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

About Ardsley Advisory Partners Lp

Investment Activity

Ardsley Advisory Partners Lp has $784.36 million in total holdings as of March 31, 2026.
Ardsley Advisory Partners Lp owns shares of 127 different stocks, but just 50 companies or ETFs make up 80% of its holdings.
Approximately 45.22% of the portfolio was purchased this quarter.
About 67.81% of the portfolio was sold this quarter.
This quarter, Ardsley Advisory Partners Lp has purchased 124 new stocks and bought additional shares in 32 stocks.
Ardsley Advisory Partners Lp sold shares of 32 stocks and completely divested from 50 stocks this quarter.

Largest Holdings

Broadcom: $43,190,070
SANDISK CORP: $34,968,900
Amazon.com: $32,073,580
SPDR S&P 500 ETF Trust: $31,866,660
United Therapeutics: $29,649,000

Largest New Holdings this Quarter

78462F103 - SPDR S&P 500 ETF Trust: $31,866,660 Holding
91307C102 - United Therapeutics: $29,649,000 Holding
29444U700 - Equinix: $11,713,868 Holding
00162Q452 - Alerian MLP ETF: $10,528,000 Holding
595112103 - Micron Technology: $10,470,240 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust: 49,000 shares (about $31.87M)
United Therapeutics: 50,000 shares (about $29.65M)
Amazon.com: 100,000 shares (about $20.83M)
Modine Manufacturing: 87,500 shares (about $18.96M)
Meta Platforms: 26,000 shares (about $14.88M)

Largest Sales this Quarter

Lumentum: 73,800 shares (about $51.95M)
Eli Lilly and Company: 35,000 shares (about $32.19M)
Advanced Energy Industries: 68,000 shares (about $21.94M)
Teradyne: 52,500 shares (about $15.56M)
Texas Instruments: 54,000 shares (about $10.48M)

