Ardsley Advisory Partners
Latest statistics and disclosures from Ardsley Advisory Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AVGO, LLY, FSLR, LITE, RUN, and represent 19.69% of Ardsley Advisory Partners's stock portfolio.
- Added to shares of these 10 stocks: LLY (+$43M), TEL (+$17M), SEZL (+$16M), AVGO (+$15M), ANET (+$14M), ABNB (+$11M), TXN (+$10M), SMTC (+$10M), GSM (+$9.8M), SMIN (+$9.8M).
- Started 52 new stock positions in ORA, ET, OWL, MDB, NOW, TE, SNAP, CW, UEC, HAL.
- Reduced shares in these 10 stocks: MRVL (-$34M), HUT (-$33M), GOOG (-$29M), AAOI (-$18M), GLW (-$13M), , EOSE (-$12M), COHR (-$11M), SNDK (-$10M), PSTG (-$10M).
- Sold out of its positions in ADMA, AES, APH, ADI, APP, ALAB, BFLY, CLNE, CFLT, DOCU.
- Ardsley Advisory Partners was a net buyer of stock by $17M.
- Ardsley Advisory Partners has $911M in assets under management (AUM), dropping by 12.68%.
- Central Index Key (CIK): 0000900529
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Portfolio Holdings for Ardsley Advisory Partners
Ardsley Advisory Partners holds 124 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Broadcom (AVGO) | 5.1 | $46M | +48% | 134k | 346.20 |
|
| Eli Lilly & Co. (LLY) | 4.7 | $43M | NEW | 40k | 1074.68 |
|
| First Solar (FSLR) | 3.7 | $33M | 128k | 261.23 |
|
|
| Lumentum Hldgs (LITE) | 3.2 | $30M | -6% | 80k | 368.59 |
|
| Sunrun (RUN) | 3.0 | $27M | -14% | 1.5M | 18.40 |
|
| NVIDIA Corporation (NVDA) | 2.6 | $23M | +58% | 125k | 186.50 |
|
| Argenx Se Sponsored Adr (ARGX) | 2.2 | $20M | +60% | 24k | 840.95 |
|
| Semtech Corporation (SMTC) | 2.1 | $19M | +115% | 259k | 73.69 |
|
| Ishares Silver Tr Ishares (SLV) | 2.1 | $19M | +47% | 295k | 64.37 |
|
| Arista Networks Com Shs (ANET) | 2.0 | $18M | +311% | 140k | 131.03 |
|
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 2.0 | $18M | +16% | 580k | 31.21 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $18M | -61% | 57k | 313.80 |
|
| Te Connectivity Ord Shs (TEL) | 1.8 | $17M | NEW | 74k | 227.51 |
|
| Hut 8 Corp (HUT) | 1.8 | $17M | -66% | 360k | 45.94 |
|
| Sezzle (SEZL) | 1.8 | $16M | NEW | 255k | 63.48 |
|
| Advanced Energy Industries (AEIS) | 1.7 | $15M | +64% | 73k | 209.37 |
|
| Oracle Corporation (ORCL) | 1.7 | $15M | -22% | 78k | 194.91 |
|
| salesforce (CRM) | 1.5 | $14M | +54% | 51k | 264.64 |
|
| Terawulf (WULF) | 1.5 | $13M | -2% | 1.2M | 11.49 |
|
| Sandisk Corp (SNDK) | 1.5 | $13M | -44% | 56k | 237.38 |
|
| Brightspring Health Svcs (BTSG) | 1.4 | $13M | -22% | 350k | 37.45 |
|
| Palo Alto Networks (PANW) | 1.4 | $13M | +120% | 69k | 184.20 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 1.4 | $13M | -5% | 78k | 160.99 |
|
| Amazon (AMZN) | 1.4 | $13M | -28% | 54k | 230.91 |
|
| Teradyne (TER) | 1.3 | $12M | -31% | 60k | 193.56 |
|
| Alamos Gold Com Cl A (AGI) | 1.3 | $12M | -7% | 300k | 38.58 |
|
| Airbnb Com Cl A (ABNB) | 1.2 | $11M | NEW | 81k | 135.72 |
|
| Denison Mines Corp (DNN) | 1.2 | $11M | +105% | 4.1M | 2.66 |
|
| Microsoft Corporation (MSFT) | 1.2 | $11M | -40% | 22k | 483.60 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 1.2 | $11M | +2% | 640k | 16.73 |
|
| Texas Instruments Incorporated (TXN) | 1.1 | $10M | NEW | 60k | 173.49 |
|
| Nexgen Energy (NXE) | 1.1 | $10M | +350% | 1.1M | 9.20 |
|
| Ferroglobe SHS (GSM) | 1.1 | $9.8M | NEW | 2.1M | 4.64 |
