHOPShopify$6,851,790$2,162,813 ▲46.1%59,4000.9%Computer and TechnologyTEVATeva Pharmaceutical Industries$6,704,000$1,676,000 ▼-20.0%400,0000.9%MedicalSGRYSurgery Partners$6,669,000$1,111,500 ▲20.0%300,0000.9%MedicalMDTMedtronic$6,101,900$6,101,900 ▲New Holding70,0000.8%MedicalNEPNextera Energy Partners$5,986,000$2,009,000 ▼-25.1%730,0000.8%EnergySTKLSunOpta$5,916,000$522,000 ▼-8.1%1,020,0000.8%Consumer StaplesREMITLY GLOBAL INC$5,631,000$5,631,000 ▲New Holding300,0000.7%COMDKNGDraftKings$5,361,250$857,800 ▼-13.8%125,0000.7%Consumer DiscretionaryICLNiShares Global Clean Energy ETF$5,244,000$6,555,000 ▼-55.6%400,0000.7%ETFLSCCLattice Semiconductor$5,241,930$3,162,305 ▼-37.6%107,0000.7%Computer and TechnologyZSZscaler$5,023,040$5,023,040 ▲New Holding16,0000.7%Computer and TechnologyMELIMercadoLibre$4,704,534$8,755,661 ▼-65.0%1,8000.6%Retail/WholesaleAEISAdvanced Energy Industries$4,637,500$530,000 ▲12.9%35,0000.6%Computer and TechnologySMINiShares MSCI India Small-Cap ETF$4,630,800$4,630,800 ▲New Holding60,0000.6%ETFBIOXBioceres Crop Solutions$4,441,455$201,150 ▲4.7%993,6140.6%Consumer StaplesRUNSunrun$4,151,350$14,171,850 ▼-77.3%507,5000.5%EnergyPANWPalo Alto Networks$3,990,480$3,990,480 ▲New Holding19,5000.5%Computer and TechnologySTMSTMicroelectronics$3,968,150$3,968,150 ▲New Holding130,0000.5%Computer and TechnologyRIOTRiot Platforms$3,672,500$3,672,500 ▲New Holding325,0000.5%FinanceDNNDenison Mine$3,640,000$1,820,000 ▲100.0%2,000,0000.5%Basic MaterialsBRIGHTSPRING HEALTH SVCS INC$3,538,500$3,538,500 ▲New Holding150,0000.5%COMTANInvesco Solar ETF$3,426,0000.0%100,0000.5%ETFFLEXFlex$3,394,560$3,394,560 ▲New Holding68,0000.4%Computer and TechnologyBOXBOX$3,331,575$2,511,495 ▲306.3%97,5000.4%Computer and TechnologyTRIPTripAdvisor$3,249,450$874,350 ▲36.8%249,0000.4%Retail/WholesaleNOKNokia$3,211,600$3,211,600 ▲New Holding620,0000.4%Computer and TechnologyMPMP Materials$3,172,050$4,173,750 ▼-56.8%95,0000.4%Basic MaterialsCRWDCrowdStrike$3,055,860$3,055,860 ▲New Holding6,0000.4%Computer and TechnologyAMPLAmplitude$2,976,000$1,302,000 ▲77.8%240,0000.4%Business ServicesORNOrion Group$2,947,750$680,250 ▲30.0%325,0000.4%ConstructionBEBloom Energy$2,870,400$2,870,400 ▲New Holding120,0000.4%EnergyCCJCameco$2,820,740$2,746,510 ▼-49.3%38,0000.4%Basic MaterialsAPPLOVIN CORP$2,800,640$2,800,640 ▲New Holding8,0000.4%COM CL AATLAS ENERGY SOLUTIONS INC$2,674,000$2,674,000 ▲New Holding200,0000.4%COM NEWADSKAutodesk$2,476,560$5,401,997 ▼-68.6%8,0000.3%Computer and TechnologyMUMicron Technology$2,465,000$7,395,000 ▼-75.0%20,0000.3%Computer and TechnologyHOODRobinhood Markets$2,435,680$2,435,680 ▲New Holding26,0000.3%FinanceASMLASML$2,404,170$2,404,170 ▲New Holding3,0000.3%Computer and TechnologyPYPLPayPal$2,229,600$222,960 ▼-9.1%30,0000.3%Business ServicesHUBSHubSpot$2,226,520$2,226,520 ▲New Holding4,0000.3%Computer and TechnologyWNS HLDGS LTD$2,213,400$63,240 ▼-2.8%35,0000.3%COM SHSSHLSShoals Technologies Group$2,125,000$637,500 ▲42.9%500,0000.3%EnergyACNAccenture$2,092,230$2,092,230 ▲New Holding7,0000.3%Computer and TechnologySMHVanEck Semiconductor ETF$1,952,160$1,952,160 ▲New Holding7,0000.3%ManufacturingPROFProfound Medical$1,947,000$206,500 ▲11.9%330,0000.3%MedicalFIFiserv$1,775,823$1,775,823 ▲New Holding10,3000.2%Business ServicesCWENClearway Energy$1,760,000$160,000 ▲10.0%55,0000.2%EnergyLAM RESEARCH CORP$1,752,120$1,752,120 ▲New Holding18,0000.2%COM NEWMANHManhattan Associates$1,619,254$1,619,254 ▲New Holding8,2000.2%Computer and TechnologyRBLXRoblox$1,578,000$1,578,000 ▲New Holding15,0000.2%Consumer DiscretionaryUTIUniversal Technical Institute$1,525,050$1,525,050 ▲New Holding45,0000.2%Consumer DiscretionaryHASIHA Sustainable Infrastructure Capital$1,477,300$537,200 ▲57.1%55,0000.2%FinanceTERTeradyne$1,429,728$1,429,728 ▲New Holding15,9000.2%Computer and TechnologyFLSFlowserve$1,308,750$1,308,750 ▲New Holding25,0000.2%IndustrialsEVLVEvolv Technologies$1,248,000$1,248,000 ▲New Holding200,0000.2%Computer and TechnologyFIPFTAI Infrastructure$1,234,000$1,234,000 ▲New Holding200,0000.2%FinanceCLNEClean Energy Fuels$1,170,000$1,170,000 ▼-50.0%600,0000.2%UtilitiesBABAAlibaba Group$1,134,100$113,410 ▲11.1%10,0000.1%Retail/WholesaleTACTransAlta$1,132,572$269,660 ▼-19.2%105,0000.1%UtilitiesALCCAltC Acquisition$1,120,008$1,120,008 ▲New Holding20,0000.1%EnergyACHRArcher Aviation$1,085,000$1,085,000 ▲New Holding100,0000.1%AerospaceShowing 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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