Ardsley Advisory Partners Lp Top Holdings and 13F Report (2026)

About Ardsley Advisory Partners Lp

Investment Activity

Ardsley Advisory Partners Lp has $960.21 million in total holdings as of June 30, 2026.
Ardsley Advisory Partners Lp owns shares of 136 different stocks, but just 60 companies or ETFs make up 80% of its holdings.
Approximately 43.56% of the portfolio was purchased this quarter.
About 52.20% of the portfolio was sold this quarter.
This quarter, Ardsley Advisory Partners Lp has purchased 127 new stocks and bought additional shares in 28 stocks.
Ardsley Advisory Partners Lp sold shares of 35 stocks and completely divested from 51 stocks this quarter.

Largest Holdings

SANDISK CORP: $56,690,500
Advanced Micro Devices: $54,024,630
SEZZLE INC: $36,900,450
TeraWulf: $23,686,320
BRIGHTSPRING HEALTH SVCS INC: $22,665,500

Largest New Holdings this Quarter

74624M102 - EVERPURE INC: $20,665,850 Holding
697435105 - Palo Alto Networks: $14,638,060 Holding
74164F103 - PRIMORIS SVCS CORP: $13,383,900 Holding
683344105 - Onto Innovation: $11,921,175 Holding
87162W100 - TD SYNNEX: $11,629,290 Holding

Largest Purchases this Quarter

Advanced Micro Devices: 85,000 shares (about $49.38M)
EVERPURE INC: 263,000 shares (about $20.67M)
Palo Alto Networks: 43,000 shares (about $14.64M)
PRIMORIS SVCS CORP: 135,000 shares (about $13.38M)
Onto Innovation: 31,500 shares (about $11.92M)