|
| Ishares Tr Msci India Sm Cp (SMIN) | 1.1 | $9.8M | NEW | 140k | 69.91 |
|
| Sanmina (SANM) | 1.1 | $9.8M | NEW | 65k | 150.07 |
|
| Arm Holdings Sponsored Ads Call Option (ARM) | 1.0 | $9.3M | -33% | 85k | 109.31 |
|
| Onto Innovation (ONTO) | 1.0 | $9.2M | +44% | 59k | 157.86 |
|
| Twilio Cl A (TWLO) | 1.0 | $8.9M | NEW | 63k | 142.24 |
|
| Mongodb Cl A (MDB) | 1.0 | $8.7M | NEW | 21k | 419.00 |
|
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.9 | $8.5M | NEW | 50k | 170.00 |
|
| Viavi Solutions Inc equities (VIAV) | 0.9 | $7.8M | NEW | 440k | 17.82 |
|
| Aldeyra Therapeutics (ALDX) | 0.9 | $7.8M | -21% | 1.5M | 5.18 |
|
| Mirion Technologies Com Cl A (MIR) | 0.8 | $7.6M | 325k | 23.42 |
|
|
| Brookdale Senior Living Call Option (BKD) | 0.8 | $7.4M | NEW | 690k | 10.79 |
|
| eBay (EBAY) | 0.8 | $7.4M | +44% | 85k | 87.10 |
|
| Ishares Tr Gl Clean Ene Etf Call Option (ICLN) | 0.8 | $7.4M | -30% | 450k | 16.43 |
|
| Genedx Holdings Corp Com Cl A (WGS) | 0.8 | $7.2M | -8% | 55k | 130.06 |
|
| Daqo New Energy Corp Spnsrd Ads New (DQ) | 0.8 | $6.9M | -21% | 235k | 29.50 |
|
| CVS Caremark Corporation (CVS) | 0.7 | $6.7M | -15% | 85k | 79.36 |
|
| Bellring Brands Common Stock (BRBR) | 0.7 | $6.4M | NEW | 240k | 26.73 |
|
| Eos Energy Enterprises Com Cl A (EOSE) | 0.7 | $6.4M | -65% | 555k | 11.46 |
|
| Lattice Semiconductor (LSCC) | 0.7 | $6.3M | -24% | 86k | 73.58 |
|
| The Trade Desk Com Cl A Put Option (TTD) | 0.7 | $6.3M | NEW | 165k | 37.96 |
|
| Servicenow (NOW) | 0.6 | $5.9M | NEW | 38k | 153.01 |
|
| Rh (RH) | 0.6 | $5.4M | NEW | 30k | 179.15 |
|
| Veracyte (VCYT) | 0.6 | $5.3M | NEW | 125k | 42.10 |
|
| Clearway Energy CL C (CWEN) | 0.5 | $5.0M | +20% | 150k | 33.26 |
|
| Tenet Healthcare Corp Com New (THC) | 0.5 | $5.0M | -28% | 25k | 198.72 |
|
| Invesco Exch Traded Fd Tr Ii Solar Etf Call Option (TAN) | 0.5 | $4.9M | 100k | 49.12 |
|
|
| Blue Owl Capital Com Cl A (OWL) | 0.5 | $4.9M | NEW | 325k | 14.94 |
|
| Dell Technologies CL C Put Option (DELL) | 0.5 | $4.5M | NEW | 36k | 125.88 |
|
| Xplr Infrastructure Com Unit Part In (XIFR) | 0.5 | $4.5M | -48% | 450k | 10.00 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.5 | $4.4M | +920% | 51k | 86.89 |
|
| Bwx Technologies (BWXT) | 0.5 | $4.3M | -37% | 25k | 172.84 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.5 | $4.3M | NEW | 100k | 42.72 |
|
| Intel Corporation (INTC) | 0.4 | $4.1M | 111k | 36.90 |
|
|
| Orion Marine (ORN) | 0.4 | $4.0M | +6% | 400k | 9.94 |
|
| Baker Hughes Company Cl A (BKR) | 0.4 | $3.9M | 85k | 45.54 |
|
|
| Avery Dennison Corporation (AVY) | 0.4 | $3.8M | NEW | 21k | 181.88 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.4 | $3.7M | +67% | 560k | 6.55 |
|
| Deckers Outdoor Corporation (DECK) | 0.4 | $3.6M | NEW | 35k | 103.67 |
|
| Profound Med Corp Com New (PROF) | 0.4 | $3.5M | +36% | 450k | 7.87 |
|
| Snap Cl A (SNAP) | 0.4 | $3.5M | NEW | 430k | 8.07 |
|
| Kraneshares Trust Csi Chi Internet Call Option (KWEB) | 0.4 | $3.4M | NEW | 100k | 34.05 |
|
| Ormat Technologies (ORA) | 0.4 | $3.3M | NEW | 30k | 110.47 |
|
| MasTec (MTZ) | 0.4 | $3.3M | -25% | 15k | 217.37 |
|
| Cameco Corporation (CCJ) | 0.4 | $3.2M | +250% | 35k | 91.49 |
|
| Fluor Corporation (FLR) | 0.3 | $3.2M | -40% | 80k | 39.63 |
|
