Ardsley Advisory Partners
Latest statistics and disclosures from Ardsley Advisory Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CRM, FLR, ITRI, OSCR, INDV, and represent 17.84% of Ardsley Advisory Partners's stock portfolio.
- Added to shares of these 10 stocks: CRM (+$18M), FLR (+$13M), RSP (+$13M), Arista Networks (+$12M), LITE (+$11M), UNH (+$10M), OKTA (+$8.6M), CAMT (+$8.5M), SMCI (+$8.2M), NOW (+$8.1M).
- Started 48 new stock positions in SQ, INTC, NET, NCNO, LYFT, GTLS, RIOT, AIOT, EXPE, PSTG.
- Reduced shares in these 10 stocks: , CLS (-$22M), KWEB (-$17M), AVGO (-$13M), , S (-$10M), MRVL (-$6.9M), , , AMPS (-$6.3M).
- Sold out of its positions in ADBE, AEHR, AKAM, AMRC, AAPL, ADSK, BIDU, BLDP, BL, HRB.
- Ardsley Advisory Partners was a net buyer of stock by $19M.
- Ardsley Advisory Partners has $631M in assets under management (AUM), dropping by 3.73%.
- Central Index Key (CIK): 0000900529
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Portfolio Holdings for Ardsley Advisory Partners
Ardsley Advisory Partners holds 115 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| salesforce (CRM) | 5.9 | $37M | +94% | 112k | 334.33 |
|
| Fluor Corporation (FLR) | 4.7 | $30M | +80% | 605k | 49.32 |
|
| Itron (ITRI) | 2.4 | $15M | -26% | 140k | 108.58 |
|
| Oscar Health Cl A (OSCR) | 2.4 | $15M | +2% | 1.1M | 13.44 |
|
| Indivior Ord (INDV) | 2.4 | $15M | +11% | 1.2M | 12.43 |
|
| Terawulf (WULF) | 2.3 | $15M | -5% | 2.6M | 5.62 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.1 | $13M | NEW | 75k | 175.40 |
|
| Microsoft Corporation (MSFT) | 2.0 | $13M | -3% | 30k | 421.50 |
|
| Arista Networks Com Shs Put Option | 1.9 | $12M | NEW | 108k | 110.53 |
|
| Amazon (AMZN) | 1.8 | $12M | +5% | 53k | 219.39 |
|
| Sunrun (RUN) | 1.8 | $12M | -25% | 1.2M | 9.25 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $11M | +179% | 60k | 190.44 |
|
| Lumentum Hldgs (LITE) | 1.8 | $11M | NEW | 135k | 83.95 |
|
| Sunopta (STKL) | 1.7 | $11M | -17% | 1.4M | 7.70 |
|
| UnitedHealth (UNH) | 1.6 | $10M | NEW | 20k | 505.86 |
|
| Camtek Ord (CAMT) | 1.6 | $10M | +525% | 125k | 80.77 |
|
| Netflix (NFLX) | 1.6 | $9.8M | +100% | 11k | 891.32 |
|
| Alamos Gold Com Cl A (AGI) | 1.5 | $9.7M | +31% | 525k | 18.44 |
|
| Transalta Corp (TAC) | 1.5 | $9.5M | -25% | 675k | 14.14 |
|
| First Solar (FSLR) | 1.4 | $9.0M | +34% | 51k | 176.24 |
|
| Aldeyra Therapeutics (ALDX) | 1.4 | $8.7M | +250% | 1.8M | 4.99 |
|
| Okta Cl A (OKTA) | 1.4 | $8.6M | NEW | 109k | 79.00 |