Largest Sales this Quarter

SANDISK CORP: 30,000 shares (about $68.03M)
Broadcom: 118,500 shares (about $44.73M)
Semtech: 243,750 shares (about $39.45M)
Amazon.com: 85,000 shares (about $20.26M)
SEZZLE INC: 85,000 shares (about $14.59M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SANDISK CORP	$56,690,500	$68,028,600 â–¼	-54.5%	25,000	5.9%	COM
AMD Advanced Micro Devices	$54,024,630	$49,377,350 â–²	1,062.5%	93,000	5.6%	Technology
SEZZLE INC	$36,900,450	$14,588,550 â–¼	-28.3%	215,000	3.8%	COM
WULF TeraWulf	$23,686,320	$2,059,680 â–¼	-8.0%	966,000	2.5%	Technology
BRIGHTSPRING HEALTH SVCS INC	$22,665,500	$1,743,500 â–¼	-7.1%	325,000	2.4%	COM
EBAY eBay	$22,261,554	$6,700,617 â–²	43.1%	201,000	2.3%	Consumer Discretionary
RUN Sunrun	$21,408,000	$6,221,700 â–²	41.0%	1,600,000	2.2%	Utilities
EVERPURE INC	$20,665,850	$20,665,850 â–²	New Holding	263,000	2.2%	CL A
VIAV Viavi Solutions	$18,622,500	$477,500 â–¼	-2.5%	390,000	1.9%	Technology
ARM HOLDINGS PLC	$16,623,900	$10,257,300 â–²	161.1%	47,000	1.7%	SPONSORED ADS
SHLS Shoals Technologies Group	$16,483,500	$5,890,500 â–¼	-26.3%	1,665,000	1.7%	Industrials
AMZN Amazon.com	$16,445,460	$20,258,900 â–¼	-55.2%	69,000	1.7%	Consumer Discretionary
UTHR United Therapeutics	$16,254,900	$10,836,600 â–¼	-40.0%	30,000	1.7%	Healthcare
TEVA Teva Pharmaceutical Industries	$15,754,200	$3,049,200 â–¼	-16.2%	465,000	1.6%	Healthcare
GOOG Alphabet	$15,347,670	$4,763,070 â–²	45.0%	43,500	1.6%	Communication Services
PANW Palo Alto Networks	$14,638,060	$14,638,060 â–²	New Holding	43,000	1.5%	Technology
TWLO Twilio	$14,236,770	$3,466,344 â–²	32.2%	69,000	1.5%	Technology
ZM Zoom Communications	$13,636,980	$4,488,120 â–²	49.1%	158,000	1.4%	Technology
PRIMORIS SVCS CORP	$13,383,900	$13,383,900 â–²	New Holding	135,000	1.4%	COM
AAPL Apple	$13,005,000	$4,335,000 â–²	50.0%	45,000	1.4%	Technology
MOD Modine Manufacturing	$12,015,900	$12,309,622 â–¼	-50.6%	45,000	1.3%	Industrials
ONTO Onto Innovation	$11,921,175	$11,921,175 â–²	New Holding	31,500	1.2%	Technology
SNX TD SYNNEX	$11,629,290	$11,629,290 â–²	New Holding	43,500	1.2%	Technology
BKD Brookdale Senior Living	$11,102,100	$4,022,500 â–¼	-26.6%	690,000	1.2%	Healthcare
ENPH Enphase Energy	$10,782,200	$6,616,350 â–²	158.8%	220,000	1.1%	Technology
ALGT Allegiant Travel	$10,584,000	$10,584,000 â–²	New Holding	90,000	1.1%	Industrials
OKTA Okta	$10,438,425	$532,155 â–²	5.4%	76,500	1.1%	Technology
EQIX Equinix	$10,423,900	$2,032,661 â–¼	-16.3%	10,000	1.1%	Real Estate
HUT 8 CORP	$10,390,050	$6,926,700 â–¼	-40.0%	90,000	1.1%	COM
AMLP Alerian MLP ETF	$10,370,000		0.0%	200,000	1.1%	ETF
OSCR Oscar Health	$9,982,000	$9,982,000 â–²	New Holding	350,000	1.0%	Healthcare
BE Bloom Energy	$9,399,200	$5,457,600 â–²	138.5%	31,000	1.0%	Industrials
CIFR Cipher Mining	$9,179,963	$1,835,993 â–¼	-16.7%	375,000	1.0%	Technology
NU NU	$9,004,500		0.0%	675,000	0.9%	Finance
FUELCELL ENERGY INC	$8,856,050	$7,229,429 â–²	444.4%	245,000	0.9%	COM NEW
CEREBRAS SYSTEMS INC	$8,658,000	$8,658,000 â–²	New Holding	39,000	0.9%	COM CL A
LITE Lumentum	$8,525,100	$3,239,538 â–²	61.3%	10,000	0.9%	Technology
REMITLY GLOBAL INC	$8,403,750	$8,403,750 â–²	New Holding	375,000	0.9%	COM
DVN Devon Energy	$8,260,000	$8,260,000 â–²	New Holding	200,000	0.9%	Energy
AVGO Broadcom	$7,927,290	$44,732,565 â–¼	-84.9%	21,000	0.8%	Technology
ALK Alaska Air Group	$7,830,000	$783,000 â–¼	-9.1%	150,000	0.8%	Industrials
GLW Corning	$7,662,300	$7,662,300 â–²	New Holding	30,000	0.8%	Technology
FLR Fluor	$7,465,575	$3,143,400 â–²	72.7%	142,500	0.8%	Industrials
VRTX Vertex Pharmaceuticals	$7,450,950	$7,450,950 â–²	New Holding	15,000	0.8%	Healthcare
VCYT Veracyte	$7,341,250		0.0%	125,000	0.8%	Healthcare
SMTC Semtech	$7,283,250	$39,450,938 â–¼	-84.4%	45,000	0.8%	Technology
JAZZ Jazz Pharmaceuticals	$7,229,100	$7,229,100 â–²	New Holding	30,000	0.8%	Healthcare
GSM Ferroglobe	$6,948,300	$6,948,300 â–²	New Holding	2,185,000	0.7%	Materials
AKAM Akamai Technologies	$6,619,760	$6,619,760 â–²	New Holding	56,000	0.7%	Technology
ORCL Oracle	$6,594,750	$6,594,750 â–²	New Holding	45,000	0.7%	Technology
VZ Verizon Communications	$6,568,900	$1,059,500 â–²	19.2%	155,000	0.7%	Communication Services
