Ardsley Advisory Partners

Latest statistics and disclosures from Ardsley Advisory Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are CLS, BIOX, ASPN, STKL, ITRI, and represent 26.15% of Ardsley Advisory Partners's stock portfolio.
  • Added to shares of these 10 stocks: CLS (+$40M), PCRX (+$14M), NEP (+$7.9M), RUN (+$6.7M), EOSE (+$6.0M), SLB (+$5.8M), BSX (+$5.4M), ARCB (+$5.1M), GEN, SMTC.
  • Started 37 new stock positions in FLS, SMH, TER, FTCI, TIXT, VRT, SMTC, EA, GTLB, ROKU.
  • Reduced shares in these 10 stocks: , , IRM (-$8.2M), VST (-$6.9M), UNG (-$5.6M), APO (-$5.4M), SNOW (-$5.3M), LEGN (-$5.0M), NOVA (-$5.0M), ADTN (-$5.0M).
  • Sold out of its positions in ADTN, AEM, AMRC, AMKR, APO, AAOI, ACA, ARRY, ACLS, BW.
  • Ardsley Advisory Partners was a net seller of stock by $-106M.
  • Ardsley Advisory Partners has $448M in assets under management (AUM), dropping by -24.31%.
  • Central Index Key (CIK): 0000900529

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Portfolio Holdings for Ardsley Advisory Partners