| Nxp Semiconductors N V (NXPI) | 0.3 | $3.1M | NEW | 15k | 217.06 |
|
| Tripadvisor (TRIP) | 0.3 | $3.1M | +44% | 214k | 14.56 |
|
| T1 Energy Com New (TE) | 0.3 | $3.1M | NEW | 465k | 6.66 |
|
| Williams Companies (WMB) | 0.3 | $3.0M | -33% | 50k | 60.11 |
|
| Wolfspeed Common Stock (WOLF) | 0.3 | $2.9M | NEW | 165k | 17.41 |
|
| Halliburton Company (HAL) | 0.3 | $2.8M | NEW | 100k | 28.26 |
|
| Netflix (NFLX) | 0.3 | $2.7M | NEW | 29k | 93.79 |
|
| Sunopta (STKL) | 0.3 | $2.6M | -32% | 690k | 3.80 |
|
| Infosys Sponsored Adr Put Option (INFY) | 0.3 | $2.5M | 140k | 17.82 |
|
|
| MercadoLibre (MELI) | 0.3 | $2.4M | NEW | 1.2k | 2014.26 |
|
| Transalta Corp (TAC) | 0.2 | $2.3M | +56% | 180k | 12.65 |
|
| Soluna Holdings Com New (SLNH) | 0.2 | $2.0M | NEW | 1.7M | 1.17 |
|
| Nextera Energy (NEE) | 0.2 | $2.0M | NEW | 25k | 80.28 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.2 | $1.8M | NEW | 22k | 83.00 |
|
| Corning Incorporated Put Option (GLW) | 0.2 | $1.8M | -88% | 20k | 87.56 |
|
| Hannon Armstrong (HASI) | 0.2 | $1.7M | 55k | 31.43 |
|
|
| Affirm Hldgs Com Cl A (AFRM) | 0.2 | $1.6M | +5% | 21k | 74.11 |
|
| Global E Online SHS (GLBE) | 0.2 | $1.5M | NEW | 39k | 39.31 |
|
| Acuren Corporation (TIC) | 0.2 | $1.5M | +200% | 150k | 10.11 |
|
| Ameresco Cl A (AMRC) | 0.2 | $1.5M | 50k | 29.29 |
|
|
| Epam Systems (EPAM) | 0.2 | $1.4M | NEW | 7.0k | 204.88 |
|
| Curtiss-Wright (CW) | 0.2 | $1.4M | NEW | 2.5k | 551.27 |
|
| EQT Corporation (EQT) | 0.1 | $1.3M | NEW | 25k | 53.60 |
|
| Meta Platforms Cl A (META) | 0.1 | $1.3M | NEW | 2.0k | 660.09 |
|
| Itron (ITRI) | 0.1 | $1.3M | NEW | 14k | 92.86 |
|
| Coherent Corp Put Option (COHR) | 0.1 | $1.3M | -89% | 7.0k | 184.57 |
|
| 4068594 Enphase Energy (ENPH) | 0.1 | $1.2M | NEW | 38k | 32.10 |
|
| Impinj (PI) | 0.1 | $1.1M | NEW | 6.5k | 174.01 |
|
| Compass Cl A (COMP) | 0.1 | $1.1M | NEW | 100k | 10.57 |
|
| Roku Com Cl A (ROKU) | 0.1 | $976k | +12% | 9.0k | 108.48 |
|
| Uranium Energy (UEC) | 0.1 | $876k | NEW | 75k | 11.68 |
|
| Applied Optoelectronics (AAOI) | 0.1 | $872k | -95% | 25k | 34.86 |
|
| Marvell Technology Put Option (MRVL) | 0.1 | $850k | -97% | 10k | 84.98 |
|
| Complete Solaria (SPWR) | 0.1 | $816k | +147% | 520k | 1.57 |
|
| Vistra Energy (VST) | 0.1 | $807k | NEW | 5.0k | 161.32 |
|
| Bioceres Crop Solutions Corp SHS (BIOX) | 0.1 | $622k | +691% | 475k | 1.31 |
|
| Xometry Class A Com (XMTR) | 0.1 | $595k | NEW | 10k | 59.47 |
|
| Warby Parker Cl A Com (WRBY) | 0.1 | $577k | NEW | 27k | 21.79 |
|
| Ramaco Res Com Cl A (METC) | 0.1 | $540k | -25% | 30k | 18.00 |
|
| Modine Manufacturing (MOD) | 0.1 | $481k | NEW | 3.6k | 133.51 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $412k | NEW | 25k | 16.49 |
|
| Energy Services of America (ESOA) | 0.0 | $409k | -33% | 50k | 8.17 |
|
| Array Technologies Com Shs (ARRY) | 0.0 | $231k | NEW | 25k | 9.22 |
|
| Aaon Com Par $0.004 (AAON) | 0.0 | $229k | -90% | 3.0k | 76.25 |
|
| Shoals Technologies Group In Cl A (SHLS) | 0.0 | $213k | +25% | 25k | 8.50 |
|
| New Fortress Energy Com Cl A (NFE) | 0.0 | $171k | NEW | 150k | 1.14 |
|
Past Filings by Ardsley Advisory Partners
SEC 13F filings are viewable for Ardsley Advisory Partners going back to 2010
- Ardsley Advisory Partners 2025 Q4 filed Feb. 17, 2026
- 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