|
| Corning Incorporated (GLW) | 1.4 | $8.6M | +18% | 180k | 47.52 |
|
| Super Micro Computer Com New (SMCI) | 1.3 | $8.2M | NEW | 270k | 30.38 |
|
| Fluence Energy Com Cl A (FLNC) | 1.3 | $8.2M | +5050% | 515k | 15.88 |
|
| Servicenow (NOW) | 1.3 | $8.1M | NEW | 7.6k | 1060.12 |
|
| Bellring Brands Common Stock (BRBR) | 1.3 | $7.9M | 105k | 75.34 |
|
|
| Mirum Pharmaceuticals (MIRM) | 1.2 | $7.9M | 190k | 41.35 |
|
|
| Marvell Technology (MRVL) | 1.2 | $7.7M | -47% | 70k | 110.45 |
|
| Semtech Corporation Put Option (SMTC) | 1.2 | $7.7M | -43% | 125k | 61.85 |
|
| Snowflake Cl A (SNOW) | 1.2 | $7.6M | +553% | 49k | 154.41 |
|
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 1.0 | $6.6M | -14% | 300k | 22.04 |
|
| Broadcom (AVGO) | 1.0 | $6.5M | -66% | 28k | 231.84 |
|
| Bioceres Crop Solutions Corp SHS (BIOX) | 1.0 | $6.5M | -32% | 1.1M | 6.08 |
|
| Intel Corporation (INTC) | 1.0 | $6.4M | NEW | 322k | 20.05 |
|
| Sentinelone Cl A (S) | 1.0 | $6.4M | -60% | 290k | 22.20 |
|
| Ferroglobe SHS (GSM) | 1.0 | $6.3M | -22% | 1.7M | 3.80 |
|
| Micron Technology (MU) | 1.0 | $6.3M | +517% | 75k | 84.24 |
|
| Paypal Holdings (PYPL) | 1.0 | $6.3M | +236% | 74k | 85.35 |
|
| NVIDIA Corporation Put Option (NVDA) | 1.0 | $6.3M | -36% | 47k | 134.29 |
|
| Lattice Semiconductor (LSCC) | 1.0 | $6.3M | +211% | 111k | 56.65 |
|
| Ishares Tr China Lg-cap Etf Call Option (FXI) | 1.0 | $6.1M | NEW | 200k | 30.44 |
|
| Elanco Animal Health (ELAN) | 1.0 | $6.1M | -13% | 500k | 12.11 |
|
| Meta Platforms Cl A (META) | 0.9 | $5.9M | NEW | 10k | 585.51 |
|
| AES Corporation (AES) | 0.9 | $5.8M | +1084% | 450k | 12.87 |
|
| Surgery Partners (SGRY) | 0.9 | $5.7M | +5% | 270k | 21.17 |
|
| Clean Energy Fuels (CLNE) | 0.9 | $5.6M | +47% | 2.3M | 2.51 |
|
| Teradyne (TER) | 0.9 | $5.6M | NEW | 45k | 125.92 |
|
| Draftkings Com Cl A (DKNG) | 0.9 | $5.6M | -11% | 150k | 37.16 |
|
| Celestica (CLS) | 0.9 | $5.5M | -80% | 60k | 92.30 |
|
| Aspen Aerogels (ASPN) | 0.9 | $5.5M | -12% | 461k | 11.88 |
|
| Te Connectivity Ord Shs (TEL) | 0.8 | $5.3M | 37k | 142.97 |
|
|
| Fortinet Put Option (FTNT) | 0.8 | $5.2M | NEW | 55k | 94.48 |
|
| Nextera Energy Partners Com Unit Part In (NEP) | 0.8 | $5.2M | +1350% | 290k | 17.80 |
|
| Ftai Aviation SHS (FTAI) | 0.8 | $5.0M | -2% | 35k | 144.04 |
|
| MasTec (MTZ) | 0.7 | $4.6M | -37% | 34k | 136.14 |
|
| Iren Ordinary Shares (IREN) | 0.7 | $4.4M | -28% | 450k | 9.82 |
|
| Onto Innovation (ONTO) | 0.7 | $4.4M | +32% | 26k | 166.67 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.7 | $4.4M | NEW | 22k | 197.78 |
|
| AeroVironment (AVAV) | 0.7 | $4.2M | NEW | 28k | 153.89 |
|
| Expedia Group Com New (EXPE) | 0.7 | $4.1M | NEW | 22k | 186.33 |
|
| Cameco Corporation (CCJ) | 0.6 | $3.9M | -16% | 75k | 51.39 |
|
| Chart Industries (GTLS) | 0.6 | $3.8M | NEW | 20k | 190.84 |
|
| Mp Materials Corp Com Cl A (MP) | 0.6 | $3.6M | +318% | 230k | 15.60 |
|
| Bill Com Holdings Ord (BILL) | 0.6 | $3.5M | NEW | 41k | 84.71 |
|
| Atlassian Corporation Cl A (TEAM) | 0.5 | $3.2M | NEW | 13k | 243.38 |
|
| Advanced Energy Industries (AEIS) | 0.5 | $2.9M | -16% | 25k | 115.63 |
|
| Revelyst Com Shs | 0.5 | $2.9M | NEW | 150k | 19.23 |
|
| Pure Storage Cl A (PSTG) | 0.4 | $2.8M | NEW | 45k | 61.43 |
|
| MercadoLibre (MELI) | 0.4 | $2.7M | NEW | 1.6k | 1700.44 |
|
| Credo Technology Group Holdi Ordinary Shares Put Option (CRDO) | 0.4 | $2.6M | NEW | 38k | 67.21 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.4 | $2.5M | NEW | 20k | 123.36 |
|
| American Superconductor Corp Shs New (AMSC) | 0.4 | $2.5M | 100k | 24.63 |
|
|
| 4068594 Enphase Energy (ENPH) | 0.4 | $2.4M | NEW | 35k | 68.68 |
|
| Ambarella SHS (AMBA) | 0.4 | $2.4M | NEW | 33k | 72.74 |
|
| Profound Med Corp Com New (PROF) | 0.4 | $2.2M | +7% | 295k | 7.51 |
|
| Block Cl A (SQ) | 0.4 | $2.2M | NEW | 26k | 84.99 |
|
| Mirion Technologies Com Cl A (MIR) | 0.3 | $2.2M | 125k | 17.45 |
|
|
| Cloudflare Cl A Com (NET) | 0.3 | $2.1M | NEW | 20k | 107.02 |
|
| Ciena Corp Com New (CIEN) | 0.3 | $2.1M | NEW | 25k | 84.81 |
|
| Cyberark Software SHS (CYBR) | 0.3 | $2.0M | NEW | 6.0k | 333.15 |
|
| Procore Technologies (PCOR) | 0.3 | $1.9M | -58% | 25k | 74.93 |
|
| Zscaler Incorporated (ZS) | 0.3 | $1.9M | NEW | 10k | 180.41 |
|
| Palo Alto Networks Put Option (PANW) | 0.3 | $1.8M | -52% | 10k | 181.96 |
|
| Denison Mines Corp (DNN) | 0.3 | $1.8M | +100% | 1.0M | 1.80 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.3 | $1.8M | +6% | 80k | 22.21 |
|
| At&t (T) | 0.3 | $1.7M | NEW | 75k | 22.77 |
|
| Eaton Corp SHS (ETN) | 0.3 | $1.7M | NEW | 5.0k | 331.87 |
|
| Invesco Exch Traded Fd Tr Ii Solar Etf Call Option (TAN) | 0.3 | $1.7M | NEW | 50k | 33.12 |
|
| eBay (EBAY) | 0.3 | $1.6M | +341% | 27k | 61.95 |
|
| Dynatrace Com New Call Option (DT) | 0.3 | $1.6M | -76% | 30k | 54.35 |
|
| Western Digital (WDC) | 0.3 | $1.6M | NEW | 27k | 59.63 |
|
| Globe Life Put Option (GL) | 0.2 | $1.6M | NEW | 14k | 111.52 |
