Ardsley Advisory Partners Lp Top Holdings and 13F Report (2024) → Elon Musk: THIS will be bigger than Tesla (From Paradigm Press) (Ad) About Ardsley Advisory Partners LpInvestment ActivityArdsley Advisory Partners Lp has $696.08 million in total holdings as of March 31, 2024.Ardsley Advisory Partners Lp owns shares of 124 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 33.73% of the portfolio was purchased this quarter.About 32.89% of the portfolio was sold this quarter.This quarter, Ardsley Advisory Partners Lp has purchased 116 new stocks and bought additional shares in 32 stocks.Ardsley Advisory Partners Lp sold shares of 34 stocks and completely divested from 44 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $52,307,000Sunrun $48,832,110Celestica $34,835,241SunOpta $25,178,550Itron $22,436,100 Largest New Holdings this Quarter AdvisorShares Pure US Cannabis ETF $9,498,020 HoldingNextEra Energy Partners $8,121,600 HoldingMerck & Co., Inc. $8,048,950 HoldingInfinera $7,410,870 HoldingBroadcom $7,289,755 Holding Largest Purchases this Quarter Sunrun 1,914,900 shares (about $25.31M)Fluor 255,650 shares (about $10.81M)Oracle 81,500 shares (about $10.24M)AdvisorShares Pure US Cannabis ETF 952,000 shares (about $9.50M)Five9 147,450 shares (about $9.16M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 75,000 shares (about $39.23M)Aspen Aerogels 581,000 shares (about $10.23M)Advanced Micro Devices 53,000 shares (about $9.57M)Vistra 136,000 shares (about $9.47M)SunOpta 1,301,643 shares (about $8.94M) 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 PortfolioSectorSPYSPDR S&P 500 ETF Trust$52,307,000$39,230,250 ▼-42.9%100,0007.5%FinanceRUNSunrun$48,832,110$25,305,083 ▲107.6%3,695,2507.0%Oils/EnergyCLSCelestica$34,835,241$8,176,833 ▼-19.0%775,1505.0%Computer and TechnologySTKLSunOpta$25,178,550$8,942,287 ▼-26.2%3,665,0003.6%Consumer StaplesITRIItron$22,436,100$462,600 ▼-2.0%242,5003.2%Computer and TechnologyBIOXBioceres Crop Solutions$21,947,034$75,960 ▲0.3%1,733,5733.2%Consumer StaplesHASIHannon Armstrong Sustainable Infrastructure Capital$20,631,180$8,670,520 ▼-29.6%726,4503.0%FinanceOSCROscar Health$20,568,184$2,968,052 ▼-12.6%1,383,2003.0%FinanceFLRFluor$17,250,240$10,808,882 ▲167.8%408,0002.5%ConstructionFTAIFTAI Aviation$16,993,250$47,110 ▼-0.3%252,5002.4%AerospaceASPNAspen Aerogels$15,224,000$10,225,600 ▼-40.2%865,0002.2%ConstructionPCRXPacira BioSciences$14,417,148$1,986,960 ▲16.0%493,4002.1%MedicalSSentinelOne$12,512,620$1,549,626 ▼-11.0%535,7501.8%Computer and TechnologyGSMFerroglobe$11,328,728$277,162 ▼-2.4%2,274,8451.6%Basic MaterialsGLDSPDR Gold Shares$11,308,000$1,028,000 ▲10.0%55,0001.6%FinanceORCLOracle$10,739,655$10,237,215 ▲2,037.5%85,5001.5%Computer and TechnologyFIVNFive9$10,310,260$9,158,120 ▲794.9%166,0001.5%Computer and TechnologyPCORProcore Technologies$10,271,250$1,232,550 ▼-10.7%125,0001.5%Business ServicesVSTVistra$9,820,650$9,472,400 ▼-49.1%141,0001.4%UtilitiesMSOSAdvisorShares Pure US Cannabis ETF$9,498,020$9,498,020 ▲New Holding952,0001.4%ETFBRBRBellRing Brands$9,444,800$590,300 ▼-5.9%160,0001.4%MedicalAGIAlamos Gold$8,503,375$3,340,875 ▲64.7%576,5001.2%Basic MaterialsAMPSAltus Power$8,152,290$898,640 ▲12.4%1,705,5001.2%Oils/EnergyNEPNextEra Energy Partners$8,121,600$8,121,600 ▲New Holding270,0001.2%Oils/EnergyMRKMerck & Co., Inc.