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
AVGO Broadcom	$43,190,070	$1,702,834 â–²	4.1%	139,500	5.5%	Computer and Technology
SANDISK CORP	$34,968,900	$635,798 â–¼	-1.8%	55,000	4.5%	COM
AMZN Amazon.com	$32,073,580	$20,827,000 â–²	185.2%	154,000	4.1%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$31,866,660	$31,866,660 â–²	New Holding	49,000	4.1%	Finance
UTHR United Therapeutics	$29,649,000	$29,649,000 â–²	New Holding	50,000	3.8%	Medical
ARISTA NETWORKS INC	$24,396,386	$7,207,186 â–²	41.9%	198,700	3.1%	COM SHS
SMTC Semtech	$22,201,988	$2,287,478 â–²	11.5%	288,750	2.8%	Computer and Technology
MOD Modine Manufacturing	$19,742,281	$18,962,125 â–²	2,430.6%	91,100	2.5%	Auto/Tires/Trucks
SEZZLE INC	$18,987,000	$2,848,050 â–²	17.6%	300,000	2.4%	COM
NVDA NVIDIA	$17,004,000	$4,796,000 â–¼	-22.0%	97,500	2.2%	Computer and Technology
TEVA Teva Pharmaceutical Industries	$16,716,600	$753,000 â–¼	-4.3%	555,000	2.1%	Medical
META Meta Platforms	$16,021,040	$14,876,680 â–²	1,300.0%	28,000	2.0%	Computer and Technology
RUN Sunrun	$15,390,600	$4,678,200 â–¼	-23.3%	1,135,000	2.0%	Energy
WULF TeraWulf	$15,120,000	$1,656,000 â–¼	-9.9%	1,050,000	1.9%	Finance
BRIGHTSPRING HEALTH SVCS INC	$14,913,500		0.0%	350,000	1.9%	COM
SHLS Shoals Technologies Group	$14,870,800	$14,706,300 â–²	8,940.0%	2,260,000	1.9%	Energy
VIAV Viavi Solutions	$13,316,000	$1,331,600 â–¼	-9.1%	400,000	1.7%	Computer and Technology
BKD Brookdale Senior Living	$12,859,200	$3,420,000 â–²	36.2%	940,000	1.6%	Medical
EBAY eBay	$12,788,310	$5,051,610 â–²	65.3%	140,500	1.6%	Retail/Wholesale
EQIX Equinix	$11,713,868	$11,713,868 â–²	New Holding	11,950	1.5%	Finance
AMLP Alerian MLP ETF	$10,528,000	$10,528,000 â–²	New Holding	200,000	1.3%	ETF
MU Micron Technology	$10,470,240	$10,470,240 â–²	New Holding	31,000	1.3%	Computer and Technology
NU NU	$9,699,750	$502,950 â–²	5.5%	675,000	1.2%	Finance
BSX Boston Scientific	$9,412,500	$9,412,500 â–²	New Holding	150,000	1.2%	Medical
NOW ServiceNow	$8,834,475	$4,824,983 â–²	120.3%	84,500	1.1%	Computer and Technology
GOOG Alphabet	$8,605,800	$7,745,220 â–¼	-47.4%	30,000	1.1%	Computer and Technology
ZM Zoom Communications	$8,547,070	$8,547,070 â–²	New Holding	106,000	1.1%	Computer and Technology
AMAT Applied Materials	$8,544,750	$8,544,750 â–²	New Holding	25,000	1.1%	Computer and Technology
LSCC Lattice Semiconductor	$8,209,260	$231,900 â–²	2.9%	88,500	1.0%	Computer and Technology
BOX BOX	$7,943,040	$7,943,040 â–²	New Holding	336,000	1.0%	Computer and Technology
AGI Alamos Gold	$7,775,250	$5,553,750 â–¼	-41.7%	175,000	1.0%	Basic Materials
AAPL Apple	$7,613,700	$7,613,700 â–²	New Holding	30,000	1.0%	Computer and Technology
HUT 8 CORP	$7,036,500	$9,851,100 â–¼	-58.3%	150,000	0.9%	COM
AVY Avery Dennison	$6,907,200	$3,280,920 â–²	90.5%	40,000	0.9%	Industrials
XLU Utilities Select Sector SPDR Fund	$6,876,000	$2,292,000 â–²	50.0%	150,000	0.9%	ETF
TWLO Twilio	$6,567,804	$1,295,946 â–¼	-16.5%	52,200	0.8%	Computer and Technology
VZ Verizon Communications	$6,526,000	$6,526,000 â–²	New Holding	130,000	0.8%	Computer and Technology
WGS GeneDx	$6,422,000	$2,889,900 â–²	81.8%	100,000	0.8%	Medical
CVS CVS Health	$6,104,700		0.0%	85,000	0.8%	Medical
ALK Alaska Air Group	$6,068,700	$6,068,700 â–²	New Holding	165,000	0.8%	Transportation
MIR Mirion Technologies	$6,041,750		0.0%	325,000	0.8%	Business Services
CIFR Cipher Mining	$5,787,000	$5,787,000 â–²	New Holding	450,000	0.7%	Business Services
OKTA Okta	$5,714,346	$5,714,346 â–²	New Holding	72,600	0.7%	Computer and Technology
CWEN Clearway Energy	$5,500,600	$392,900 â–¼	-6.7%	140,000	0.7%	Energy
SKE Skeena Resources	$5,201,000	$5,201,000 â–²	New Holding	175,000	0.7%	Basic Materials
BWXT BWX Technologies	$5,112,250		0.0%	25,000	0.7%	Aerospace
ADI Analog Devices	$5,090,240	$5,090,240 â–²	New Holding	16,000	0.6%	Computer and Technology
XPLR INFRASTRUCTURE LP	$5,044,500	$265,500 â–²	5.6%	475,000	0.6%	COM UNIT PART IN
DNN Denison Mine	$4,942,000	$9,531,000 â–¼	-65.9%	1,400,000	0.6%	Basic Materials
LLY Eli Lilly and Company	$4,598,850	$32,191,950 â–¼	-87.5%	5,000	0.6%	Medical