BOX BOX	$6,369,600	$2,547,840 â–¼	-28.6%	240,000	0.7%	Technology
MCHP Microchip Technology	$6,335,000	$6,335,000 â–²	New Holding	70,000	0.7%	Technology
SLB SLB	$6,276,150	$6,276,150 â–²	New Holding	135,000	0.7%	Energy
XPLR INFRASTRUCTURE LP	$6,200,250	$590,500 â–²	10.5%	525,000	0.6%	COM UNIT PART IN
CAMT Camtek	$6,035,440	$6,035,440 â–²	New Holding	37,000	0.6%	Technology
MIR Mirion Technologies	$5,827,250		0.0%	325,000	0.6%	Technology
CRM Salesforce	$5,639,760	$5,639,760 â–²	New Holding	36,000	0.6%	Technology
GUARDIAN METAL RES PLC	$5,604,000	$5,604,000 â–²	New Holding	400,000	0.6%	SPONSORED ADS
WGS GeneDx	$5,148,750	$1,716,250 â–¼	-25.0%	75,000	0.5%	Healthcare
AAOI Applied Optoelectronics	$5,133,800	$5,133,800 â–²	New Holding	35,000	0.5%	Technology
NOW ServiceNow	$5,112,920	$3,276,240 â–¼	-39.1%	51,500	0.5%	Technology
ADMA ADMA Biologics	$5,022,000	$1,464,750 â–²	41.2%	600,000	0.5%	Healthcare
CWEN Clearway Energy	$4,785,200		0.0%	140,000	0.5%	Utilities
AEVA TECHNOLOGIES INC	$4,781,880	$4,781,880 â–²	New Holding	166,500	0.5%	COM NEW
TAC TransAlta	$4,772,881	$968,411 â–²	25.5%	345,000	0.5%	Utilities
PI Impinj	$4,726,590	$3,079,445 â–²	187.0%	33,000	0.5%	Technology
BWA BorgWarner	$4,648,000	$4,648,000 â–²	New Holding	70,000	0.5%	Consumer Discretionary
NAVAN INC	$4,574,000	$4,574,000 â–²	New Holding	200,000	0.5%	CL A
GFS GlobalFoundries	$4,491,345	$4,491,345 â–²	New Holding	54,500	0.5%	Technology
FLS Flowserve	$4,449,600	$4,449,600 â–²	New Holding	60,000	0.5%	Industrials
LAM RESEARCH CORP	$4,333,300	$4,333,300 â–²	New Holding	10,000	0.5%	COM NEW
CVS CVS Health	$4,138,000	$4,655,250 â–¼	-52.9%	40,000	0.4%	Healthcare
MANH Manhattan Associates	$3,968,625	$3,968,625 â–²	New Holding	28,500	0.4%	Technology
GLBE Global-e Online	$3,924,490	$3,924,490 â–²	New Holding	113,000	0.4%	Consumer Discretionary
BWXT BWX Technologies	$3,893,000	$973,250 â–¼	-20.0%	20,000	0.4%	Industrials
APH Amphenol	$3,879,040	$3,879,040 â–²	New Holding	22,000	0.4%	Technology
TXN Texas Instruments	$3,874,910	$2,086,490 â–²	116.7%	13,000	0.4%	Technology
SKE Skeena Resources	$3,865,700	$799,800 â–¼	-17.1%	145,000	0.4%	Materials
PROF Profound Medical	$3,823,750		0.0%	575,000	0.4%	Healthcare
WMB Williams Companies	$3,717,000		0.0%	50,000	0.4%	Energy
SHOPIFY INC	$3,708,900	$3,708,900 â–²	New Holding	32,500	0.4%	CL A SUB VTG SHS
WDC Western Digital	$3,513,054	$3,513,054 â–²	New Holding	5,500	0.4%	Technology
ORN Orion Group	$3,364,000		0.0%	200,000	0.4%	Industrials
TEAM Atlassian	$3,267,180	$3,267,180 â–²	New Holding	42,000	0.3%	Technology
TIC SOLUTIONS INC	$3,236,000	$202,250 â–²	6.7%	400,000	0.3%	COM
EOSE Eos Energy Enterprises	$3,227,070	$1,466,850 â–²	83.3%	550,000	0.3%	Industrials
AGI Alamos Gold	$3,185,700	$2,123,800 â–¼	-40.0%	105,000	0.3%	Materials
COHU Cohu	$3,082,047	$3,082,047 â–²	New Holding	41,700	0.3%	Technology
FLEX Flex	$3,079,330	$3,079,330 â–²	New Holding	19,000	0.3%	Technology
FTRE Fortrea	$3,045,000	$3,045,000 â–²	New Holding	175,000	0.3%	Healthcare
STM STMicroelectronics	$3,021,402	$3,021,402 â–²	New Holding	41,000	0.3%	Technology
WOLFSPEED INC	$2,895,000	$3,860,000 â–¼	-57.1%	60,000	0.3%	COMMON STOCK
VECO Veeco Instruments	$2,804,600	$2,804,600 â–²	New Holding	37,000	0.3%	Technology
ALDX Aldeyra Therapeutics	$2,715,750	$53,250 â–²	2.0%	1,275,000	0.3%	Healthcare
KBR KBR	$2,589,750	$2,589,750 â–²	New Holding	75,000	0.3%	Industrials
ET Energy Transfer	$2,393,750	$957,500 â–²	66.7%	125,000	0.2%	Energy
PAGAYA TECHNOLOGIES LTD	$2,286,250	$2,286,250 â–²	New Holding	125,000	0.2%	CL A NEW
TRIP TripAdvisor	$2,275,860	$2,275,860 â–²	New Holding	166,000	0.2%	Communication Services
HASI HA Sustainable Infrastructure Capital	$2,147,750		0.0%	55,000	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Ardsley Advisory Partners Lp Top Holdings and 13F Report (2026)

About Ardsley Advisory Partners Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Ardsley Advisory Partners Lp Top Holdings and 13F Report (2026)

About Ardsley Advisory Partners Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofArdsley Advisory Partners Lp

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools