Ardsley Advisory Partners
Latest statistics and disclosures from Ardsley Advisory Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are HUT, GOOG, MRVL, AVGO, RUN, and represent 20.78% of Ardsley Advisory Partners's stock portfolio.
- Added to shares of these 10 stocks: GOOG (+$22M), RUN (+$21M), FSLR (+$19M), EOSE (+$18M), HUT (+$17M), LITE (+$14M), AAOI (+$14M), SIMO (+$13M), AGI (+$11M), SNDK (+$11M).
- Started 49 new stock positions in PDD, ONTO, EBAY, EOSE, IBM, METC, SLV, NRGV, WMB, ALAB.
- Reduced shares in these 10 stocks: FLR (-$31M), , ANET (-$27M), AMD (-$22M), CLS (-$21M), NVDA (-$13M), AFRM (-$13M), HUM (-$12M), , NFLX (-$11M).
- Sold out of its positions in AMD, BABA, OKLO, AMPL, ACHR, ARLO, ARRY, ADSK, BLDP, BOX.
- Ardsley Advisory Partners was a net seller of stock by $-46M.
- Ardsley Advisory Partners has $809M in assets under management (AUM), dropping by 6.31%.
- Central Index Key (CIK): 0000900529
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Portfolio Holdings for Ardsley Advisory Partners
Ardsley Advisory Partners holds 111 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Hut 8 Corp Call Option (HUT) | 4.6 | $37M | +79% | 1.1M | 34.81 |
|
| Alphabet Cap Stk Cl C Call Option (GOOG) | 4.5 | $36M | +155% | 148k | 243.55 |
|
| Marvell Technology Put Option (MRVL) | 4.3 | $35M | -7% | 415k | 84.07 |
|
| Broadcom (AVGO) | 3.7 | $30M | +17% | 91k | 329.91 |
|
| Sunrun Call Option (RUN) | 3.7 | $30M | +239% | 1.7M | 17.29 |
|
| First Solar (FSLR) | 3.5 | $28M | +186% | 129k | 220.53 |
|
| Oracle Corporation Call Option (ORCL) | 3.5 | $28M | 100k | 281.24 |
|
|
| Microsoft Corporation (MSFT) | 2.4 | $19M | -24% | 37k | 516.54 |
|
| Eos Energy Enterprises Com Cl A (EOSE) | 2.2 | $18M | NEW | 1.6M | 11.34 |
|
| Arm Holdings Sponsored Ads Call Option (ARM) | 2.2 | $18M | -3% | 128k | 141.49 |
|
| Amazon (AMZN) | 2.0 | $17M | +19% | 76k | 219.45 |
|
| NVIDIA Corporation (NVDA) | 1.8 | $15M | -47% | 79k | 186.30 |
|
| Lumentum Hldgs (LITE) | 1.7 | $14M | NEW | 86k | 162.71 |
|
| Corning Incorporated (GLW) | 1.7 | $14M | +10% | 168k | 82.03 |
|
| Terawulf (WULF) | 1.7 | $14M | -38% | 1.2M | 11.45 |
|
| Applied Optoelectronics Call Option (AAOI) | 1.7 | $14M | NEW | 530k | 25.93 |
|
| Brightspring Health Svcs (BTSG) | 1.6 | $13M | +200% | 450k | 29.56 |
|
| Silicon Motion Technology Sponsored Adr (SIMO) | 1.6 | $13M | NEW | 133k | 94.81 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 1.5 | $12M | +40% | 83k | 148.61 |
|
| Teradyne (TER) | 1.5 | $12M | +453% | 88k | 137.64 |
|
| Alamos Gold Com Cl A (AGI) | 1.4 | $11M | NEW | 325k | 34.86 |
|
| Sandisk Corp (SNDK) | 1.4 | $11M | NEW | 100k | 112.20 |
|
| Argenx Se Sponsored Adr (ARGX) | 1.4 | $11M | NEW | 15k | 737.56 |
|
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 1.2 | $10M | +25% | 500k | 20.20 |
|
| Ishares Tr Gl Clean Ene Etf Call Option (ICLN) | 1.2 | $10M | +62% | 650k | 15.48 |
|
| Pure Storage Cl A (PSTG) | 1.2 | $10M | NEW | 120k | 83.81 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 1.2 | $10M | +25% | 625k | 16.01 |
|