Ardsley Advisory Partners holds 96 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Celestica Sub Vtg Shs (CLS) 8.9 $40M NEW 1.6M 24.52
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Bioceres Crop Solutions Corp SHS (BIOX) 4.7 $21M 1.9M 11.29
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Aspen Aerogels (ASPN) 4.6 $21M -16% 2.4M 8.60
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Sunopta (STKL) 4.2 $19M +29% 5.6M 3.37
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Itron (ITRI) 3.7 $17M -20% 276k 60.58
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Nortonlifelock (GEN) 3.6 $16M +38% 903k 17.68
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Sunrun Call Option (RUN) 3.5 $16M +73% 1.3M 12.56
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Pacira Pharmaceuticals Call Option (PCRX) 3.1 $14M NEW 459k 30.68
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Procore Technologies (PCOR) 2.7 $12M +18% 186k 65.32
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First Solar (FSLR) 2.6 $12M -6% 72k 161.59
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Ftai Aviation SHS (FTAI) 2.4 $11M -27% 304k 35.55
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Vistra Energy (VST) 2.4 $11M -39% 325k 33.18
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Flex Ord (FLEX) 2.4 $11M +11% 394k 26.98
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Amazon (AMZN) 2.3 $11M -18% 83k 127.09
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Sentinelone Cl A (S) 2.0 $9.0M -25% 532k 16.86
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Nextera Energy Partners Com Unit Part In (NEP) 1.8 $8.0M +5300% 270k 29.70
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Delta Air Lines Inc Del Com New (DAL) 1.7 $7.4M +25% 200k 37.00
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Ishares Silver Tr Ishares (SLV) 1.6 $7.1M +7% 350k 20.34
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Eos Energy Enterprises Com Cl A (EOSE) 1.5 $6.7M +866% 3.1M 2.15
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Evolv Technologies Hldngs In Com Cl A Call Option (EVLV) 1.5 $6.6M -28% 1.4M 4.86
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Bellring Brands Common Stock (BRBR) 1.5 $6.6M 160k 41.23
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Fluor Corporation (FLR) 1.4 $6.4M -37% 173k 36.70
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Altus Power Com Cl A (AMPS) 1.3 $5.9M +9% 1.1M 5.25
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Pacific Biosciences of California (PACB) 1.3 $5.9M -22% 702k 8.35
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Schlumberger Com Stk (SLB) 1.3 $5.8M NEW 100k 58.30
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Legend Biotech Corp Sponsored Ads (LEGN) 1.3 $5.7M -46% 85k 67.17
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Boston Scientific Corporation (BSX) 1.2 $5.4M NEW 102k 52.80
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Ferroglobe SHS (GSM) 1.2 $5.3M -16% 1.0M 5.20
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Roivant Sciences SHS (ROIV) 1.2 $5.3M -18% 450k 11.68
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Arcbest (ARCB) 1.1 $5.1M NEW 50k 101.39
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Microsoft Corporation (MSFT) 1.1 $4.9M -45% 16k 316.14
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Taboola.com Ord Shs (TBLA) 1.1 $4.9M -35% 1.3M 3.79
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Harmonic (HLIT) 1.0 $4.6M -44% 479k 9.63
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Stem (STEM) 1.0 $4.5M -24% 1.1M 4.24
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Surgery Partners (SGRY) 1.0 $4.4M -6% 150k 29.25
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Semtech Corporation (SMTC) 1.0 $4.3M NEW 168k 25.75
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Intel Corporation (INTC) 0.9 $4.2M NEW 118k 35.51
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MasTec (MTZ) 0.9 $4.0M 56k 71.97
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Vaneck Etf Trust Semiconductr Etf Put Option (SMH) 0.8 $3.6M NEW 25k 144.98
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Everbridge, Inc. Cmn (EVBG) 0.8 $3.4M NEW 150k 22.42
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Uber Technologies (UBER) 0.7 $3.2M -50% 70k 45.99
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Mirum Pharmaceuticals (MIRM) 0.7 $3.2M NEW 100k 31.60
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Servicenow (NOW) 0.6 $2.8M +51% 5.0k 558.96
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Global X Fds Global X Uranium (URA) 0.6 $2.7M -42% 100k 27.04
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NVIDIA Corporation (NVDA) 0.6 $2.6M -50% 6.0k 434.92
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Altimmune Com New (ALT) 0.6 $2.6M -4% 992k 2.60
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Wheaton Precious Metals Corp (WPM) 0.5 $2.4M +33% 60k 40.55
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Super Micro Computer (SMCI) 0.5 $2.3M +3% 8.3k 274.22
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salesforce (CRM) 0.5 $2.2M NEW 11k 202.78
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Clean Energy Fuels Call Option (CLNE) 0.5 $2.2M -23% 575k 3.83
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Electronic Arts (EA) 0.5 $2.1M NEW 17k 120.40
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Broadcom (AVGO) 0.4 $2.0M -54% 2.4k 830.58
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Cameco Corporation (CCJ) 0.4 $2.0M -33% 50k 39.64
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Dell Technologies CL C (DELL) 0.4 $2.0M +90% 29k 68.90
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Marvell Technology Put Option (MRVL) 0.4 $1.9M NEW 35k 54.13
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Dynatrace Com New (DT) 0.4 $1.9M NEW 40k 46.73
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Paypal Holdings Call Option (PYPL) 0.4 $1.7M NEW 29k 58.46
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Monolithic Power Systems (MPWR) 0.4 $1.7M -45% 3.7k 462.00
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Alphabet Cap Stk Cl C (GOOG) 0.4 $1.7M -14% 13k 131.79
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Fabrinet SHS (FN) 0.4 $1.6M -35% 9.7k 166.62
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Primoris Services (PRIM) 0.3 $1.5M -43% 47k 32.73
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Roku Com Cl A (ROKU) 0.3 $1.5M NEW 21k 70.59
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Western Digital (WDC) 0.3 $1.5M NEW 32k 45.63
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Vertex Cl A (VERX) 0.3 $1.4M -39% 61k 23.10
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Kraneshares Tr Csi Chi Internet (KWEB) 0.3 $1.4M NEW 50k 27.39
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Stratasys SHS (SSYS) 0.3 $1.4M NEW 100k 13.61
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M/a (MTSI) 0.3 $1.3M NEW 17k 81.58
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Okta Cl A (OKTA) 0.3 $1.2M NEW 15k 81.51
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Sprinklr Cl A (CXM) 0.3 $1.2M NEW 85k 13.84
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Myr (MYRG) 0.2 $1.0M 7.5k 134.76
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Flowserve Corporation (FLS) 0.2 $994k NEW 25k 39.77
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Proshares Tr Pshs Ultsh 20yrs (TBT) 0.2 $981k NEW 25k 39.22
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Cadence Design Systems Put Option (CDNS) 0.2 $937k NEW 4.0k 234.30
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Arista Networks Put Option (ANET) 0.2 $920k -75% 5.0k 183.93
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Ftai Infrastructure Common Stock (FIP) 0.2 $831k -36% 258k 3.22
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Denison Mines Corp (DNN) 0.2 $830k +25% 500k 1.66
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Ftc Solar (FTCI) 0.2 $800k NEW 625k 1.28
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Five9 (FIVN) 0.2 $785k +19% 12k 64.30
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Zscaler Incorporated (ZS) 0.2 $778k +2% 5.0k 155.59
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Mirion Technologies Com Cl A (MIR) 0.2 $747k 100k 7.47
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Modine Manufacturing (MOD) 0.2 $743k -26% 16k 45.75
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Bloom Energy Corp Com Cl A (BE) 0.1 $663k NEW 50k 13.26
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Adobe Systems Incorporated (ADBE) 0.1 $637k -72% 1.3k 509.90
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Enovix Corp (ENVX) 0.1 $628k -66% 50k 12.55
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Nexgen Energy (NXE) 0.1 $599k NEW 100k 5.99
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Teradyne (TER) 0.1 $578k NEW 5.8k 100.46
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Vertiv Holdings Com Cl A (VRT) 0.1 $428k NEW 12k 37.20
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Purecycle Technologies (PCT) 0.1 $421k NEW 75k 5.61
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Zuora Com Cl A (ZUO) 0.1 $396k NEW 48k 8.24
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Camtek Ord (CAMT) 0.1 $380k -88% 6.1k 62.26
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Ess Tech Common Stock (GWH) 0.1 $376k NEW 200k 1.88
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Applied Digital Corp Com New (APLD) 0.1 $312k -87% 50k 6.24
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Gitlab Class A Com Put Option (GTLB) 0.1 $271k NEW 6.0k 45.22
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Ceridian Hcm Hldg (CDAY) 0.0 $217k NEW 3.2k 67.85
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Elastic N V Ord Shs (ESTC) 0.0 $203k NEW 2.5k 81.24
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Telus Intl Cda Sub Vtg Shs Put Option (TIXT) 0.0 $114k NEW 15k 7.62
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Past Filings by Ardsley Advisory Partners

SEC 13F filings are viewable for Ardsley Advisory Partners going back to 2010

View all past filings