LITE Lumentum	$4,364,676	$51,953,724 â–¼	-92.3%	6,200	0.6%	Computer and Technology
ATEX Anterix	$4,200,900	$4,200,900 â–²	New Holding	110,000	0.5%	Computer and Technology
FTNT Fortinet	$4,135,032	$4,135,032 â–²	New Holding	50,600	0.5%	Computer and Technology
VCYT Veracyte	$4,026,250		0.0%	125,000	0.5%	Medical
ROKU Roku	$3,926,730	$3,075,150 â–²	361.1%	41,500	0.5%	Consumer Discretionary
FLR Fluor	$3,848,625	$117,278 â–²	3.1%	82,500	0.5%	Construction
NFLX Netflix	$3,846,400	$1,057,760 â–²	37.9%	40,000	0.5%	Consumer Discretionary
ADMA ADMA Biologics	$3,829,250	$3,829,250 â–²	New Holding	425,000	0.5%	Medical
HON Honeywell International	$3,729,495	$3,729,495 â–²	New Holding	16,500	0.5%	Multi-Sector Conglomerates
PROF Profound Medical	$3,726,000	$810,000 â–²	27.8%	575,000	0.5%	Medical
HPE Hewlett Packard Enterprise	$3,690,550	$3,690,550 â–²	New Holding	155,000	0.5%	Computer and Technology
WMB Williams Companies	$3,639,000		0.0%	50,000	0.5%	Energy
TAC TransAlta	$3,615,144	$1,248,868 â–²	52.8%	275,000	0.5%	Utilities
NXE NexGen Energy	$3,480,000	$9,570,000 â–¼	-73.3%	300,000	0.4%	Basic Materials
ORA Ormat Technologies	$3,357,600		0.0%	30,000	0.4%	Energy
ENPH Enphase Energy	$3,213,850	$1,795,975 â–²	126.7%	85,000	0.4%	Energy
INTC Intel	$3,136,410	$1,766,992 â–¼	-36.0%	71,000	0.4%	Computer and Technology
DIGITALOCEAN HLDGS INC	$3,002,300	$3,002,300 â–²	New Holding	35,000	0.4%	COM
MSFT Microsoft	$2,959,680	$5,253,432 â–¼	-64.0%	8,000	0.4%	Computer and Technology
BRBR BellRing Brands	$2,815,750	$1,045,850 â–¼	-27.1%	175,000	0.4%	Consumer Staples
ARM HOLDINGS PLC	$2,723,040	$10,135,760 â–¼	-78.8%	18,000	0.3%	SPONSORED ADS
FLNC Fluence Energy	$2,545,600	$2,545,600 â–²	New Holding	185,000	0.3%	Energy
METC Ramaco Resources	$2,473,600	$2,009,800 â–²	433.3%	160,000	0.3%	Energy
TIC SOLUTIONS INC	$2,467,500	$1,480,500 â–²	150.0%	375,000	0.3%	COM
CCJ Cameco	$2,443,725	$1,357,625 â–¼	-35.7%	22,500	0.3%	Basic Materials
COHR Coherent	$2,382,100	$714,630 â–²	42.9%	10,000	0.3%	Business Services
WOLFSPEED INC	$2,287,600	$408,500 â–¼	-15.2%	140,000	0.3%	COMMON STOCK
NET Cloudflare	$2,228,040	$2,228,040 â–²	New Holding	10,800	0.3%	Computer and Technology
TER Teradyne	$2,223,450	$15,564,150 â–¼	-87.5%	7,500	0.3%	Computer and Technology
ORN Orion Group	$2,180,000	$2,180,000 â–¼	-50.0%	200,000	0.3%	Construction
XLF Financial Select Sector SPDR Fund	$2,123,370	$2,123,370 â–²	New Holding	43,000	0.3%	ETF
ALDX Aldeyra Therapeutics	$2,112,500	$422,500 â–¼	-16.7%	1,250,000	0.3%	Medical
RSP Invesco S&P 500 Equal Weight ETF	$2,111,120	$2,111,120 â–²	New Holding	11,000	0.3%	ETF
AMPX Amprius Technologies	$2,106,250	$2,106,250 â–²	New Holding	125,000	0.3%	Business Services
UPWK Upwork	$2,082,400	$2,082,400 â–²	New Holding	190,000	0.3%	Computer and Technology
FFIV F5	$2,054,243	$2,054,243 â–²	New Holding	7,100	0.3%	Computer and Technology
HASI HA Sustainable Infrastructure Capital	$2,021,250		0.0%	55,000	0.3%	Finance
DIOD Diodes	$2,013,670	$2,013,670 â–²	New Holding	29,500	0.3%	Computer and Technology
UBER Uber Technologies	$1,762,285	$1,762,285 â–²	New Holding	24,500	0.2%	Computer and Technology
BE Bloom Energy	$1,752,530	$5,122,780 â–¼	-74.5%	13,000	0.2%	Energy
MGNI Magnite	$1,698,840	$1,698,840 â–²	New Holding	143,000	0.2%	Computer and Technology
AMD Advanced Micro Devices	$1,627,440	$1,627,440 â–²	New Holding	8,000	0.2%	Computer and Technology
AEIS Advanced Energy Industries	$1,613,550	$21,944,280 â–¼	-93.2%	5,000	0.2%	Computer and Technology
MTZ MasTec	$1,608,700	$3,217,400 â–¼	-66.7%	5,000	0.2%	Construction
EQT EQT	$1,591,000		0.0%	25,000	0.2%	Energy
TASK TaskUs	$1,576,850	$1,576,850 â–²	New Holding	235,000	0.2%	Computer and Technology
EOSE Eos Energy Enterprises	$1,488,000	$1,264,800 â–¼	-45.9%	300,000	0.2%	Industrials
DT Dynatrace	$1,479,200	$1,479,200 â–²	New Holding	40,000	0.2%	Computer and Technology
ET Energy Transfer	$1,440,750	$960,500 â–²	200.0%	75,000	0.2%	Energy
STKL SunOpta	$1,425,600	$3,045,600 â–¼	-68.1%	220,000	0.2%	Consumer Staples

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