| Aldeyra Therapeutics (ALDX) | 1.2 | $9.9M | -7% | 1.9M | 5.22 |
|
| Okta Cl A (OKTA) | 1.2 | $9.7M | NEW | 106k | 91.70 |
|
| Xplr Infrastructure Com Unit Part In (XIFR) | 1.1 | $8.9M | +20% | 880k | 10.17 |
|
| Semtech Corporation Call Option (SMTC) | 1.1 | $8.6M | NEW | 120k | 71.45 |
|
| Riot Blockchain (RIOT) | 1.1 | $8.6M | +38% | 450k | 19.03 |
|
| Ishares Silver Tr Ishares (SLV) | 1.0 | $8.5M | NEW | 200k | 42.33 |
|
| Daqo New Energy Corp Spnsrd Ads New (DQ) | 1.0 | $8.4M | NEW | 300k | 28.13 |
|
| Lattice Semiconductor (LSCC) | 1.0 | $8.4M | +7% | 115k | 73.35 |
|
| salesforce (CRM) | 1.0 | $7.8M | NEW | 33k | 237.00 |
|
| Mirion Technologies Com Cl A (MIR) | 0.9 | $7.6M | -29% | 328k | 23.26 |
|
| Advanced Energy Industries (AEIS) | 0.9 | $7.6M | +27% | 45k | 170.14 |
|
| CVS Caremark Corporation (CVS) | 0.9 | $7.5M | -9% | 100k | 75.39 |
|
| Bwx Technologies (BWXT) | 0.9 | $7.4M | -52% | 40k | 184.37 |
|
| Coherent Corp (COHR) | 0.9 | $7.3M | -22% | 68k | 107.72 |
|
| Tenet Healthcare Corp Com New (THC) | 0.9 | $7.1M | NEW | 35k | 203.04 |
|
| Oscar Health Cl A (OSCR) | 0.9 | $7.1M | NEW | 375k | 18.93 |
|
| Pagerduty Call Option (PD) | 0.8 | $6.6M | NEW | 397k | 16.52 |
|
| Genedx Holdings Corp Com Cl A (WGS) | 0.8 | $6.5M | -25% | 60k | 107.74 |
|
| Palo Alto Networks (PANW) | 0.8 | $6.4M | +60% | 31k | 203.62 |
|
| Adma Biologics (ADMA) | 0.8 | $6.2M | +6% | 425k | 14.66 |
|
| Sunopta (STKL) | 0.7 | $6.0M | 1.0M | 5.86 |
|
|
| Confluent Class A Com (CFLT) | 0.7 | $5.8M | NEW | 295k | 19.80 |
|
| Applovin Corp Com Cl A (APP) | 0.7 | $5.7M | 8.0k | 718.54 |
|
|
| Fluor Corporation (FLR) | 0.7 | $5.7M | -84% | 135k | 42.07 |
|
| Amphenol Corp Cl A Put Option (APH) | 0.7 | $5.6M | NEW | 45k | 123.75 |
|
| Magnite Ord (MGNI) | 0.7 | $5.6M | -31% | 255k | 21.78 |
|
| Denison Mines Corp (DNN) | 0.7 | $5.5M | 2.0M | 2.75 |
|
|
| Draftkings Com Cl A (DKNG) | 0.7 | $5.4M | +16% | 145k | 37.40 |
|
| eBay (EBAY) | 0.7 | $5.4M | NEW | 59k | 90.95 |
|
| Onto Innovation (ONTO) | 0.6 | $5.2M | NEW | 41k | 129.22 |
|
| International Business Machines (IBM) | 0.6 | $5.1M | NEW | 18k | 282.16 |
|
| Arista Networks Com Shs (ANET) | 0.6 | $5.0M | -84% | 34k | 145.71 |
|
| Williams Companies (WMB) | 0.6 | $4.8M | NEW | 75k | 63.35 |
|
| Paypal Holdings (PYPL) | 0.5 | $4.4M | +120% | 66k | 67.06 |
|
| Invesco Exch Traded Fd Tr Ii Solar Etf Call Option (TAN) | 0.5 | $4.4M | 100k | 43.63 |
|
|
| MasTec (MTZ) | 0.5 | $4.3M | NEW | 20k | 212.81 |
|
| Baker Hughes Company Cl A (BKR) | 0.5 | $4.1M | NEW | 85k | 48.72 |
|
| Flowserve Corporation (FLS) | 0.5 | $4.0M | +200% | 75k | 53.14 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $3.9M | NEW | 14k | 279.29 |
|
| Intel Corporation (INTC) | 0.5 | $3.7M | NEW | 111k | 33.51 |
|
| Analog Devices Put Option (ADI) | 0.5 | $3.7M | NEW | 15k | 245.70 |
|
| Western Digital (WDC) | 0.4 | $3.6M | NEW | 30k | 120.00 |
|
| Clearway Energy CL C (CWEN) | 0.4 | $3.5M | +127% | 125k | 28.25 |
|
| Pdd Holdings Sponsored Ads Call Option (PDD) | 0.4 | $3.3M | NEW | 25k | 132.17 |
|
| Orion Marine (ORN) | 0.4 | $3.1M | +15% | 375k | 8.32 |
|
| Aaon Com Par $0.004 (AAON) | 0.4 | $3.0M | NEW | 32k | 93.44 |
|
| Astera Labs Put Option (ALAB) | 0.3 | $2.7M | NEW | 14k | 195.80 |
|
| Etsy (ETSY) | 0.3 | $2.5M | NEW | 38k | 66.28 |
|
| Tripadvisor Call Option (TRIP) | 0.3 | $2.4M | -40% | 148k | 16.26 |
|
| Infosys Sponsored Adr Put Option (INFY) | 0.3 | $2.3M | NEW | 140k | 16.27 |
|
| Nexgen Energy (NXE) | 0.3 | $2.2M | +400% | 250k | 8.95 |
|
| Nuscale Pwr Corp Cl A Com Put Option (SMR) | 0.2 | $1.8M | NEW | 50k | 36.00 |
|
| Hannon Armstrong (HASI) | 0.2 | $1.7M | 55k | 30.70 |
|
|
| Ameresco Cl A (AMRC) | 0.2 | $1.7M | NEW | 50k | 33.58 |
|
| AES Corporation (AES) | 0.2 | $1.6M | +25% | 125k | 13.16 |
|
| Profound Med Corp Com New (PROF) | 0.2 | $1.6M | 330k | 4.89 |
|
|
| Nokia Corp Sponsored Adr (NOK) | 0.2 | $1.6M | -45% | 335k | 4.81 |
|
| Transalta Corp (TAC) | 0.2 | $1.6M | +9% | 115k | 13.66 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.2 | $1.5M | -89% | 20k | 73.08 |
|
| Credo Technology Group Holdi Ordinary Shares Put Option (CRDO) | 0.2 | $1.5M | 10k | 145.61 |
|
|
| Clean Energy Fuels Call Option (CLNE) | 0.2 | $1.4M | -8% | 550k | 2.58 |
|
| Ramaco Res Com Cl A (METC) | 0.2 | $1.3M | NEW | 40k | 33.19 |
|
| Peloton Interactive Cl A Com Call Option (PTON) | 0.1 | $1.1M | NEW | 120k | 9.00 |
|
| TETRA Technologies (TTI) | 0.1 | $1.0M | 175k | 5.75 |
|
|
| Docusign (DOCU) | 0.1 | $937k | NEW | 13k | 72.09 |
|
| Powerfleet (AIOT) | 0.1 | $917k | 175k | 5.24 |
|
|
| Nike CL B (NKE) | 0.1 | $907k | NEW | 13k | 69.80 |
|
| Cameco Corporation (CCJ) | 0.1 | $839k | -73% | 10k | 83.86 |
|
| Roku Com Cl A (ROKU) | 0.1 | $801k | NEW | 8.0k | 100.13 |
|
| Energy Services of America (ESOA) | 0.1 | $776k | NEW | 75k | 10.35 |
|
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.1 | $755k | -50% | 100k | 7.55 |
|
| Zeta Global Holdings Corp Cl A Put Option (ZETA) | 0.1 | $696k | -5% | 35k | 19.87 |
|
| Acuren Corporation (TIC) | 0.1 | $666k | NEW | 50k | 13.31 |
|
| Spring Valley Acquistn Corp Class A Ord (SVII) | 0.1 | $626k | NEW | 50k | 12.51 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.1 | $423k | -95% | 5.0k | 84.57 |
|
| Complete Solaria (SPWR) | 0.0 | $370k | NEW | 210k | 1.76 |
|
| Idaho Strategic Resources Com New (IDR) | 0.0 | $338k | NEW | 10k | 33.79 |
|
| Net Power Com Cl A (NPWR) | 0.0 | $325k | NEW | 108k | 3.01 |
|
| Legence Corp Cl A | 0.0 | $308k | NEW | 10k | 30.81 |
|
| Energy Vault Holdings (NRGV) | 0.0 | $297k | NEW | 100k | 2.97 |
|
| ON Semiconductor Put Option (ON) | 0.0 | $247k | -28% | 5.0k | 49.31 |
|
| Shoals Technologies Group In Cl A (SHLS) | 0.0 | $148k | -96% | 20k | 7.41 |
|
| Butterfly Network Com Cl A (BFLY) | 0.0 | $97k | NEW | 50k | 1.93 |
|
| Bioceres Crop Solutions Corp SHS (BIOX) | 0.0 | $85k | -93% | 60k | 1.41 |
|
Past Filings by Ardsley Advisory Partners
SEC 13F filings are viewable for Ardsley Advisory Partners going back to 2010
- Ardsley Advisory Partners 2025 Q3 filed Nov. 14, 2025
- Ardsley Advisory Partners 2025 Q2 filed Aug. 14, 2025
- Ardsley Advisory Partners 2025 Q1 filed May 15, 2025
- 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