$8,048,950$8,048,950 ▲New Holding61,0001.2%MedicalLEGNLegend Biotech$7,852,600$3,084,950 ▲64.7%140,0001.1%MedicalANETArista Networks$7,829,460$4,639,680 ▲145.5%27,0001.1%Computer and TechnologyINFNInfinera$7,410,870$7,410,870 ▲New Holding1,229,0001.1%Computer and TechnologyAVGOBroadcom$7,289,755$7,289,755 ▲New Holding5,5001.0%Computer and TechnologyEVLVEvolv Technologies$6,842,453$883,943 ▼-11.4%1,530,7501.0%Computer and TechnologyDKNGDraftKings$6,811,5000.0%150,0001.0%Consumer DiscretionaryDALDelta Air Lines$6,710,200$6,710,200 ▲New Holding140,0001.0%TransportationFOURShift4 Payments$6,640,035$6,640,035 ▲New Holding100,5001.0%Business ServicesCRMSalesforce$6,565,724$3,169,920 ▲93.3%21,8000.9%Computer and TechnologyDTDynatrace$6,362,280$4,969,080 ▲356.7%137,0000.9%Computer and TechnologyMRVLMarvell Technology$6,329,584$5,266,384 ▲495.3%89,3000.9%Business ServicesMIRMMirum Pharmaceuticals$6,154,400$502,400 ▲8.9%245,0000.9%MedicalSLViShares Silver Trust$5,687,500$2,275,000 ▼-28.6%250,0000.8%ETFINDVIndivior$5,676,300$5,676,300 ▲New Holding265,0000.8%MedicalNVDANVIDIA$5,646,500$5,646,500 ▲New Holding6,2500.8%Computer and TechnologySGRYSurgery Partners$5,518,550$149,150 ▲2.8%185,0000.8%MedicalDELLDell Technologies$5,134,950$1,141,100 ▲28.6%45,0000.7%Computer and TechnologyWOLFWolfspeed$5,015,000$5,015,000 ▲New Holding170,0000.7%Computer and TechnologySTEMStem$4,949,400$1,839,600 ▲59.2%2,260,0000.7%Computer and TechnologyMSFTMicrosoft$4,833,450$1,260,900 ▲35.3%11,5000.7%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$4,727,043$4,727,043 ▲New Holding34,7500.7%Computer and TechnologyAMZNAmazon.com$4,685,200$3,964,400 ▲550.0%26,0000.7%Retail/WholesaleAMDAdvanced Micro Devices$4,512,250$9,565,970 ▼-67.9%25,0000.6%Computer and TechnologyTXNTexas Instruments$4,329,272$4,329,272 ▲New Holding24,9000.6%Computer and TechnologyAAPLApple$4,287,000$4,287,000 ▲New Holding25,0000.6%Computer and TechnologyEXASExact Sciences$4,143,600$4,143,600 ▲New Holding60,0000.6%MedicalUBERUber Technologies$3,849,5000.0%50,0000.6%Computer and TechnologyNFLXNetflix$3,704,713$3,704,713 ▲New Holding6,1000.5%Consumer DiscretionaryRAPTRAPT Therapeutics$3,614,450$3,614,450 ▲New Holding402,5000.5%MedicalEOSEEos Energy Enterprises$3,553,500$1,986,870 ▼-35.9%3,450,0000.5%Industrial ProductsCOHRCoherent$3,394,720$3,394,720 ▲New Holding56,0000.5%Business ServicesARM HOLDINGS PLC$3,374,730$3,374,730 ▲New Holding27,0000.5%SPONSORED ADRARRYArray Technologies$3,350,277$445,809 ▲15.3%224,7000.5%Oils/EnergyGDXVanEck Gold Miners ETF$3,162,000$7,114,500 ▼-69.2%100,0000.5%ETFNOWServiceNow$3,125,840$686,160 ▼-18.0%4,1000.4%Computer and TechnologyGOOGAlphabet$3,039,000$835,725 ▼-21.6%20,0000.4%Computer and TechnologyTERTeradyne$2,989,995$2,989,995 ▲New Holding26,5000.4%Computer and TechnologyWDCWestern Digital$2,961,045$2,178,240 ▲278.3%43,5000.4%Computer and TechnologyALTAltimmune$2,799,500$671,880 ▼-19.4%275,0000.4%MedicalQCOMQUALCOMM$2,793,450$507,900 ▲22.2%16,5000.4%Computer and TechnologyCYBRCyberArk Software$2,735,989$79,689 ▲3.0%10,3000.4%Computer and TechnologyAPLDApplied Digital$2,461,000$1,177,000 ▲91.7%575,0000.4%FinanceFSLRFirst Solar$2,194,400$2,194,400 ▲New Holding13,0000.3%Oils/EnergyAUGXAugmedix$2,147,2500.0%525,0000.3%MedicalEBAYeBay$2,140,020$2,140,020 ▲New Holding40,5000.3%Retail/WholesaleSMTCSemtech$2,109,858$639,143 ▲43.5%76,7500.3%Computer and TechnologyETNEaton$1,719,740$1,719,740 ▲New Holding5,5000.2%Industrial ProductsFTNTFortinet$1,707,750$956,340 ▲127.3%25,0000.2%Computer and TechnologyBASECouchbase$1,696,995$1,696,995 ▲New Holding64,5000.2%Computer and TechnologyOKTAOkta$1,668,689$580,641 ▼-25.8%15,9500.2%Computer and TechnologyTBTProShares UltraShort 20+ Year Treasury$1,648,000$1,648,000 ▲New Holding50,0000.2%ETFALTGAlta Equipment Group$1,618,750$1,618,750 ▲New Holding125,0000.2%Industrial ProductsGPREGreen Plains$1,618,400$693,600 ▲75.0%70,0000.2%Basic MaterialsNETCloudflare$1,573,488$1,573,488 ▲New Holding16,2500.2%Computer and TechnologyMODModine Manufacturing$1,523,040$428,355 ▼-22.0%16,0000.2%Auto/Tires/TrucksMIRMirion Technologies$1,421,250$284,250 ▼-16.7%125,0000.2%Business ServicesTELTE Connectivity$1,343,470$1,343,470 ▲New Holding9,2500.2%Computer and TechnologyOSTKOverstock.com$1,256,850$1,256,850 ▲New Holding35,0000.2%Retail/WholesaleSANMSanmina$1,243,600$1,243,600 ▲New Holding20,0000.2%Computer and TechnologyPROFProfound Medical$1,236,850$1,236,850 ▲New Holding145,0000.2%MedicalCLNEClean Energy Fuels$1,206,000$335,000 ▲38.5%450,0000.2%UtilitiesNXENexGen Energy$1,177,861$11,662 ▲1.0%151,5000.2%Basic MaterialsPRIMPrimoris Services$1,170,675$2,473,317 ▼-67.9%27,5000.2%ConstructionPANWPalo Alto Networks$1,136,520$1,136,520 ▲New Holding4,0000.2%Computer and TechnologyMDBMongoDB$1,075,920$1,075,920 ▲New Holding3,0000.2%Computer and TechnologySNXTD SYNNEX$1,040,520$1,040,520 ▲New Holding9,2000.1%Computer and TechnologyIRENIris Energy$1,033,600$353,600 ▲52.0%190,0000.1%Oils/EnergyAMSCAmerican Superconductor$1,013,250$1,013,250 ▲New Holding75,0000.1%Computer and TechnologyCIENCiena$989,000$1,285,700 ▼-56.5%20,0000.1%Computer and TechnologyMGNIMagnite$989,000$989,000 ▲New Holding92,0000.1%Computer and TechnologyDNNDenison Mines$975,0000.0%500,0000.1%Basic MaterialsMTZMasTec$974,463$1,796,928 ▼-64.8%10,4500.1%ConstructionGDXJVanEck Junior Gold Miners ETF$968,500$2,905,500 ▼-75.0%25,0000.1%ETFNOVASunnova Energy International$919,500$1,379,250 ▼-60.0%150,0000.1%Oils/EnergyTRIPTripadvisor$847,595$2,070,355 ▼-71.0%30,5000.1%Retail/WholesaleShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.