|
| Orion Marine (ORN) | 0.2 | $1.5M | 200k | 7.33 |
|
|
| Viavi Solutions Inc equities (VIAV) | 0.2 | $1.4M | NEW | 143k | 10.10 |
|
| Nexgen Energy (NXE) | 0.2 | $1.3M | +23% | 200k | 6.59 |
|
| Toast Cl A (TOST) | 0.2 | $1.3M | NEW | 35k | 36.45 |
|
| The Real Brokerage Com New (REAX) | 0.2 | $1.2M | -58% | 250k | 4.60 |
|
| Calumet (CLMT) | 0.2 | $1.1M | +42% | 50k | 22.02 |
|
| Tree Put Option (TREE) | 0.2 | $1.0M | NEW | 27k | 38.75 |
|
| Ormat Technologies (ORA) | 0.2 | $1.0M | NEW | 15k | 67.72 |
|
| Ncino (NCNO) | 0.2 | $1.0M | NEW | 30k | 33.58 |
|
| Barnes & Noble Ed Com New (BNED) | 0.2 | $1.0M | NEW | 100k | 10.04 |
|
| MDU Resources (MDU) | 0.1 | $901k | +100% | 50k | 18.02 |
|
| Everus Constr Group | 0.1 | $822k | NEW | 13k | 65.75 |
|
| Hannon Armstrong (HASI) | 0.1 | $805k | +18% | 30k | 26.83 |
|
| Riot Blockchain (RIOT) | 0.1 | $766k | NEW | 75k | 10.21 |
|
| Compass Cl A (COMP) | 0.1 | $731k | NEW | 125k | 5.85 |
|
| Powerfleet (AIOT) | 0.1 | $666k | NEW | 100k | 6.66 |
|
| Opal Fuels Class A Com (OPAL) | 0.1 | $509k | +20% | 150k | 3.39 |
|
| Asana Cl A (ASAN) | 0.1 | $507k | NEW | 25k | 20.27 |
|
| Extreme Networks Put Option (EXTR) | 0.1 | $502k | NEW | 30k | 16.74 |
|
| Altus Power Com Cl A (AMPS) | 0.1 | $326k | -95% | 80k | 4.07 |
|
| Lyft Cl A Com Call Option (LYFT) | 0.1 | $323k | NEW | 25k | 12.90 |
|
| Sunnova Energy International Call Option (NOVA) | 0.0 | $172k | +100% | 50k | 3.43 |
|
Past Filings by Ardsley Advisory Partners
SEC 13F filings are viewable for Ardsley Advisory Partners going back to 2010
- Ardsley Advisory Partners 2024 Q4 filed Feb. 14, 2025
- Ardsley Advisory Partners 2024 Q3 filed Nov. 14, 2024
- Ardsley Advisory Partners 2024 Q2 filed Aug. 14, 2024
- Ardsley Advisory Partners 2024 Q1 filed May 15, 2024
- Ardsley Advisory Partners 2023 Q3 filed Nov. 14, 2023
- Ardsley Advisory Partners 2023 Q2 filed Aug. 14, 2023
- Ardsley Advisory Partners 2023 Q1 filed May 15, 2023
- Ardsley Advisory Partners 2022 Q4 filed Feb. 14, 2023
- Ardsley Advisory Partners 2022 Q3 filed Nov. 14, 2022
- Ardsley Advisory Partners 2022 Q2 filed Aug. 15, 2022
- Ardsley Advisory Partners 2022 Q1 filed May 16, 2022
- Ardsley Advisory Partners 2021 Q4 filed Feb. 14, 2022
- Ardsley Advisory Partners 2021 Q3 filed Nov. 15, 2021
- Ardsley Advisory Partners 2021 Q2 filed Aug. 16, 2021
- Ardsley Advisory Partners 2021 Q1 filed May 17, 2021
- Ardsley Advisory Partners 2020 Q4 filed Feb. 16, 2021