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%	Computer and 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%	Finance
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%	Retail/Wholesale
RUN Sunrun	$21,408,000	$6,221,700 â–²	41.0%	1,600,000	2.2%	Energy
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%	Computer and 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%	Energy
AMZN Amazon.com	$16,445,460	$20,258,900 â–¼	-55.2%	69,000	1.7%	Retail/Wholesale
UTHR United Therapeutics	$16,254,900	$10,836,600 â–¼	-40.0%	30,000	1.7%	Medical
TEVA Teva Pharmaceutical Industries	$15,754,200	$3,049,200 â–¼	-16.2%	465,000	1.6%	Medical
GOOG Alphabet	$15,347,670	$4,763,070 â–²	45.0%	43,500	1.6%	Computer and Technology
PANW Palo Alto Networks	$14,638,060	$14,638,060 â–²	New Holding	43,000	1.5%	Computer and Technology
TWLO Twilio	$14,236,770	$3,466,344 â–²	32.2%	69,000	1.5%	Computer and Technology
ZM Zoom Communications	$13,636,980	$4,488,120 â–²	49.1%	158,000	1.4%	Computer and 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%	Computer and Technology
MOD Modine Manufacturing	$12,015,900	$12,309,622 â–¼	-50.6%	45,000	1.3%	Auto/Tires/Trucks
ONTO Onto Innovation	$11,921,175	$11,921,175 â–²	New Holding	31,500	1.2%	Computer and Technology
SNX TD SYNNEX	$11,629,290	$11,629,290 â–²	New Holding	43,500	1.2%	Computer and Technology
BKD Brookdale Senior Living	$11,102,100	$4,022,500 â–¼	-26.6%	690,000	1.2%	Medical
ENPH Enphase Energy	$10,782,200	$6,616,350 â–²	158.8%	220,000	1.1%	Energy
ALGT Allegiant Travel	$10,584,000	$10,584,000 â–²	New Holding	90,000	1.1%	Transportation
OKTA Okta	$10,438,425	$532,155 â–²	5.4%	76,500	1.1%	Computer and Technology
EQIX Equinix	$10,423,900	$2,032,661 â–¼	-16.3%	10,000	1.1%	Finance
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%	Finance
BE Bloom Energy	$9,399,200	$5,457,600 â–²	138.5%	31,000	1.0%	Energy
CIFR Cipher Mining	$9,179,963	$1,835,993 â–¼	-16.7%	375,000	1.0%	Business Services
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%	Computer and 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%	Computer and Technology
ALK Alaska Air Group	$7,830,000	$783,000 â–¼	-9.1%	150,000	0.8%	Transportation
GLW Corning	$7,662,300	$7,662,300 â–²	New Holding	30,000	0.8%	Computer and Technology
FLR Fluor	$7,465,575	$3,143,400 â–²	72.7%	142,500	0.8%	Construction
VRTX Vertex Pharmaceuticals	$7,450,950	$7,450,950 â–²	New Holding	15,000	0.8%	Medical
VCYT Veracyte	$7,341,250		0.0%	125,000	0.8%	Medical
SMTC Semtech	$7,283,250	$39,450,938 â–¼	-84.4%	45,000	0.8%	Computer and Technology
JAZZ Jazz Pharmaceuticals	$7,229,100	$7,229,100 â–²	New Holding	30,000	0.8%	Medical
GSM Ferroglobe	$6,948,300	$6,948,300 â–²	New Holding	2,185,000	0.7%	Basic Materials
AKAM Akamai Technologies	$6,619,760	$6,619,760 â–²	New Holding	56,000	0.7%	Computer and Technology
ORCL Oracle	$6,594,750	$6,594,750 â–²	New Holding	45,000	0.7%	Computer and Technology
VZ Verizon Communications	$6,568,900	$1,059,500 â–²	19.2%	155,000	0.7%	Computer and Technology
BOX BOX	$6,369,600	$2,547,840 â–¼	-28.6%	240,000	0.7%	Computer and Technology
MCHP Microchip Technology	$6,335,000	$6,335,000 â–²	New Holding	70,000	0.7%	Computer and 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%	Computer and Technology
MIR Mirion Technologies	$5,827,250		0.0%	325,000	0.6%	Business Services
CRM Salesforce	$5,639,760	$5,639,760 â–²	New Holding	36,000	0.6%	Computer and 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%	Medical
AAOI Applied Optoelectronics	$5,133,800	$5,133,800 â–²	New Holding	35,000	0.5%	Computer and Technology
NOW ServiceNow	$5,112,920	$3,276,240 â–¼	-39.1%	51,500	0.5%	Computer and Technology
ADMA ADMA Biologics	$5,022,000	$1,464,750 â–²	41.2%	600,000	0.5%	Medical
CWEN Clearway Energy	$4,785,200		0.0%	140,000	0.5%	Energy
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%	Computer and Technology
BWA BorgWarner	$4,648,000	$4,648,000 â–²	New Holding	70,000	0.5%	Auto/Tires/Trucks
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%	Computer and 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%	Medical
MANH Manhattan Associates	$3,968,625	$3,968,625 â–²	New Holding	28,500	0.4%	Computer and Technology
GLBE Global-e Online	$3,924,490	$3,924,490 â–²	New Holding	113,000	0.4%	Retail/Wholesale
BWXT BWX Technologies	$3,893,000	$973,250 â–¼	-20.0%	20,000	0.4%	Aerospace
APH Amphenol	$3,879,040	$3,879,040 â–²	New Holding	22,000	0.4%	Computer and Technology
TXN Texas Instruments	$3,874,910	$2,086,490 â–²	116.7%	13,000	0.4%	Computer and Technology
SKE Skeena Resources	$3,865,700	$799,800 â–¼	-17.1%	145,000	0.4%	Basic Materials
PROF Profound Medical	$3,823,750		0.0%	575,000	0.4%	Medical
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%	Computer and Technology
ORN Orion Group	$3,364,000		0.0%	200,000	0.4%	Construction
TEAM Atlassian	$3,267,180	$3,267,180 â–²	New Holding	42,000	0.3%	Computer and 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%	Basic Materials
COHU Cohu	$3,082,047	$3,082,047 â–²	New Holding	41,700	0.3%	Computer and Technology
FLEX Flex	$3,079,330	$3,079,330 â–²	New Holding	19,000	0.3%	Computer and Technology
FTRE Fortrea	$3,045,000	$3,045,000 â–²	New Holding	175,000	0.3%	Medical
STM STMicroelectronics	$3,021,402	$3,021,402 â–²	New Holding	41,000	0.3%	Computer and 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%	Computer and Technology
ALDX Aldeyra Therapeutics	$2,715,750	$53,250 â–²	2.0%	1,275,000	0.3%	Medical
KBR KBR	$2,589,750	$2,589,750 â–²	New Holding	75,000	0.3%	Construction
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%	Retail/Wholesale
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